Anthony Bouton is a financial advisor at Mercer Global Advisors Inc. with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Fisher Investments and Fidelity in various advisory roles. Mercer Global Advisors serves a diverse client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm applies a Modern Portfolio Theory-based investment approach focusing on globally diversified, risk-appropriate portfolios with multi-factor tilts and offers a range of portfolio management and planning services.

Nelson Stiles is a financial advisor with Planmember Securities Corporation, holding Series 63 and 65 credentials and bringing 13 years of industry experience. His career includes roles at Odyssey Financial, N Stiles & Assoc., Inc., and U.S. Employee Benefits Services Group, LLC. Outside of his advisory work, he is involved in real estate brokerage through Sand Dollar Realty Group. Planmember Securities Corporation provides retirement-plan advisory services to employers and plan participants, offering a top-down strategic asset allocation approach and managing risk-based mutual fund portfolios. The firm also delivers education and support services to plan sponsors and participants.

Malachi Jones is a financial advisor at Schwab Wealth Advisory with Series 65 and Series 63 licenses and two years of industry experience. Prior to joining Schwab Wealth Advisory in 2026, he worked at Charles Schwab & Co., Inc. starting in 2023 and has a background in retail jewelry sales. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations using Schwab's asset allocation models and research tools. The firm operates within the Schwab ecosystem and does not charge clients directly for advisory services.

Daniel Potocki is a financial advisor with Schwab Wealth Advisory in Orlando, FL, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior firms include Charles Schwab, Empower Financial Services, Cetera, and New York Life Insurance Company. He served in the United States Army Reserve for six years. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations across various asset classes. The firm operates as an internal advisory unit within the Schwab ecosystem, delivering advice through Schwab’s research tools and standard asset allocation models.

Heather Mulcahy is a CFP® professional affiliated with Hightower Advisors in Orlando, FL. She has experience spanning several years with Resource Consulting Group and Hightower Advisors. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles and strategies.

Brian Yannaccone is a financial advisor at Mercer Global Advisors Inc. in Orlando, FL, with 10 years of industry experience. His prior roles include positions at Personal Capital Advisors Corporation, Empower Financial Services, and Oxford Wealth Group. Yannaccone holds Series 63 and Series 66 licenses. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with investment advisory, financial, tax, retirement, estate planning, and family office services. The firm employs a globally diversified investment approach based on Modern Portfolio Theory, utilizing low-cost ETFs, index funds, separate account managers, and specialized programs, alongside educational initiatives and integrated affiliated services.

Susan Poss is a financial advisor with Schwab Wealth Advisory in Orlando, FL, holding Series 63 and Series 66 designations. She has 26 years of industry experience, including 12 years with Schwab Wealth Advisory and over 20 years overall at Charles Schwab. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering services such as annual financial reviews and investment recommendations using Schwab’s research tools and asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients for its advisory services.

Nolan Cancino is a financial advisor at Schwab Wealth Advisory with eight years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at Charles Schwab and Morgan Stanley Smith Barney LLC. Nolan is based in Orlando, FL. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program. The firm offers annual financial reviews, retirement and planning discussions, and investment recommendations using Schwab’s asset allocation models and research tools, while clients retain final trading decisions.

Veronica Montoya is a financial advisor with Truist Advisory Services in Orlando, FL, holding a Series 66 designation and 19 years of industry experience. She has worked at SunTrust Advisory Services, Suntrust Investment Services, Inc, and SunTrust Bank since 2014. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and third-party platforms to deliver a range of asset allocation, fiduciary support, and manager-selection services.

James Faust is a Series 66-licensed financial advisor with 13 years of industry experience. He currently works at Valic Financial Advisors and has prior experience at Edward Jones. Outside of advising, he serves as an agent for non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models to construct client portfolios.

Stuart Farb is a financial advisor with Commonwealth Financial Network in Maitland, FL, holding the ChFC® and Series 63 designations and bringing 50 years of industry experience. He previously spent 49 years at Lincoln Financial Advisors Corporation before joining Commonwealth Financial Network and Aegis Consulting in 2023. Farb is also a co-owner of The Farb Financial Group, LLC, and Farb & Schilling, LLC. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, technology, compliance, and practice-management support. The firm offers discretionary model portfolios and customizable investment solutions across various program structures.

Sean Moore is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and 24 years of industry experience. He has been with Schwab Wealth Advisory since 2012 and affiliated with Charles Schwab since 2011. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm offers annual financial reviews, retirement and planning discussions, and investment recommendations across various asset classes, with advice delivered through Schwab’s asset allocation models and research tools.

Daniel Novotny is a financial advisor with Commonwealth Financial Network, holding Series 63, 65, and 66 licenses and bringing 33 years of industry experience. He has been with Commonwealth since 2014. Novotny is also a 50% owner of Breed's Hill Wealth Management, LLC, an entity created for operating a securities business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and support services, including investment management, trading, compliance, and practice management, allowing advisors discretion in portfolio construction alongside access to model portfolios managed by the firm’s Investment Management and Research team.

Andrew Keefer is a financial advisor with Independent Financial Partners in Orlando, FL, holding a Series 66 designation and bringing 19 years of industry experience. His career includes roles at Independent Financial Partners since 2009, IFP Securities since 2019, and LPL Financial from 2007 to 2019. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm offers a decentralized advisory model with multi-advisor platforms serving individual, charitable, corporate, and high-net-worth clients, and it is notable for its formal retirement-plan advisory and pension consulting capabilities.

James Kauchak is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His career includes roles at Truist Investment Services, BB&T Securities, SunTrust Advisory Services, PNC Wealth Management, MSI Financial Services, and TD Ameritrade. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, with an emphasis on inter-affiliate integration and comprehensive supervisory oversight.

Jacquelyn Bletzacker is a financial advisor with Valic Financial Advisors in Orlando, FL, holding Series 63, 65, and 66 licenses and bringing 29 years of industry experience. She has been with Valic Financial Advisors since 2003 and has also been affiliated with Agia since 2022. Outside of her advisory work, she and her husband own a property in Orlando that their son resides in and rents. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction and management.

Todd Bolton is a financial advisor at Truist Advisory Services with 20 years of industry experience. He holds the CFP® and Series 66 designations and has worked at various SunTrust entities since 2005. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary and non-discretionary strategies, supported by third-party platforms and AI-enabled research tools, with a focus on integrated inter-affiliate services.

Adam Tobias is a CFP® with nine years of industry experience, currently serving at Schwab Wealth Advisory, Inc. in Orlando, FL. His career includes roles at Charles Schwab & Co., Inc. and Ameriprise Financial Services LLC. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, utilizing asset allocation models and Schwab research tools to assist clients with investment recommendations and wealth management education. The firm operates as an internal advisory unit within Charles Schwab & Co., Inc. and does not directly charge clients fees, distinguishing it from many enterprise wealth managers.

Jonathan Frascarelli is a CFP® professional with four years of industry experience, currently serving as an advisor at Truist Advisory Services. He previously worked at Fifth Third for sixteen years before joining Truist. Based in Winter Park, FL, Frascarelli holds Series 66 and Series 63 licenses. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and utilizes third-party platforms and AI-enabled research tools to support investment strategies and manager selection.

Jeremy Jones is a financial advisor with Schwab Wealth Advisory in Orlando, FL, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with Charles Schwab and its affiliated advisory businesses since 1998, including 14 years at Schwab Wealth Advisory. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement and planning discussions, and investment recommendations across various securities and managed accounts. The firm delivers advice using standard asset allocation models and Schwab research tools, with final trading decisions made by clients, and operates as an internal advisory unit within the Schwab ecosystem.