Lewis Blalock is a financial advisor with Truist Advisory Services who holds Series 63 and Series 65 licenses and has 28 years of industry experience. He has been with Truist Advisory Services since 2016 and also works with Truist Investment Services, Inc. since 2014. 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 and non-discretionary consulting, utilizing third-party platforms and an AI-enhanced Equity Research team to support its investment approach.

Emanuel Candelario Padilla is a financial advisor with Schwab Wealth Advisory and holds the CFP®, ChFC®, and Series 66 designations. He has nine years of industry experience, including roles at Charles Schwab, Lincoln Financial Securities, CIFS, and Citibank. He is based in Orlando, FL. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab-referred clients, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s approach is guided by Schwab’s asset-allocation models and research tools, offering tailored recommendations without exercising discretionary trading authority.

Amy Pierce is a financial advisor with Eagle Strategies (NY Life) in Maitland, FL, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Eagle Strategies, she worked at NYLIFE Securities LLC, New York Life Insurance Company, Primerica, and Pure Romance. Outside of her advisory role, she coaches middle school volleyball as an independent contractor. Eagle Strategies serves a diverse client base, including individuals, institutions, and plan sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm delivers advice through various program types and emphasizes tailored recommendations, managing the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Holly Powell is a CFP® professional at Brookstone Capital Management LLC with 14 years of industry experience. She has been with Powell And Company since 2011 and has operated a self-employed insurance business since 1988. Based in Orlando, FL, her background includes both financial advising and insurance services. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions.

Bonnie Douglas is a financial advisor with PlanMember Securities Corporation in Oviedo, FL, holding Series 63 and Series 65 licenses and 19 years of industry experience. She has worked at PlanMember since 2007 and has been associated with Security Life of Denver since 2003. She also engages in activities related to Medicare supplement sales and banking products. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options. The firm’s investment approach is based on strategic asset allocation and risk-based mutual fund portfolios, supported by education and service resources for plan sponsors and participants.

Edward Borst Sr. is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at Transamerica Financial Advisors since 2012 and has been with Humana Health Plan, Inc. since 2014, where he is involved in the sale of Medicare supplement and Medicare Advantage programs. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers to implement its advisory approach through multiple program platforms.

Brandon Nickell is a Series 66-credentialed financial advisor with Schwab Wealth Advisory in Orlando, FL, bringing 10 years of industry experience. He has been with Schwab Wealth Advisory since 2017 and with Charles Schwab since 2015. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm offers guidance on asset allocation and investment selection based on Schwab’s internal research and standard asset-allocation models, while trades require client authorization.

Mariano Rodriguez is a financial advisor at Schwab Wealth Advisory with 10 years of industry experience. He holds a Series 66 designation and has been with Charles Schwab and its affiliated firms since 2014. Based in Orlando, FL, his current role began in 2018 at Schwab Wealth Advisory Inc. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab-referred clients. The firm uses Charles Schwab’s asset-allocation models and internal research tools to tailor recommendations based on clients’ goals and risk tolerance.

Yanette Sullivan is a financial advisor with Truist Advisory Services in Orlando, FL, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. Her career includes roles at Suntrust Investment Services, Suntrust Advisory Services, and JPMorgan Chase Bank, as well as J.P. Morgan Securities. 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 non-discretionary consulting supported by AI-enabled research tools.

Jason Duley is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 credentials and 15 years of industry experience. His prior work includes roles at CitiGroup, Merrill, and Bank of America. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm combines discretionary manager relationships with third-party platform arrangements, supported by AI-enabled equity research and a supervisory Investment Advisory Group, to deliver customized investment solutions.

Theotime Desmulier is a CFP® professional with eight years of industry experience, currently affiliated with Schwab Wealth Advisory, Inc. His prior positions include roles at Rehmann and Raymond James Financial Services Advisors, Inc. He is based in Orlando, Florida. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain referred clients. The firm employs Charles Schwab & Co.’s asset-allocation models and research tools, offering tailored recommendations with at-least-annual reviews.

Vikram Shah is a financial advisor at Truist Advisory Services with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Truist in various capacities since 2006. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation analysis, fiduciary support, participant advice, and a manager-selection program, implementing its services through a combination of discretionary and non-discretionary approaches supported by third-party platforms and in-house research.

Joel Larsen is a CFP® professional with 24 years of experience in the financial services industry. He is currently with Carson Wealth and has prior experience at CWM, LLC, Navion Financial Advisors, LPL Financial, and Wells Fargo Clearing. Outside of advisory work, Larsen teaches personal financial management classes and serves as a board member for the Yolo County Airport Advisory Committee. CWM, LLC is an SEC-registered investment adviser that manages approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, using an Investment Committee to construct and monitor model portfolios alongside tailored solutions and integrated technology relationships.

Louis Satmaria is a financial advisor with Truist Advisory Services in Orlando, FL, holding Series 63 and Series 65 credentials and 19 years of industry experience. His career includes roles at Truist Advisory Services, Truist Investment Services, and SunTrust Bank dating back to 2005. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support for plan sponsors, participant advice, and a manager-selection program utilizing both discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Eric Tharp is a financial advisor with Planmember Securities Corporation in Oviedo, FL, holding Series 63 and Series 65 credentials and 22 years of industry experience. He has been associated with Planmember Securities Corporation since 2007 and also holds roles at US Retirement Partners, U.S. Employees Benefits Services Group, Demmo, Tharp and Associates, and Bencor, Inc. Tharp serves as an instructor for the Society of Financial Awareness, providing general financial education through SOFA Power of Zero classes. Planmember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation approach to managing risk-based mutual fund portfolios and offers education and support services including seminars, personalized retirement planning, and separation counseling.

Lucas Wyland is a CFP® professional with two years of experience currently serving as a financial advisor at Schwab Wealth Advisory in Orlando, FL. Prior to his advisory role, he held positions at Charles Schwab and worked in various industries including automotive sales and logistics. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations for clients enrolled in the Schwab Wealth Advisory program and certain referred clients. The firm’s guidance incorporates proprietary asset-allocation models and internal research, with recommendations tailored to clients’ goals and risk tolerance.

Reginald Johnson is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His career includes roles at Truist Advisory Services, IFP Securities, Citi, Cambridge Investment Research, and TIAA. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail TDIS (US) clients. The firm combines strategic and tactical asset allocation using both affiliated and third-party sub-managers and offers portfolio management, financial planning support, and custody services through third-party custodians.

Steven Resler is a CFP® professional with 19 years of industry experience. He is currently with Sequoia Financial Group, L.L.C., where he has worked since 2023, following prior roles at Hallmark Capital Management and Fidelity. Sequoia Financial Advisors, LLC offers wealth planning, investment management, retirement-plan advisory, and related consulting services to a diverse client base that includes individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm employs a combination of model and custom portfolio management strategies, utilizing a range of investment vehicles alongside ongoing research and due diligence.

Amy Spain is a financial advisor with Truist Advisory Services in Orlando, FL, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. She has worked at Truist Advisory Services and its predecessor firms since 2015. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program, implementing advice through a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

James Howell is a financial advisor at Schwab Wealth Advisory with 31 years of industry experience. He holds Series 63 and Series 66 designations and has been with Schwab Wealth Advisory since 2012 and Charles Schwab since 1997. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients by providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s approach is based on Charles Schwab & Co.’s asset-allocation models and internal research tools, offering personalized recommendations with client authorization for trade execution.