Stephen May is a financial advisor at Truist Advisory Services with 18 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked for Raymond James & Associates for 11 years. 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 and non-discretionary approaches and utilizes third-party platforms and AI‑enabled tools to support manager selection and portfolio oversight.

Nathaniel Powell is a financial advisor with Truist Advisory Services in Orlando, FL, holding Series 63 and Series 66 licenses and having seven years of industry experience. He previously worked at Fidelity Brokerage Services LLC and JPMorgan Chase & Co and is the owner of an intellectual property holding company focused on maintaining copyrights and trademarks. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Jeffrey Green is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 license and 28 years of industry experience. His prior roles include positions at Ameritas Life Insurance Corp, Estate & Business Planning Group, Jeff Green & Associates Inc, and Ameritas Investment Company, LLC. He is licensed as an independent insurance agent and serves as president of Jeff Green & Associates, Inc., alongside his advisory work. Ameritas Advisory Services, LLC provides investment advisory and planning services to individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of asset management and financial planning services across discretionary and non-discretionary programs, utilizing model portfolios, mutual funds, ETFs, and individual securities, with access to various program platforms and third-party technology.

Christina Emig is a financial advisor at Rockefeller Financial LLC with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Merrill and Bank of America. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm combines a Private Advisor model with a consolidated investment platform, offering a range of portfolio management, financial planning, brokerage, and investment banking services.

Edwin Padilla is a financial advisor with Eagle Strategies (NY Life) based in Maitland, FL, holding Series 63 and Series 66 licenses and with 16 years of industry experience. He has been with Eagle Strategies since 2016 and has worked with NYLIFE Securities LLC and New York Life Insurance Company since 2014. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple advisory programs and emphasizes tailoring recommendations to client objectives, managing the majority of its assets on a non-discretionary basis through an integrated New York Life affiliate structure.

John Appleby is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. His career includes roles at J.P. Morgan Securities, Morgan Stanley, Massachusetts Mutual Life Insurance, and Fidelity. He also serves as a Psychological Operations Specialist in the United States Army. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients enrolled in the Schwab Wealth Advisory program. The firm’s guidance is based on proprietary asset-allocation models and research tools, with trades executed only upon client authorization.

Matteo Liccardo is a CFP® professional with three years of industry experience, currently serving as an advisor at Schwab Wealth Advisory. His prior work includes roles at Charles Schwab and Erickson Living. 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’s guidance is based on proprietary asset allocation models and research tools, offering at-least-annual reviews with recommendations tailored to client goals and risk tolerance.

Alexander Liedberg is a Series 66-credentialed financial advisor with four years of industry experience. He is currently with Schwab Wealth Advisory Inc. and Charles Schwab & Co., Inc. since 2025, following prior roles at Fisher Investments and Mass Mutual Life Insurance Co. He has also worked outside financial services in roles at Platinum Parking and Target. Schwab Wealth Advisory, Inc. serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice, financial planning, and point-in-time wealth management consultations. The firm’s advice is based on Schwab’s internal research tools and asset-allocation models, with trades executed only upon client authorization.

Leandro Velazquez is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to his current role at Charles Schwab & Co., Inc., he worked in various positions including at JRM Truck Parking, the University of Central Florida, Orange Lake Resort, and Osceola High School. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab-referred clients. The firm’s guidance is based on Schwab’s standard asset-allocation models and internal research tools, with client-approved trade execution and regular portfolio reviews.

Christopher Chung is a financial advisor with Truist Advisory Services in Orlando, FL, holding a Series 66 designation and five years of industry experience. His career includes roles at Truist Investment Services, Truist Advisory Services, Truist Bank, and SunTrust Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm uses a combination of discretionary and non-discretionary strategies, including third-party manager selection supported by AI-enabled research tools and integrated inter-affiliate services.

Melissa Rimsky is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Brookstone Capital Management LLC since 2022. Her prior roles include positions at Innovation Partners LLC, Amerilife, Park Avenue Securities, Guardian Life Insurance Company, and Valic Financial Advisors. Rimsky is also an independent insurance agent assisting clients with various insurance products and serves as a trustee for a family trust. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning to a diverse client base that includes individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions. The firm delivers investment management primarily on a discretionary basis through model portfolios, unified managed accounts, and separately managed accounts, supporting a large advisor network with turnkey asset management and wrap-fee programs.

Michael Tuazon is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at Schwab Wealth Advisory and Charles Schwab since 2015, with prior positions at Wells Fargo Clearing, Morgan Stanley, Woodbury Financial Services, and MSI Financial Services. Outside of his advisory role, he serves as a trustee for an irrevocable life insurance trust. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s guidance is based on Schwab’s internal research and asset allocation models, emphasizing client authorization for trades and tailored recommendations according to individual goals and risk tolerances.

Andy Francois is a financial advisor with Truist Advisory Services in Orlando, FL. He holds Series 63 and Series 65 licenses and has one year of industry experience. His prior work includes positions at Regions Bank and Bank of America. Outside of advisory services, he is the sole owner of a real estate investing LLC, though he is not currently managing any properties. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platform and manager arrangements, to deliver investment solutions.

James Hassell is a financial advisor at Schwab Wealth Advisory with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab and Fidelity in various advisory and brokerage roles since 1997. Schwab Wealth Advisory, Inc. serves clients enrolled in the Schwab Wealth Advisory program and select referred clients, offering non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s advice is based on Charles Schwab & Co.’s asset-allocation models and research tools, with at-least-annual reviews tailored to each client’s goals and risk tolerance.

Byron Westerfield is a financial advisor with Schwab Wealth Advisory and holds Series 63 and Series 66 licenses. He has 31 years of industry experience, all with Charles Schwab affiliates, including Schwab Wealth Advisory Inc since 2025 and previous roles at Schwab Private Client Investment Advisory, Inc. and Charles Schwab Investment Advisory, Inc. He is based in Orlando, FL. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients in the Schwab Wealth Advisory program and certain referred clients, using Charles Schwab’s asset-allocation models and internal research tools. The firm offers tailored recommendations with at-least-annual reviews, focusing on mutual funds, ETFs, separately managed accounts, and alternative investments.

Nicholas Perrone is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and two years of industry experience. He has been involved with Estate and Business Planning LLC and Estate and Business Planning Group since 2024. Outside of his advisory role, he is the owner of a life insurance and long-term care business. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers asset management, financial planning, and retirement plan advisory services through a variety of program platforms and investment options.

Carlos Solano Monestel is a CFP® certificant with 11 years of industry experience. He currently works at Schwab Wealth Advisory and has previously held positions at Citigroup and JP Morgan. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients enrolled in the Schwab Wealth Advisory program. Its investment guidance is based on Charles Schwab & Co.’s asset-allocation models and research tools, with personalized recommendations tailored to clients’ goals and risk tolerance.

Gregory Mikesell is a financial advisor with Schwab Wealth Advisory in Orlando, FL, holding Series 63, Series 65, and Series 66 licenses and having 17 years of industry experience. He has worked at Charles Schwab and Schwab Wealth Advisory since 2015, with previous roles at Thrivent Investment Management and Ronald Blue & Co., LLC. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program, focusing on asset allocation and investment selection using Charles Schwab & Co.’s internal research tools and standard asset-allocation models.

Jocelyn Yap is a financial advisor with Valic Financial Advisors in Orlando, FL, holding Series 66 and Series 63 credentials and one year of industry experience. Prior to joining Valic Financial Advisors, she worked at Fidelity Investments, Morgan Stanley Smith Barney LLC, and E*Trade Securities LLC. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors, leveraging centralized technology and model solutions in its service delivery.

Allison Hudson is a financial advisor with Valic Financial Advisors in Orlando, FL, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. She has been with Valic Financial Advisors since 1998 and also works with Agia in a non-securities insurance capacity. Hudson serves as a past president and board member of the Council of 101 at the Orlando Museum of Art, providing advisory and mentorship support. 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 UMA models with a focus on customized asset allocation and portfolio management.