Jason Young is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with Schwab Wealth Advisory since 2012 and has worked at Charles Schwab since 1999. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm offers financial reviews, retirement and planning discussions, and investment recommendations using Schwab’s research tools, with advice delivered through standard asset allocation models while leaving final trading decisions to clients.

Greggory Tabor is a CFP® professional with eight years of industry experience, currently serving as an advisor at Schwab Wealth Advisory in Orlando, FL since 2021. His prior experience includes roles at Charles Schwab, NYLIFE Securities LLC, New York Life Insurance Company, and Graybar Electric Co. He also has a brief background in the hospitality industry with RusTeak Restaurant and Wine Bar. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, using Schwab's asset allocation models and research tools. The firm conducts annual financial reviews and offers investment recommendations across a range of securities, while final trading decisions remain with clients.

Stephen Hartman Jr. is a financial advisor at Schwab Wealth Advisory with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab in various advisory roles since 2016, including Schwab Private Client Investment Advisory and Schwab Wealth Advisory. Outside of financial services, he assists with residential construction projects, focusing on kitchen and bathroom remodels in the Orlando area. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations using Schwab’s proprietary research tools. The firm operates as an internal advisory unit within Charles Schwab, serving individual clients with a focus on education and annual account reviews rather than discretionary portfolio management.

Tamara Anderson is a CFP® practitioner at Hightower Advisors with six years of industry experience. She has held roles at Fidelity Investments and Charles Schwab prior to joining Hightower Advisors. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual investors, institutions, and pooled investment vehicles. The firm employs a multi-manager investment approach that incorporates affiliated and third-party managers, proprietary research, and a variety of investment vehicles such as mutual funds, ETFs, and alternative investments.

Jimmy Bejarano is a financial advisor with Integrity Alliance, LLC, holding a Series 65 designation and three years of industry experience. He has worked at Brokers Financial since 2022 and has been involved with Florida Legacy Advisors since 2015. Outside of advisory work, he manages a team of seven agents in the fixed insurance sales business. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through 164 independent investment adviser representatives. The firm provides asset management, financial planning, retirement plan consulting, and access to third-party manager programs using a variety of portfolio management approaches and custodial platforms.

Blake Simpson is a financial advisor with Schwab Wealth Advisory in Orlando, FL, holding a Series 66 designation and 18 years of industry experience. He has been with Charles Schwab since 2008 and joined Schwab Wealth Advisory in 2021. 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 using Schwab’s asset allocation models and research tools. The firm operates within the Schwab ecosystem and delivers advice without directly charging clients fees or exercising discretionary trading authority.

William Ferrell is a CFP® professional with five years of industry experience, currently serving at Beacon Pointe Advisors, LLC. His prior roles include positions at Goldman Sachs & Co. LLC, Sanford C. Bernstein & Co., LLC, Ernst & Young, and the University of Central Florida. In addition to his advisory duties, he is an insurance agent with Beacon Pointe Insurance Services, LLC. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a manager-focused investment approach using third-party independent managers and offers a range of services from wealth management to outsourced CIO solutions.

Alexis Stasie is a financial advisor at Schwab Wealth Advisory with four years of industry experience. She holds a Series 63 designation and previously worked at J.W. Cole Advisors and J.W. Cole Financial. Alexis is currently based in Orlando, FL. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing Schwab’s asset allocation models and research tools. The firm focuses on annual financial reviews and investment recommendations while leaving final trading decisions to clients.

Nicholas Royer is a financial advisor at Brookstone Capital Management LLC with 16 years of industry experience. He holds a Series 65 designation and has been affiliated with Group 10 Financial since 2000, where he serves as president and is involved in insurance and annuity sales. Outside of his advisory role, he is also engaged in professional speaking and training through Royer Training Solutions. Brookstone Capital Management is an SEC-registered adviser that provides 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 RIAs, sovereign wealth funds, and banking institutions, delivering investment management primarily on a discretionary basis via various model portfolios and managed accounts.

Paul Stovall is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and 18 years of industry experience. He has been with Charles Schwab since 2013 and joined Schwab Wealth Advisory in 2021. Based in Orlando, FL, his work focuses on client investment guidance within the Schwab platform. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations. The firm uses Schwab’s proprietary research and asset allocation models to assist clients, with final investment decisions made by clients themselves.

Brad Bradley is a CFP® professional with 29 years of experience in the financial services industry. He is currently with Schwab Wealth Advisory in Orlando, FL, where he has worked since 2019 in various capacities within the Schwab organization. Outside of his advisory role, he is a part owner of AVBB Inc. and AVBB LLC, both personal services businesses. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations using Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within Charles Schwab & Co., Inc., focusing on client-directed investment decisions without discretionary trading authority.

Christopher Driver is a CFA® charterholder with nine years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2024. His prior experience includes roles at Resource Consulting Group, Inc., Driver Capital, LLC, Zeke Capital, and Warren Averett Asset Management, LLC. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers alongside proprietary research and diverse portfolio construction strategies.

Matthew Durrant is a CFP® professional with eight years of experience in the financial services industry. He is currently with Schwab Wealth Advisory Inc., where he has worked since 2022. His prior experience includes roles at Bank of America, Merrill, Cowen Inc., and the University of Central Florida Career Services. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing Schwab’s asset allocation models and research tools. The firm focuses on annual financial reviews and investment recommendations without exercising discretionary trading authority.

Gregory Anderson is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in Orlando, FL. He has been with Schwab Wealth Advisory and Charles Schwab since 2013. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, retirement and planning discussions, and investment recommendations using Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within Charles Schwab & Co., focusing on client education and annual account reviews without discretionary trading authority.

Craig Miller is a financial advisor with Schwab Wealth Advisory in Orlando, FL, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. He has been with Charles Schwab since 1999 and has served at Schwab Wealth Advisory since 2012. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in its program, utilizing Schwab’s asset allocation models and research tools to recommend investments while leaving final trading decisions to clients. The firm operates as an internal advisory unit within the Schwab ecosystem and does not act as a discretionary portfolio manager.

David Johnson is a financial advisor with Schwab Wealth Advisory in Orlando, FL, holding Series 63, 65, and 66 licenses and bringing 30 years of industry experience. He has been with Schwab Wealth Advisory since 2012 and has worked within the broader Charles Schwab organization since 2009. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm delivers advice through standard asset allocation models and Schwab research tools, offering annual financial reviews and investment recommendations without exercising discretionary trading authority.

Stephen Carpenter is a Series 66 licensed financial advisor with Schwab Wealth Advisory in Orlando, FL, where he has worked since 2020. He has a total of nine years of industry experience, including prior roles at Charles Schwab Bank and Charles Schwab. 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. The firm operates within the Schwab ecosystem, utilizing standard asset allocation models and research tools, while clients retain final trading decisions.

Bryan Cornell is a financial advisor at Truist Advisory Services with nine years of industry experience. He holds the Series 63 and Series 66 credentials and has previously worked at Wells Fargo Clearing, Pruco Securities LLC, and Charles Schwab. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and employs AI-enabled tools to support its investment research and manager selection processes.

Erica Williams is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and bringing nine years of industry experience. She has been with Charles Schwab since 2013 and joined Schwab Wealth Advisory in 2020. Prior to her financial services career, she worked with the Orlando Magic from 2011 to 2018. 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 a range of securities. The firm delivers advice through Charles Schwab’s asset allocation models and research tools, with clients retaining final trading decisions and SWAI conducting at least annual account reviews.

Carlton Stokes is a CFP® with four years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. His work history includes roles at Charles Schwab and State Farm. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations within the Schwab ecosystem. The firm uses Schwab’s asset allocation models and research tools, with final investment decisions made by clients.