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 credentials and 19 years of industry experience. She has worked with Suntrust Investment Services and JPMorgan Chase Bank, N.A. over the course of her career. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, to deliver its investment solutions.

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.

Joel Larsen is a CFP® professional with 23 years of industry experience. He is currently with CWM, LLC and has previously worked at Navion Financial Advisors and Carson Wealth. Outside of his advisory work, Larsen teaches personal financial management classes and serves as a board member of the Yolo County Airport Advisory Committee. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm provides portfolio management, financial planning, and retirement-plan services using discretionary model portfolios and a combination of fundamental and technical analysis.

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.

Lucas Wyland is a CFP® professional with two years of industry experience, currently advising clients at Schwab Wealth Advisory in Orlando, FL. He has worked at Charles Schwab since 2023 and previously held roles outside the financial sector, including positions at BMW of Ocala and Cracker Barrel. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program. The firm’s guidance is based on Charles Schwab & Co.’s asset-allocation models and internal research, offering tailored recommendations without exercising discretionary trading authority.

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.

Alejandro Garib is a financial advisor with Eagle Strategies (NY Life) based in Maitland, FL. He holds Series 63 and Series 66 licenses and has four years of industry experience. Prior to his current role, he spent 20 years working at Rosen Hotel & Resort. Eagle Strategies serves a diverse client base including individual investors, institutional plans, and corporate clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, managing the majority of assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Bruno Faria Amoroso is a financial advisor with Schwab Wealth Advisory, Inc. in Orlando, FL, holding Series 63 and Series 66 licenses with two years of industry experience. His prior work includes roles at Schwab Wealth Advisory and Charles Schwab & Co., Inc. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and select Charles Schwab & Co.-referred clients. The firm’s guidance relies on Charles Schwab’s asset-allocation models and internal research, offering personalized recommendations without exercising discretionary trading authority.

Raymond Martens is a financial advisor at TD Private Client Wealth LLC with 15 years of industry experience. He holds the Series 65 and Series 66 designations. His prior roles include positions at TD Ameritrade Inc., CORDA Investment Management, LLC, Keller Williams, and TD Bank N.A. 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 clients. The firm uses a combination of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers, supported by platforms from Envestnet and custodial services from Pershing.

Douglas Flaute is a financial advisor with TLG Advisors, Inc., holding the ChFC® designation and Series 63 license. He has 33 years of industry experience and has worked with The Leaders Group Inc., Sagepoint Financial, and Qualis Financial Group LLC. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, corporations, and institutional investors. The firm focuses on investment supervisory services, portfolio management, and fiduciary services, employing manager selection and ongoing monitoring based on fundamental analysis and Modern Portfolio Theory.

Johven Mike Barga is a financial advisor with Transamerica Financial Advisors in Maitland, FL, holding Series 63 and Series 65 licenses and having 10 years of industry experience. His background includes roles with organizations such as World System Builders, the National Association of Registered Social Security Analysts, and Education Encompassed. Outside of traditional advisory work, he is involved in estate planning services through Inheritguard, LLC, and provides education on social security issues as a registered social security analyst. Transamerica Financial Advisors serves a broad client base including individuals, employer-sponsored retirement plans, trusts, and charitable organizations. The firm’s advisory approach primarily utilizes model portfolios and third-party managers, offering multiple program platforms such as Transamerica ONE and TFA365.

Christopher Degrace is a financial advisor at Rockefeller Financial LLC with 25 years of industry experience. He holds a Series 66 designation and has worked previously at Truist Advisory Services, TRUIST INVESTMENT SERVICES, INC, Citigroup Global Markets, and J.P. Morgan Securities. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, consulting, and operates as a registered broker-dealer, providing a consolidated investment platform with discretionary and non-discretionary solutions across equities, fixed income, and alternatives.

Nicole Regilio is a CFP® professional based in Orlando, FL, with 18 years of industry experience. She has worked at Hightower Advisors since 2024 and previously spent nine years at Resource Consulting Group. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers, proprietary research, and customized portfolio construction.

Sean Mallon is a CFP® with 23 years of industry experience, currently advising at Schwab Wealth Advisory, Inc. in Orlando, FL. His prior experience includes roles at TD Ameritrade, Charles Schwab, Moomoo Financial, and Wells Fargo Investments. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and wealth management consultations primarily for clients in the Schwab Wealth Advisory program and certain referred clients. The firm’s advice is based on Charles Schwab & Co.’s asset-allocation models and research tools, offering customized recommendations without exercising discretionary trading authority.

Christina Pinto Rogers is a financial advisor with Independent Financial Partners in Orlando, FL, holding a Series 63 designation and 32 years of industry experience. She has worked at Independent Financial Partners since 2010 and previously spent 15 years with LPL Financial, LLC. Outside of her advisory role, she owns a locksmith business and operates a long-term care concierge service. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent representatives. The firm supports a multi-advisor platform with various investment options and specializes in retirement-plan advisory and pension consulting services.