Thomas Lo Basso is a financial advisor with PlanMember Securities Corporation in Winter Springs, FL. He holds a Series 66 designation and has been working in the financial industry since 2022, with prior experience including roles at Moe's Southwest Grill and teaching positions at River Springs Middle School and University High School. 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 framework and manages unitized, risk-based mutual fund portfolios to deliver education, support, and customized retirement planning.

Jehu Francois is a financial advisor with Truist Advisory Services in Orlando, FL, holding a Series 66 designation and 15 years of industry experience. His career includes roles at Truist Investment Services, Royal Alliance, and TIAA-CREF. Outside of finance, he owns a rental property management business. 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 third-party platform arrangements.

Windel Taylor is a financial advisor at Transamerica Financial Advisors with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Transamerica Financial Advisors since 2017, with additional experience at Verizon and WFGIA. He is also involved in the sales of insurance and non-insurance products affiliated with his firm. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services with a range of proprietary and third-party investment programs.

Santiago Santana is a financial advisor with Schwab Wealth Advisory in Orlando, FL, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Schwab Wealth Advisory, he worked at Charles Schwab & Co., Inc., Qkly Staffing, Together Health, and Transformco. Outside of his advisory role, he operates a small car rental business through the Turo app. 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 proprietary research tools and asset allocation models.

Joellene Aylor is a Certified Financial Planner (CFP®) with eight years of industry experience. She has worked at Hightower Advisors since 2024 and previously spent nine years with 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 a variety of investment vehicles. The firm serves pension plans, charitable organizations, corporations, trusts, and other financial institutions with discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting.

Avilio Sutherland Navea is a financial advisor at Mercer Global Advisors Inc. with Series 63, 65, and 66 credentials and one year of industry experience. His prior roles include positions at Eminence Wealth Management Inc. and Strong Point Financial. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing discretionary and non-discretionary investment advisory services alongside financial, tax, retirement, and estate planning. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios implemented through low-cost ETFs, index funds, separate account managers, and tax-managed strategies.

Wisely Chen is a financial advisor with Transamerica Financial Advisors and holds a Series 66 designation. Chen has been with Transamerica Financial Advisors since 2026 and has 14 years of experience with World Financial Group Insurance Agency. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with discretionary and non-discretionary options.

Robert Barth is a financial advisor with Schwab Wealth Advisory in Orlando, FL. He holds a Series 65 designation and has been with Schwab Wealth Advisory since 2017. Prior to that, he was involved with Pathfinder Business Strategies and Extended Travel. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, offering financial reviews, retirement and planning discussions, and investment recommendations using Schwab’s research tools and standard asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients fees.

David Ellis is a financial advisor with PlanMember Securities Corporation based in Oviedo, FL, holding a Series 65 designation and 19 years of industry experience. He has been with PlanMember since 2007 and is also involved with U S Employees Benefits Service Group, LLC and US Retirement Partners, focusing on tax-qualified, defined contribution retirement plans and fixed insurance products. Additionally, he holds a notary public license. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options. The firm utilizes a top-down strategic asset allocation framework and manages risk-based mutual fund portfolios ranging from conservative to aggressive, supported by education and support services for plan sponsors and participants.

Michael Bordenave is a financial advisor with Schwab Wealth Advisory in Orlando, FL, holding a Series 66 designation and three years of industry experience. His prior work includes six years at Merrill and two years at USALLIANCE Financial Credit Union. Schwab Wealth Advisory provides fiduciary, non-discretionary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations across a range of securities using Schwab’s research tools and asset allocation models. The firm operates as an internal advisory unit within Charles Schwab & Co., focusing on client-directed investment decisions without discretionary trading authority.

Charles Allen is a financial advisor with Kestra Advisory, holding a Series 66 credential and 15 years of industry experience. Prior to joining Kestra Advisory in 2022, he worked for Concourse Financial Group Securities (formerly ProEquities, Inc.) from 2016 to 2022. Outside of his advisory role, he is involved in recruiting and advisor support and also owns a property management business in Indialantic, FL. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a wide range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, compliance testing, and access to multiple management platforms, serving clients such as sovereign wealth funds and large institutional investors.

Nhan Tran is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2024. Prior to joining Hightower, he worked at Resource Consulting Group for five years and Pershing LLC for five years. He is based in Orlando, FL. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm emphasizes manager selection and multi-manager solutions through a combination of affiliated and third-party managers, utilizing proprietary research and a variety of investment strategies.

Nikola Nikolic is a financial advisor at Schwab Wealth Advisory with seven years of industry experience. He holds a Series 66 designation and has been with Charles Schwab in various capacities since 2016. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through 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 Schwab research tools while leaving final trading decisions to clients.

Christene Maskal is a CFP®-designated financial advisor with Schwab Wealth Advisory in Orlando, FL, bringing 15 years of industry experience. She has been with Charles Schwab since 2010 and Schwab Wealth Advisory since 2014. Maskal serves as a volunteer member of the City of Lake Mary Parks and Recreation Advisory Board. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations utilizing Schwab’s asset allocation models and research tools.

Kalonji Morrison is a financial advisor with Schwab Wealth Advisory in Orlando, FL. He holds the Series 63 and Series 65 designations and has 24 years of industry experience. Morrison has been with Charles Schwab & Co., Inc. and Schwab Wealth Advisory since 2016. Outside of his advisory role, he provides expertise to support the development of his wife’s physical therapy practice. Schwab Wealth Advisory offers non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, providing services such as annual 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 the Schwab ecosystem and does not directly charge clients fees, distinguishing its approach from many other enterprise wealth managers.

Thomas Eastwood Jr. is a CFP® professional with 35 years of industry experience. He has worked at Bank of America and Merrill from 2010 to 2025 and joined Rockefeller Financial LLC in 2025. He serves as a board member and chair of the Sevilla HOA in Winter Park, Florida. Rockefeller Financial LLC provides wealth management, financial planning, portfolio management, and retirement plan consulting to ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans. The firm offers integrated services through affiliated trust and insurance entities, along with access to alternative and private investments.

Tristan Walker is a financial advisor at Valic Financial Advisors with four years of industry experience. He holds the Series 66 designation and has previously worked at Publix Super Markets and AGIA. Outside of advisory work, he is also an agent involved with non-securities insurance products. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer that serves U.S. individuals, including high net worth clients, and employer-sponsored retirement participants. The firm offers managed accounts, financial planning, and consulting services through a large network of advisors, utilizing centralized technology and third-party models to manage approximately $29.2 billion for close to 300,000 clients.

Cullen Kline is a financial advisor at Truist Advisory Services with Series 63 and Series 66 credentials. He has been in the industry since 2026 and has experience at multiple firms including Creative Financial Network and Northwestern Mutual Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a mix of discretionary and non-discretionary approaches with support from third-party platforms and manager due diligence.

Alexander Schofield is a CFP®-designated financial advisor with 11 years of industry experience, currently affiliated with Schwab Wealth Advisory. He has worked at Schwab Wealth Advisory since 2019 and has been with Charles Schwab & Co., Inc. since 2017. Prior to that, he was employed at E*Trade Securities LLC from 2015 to 2017. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations using Charles Schwab’s research tools and standard asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients fees, distinguishing its advisory model from many enterprise wealth managers.

Nicolas Hernandez is a financial advisor with Truist Advisory Services, holding a Series 66 designation and bringing nine years of industry experience. His career includes roles at Merrill, Bank of America, Charles Schwab, and various Truist-affiliated entities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.