Matthew Reynolds is a financial advisor at Commonwealth Financial Network with Series 65 credentials and one year of industry experience. His prior work history includes roles at Benetas Wealth, BNY Mellon, LA Fitness, and the University of Central Florida. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages about $212.7 billion in client assets. The firm offers a variety of managed-account programs, third-party asset manager access, and back-office services, serving individual and institutional clients across the United States.

Michael Berzovich is a CFP® professional with over 26 years of experience in the financial services industry. He has been associated with PlanMember Securities Corporation since 2007 and has concurrent roles at Retirement Planning Associates and Bencor, Inc., both of which provide retirement plan and insurance products. He also has prior experience with Lake Mary GLBPA Inc. and is currently involved with U S Employee Benefits Services Group, LLC. 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, offering education and support services including personalized retirement planning and separation counseling.

Anthony Bouton is a financial advisor at Mercer Global Advisors Inc. with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Fisher Investments and Fidelity in various advisory roles. Mercer Global Advisors serves a diverse client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm applies a Modern Portfolio Theory-based investment approach focusing on globally diversified, risk-appropriate portfolios with multi-factor tilts and offers a range of portfolio management and planning services.

Nelson Stiles is a financial advisor with Planmember Securities Corporation, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His career includes roles at Odyssey Financial, BENCOR Inc., and U.S. Employee Benefits Services Group, among others. Outside of advisory work, he is involved in real estate brokerage through Sand Dollar Realty. Planmember Securities Corporation provides retirement-plan advisory services to employers and plan participants, serving as an ERISA Section 3(38) fiduciary for many plans. The firm employs a strategic asset allocation approach with risk-based mutual fund portfolios and offers educational and support services to plan sponsors and participants.

Malachi Jones is a financial advisor at Schwab Wealth Advisory with Series 65 and Series 63 licenses and two years of industry experience. Prior to joining Schwab Wealth Advisory in 2026, he worked at Charles Schwab & Co., Inc. starting in 2023 and has a background in retail jewelry sales. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations using Schwab's asset allocation models and research tools. The firm operates within the Schwab ecosystem and does not charge clients directly for advisory services.

Daniel Potocki is a financial advisor with Schwab Wealth Advisory in Orlando, FL, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior firms include Charles Schwab, Empower Financial Services, Cetera, and New York Life Insurance Company. He served in the United States Army Reserve for six years. 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 across various asset classes. The firm operates as an internal advisory unit within the Schwab ecosystem, delivering advice through Schwab’s research tools and standard asset allocation models.

Heather Mulcahy is a CFP® professional affiliated with Hightower Advisors in Orlando, FL. She has experience spanning several years with Resource Consulting Group and Hightower Advisors. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles and strategies.

Brian Yannaccone is a financial advisor at Mercer Global Advisors Inc. in Orlando, FL, with 10 years of industry experience. His prior roles include positions at Personal Capital Advisors Corporation, Empower Financial Services, and Oxford Wealth Group. Yannaccone holds Series 63 and Series 66 licenses. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with investment advisory, financial, tax, retirement, estate planning, and family office services. The firm employs a globally diversified investment approach based on Modern Portfolio Theory, utilizing low-cost ETFs, index funds, separate account managers, and specialized programs, alongside educational initiatives and integrated affiliated services.

Susan Poss is a financial advisor with Schwab Wealth Advisory in Orlando, FL, holding Series 63 and Series 66 designations. She has 26 years of industry experience, including 12 years with Schwab Wealth Advisory and over 20 years overall at Charles Schwab. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering services such as annual financial reviews and investment recommendations using Schwab’s research tools and asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients for its advisory services.

Nolan Cancino is a financial advisor at Schwab Wealth Advisory with eight years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at Charles Schwab and Morgan Stanley Smith Barney LLC. Nolan is based in Orlando, FL. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program. The firm offers annual financial reviews, retirement and planning discussions, and investment recommendations using Schwab’s asset allocation models and research tools, while clients retain final trading decisions.

Veronica Montoya is a financial advisor with Truist Advisory Services in Orlando, FL, holding a Series 66 designation and 19 years of industry experience. She has worked at SunTrust Advisory Services, Suntrust Investment Services, Inc, and SunTrust Bank since 2014. 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 third-party platforms to deliver a range of asset allocation, fiduciary support, and manager-selection services.

Jeffery Donahou is a financial advisor with Transamerica Financial Advisors, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Edward Jones and multiple positions since 2026 at firms such as WealthWave, Legal Shield, and Wfgia. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services, featuring proprietary and third-party model portfolios, and operates as both a registered broker-dealer and registered investment adviser.

James Faust is a Series 66-licensed financial advisor with 13 years of industry experience. He currently works at Valic Financial Advisors and has prior experience at Edward Jones. Outside of advising, he serves as an agent for non-securities insurance products. 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-developed UMA models to construct client portfolios.

Stuart Farb is a financial advisor with Commonwealth Financial Network in Maitland, FL, holding the ChFC® and Series 63 designations and bringing 50 years of industry experience. He previously spent 49 years at Lincoln Financial Advisors Corporation before joining Commonwealth Financial Network and Aegis Consulting in 2023. Farb is also a co-owner of The Farb Financial Group, LLC, and Farb & Schilling, LLC. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, technology, compliance, and practice-management support. The firm offers discretionary model portfolios and customizable investment solutions across various program structures.

Sean Moore is a financial advisor at Schwab Wealth Advisory with 23 years of industry experience. He holds the Series 66 designation and has worked with Charles Schwab and its affiliated entities since 2011. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm utilizes standardized asset allocation models and Schwab research tools to recommend investments, conducting annual reviews without exercising discretionary trading authority.

Daniel Novotny is a financial advisor with Commonwealth Financial Network, holding Series 63, 65, and 66 licenses and bringing 33 years of industry experience. He has been with Commonwealth since 2014. Novotny is also a 50% owner of Breed's Hill Wealth Management, LLC, an entity created for operating a securities business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and support services, including investment management, trading, compliance, and practice management, allowing advisors discretion in portfolio construction alongside access to model portfolios managed by the firm’s Investment Management and Research team.

Andrew Keefer is a financial advisor at Independent Financial Partners with 19 years of industry experience. He holds a Series 66 designation and has worked at Independent Financial Partners since 2009, including its affiliate IFP Securities, LLC since 2019, and previously at LPL Financial from 2007 to 2019. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving tens of thousands of clients and offers a decentralized advisory model with notable retirement-plan advisory and pension consulting capabilities.

James Kauchak is a financial advisor at Truist Advisory Services with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Truist and its predecessor firms since 2015, including BB&T Securities. 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 offers a range of services including asset allocation, investment policy analysis, plan sponsor fiduciary support, and a manager-selection program, using both discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Jacquelyn Bletzacker is a financial advisor with Valic Financial Advisors in Orlando, FL, holding Series 63, 65, and 66 licenses and bringing 29 years of industry experience. She has been with Valic Financial Advisors since 2003 and has also been affiliated with Agia since 2022. Outside of her advisory work, she and her husband own a property in Orlando that their son resides in and rents. Valic Financial Advisors primarily serves U.S.-based 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-developed UMA models for portfolio construction and management.

Todd Bolton is a financial advisor at Truist Advisory Services with 20 years of industry experience. He holds the CFP® and Series 66 designations and has worked at various SunTrust entities since 2005. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary and non-discretionary strategies, supported by third-party platforms and AI-enabled research tools, with a focus on integrated inter-affiliate services.