Sean Mallon is a CFP® with 23 years of experience in the financial industry. He is currently with Schwab Wealth Advisory and Charles Schwab, having joined in 2025, and previously worked at Moomoo Financial Inc. and TD Ameritrade. Schwab Wealth Advisory, Inc. 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 research tools and asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not charge fees directly to clients.

Christina Pinto Rogers is a financial advisor with Independent Financial Partners in Orlando, FL, holding a Series 63 license and bringing 32 years of industry experience. Her career includes roles at LPL Financial, LLC, and IFP Securities, LLC. Outside of advisory work, she owns and manages several businesses, including a locksmith company and 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 decentralized advisory model and is notable for its formal retirement-plan advisory and pension consulting capabilities.

Deborah Mcmillen is a financial advisor at Truist Advisory Services with 20 years of industry experience. She holds Series 63 and Series 66 designations and has been with Truist Advisory Services and its affiliated entities since 2016, including SunTrust Advisory Services LLC prior to the firm's rebranding. Truist Advisory Services provides investment consulting and advisory services to individual, corporate, retirement plan, and charitable clients. The firm combines discretionary manager relationships with non-discretionary consulting and uses third-party platforms and AI-enabled research tools to support manager selection and portfolio oversight.

Devante Davis is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and having two years of industry experience. Prior to joining Truist, he worked at Charles Schwab Co., Inc. for one year and spent eight years at Bed Bath and Beyond. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing both discretionary manager relationships and non-discretionary consulting. The firm integrates affiliate resources and employs AI-enabled tools alongside traditional research to support its investment processes.

David Clark is a financial advisor with Private Advisor Group, LLC, holding a Series 65 designation and one year of industry experience. Prior to joining Private Advisor Group in 2024, he worked at several organizations including Cru and Maple Street Biscuit Company. Outside of his advisory role, Mr. Clark operates under the business name Grace Financial Group, LLC, through which he provides investment advice. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting. The firm delivers advisory solutions via a large network of investment adviser representatives, utilizing multiple custodians and model strategists to align with client objectives.

Nicholas Manson is a Certified Financial Planner™ (CFP®) with 15 years of industry experience. He is affiliated with Independent Financial Partners and has previously worked at LPL Financial. Manson serves as a board member of the Seminole County Industrial Development Authority, a nonprofit organization that reviews and approves revenue bond projects. Independent Financial Partners offers 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 is notable for its formal retirement-plan advisory and pension consulting capabilities.

Marco Escobar is a financial advisor with Schwab Wealth Advisory, Inc., holding the CFP® designation and Series 63 and 66 licenses. He has 23 years of industry experience, including prior roles at Citigroup and Merrill. Outside of finance, he is involved in music production and songwriting through his business, CasaMuzik. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice using Charles Schwab’s asset allocation models and research tools, focusing on annual financial reviews and investment recommendations within a non-discretionary framework.

Tia Porr is a financial advisor at Truist Advisory Services with four years of industry experience. She holds Series 63 and Series 66 registrations and has worked at various Truist entities since 2021. Outside of her advisory role, she is a DJ and electronic music producer based in Orlando, Florida. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, to implement its manager-selection and advisory programs.

Michael Anderson is a CFP® professional with 11 years of industry experience, currently affiliated with Commonwealth Financial Network since 2023. He previously worked at Edward Jones for nine years. Anderson is also the owner of WealthWell Solutions, a private entity facilitating securities, advisory, and insurance business in Orlando, FL. 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 operational support, allowing advisors discretion in portfolio construction while offering managed model portfolios and distinct program structures.

Cindy Mayfield is a financial advisor with AE Wealth Management, LLC, holding a Series 65 credential and 11 years of industry experience. She has been with AE Wealth Management since 2016 and also serves as president of Wealth Management Solutions, LLC, an insurance marketing and sales business she founded in 2007. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individual households, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and combines fundamental, technical, and cyclical investment approaches to manage approximately $49.8 billion for over 127,000 clients.

Jonathan Kress is a CFP® and holds a Series 66 designation with nine years of industry experience. He has been with Charles Schwab since 2016 and currently works at Schwab Wealth Advisory Inc. in Orlando, FL. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement and planning discussions, and investment recommendations across various asset classes. The firm operates as an internal advisory unit within the Schwab ecosystem, utilizing Schwab’s asset allocation models and research tools while leaving final trading decisions to clients.

Patrick Mac Leish is a financial advisor with Schwab Wealth Advisory in Orlando, FL, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Schwab Wealth Advisory since 2017 and has worked at Charles Schwab since 2013. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing Schwab’s standard asset allocation models and research tools. The firm focuses on annual financial reviews and investment recommendations, with clients retaining final trading decisions and discretionary management generally handled by affiliated or third-party managers.

Derrick Butterfield Jr. is a financial advisor with Schwab Wealth Advisory in Orlando, FL, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with Schwab Wealth Advisory since 2019 and has a broader tenure at Charles Schwab dating back to 2012. 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 across a range of asset classes. The firm operates within the Schwab ecosystem, using proprietary research tools and asset allocation models, while clients maintain final trading authority.

Jason Cvetan is a financial advisor with Schwab Wealth Advisory, Inc. in Orlando, FL, holding Series 63 and Series 65 credentials and one year of industry experience. His prior work includes roles at Charles Schwab & Co., Inc., Charles Schwab Premier Bank, Charles Schwab Trust Bank, Charles Schwab Bank, SSB, and Regions Bank. 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 across various asset classes. The firm operates as an internal advisory unit within the Schwab ecosystem, delivering advice through standard asset allocation models and Schwab research tools while leaving final trading decisions to clients.

Oluwatobi Ajao is a financial advisor at Schwab Wealth Advisory with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Schwab Wealth Advisory, he worked at Charles Schwab and has a background that includes time as a collegiate football player at Auburn University. Outside of his advisory role, he works as a delivery driver for DoorDash. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, serving clients with annual financial reviews and investment recommendations using Schwab’s standard asset allocation models and research tools. The firm operates within the Schwab ecosystem and does not directly charge clients, distinguishing its advisory services from many other enterprise wealth managers.

Brandon Macho is a CFP® professional affiliated with Schwab Wealth Advisory in Orlando, FL, with three years of industry experience. His prior roles include positions at Ameriprise and RBC Capital Markets. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations through CS&Co.’s standard asset allocation models and Schwab research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not exercise discretionary trading authority on client accounts.

Abigail Lovaglio is a Series 66 credentialed advisor with Kestra Advisory, based in Orlando, FL. She has experience working at Kestra Investment Services and Kestra Advisory Services since 2024 and 2026 respectively, following roles at Dynamic Equipment Group and Mondelez International. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers services such as fiduciary consulting, plan design, vendor benchmarking, and access to multiple management platforms, serving a range of clients from large institutions to sovereign wealth funds.

Rayvon Solomon is a CFA® charterholder and holds a Series 66 license with six years of industry experience. He is currently with RBC Rochdale, LLC and has held previous roles at CNR Securities, Ameriprise, Charles Schwab Investment Management, and several other firms. Outside of his advisory work, he owns Wet Jet LLC, a retail business. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, and institutional investors. The firm employs an active, multi-strategy investment approach that integrates quantitative models with fundamental analysis and uses proprietary tools to align portfolios with client investment policies.

Brandon Flitsch is a financial advisor at Schwab Wealth Advisory with 12 years of experience in the industry. He holds a Series 66 designation and has previously worked at Northwestern Mutual Investment Management and various Charles Schwab entities since 2016. Schwab Wealth Advisory, Inc. 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 research tools and asset allocation models. The firm operates within the Schwab ecosystem and does not charge clients directly, focusing on advisory services delivered through periodic account reviews without discretionary trading authority.

Sheldon Brandau is a financial advisor with RBC Rochdale, LLC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked with Rim Securities LLC and Rochdale Investment Management LLC since 2009. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, charitable organizations, and government entities. The firm employs an active, multi-strategy investment approach that integrates quantitative screening, statistical modeling, and fundamental analysis to tailor portfolios using proprietary tools and a broad range of asset classes.