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® professional with 23 years of industry experience, currently with Schwab Wealth Advisory, Inc. He has held prior roles at Charles Schwab, Moomoo Financial Inc., TD Ameritrade, and Wells Fargo Investments. Mallon is based in Orlando, FL and holds Series 66 and Series 63 licenses. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily for clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s approach uses proprietary asset-allocation models and research tools, offering tailored recommendations with client authorization required for all trades.

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.

Cliff Worthylake is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and one year of industry experience. Prior to joining Schwab Wealth Advisory in 2026, he worked at Charles Schwab & Co., Inc. and previously held roles at firms including WA Global and Amazon. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s recommendations focus on asset allocation and investment selection, utilizing Schwab’s internal research tools and standard models, with trades executed only upon client authorization.

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 credential and one year of industry experience. Prior to joining Private Advisor Group in 2024, he held positions at organizations including Cru and Maple Street Biscuit Company. Outside of his advisory role, Mr. Clark operates under the business name Grace Financial Group, LLC. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, and managed account solutions through proprietary platforms and third-party strategies. The firm employs a fiduciary-based advisory model and utilizes a range of investment methods and technology platforms to implement its services.

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.

Roberto Rodriguez is a financial advisor at Principal Financial Services with 23 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Fidelity Investments, Nationwide Investment Services Corp, and T. Rowe Price. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Marco Escobar is a CFP® professional with 23 years of industry experience, currently serving as an advisor at Schwab Wealth Advisory. His prior roles include positions at CitiGroup, Merrill, and J.P. Morgan Securities. Outside of finance, he is involved in music production as the owner of CasaMuzik, where he works as a producer, writer, and musician. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm offers guidance on asset allocation and investment selection, using proprietary models and internal research tools, while requiring client authorization for all trades.

Tia Porr is a financial advisor with Truist Advisory Services, holding Series 63 and 66 licenses and four years of industry experience. She has worked across various Truist entities since 2021 and previously held roles in the banking and hospitality sectors. Outside of finance, she is the owner of a music and entertainment business as a DJ and electronic music producer. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and uses advanced research tools and inter-affiliate integration to support its clients.

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® professional with 10 years of industry experience, currently serving at Schwab Wealth Advisory, Inc. since 2022. He has been affiliated with Charles Schwab since 2016. 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 & Co.-referred clients. The firm utilizes asset-allocation models and internal research tools to tailor recommendations to client goals and risk tolerance, while trades are executed only with client authorization.

Juan Novoa is a financial advisor at PlanMember Securities Corporation with 18 years of industry experience. He holds the Series 66 designation and has worked at PlanMember, U.S. Retirement Partners, and Bencor dba Benefits Retirement Group since 2018, following an 11-year tenure at Thrivent Financial For Lutherans and Thrivent Investment Management. PlanMember provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering a range of participant-level investment options. The firm’s investment approach centers on a top-down strategic asset allocation framework and risk-based mutual fund portfolios with periodic rebalancing.

Patrick Mac Leish is a financial advisor at Schwab Wealth Advisory with a Series 66 credential and 10 years of industry experience. He has been with Schwab Wealth Advisory since 2017 and has worked at Charles Schwab since 2013. Based in Orlando, FL, he provides investment advice and financial planning services to clients. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, offering non-discretionary fiduciary investment advice and wealth management consultations. The firm’s advice is guided by Schwab’s asset-allocation models and internal research, with tailored recommendations based on client goals and risk tolerance.

Derrick Butterfield Jr. is a financial advisor with Schwab Wealth Advisory Inc. in Orlando, FL, holding Series 63 and Series 66 licenses and 27 years of industry experience. He has been with Schwab Wealth Advisory since 2019 and has a broader affiliation with Charles Schwab dating back to 2012. 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 & Co.-referred clients. The firm’s services include asset allocation guidance and investment selection based on Charles Schwab & Co.’s standard models and internal research tools, with client accounts reviewed at least annually.

Jason Cvetan is a financial advisor at Schwab Wealth Advisory with Series 63 and Series 65 credentials and one year of industry experience. His prior work history includes roles at Regions Bank, Charles Schwab & Co., Inc., and Amazon Flex. Based in Orlando, FL, he has been with Schwab Wealth Advisory since 2026. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s approach involves tailored asset allocation and investment recommendations using Schwab’s internal research tools, with client authorization required for trades, and it operates under a structure affiliated with Charles Schwab & Co. and related entities.