Jeremy Jones is a financial advisor with Schwab Wealth Advisory Inc., holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with Charles Schwab since 1998 and has worked at Schwab Wealth Advisory since 2012. Based in Orlando, FL, Jones primarily serves clients within Schwab's advisory programs. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s guidance focuses on asset allocation and investment selection using proprietary models and internal research, with trades executed only upon client authorization.

Mitchell Walk is an investment advisor representative with Kestra Advisory, holding Series 63 and Series 65 licenses and with 26 years of industry experience. He has worked at Kestra Advisory since 2016 and also has roles with Retirement Wealth Specialists Inc. and Kestra Investment Services, LLC. Outside of his advisory work, he serves on the Board of Trustees for Flagler College, participating in enrollment, facilities, and advancement committees. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including plan sponsors, institutions, and individuals. The firm offers a range of fiduciary services and access to multiple management platforms while managing approximately $79.8 billion in assets, including relationships with sovereign wealth funds.

Dennis Grieco is a financial advisor with PNC Wealth Management in Orlando, FL, holding a Series 66 designation and five years of industry experience. His work history includes positions at PNC Investments, Edward Jones, and Bank of America. Outside of his advisory role, he is a silent partner in a non-investment-related business called Eco-Mercial. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available by invitation to employees. The firm’s approach uses algorithmic assessments to recommend risk bands and invests via approved model strategies executed with mutual funds and ETFs.

Victor Benavides is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and eight years of industry experience. He has worked at Schwab Wealth Advisory and Charles Schwab & Co., Inc. since 2019, with prior experience at PCS | Aspire and T. Rowe Price. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients in the Schwab Wealth Advisory program and certain Charles Schwab-referred clients. The firm’s guidance is based on Charles Schwab & Co.’s asset-allocation models and internal research, offering tailored recommendations reviewed at least annually.

William Tompkins III is a financial advisor with Truist Advisory Services in Orlando, FL, holding Series 65, Series 63, and Series 66 licenses and 10 years of industry experience. His career includes roles at Truist Investment Services, PNC Capital Markets, PNC Bank, JPMorgan Chase, and New England Securities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Allen Jones IV is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 credentials and over 30 years of industry experience. His prior work includes roles at Raymond James & Associates and UBS Financial Services. He serves as a board advisor for Young Life at the University of Central Florida and is a member of the Finance Advisory Board at UCF’s business school. Steward Partners Investment Advisory is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering investment advisory, financial planning, and managed account solutions through both discretionary and non-discretionary portfolio management.

Megan Duley is a financial advisor with Truist Advisory Services and holds a Series 66 designation. She has one year of experience in advisory services, following previous roles with Truist Investment Services, Wells Fargo Clearing, and Wells Fargo Bank. 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.

Joseph Gutierrez is a financial advisor at Bankers Life Advisory Services, Inc. He holds a Series 65 designation and has one year of industry experience. Prior to his current role, he worked at Encompass More Asset Management LLC and Florida Financial Advisors. Additionally, he is a licensed insurance agent. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations and manages diversified portfolios across various securities.

Sean Smith is a financial advisor at Schwab Wealth Advisory with 26 years of industry experience. He has been with Schwab Wealth Advisory since 2012 and previously worked at Charles Schwab & Co., Inc. from 1999 to 2004. He holds Series 63 and Series 66 licenses and is based in Orlando, FL. 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 approach is based on Charles Schwab’s asset-allocation models and internal research, offering recommendations tailored to each client’s goals and risk tolerance, with trades executed only upon client authorization.

Dylan Allred is a CFP® with eight years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. He has previously worked at Northwestern Mutual Wealth Management Company, Fidelity, Navy Federal Financial Group, and The Vanguard Group. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and select referrals. The firm’s approach is based on Schwab’s asset-allocation models and internal research, offering guidance tailored to clients’ goals and risk tolerance without exercising discretionary trading authority.

Vincent Lachman is a CFA® charterholder based in Orlando, FL, with 12 years of industry experience. He is currently with Schwab Wealth Advisory Inc., where he has worked since 2025. His prior experience includes roles at firms such as Merrill Lynch, Morgan Stanley, J.P. Morgan Securities, and Bank of America, as well as ownership of Lachman & Diaz Financial Services, LLC. 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 uses Charles Schwab’s asset-allocation models and research tools to offer tailored recommendations, with trades executed only upon client authorization.

Boris Diaz is a financial advisor with Schwab Wealth Advisory, holding Series 66 and Series 63 licenses and two years of industry experience. He has been with Schwab Wealth Advisory since 2026 and also has experience at Charles Schwab & Co., Inc. Outside of his advisory work, he is an artist and music producer who composes, records, and distributes music under the name Bsleezy. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm uses proprietary asset-allocation models and research tools to guide investment selection while requiring client authorization for trades.

Carlos Cano is a financial advisor with Truist Advisory Services in Orlando, FL, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Truist Investment Services Inc., Truist Bank, AMI Expeditionary Healthcare, and Amwest Ambulance Inc. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers services such as asset allocation, investment policy analysis, fiduciary support, and a manager-selection program, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Everett Adams is a financial advisor with Schwab Wealth Advisory, holding Series 66 and Series 63 designations and two years of industry experience. He has worked at Schwab Wealth Advisory since 2026 and Charles Schwab & Co., Inc. since 2024. Prior to his advisory career, Adams spent several years in full-time education and had a brief role in professional lawn care. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s investment approach relies on Charles Schwab’s asset-allocation models and internal research, with client-authorized trades and recommendations tailored annually to individual goals and risk tolerance.

Shane Spence is a CFP® professional with two years of industry experience, currently serving at Schwab Wealth Advisory in Orlando, FL. His prior roles include positions at Charles Schwab & Co., The LifeWealth Group, Madison Avenue Securities, AE Wealth Management, Equitable Advisors, and Earned Wealth. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations based on Schwab’s asset-allocation models and internal research tools.

Joseph Continelli is a financial advisor with Schwab Wealth Advisory holding Series 63 and Series 65 licenses and has three years of industry experience. His prior roles include positions at LifeWealth Investments, Madison Avenue Securities, AE Wealth Management, Bank of America, and TD Ameritrade. He is also involved in insurance sales through The LifeWealth Group. Schwab Wealth Advisory serves clients enrolled in its program and certain Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice and financial planning. The firm’s approach uses Schwab’s asset-allocation models and research tools, offering tailored recommendations without exercising discretionary trading authority.

Robert Wilson is a Series 66-credentialed financial advisor with nine years of industry experience. He is currently with Truist Advisory Services, where he has been since 2022, following prior roles at firms including Lincoln Investment Planning, Cetera, and SunTrust. His background also includes a period as an independent real estate contractor. 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 utilizes third-party platforms and AI-enabled research tools in its investment process.

Nathaniel Kahn is a financial advisor with Schwab Wealth Advisory, Inc., holding Series 63 and Series 66 licenses and three years of industry experience. He has previously worked at Fidelity Investments, Charles Schwab, and First National Bank of Omaha. Kahn also serves as a Sergeant in the Army National Guard. 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 offers guidance on asset allocation and investment selection using Charles Schwab’s models and research tools, with at-least-annual reviews tailored to clients' goals and risk tolerance.

Kristina Jeffries is a financial advisor at Schwab Wealth Advisory with 26 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Charles Schwab and its affiliated entities since 2004. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-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, with trades executed only upon client authorization.

Alexander Chin is a financial advisor at Schwab Wealth Advisory with Series 66 and Series 63 licenses and two years of industry experience. His prior work includes roles at Charles Schwab & Co., Hillpointe Corporate Management, and Reef Parking. 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, focusing on asset allocation and investment selection with client authorization for trades. The firm employs asset-allocation models and internal research tools to tailor recommendations to clients' goals and risk tolerance, typically recommending separately managed accounts managed by third-party or affiliated managers.