Taylor Ayres is a CFP® professional with four years of industry experience, currently with Schwab Wealth Advisory, Inc. in Orlando, FL. Prior to this, Ayres held roles at several firms including Creative Planning, Cetera, Avantax, Merrill, and Bank of America. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning services primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm uses standard asset-allocation models and internal research tools to guide investment decisions, while trading occurs only with client authorization.

Anne Nemeth is a CFP® professional with two years of experience in the financial advisory industry. She currently works at Schwab Wealth Advisory and Charles Schwab in Orlando, FL. Prior to this, she held roles at SECU, ABB, and Alpaca Audiology. Outside of her advisory work, she engages in reselling used items on an online platform. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations to clients enrolled in the Schwab Wealth Advisory program or referred by Charles Schwab. The firm’s guidance is based on proprietary asset allocation models and internal research, with trades executed only upon client authorization.

Landy Dunham is a financial advisor at First Command Advisory Services with two years of industry experience. She holds Series 63 and Series 65 designations and has prior work experience at CVS Health and AllianceRx Walgreens Prime. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Kelli Hansen is a financial advisor with Rockefeller Financial LLC, holding a Series 66 credential and bringing 24 years of industry experience. Prior to joining Rockefeller Financial in 2025, she worked at Merrill for 13 years. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, and investment banking services.

Kelly Harris is a financial advisor with Empower Advisory Group in Maitland, FL, holding Series 63 and Series 66 licenses and five years of industry experience. Her work history includes roles at Empower Financial Services, Commonwealth Financial Network, Stonebridge Financial Planning Group, and Robinhood. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as select IRA and retail brokerage clients. The firm’s integrated model combines proprietary and third-party methodologies to deliver point-in-time financial plans and optional managed account solutions.

Brett Decker II is a CFP® certified financial advisor with 13 years of industry experience. He has been with Schwab Wealth Advisory Inc. since 2015 and has been associated with Charles Schwab since 2012. He holds Series 63 and Series 66 licenses and is based in Orlando, FL. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and point-in-time wealth management consultations to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm utilizes Charles Schwab & Co.’s asset-allocation models and internal research tools to deliver tailored recommendations aligned with clients’ goals and risk tolerance.

Daniel Forrester is a financial advisor with Truist Advisory Services holding Series 63 and Series 66 licenses and 23 years of industry experience. He has previously worked at Raymond James Financial, Morgan Stanley, and Fidelity Brokerage Services. 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 combines discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration for client accounts.

Scott Look is a CFP® professional with nine years of industry experience, currently serving at Schwab Wealth Advisory Inc. since 2021. He has been with Charles Schwab in various capacities since 2016, 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 uses standardized asset-allocation models and internal research tools to guide investment selection, with recommendations tailored to client goals and risk tolerance.

Cody Meyer is a financial advisor at Schwab Wealth Advisory with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Charles Schwab since 2019. Prior to his current role, Cody was involved with Flo Beverages and The Craft Bar, indicating experience outside the financial sector. 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 internal research tools to tailor recommendations based on clients’ goals and risk tolerance.

Austin Brunner is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in Orlando, FL. He has been with Charles Schwab in various capacities since 2017 and has previous work experience in education. Outside of finance, he manages a music enterprise involving selling music, playing shows, and merchandising. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program, utilizing proprietary asset-allocation models and internal research tools to tailor recommendations based on client goals and risk tolerance.

Reis Fischer is a financial advisor at Truist Advisory Services with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Truist, he held positions at Robinhood Markets, Charles Schwab & Co., and Cypress Bank & Trust. 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 supported by third-party platforms and AI-enabled research tools.

Izabel Angelova is a financial advisor with Schwab Wealth Advisory in Orlando, FL, holding Series 63 and Series 65 licenses and offering 12 years of industry experience. She previously worked at firms including Fidelity Brokerage Services, Ameriprise Financial Services, HUB International, and Kestra Financial. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients enrolled in the Schwab Wealth Advisory program. The firm’s approach includes guidance on asset allocation and investment selection based on Charles Schwab & Co.’s proprietary models and research tools.

Bruce Guillemette is a ChFC®-designated financial advisor with 30 years of industry experience. He has worked at Hornor, Townsend & Kent, LLC since 2025 and previously spent 17 years at Equitable Distributors, LLC. Guillemette serves as the President of the Winding Bay Preserve Homeowners Association in Winter Garden, FL. Hornor, Townsend & Kent, LLC provides advisory programs, financial planning, and retirement plan consulting to individuals, trusts, businesses, and charitable organizations. The firm combines SEC-registered advisory and broker-dealer services, offering both discretionary and non-discretionary investment management through third-party asset managers.

Dennis Shea is a financial advisor with Schwab Wealth Advisory and holds a Series 66 designation. He joined the firm in 2026 and has prior experience in education and mortgage services. Outside of finance, he was involved with Shea D Boys Stable from 2021 to 2025. Schwab Wealth Advisory serves clients enrolled in its program and certain Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s advice is based on Schwab’s asset allocation models and research tools, with recommendations tailored to client goals and risk tolerance.

Robert Heard is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked with Ameritas entities since 2002 and operates his own financial advising and insurance business, Jeff Heard and Associates, Inc., where he serves as president. He is also vice president of the Estate & Business Planning Group, providing financial advising and life insurance services. Ameritas Advisory Services, LLC offers investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes a range of portfolio management strategies and technology platforms, combining model portfolios, mutual funds, ETFs, and individual securities to build customized client solutions.

Natalie Plant is a financial advisor with Transamerica Financial Advisors in Winter Park, FL, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has worked at Transamerica Financial Advisors since 2012 and has prior experience with Debtmerica and WFGIA. Outside of her advisory role, she is involved with Inheritguard, LLC and Student Optimum Services. Transamerica Financial Advisors serves a broad client base, including individual investors, pension plans, trusts, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services through proprietary model portfolios and third-party money managers, with a mix of discretionary and non-discretionary program options.

Pavan Patel is a financial advisor at Schwab Wealth Advisory with a Series 66 designation and one year of industry experience. His prior work includes roles at Charles Schwab & Co., Inc., Bank of New York Mellon, and J&I Marketing Concepts, as well as several years in full-time education. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning services to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s guidance is based on Charles Schwab’s asset-allocation models and internal research, with recommendations tailored to each client’s goals and risk tolerance.

Bryce Sowitch is a financial advisor at Focus Partners Wealth, LLC with 18 years of industry experience. He holds a Series 66 designation and has worked at firms including Kovitz Investment Group Partners, IFAM Capital, Financial Telesis Inc, Citigroup Global Markets, and Merrill. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Michael Fernandini is a financial advisor at Truist Advisory Services with three years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at Truist Investment Services and Charles Schwab & Co., Inc. prior to his current role. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Wei Yu Su is a financial advisor at Eagle Strategies (NY Life) with the designations ChFC® and Series 63, and has two years of industry experience. He has been affiliated with Eagle Strategies LLC since 2026 and NYLIFE Securities LLC since 2024, alongside New York Life Insurance Company since 2023. Outside of his advisory roles, he has been involved with Brandywine Tennis & Fitness Club for several years. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers tailored solutions across multiple program types and manages a significant portion of its assets on a non-discretionary basis.