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, holding Series 66 and Series 63 designations and five years of industry experience. Their career includes roles at Robinhood Financial, Commonwealth Financial Network, and Stonebridge Financial Planning Group. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage clients, offering integrated services tied to Empower’s recordkeeping and administrative platforms.

Daniel Davis is a CFP® professional with 22 years of industry experience, currently serving as a financial advisor at Creative Planning since 2013. He holds Series 63 and Series 65 licenses and is based in Debary, Florida. Creative Planning provides comprehensive investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment approach that emphasizes low-cost indexing alongside supplemental strategies, supported by a large advisory team and centralized investment infrastructure.

Brett Decker II is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in Orlando, FL. He has been with Schwab Wealth Advisory since 2015 and has been associated with Charles Schwab since 2012. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm utilizes Charles Schwab’s asset allocation models and research tools to offer investment recommendations while allowing clients to make final trading decisions.

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 9 years of experience currently with Schwab Wealth Advisory Inc. He has been associated with Charles Schwab since 2016 and joined Schwab Wealth Advisory in 2021. He holds the Series 66 credential and is based in Orlando, FL. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm offers financial reviews, retirement planning, and investment recommendations, utilizing Schwab’s asset allocation models and research tools, while clients retain final trading decisions.

Cody Meyer is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 65 licenses and bringing six years of industry experience. He has worked at Schwab Wealth Advisory since 2024 and has been with Charles Schwab since 2019. Prior to his financial services career, he was involved with Flo Beverages and The Craft Bar. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations. The firm uses Schwab’s research tools and standard asset allocation models to guide clients, while leaving final trading decisions to them.

Austin Brunner is a CFP® professional at Schwab Wealth Advisory with eight years of industry experience. He has been with Schwab Wealth Advisory since 2021 and has worked at Charles Schwab since 2017. Outside of his financial advisory role, he is involved in selling music, playing shows, and merchandising. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations using standard Schwab asset allocation models and research tools. The firm operates as an internal advisory unit within Charles Schwab, serving individual clients primarily through a non-discretionary approach.

Beah Del Cid is a financial advisor at AE Wealth Management, LLC with 13 years of industry experience. She holds a Series 65 designation and has previously worked at J.W. Cole Advisors, Inc. and Global Financial Private Capital, LLC. In addition to her advisory role, she is president of BD Financial Concepts Inc., where she is involved in insurance sales and services. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm utilizes a platform-centered approach combining multiple model portfolios and offers a range of services such as discretionary asset management, financial planning, and ERISA plan services.

Izabel Angelova is a financial advisor at Schwab Wealth Advisory with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Charles Schwab & Co. Inc., Kestra Financial, HUB International, Ameriprise Financial Services, and Fidelity Brokerage Services. Outside of her advisory role, she owns a rental property managed by a third-party company in Jacksonville, Florida. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in its program, offering annual financial reviews and investment recommendations across a range of assets. The firm operates as an internal advisory unit within the Schwab ecosystem, delivering advice through standardized asset allocation models and Schwab research tools.

Bruce Guillemette is a ChFC® credentialed financial advisor with 29 years of industry experience. He currently works at Hornor, Townsend & Kent, LLC and previously spent 17 years at Equitable Distributors, LLC. Outside of his advisory role, he serves as the President of the Winding Bay Preserve Homeowners Association in Winter Garden, FL. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory services through third-party asset manager platforms, financial planning, and retirement plan consulting. The firm emphasizes client-directed implementation and oversight with a focus on non-discretionary asset management.

Dennis Shea is a financial advisor with Schwab Wealth Advisory holding a Series 66 designation. He has one year of industry experience and a diverse background including roles in education and mortgage services. Outside of finance, he was involved with Shea D Boys Stable, indicating engagement in equine or related activities. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations using Schwab’s research tools and standard asset allocation models, with clients making final trading decisions.

Robert Heard is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has held roles at Ameritas Life Insurance Corp and Ameritas Investment Corp, and has been involved with Jeff Heard and Associates, Inc. and the Estate & Business Planning Group since 1997. He is licensed as an independent insurance agent and serves as president and vice president of these affiliated businesses, focusing on financial advising and insurance. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, financial planning, and retirement-plan advisory through a range of strategies and maintains firm-level affiliations that support its product and custody arrangements.

Natalie Plant is a financial advisor with Transamerica Financial Advisors, holding Series 65 and Series 63 licenses and bringing 21 years of industry experience. She has worked at Transamerica Financial Advisors since 2012 and has held roles at Debtmerica and other firms. In addition to her advisory work, she is involved with inheritguard, LLC and Student Optimum Services. Transamerica Financial Advisors serves a wide range of clients, including individual and high-net-worth investors, pension plans, trusts, and charitable organizations. The firm offers both advisory and broker-dealer services through proprietary and third-party model portfolios, with options for discretionary and non-discretionary management.

Pavan Patel is a financial advisor at Schwab Wealth Advisory with a Series 66 credential and one year of industry experience. His prior work includes roles at Charles Schwab & Co., Inc., J&I Marketing Concepts, and Bank of New York Mellon. Before entering the financial industry, he spent several years in full-time education and worked at TouchStar Cinemas. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm delivers advice using standard asset allocation models and Schwab research tools, conducting annual account reviews while leaving final trading decisions to clients.

Bryce Sowitch is a financial advisor at NorthCoast Asset Management LLC with 18 years of industry experience. He holds a Series 66 designation and has worked at Focus Partners Wealth, Kovitz Investment Group Partners, and IFAM Capital. NorthCoast Asset Management provides investment advisory services to a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm employs a quantitative and systematic investment approach, offering portfolio management across multiple strategies and acting as a fiduciary for ERISA and IRA accounts.

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.

Christopher Pantano is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and possessing 26 years of industry experience. He has been with SunTrust Advisory Services for 10 years and has concurrently worked with SunTrust Bank and SunTrust Investment Services for 15 years. Pantano maintains an active real estate license for personal use only, which he holds through Weichert Realty. 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 uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, to deliver its AMC Advantage manager-selection program and other services.

Eduardo Henrique Loureiro Fernandes is a financial advisor at Truist Advisory Services with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Charles Schwab & Co., Inc. and Truist Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering asset allocation analysis, fiduciary support, and a manager-selection program that integrates discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Keith Raymond is a financial advisor with Truist Advisory Services, holding a Series 66 designation and eight years of industry experience. He has worked at various divisions within Truist and its predecessor BB&T since 2018. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager-selection program implemented through a combination of discretionary and non-discretionary approaches, supported by third-party platforms and AI-enabled research tools.