Gregory Nassar is a financial advisor with CWM, LLC, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to joining CWM, he worked at Ogden Wealth LLC and has a background that includes positions with Sprint/T-Mobile. Outside of his advisory role, he is involved in real estate sales and rental property inspections. CWM, LLC is an SEC-registered investment adviser that serves individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm employs discretionary portfolio management using model portfolios alongside fundamental and technical analysis, third-party sub-advisors, and customization tools, with a strong focus on retirement plan services and institutional offerings.

Tyler Watkins is a CFP® professional at Schwab Wealth Advisory with three years of industry experience. He joined Schwab Wealth Advisory in 2024 after working with Charles Schwab since 2022 and previously held a role at U.S. Tactical Security Solution. Outside of finance, he has been involved in providing private security services. Schwab Wealth Advisory offers non-discretionary fiduciary investment advice as part of the Schwab Wealth Advisory program, serving clients through comprehensive financial reviews and investment recommendations guided by Schwab’s research tools and asset allocation models.

Brian Lazusky is a financial advisor at Equity Services, Inc. with five years of industry experience. He holds a Series 65 designation and has previously worked at Knights of Columbus and Knights of Columbus Asset Advisors. Outside of advisory work, he serves as a Knights of Columbus Insurance Field Agent, selling life insurance and related products. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, frequently utilizes third-party asset managers, and combines long-term strategies with options for shorter-term trading and specialized instruments.

Brady Clar is a financial advisor at Schwab Wealth Advisory with 25 years of industry experience. He holds the CFP® and CFA® designations and has worked at Schwab Wealth Advisory and Charles Schwab & Co., Inc. since 2018, following prior roles at Morgan Stanley and Morgan Stanley Private Bank. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in its Schwab Wealth Advisory program, offering annual financial reviews, retirement and planning discussions, and tailored investment recommendations. The firm utilizes Schwab’s asset allocation models and research tools, with advisors recommending allocations while clients retain final trading decisions.

Blair Smith is a CFP® professional at Schwab Wealth Advisory with two years of industry experience. His prior roles include positions at The Vanguard Group, Matthias Private Wealth, and 55 North Private Wealth. He holds a Series 63 license and is based in Orlando, FL. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, using Schwab’s asset allocation models and research tools. The firm delivers annual financial reviews and investment recommendations while clients retain final trading decisions.

Jacob Buchman is a financial advisor with Schwab Wealth Advisory in Orlando, FL, holding Series 66 and Series 63 licenses. He has four years of industry experience, including roles at Charles Schwab, Fidelity Investments, and TD Ameritrade. His background includes various positions across financial services and education. Schwab Wealth Advisory 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 asset allocation models and research tools. The firm operates as an internal advisory unit within Charles Schwab & Co., focusing on client-directed investment decisions without discretionary trading authority.

Hong Dai is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and is also involved in other business activities including Longwin Group Inc., Longwin Realty LLC, and Longwin Management Inc. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, utilizing a large advisor network and multiple program platforms. The firm’s advisory approach relies primarily on model portfolios and third-party managers, serving individual investors, retirement plans, trusts, estates, charitable organizations, and businesses.

Francesca Gilchrist is a CFP® and holds a Series 66 designation with 25 years of experience in the financial services industry. She has been with Truist Advisory Services since 2016 and also has extensive tenure at Truist Investment Services dating back to 2004. Based in Winter Park, FL, she currently works within Truist’s advisory platform. 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 employs a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, with a notable degree of inter-affiliate integration across Truist’s entities.

Lilian Mesquita is a Certified Financial Planner (CFP®) with 12 years of industry experience, currently serving at First Command Advisory Services since 2015. She holds the Series 66 designation and is based in Orlando, FL. Outside of her advisory role, she serves as the president of a condominium association board. First Command Advisory Services is an SEC-registered investment adviser that serves 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 team.

Maxx Soulliere is a CFP® professional with six years of experience in financial advising. He is currently with Schwab Wealth Advisory in Orlando, FL, having previously worked at Infinex Investments, Citizens First Bank, and several other financial firms. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice within the Schwab ecosystem, delivering services such as financial reviews, retirement planning, and investment recommendations using Schwab’s standard asset allocation models and research tools. The firm operates as an internal advisory unit and does not directly charge clients fees, differentiating it from many enterprise wealth managers.

William Kelly is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 credentials and nine years of industry experience. He has been with Charles Schwab & Co., Inc. since 2016 and joined Schwab Wealth Advisory, Inc. in 2025. 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 using Schwab’s asset allocation models and research tools, with final trading decisions made by clients.

Rudolph Saint Cyr is a CFP® professional with over 32 years of industry experience, currently serving at Schwab Wealth Advisory Inc. in Orlando, FL. He has been with Charles Schwab since 2005 and joined Schwab Wealth Advisory in 2016. Outside of his advisory role, he is also involved as an actor and model, performing in TV, film, commercials, and stage plays, as well as providing DJ services for events. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations across various asset classes. The firm operates as part of the Schwab ecosystem, with advice delivered using Schwab’s proprietary research tools and models, while clients retain final trading decisions.

Alondra Arenas is a financial advisor with Schwab Wealth Advisory Inc. in Orlando, FL, holding Series 65 and Series 63 licenses and one year of industry experience. Her prior experience includes roles at Charles Schwab & Co., Inc. and JP Morgan Chase & Co. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning discussions, and investment recommendations using Schwab’s asset allocation models and research tools.

Shawn Davis is a financial advisor at Schwab Wealth Advisory with 29 years of industry experience. He holds the Series 63 and Series 66 licenses and has been with Charles Schwab and its affiliated entities since 1999. He is based in Orlando, Florida. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, focusing on annual financial reviews, retirement and planning discussions, and investment recommendations across a range of asset classes. The firm operates within the Schwab ecosystem, using standard asset allocation models and research tools while leaving final trading decisions to clients.

Adam Klopfenstein is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and eight years of industry experience. He has worked at firms including Charles Schwab & Co., Rocket Companies, Fidelity Investments, Merrill, and Bank of America. 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 planning, and investment recommendations using Schwab’s standard asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients fees, distinguishing its operating model from many other enterprise wealth managers.

Paula Dailer is a Certified Financial Planner (CFP®) with 16 years of industry experience. She has been with Schwab Wealth Advisory since 2015 and has worked at Charles Schwab since 2011. Paula holds Series 63 and Series 66 licenses 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 delivers advice through standard asset allocation models and Schwab research tools, offering investment recommendations while leaving final trading decisions to clients.

Calvin Wilson is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 65 and Series 63 licenses and 12 years of industry experience. His prior firms include Edward Jones, Bank of America, and Merrill Lynch. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, providing managed advice and investment education services that emphasize asset allocation and retirement guidance using proprietary models developed with Morningstar Investment Management.

Paul Shoquist is a financial advisor at NewEdge Advisors with 28 years of industry experience. He holds a Series 63 designation and has worked at several firms including Prime Capital Investment Advisors and 20/20 Capital Management. Outside of his advisory role, he serves as a director at Saw Tech Countertops, a construction products company he has been involved with since 2003. NewEdge Advisors is a large registered investment adviser serving individuals, retirement plans, and institutional clients through independent advisers. The firm offers diverse investment solutions combining in-house management and third-party strategies, supported by technology and centralized due diligence.

Filip Wieland is a financial advisor with Planmember Securities Corporation, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Planmember since 2008 and also operates as a self-employed insurance agent specializing in life, health, and annuity products since 2006. Outside of financial services, he serves on the Monroe County Public School budget committee in Key West. Planmember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as a fiduciary under ERISA Section 3(38) for many plans. The firm employs a strategic asset allocation approach and offers education, personalized planning, and support services to plan sponsors and participants.

Cameran Mckenry is a financial advisor at Fifth Third Securities, Inc. based in Orlando, FL. He holds Series 63 and Series 65 licenses and has been in the industry since 2023. His prior experience includes roles at Total Quality Logistics and Middle Tennessee State University. Fifth Third Securities, Inc. serves a broad range of individual and institutional clients through investment advisory and brokerage channels. The firm offers various managed account programs via Fidelity’s Managed Account Xchange and provides services including advisor-directed mutual fund and ETF models, separately managed accounts, tax-overlay services, and direct indexing.