Nadera Sander is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 65 designations and bringing 19 years of industry experience. She has been with Schwab Wealth Advisory since 2021 and has worked at Charles Schwab & Co., Inc. since 2006. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations based on Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not charge clients directly for its services.

Stephanie Piedra Morales is a financial advisor at Schwab Wealth Advisory with Series 63 and Series 66 credentials and four years of industry experience. She has worked at Charles Schwab & Co., Inc. since 2020 and at Schwab Wealth Advisory since 2026. Outside of her advisory role, she has operated a short-term and long-term rental property. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm offers annual financial reviews, retirement and planning discussions, and investment recommendations using Schwab’s asset allocation models and research tools, with final trading decisions made by clients.

Matthew Plunkitt is a CFP® with 11 years of industry experience, currently serving as an advisor at Schwab Wealth Advisory in Orlando, FL. His prior experience includes roles at Fidelity Investments and Fidelity Personal and Workplace Advisors. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations. The firm operates as an internal advisory unit within the Schwab ecosystem, delivering advice through standard asset allocation models and research tools without discretionary trading authority.

John Leacock is a Series 66-licensed financial advisor with Schwab Wealth Advisory in Orlando, FL, and has 10 years of industry experience. He has been with Schwab Wealth Advisory since 2016 and has worked at Charles Schwab since 2013. He serves on the finance committee of St. Charles Borromeo Catholic Church, where he participates in quarterly meetings focused on accounting and budgeting matters. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations using Schwab’s research tools and asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients fees, distinguishing its service model from many enterprise wealth managers.

Ja'lil Reynolds is a financial advisor at Schwab Wealth Advisory with a Series 66 designation and less than one year of industry experience. Before joining Schwab Wealth Advisory, he worked at Northwestern Mutual for one year and spent several years in full-time education. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, delivering services such as annual financial reviews, retirement planning, and investment recommendations across various asset classes. The firm operates as an internal advisory unit within the Schwab ecosystem and conducts reviews without discretionary trading authority, with affiliated managers handling discretionary portfolios.

Barbara Vaught is a Series 66-licensed financial advisor with 24 years of industry experience. She has been with TIAA-CREF since 2013, working within the firm’s enterprise segment in Apopka, FL. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning, discretionary managed account programs, and broker-dealer services to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm is notable for its fiduciary approach and its role as adviser to the TIAA Donor Advised Fund, operating within a vertically integrated group that uses affiliated funds.

Thanh Huy Tran is a financial advisor at Schwab Wealth Advisory with eight years of industry experience. He holds Series 63 and Series 66 designations. His previous experience includes roles at Wells Fargo and Charles Schwab & Co., Inc. 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 discussions, and investment recommendations across various asset classes. The firm operates as an internal advisory unit within the Schwab ecosystem and does not charge clients directly, structuring its compensation through Charles Schwab & Co.

Sean Connolly is a financial advisor at Rockefeller Financial LLC with 27 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Bank of America and Merrill. Outside of his advisory role, he serves on the advisory board of a local church and owns the intellectual property for a family cookie recipe licensed to a commercial bakery. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutions, retirement plans, foundations, and corporations. The firm offers both discretionary and non-discretionary portfolio management, financial planning, and consulting, and uniquely operates as a registered broker-dealer providing securities transactions, variable insurance products, and investment banking services.

Daniel Iosue is a CFP® professional with 15 years of experience in the financial industry, currently affiliated with Lincoln Investment in Orlando, FL. He has worked at both Lincoln Investment and The Rawls Company since 2016 and is also involved with Sharks & Sailors, LLC. His experience includes business succession planning in an advisory support role. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm employs a combination of strategic and dynamic investment approaches through both advisor-managed and firm-managed portfolios, overseeing approximately $22.9 billion in advisory assets as of December 31, 2025.

Paul Jones is a CFP® certificant with 19 years of industry experience, currently serving as an advisor at Truist Advisory Services. His prior experience includes roles at Charles Schwab & Co., Inc., JPMorgan Chase Bank, N.A., and Bank of America, N.A. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Jennifer Fanelli Zastrow is a financial advisor with Schwab Wealth Advisory who holds Series 63 and Series 66 designations and has 19 years of industry experience. Her prior experience includes roles at Ameriprise Financial Services Inc. and Morgan Stanley Smith Barney. She is currently based in Maitland, FL. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement and planning discussions, and investment recommendations using Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not charge clients directly for advisory services.

Kimberly Sterling is a CFP® and holds a Series 65 license with 26 years of industry experience. She is currently with Hightower Advisors and previously worked for nine years at Resource Consulting Group. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm’s approach centers on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, with services spanning portfolio management, financial planning, and retirement consulting.

Blake Lea is a CFP® with two years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory, Inc. He has previously worked at Charles Schwab & Co., Inc. and Flower Ave. Inc. Prior to his advisory roles, Blake held various positions including at the University of Florida and Southeastern University. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, utilizing proprietary asset allocation models and research tools to recommend investments while leaving final trading decisions to clients.

Mike Villar is a financial advisor at Mariner with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Empower Advisory Group, Personal Capital Advisors Corporation, and Northwestern Mutual. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm combines internal research with third-party managers and provides specialized services such as coordinated tax compliance, Core Family Office solutions, and a Financial Wellness Platform for employers.

Hasson Murphy is a financial advisor with Schwab Wealth Advisory in Orlando, FL, holding Series 63 and Series 66 designations and bringing 31 years of industry experience. He has been with Charles Schwab-affiliated entities since 2004, including nine years specifically at Schwab Wealth Advisory. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in its program, offering annual financial reviews, retirement planning, and investment recommendations. The firm operates within the Charles Schwab ecosystem, delivering advice using standard asset allocation models and research tools while leaving final trading decisions to clients.

William Guinn is a CFP® professional based in Orlando, FL, with 18 years of industry experience. He has been with Schwab Wealth Advisory Inc. and Charles Schwab & Co., Inc. since 2015. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing standard asset allocation models and Schwab research tools. The firm offers annual financial reviews and investment recommendations while leaving final trading decisions to clients and generally does not exercise discretionary trading authority.

Rolando Martinez is a financial advisor at Truist Advisory Services with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked across several SunTrust entities since 2013. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by advanced research and inter-affiliate integration.

Brendan Loflin is a financial advisor at Kestra Advisory with 12 years of industry experience. He previously worked at Valic Financial Advisors for 11 years and was with Agia from 2022 to 2024. He holds the Series 66 designation. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, offering services including fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors including sovereign wealth funds.

Aaron Phelps is a financial advisor with Schwab Wealth Advisory in Orlando, FL, holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. He has been with Schwab Wealth Advisory since 2012 and has worked at Charles Schwab since 2005. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program sponsored by Charles Schwab & Co., Inc. The firm offers annual financial reviews, retirement planning, and investment recommendations using standard asset allocation models and Schwab research tools, with clients retaining final trading decisions.

Rodney Hampton is a financial advisor with Schwab Wealth Advisory in Altamonte Springs, FL, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. His background includes roles at Charles Schwab since 2008 and a 15-year tenure at The Walt Disney Company. 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 and planning discussions, and investment recommendations using Schwab’s proprietary research and asset allocation models. The firm operates within the Schwab ecosystem and does not directly charge clients fees or engage in discretionary portfolio management.