Robert Smith is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and nine years of industry experience. He previously worked at Edward Jones from 2016 to 2021 before joining Charles Schwab & Co., Inc. and Schwab Wealth Advisory in 2021. Based in Orlando, FL, Smith focuses on providing investment advice within the Schwab Wealth Advisory program. Schwab Wealth Advisory, Inc. delivers non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program sponsored by Charles Schwab & Co., Inc. The firm offers financial reviews, retirement planning, and investment recommendations utilizing Schwab’s asset allocation models and research tools, with final trading decisions made by clients.

Tyler Leve is a CFP® professional with eight years of experience in the financial services industry. He is currently with Schwab Wealth Advisory Inc., where he has worked since 2021, and has been associated with Charles Schwab & Co., Inc. since 2018. Outside of his advisory work, Tyler serves as Vice President of Sales and Marketing at Coastline Media Distribution, managing a team responsible for magazine and advertisement distribution along Florida’s Space Coast. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering clients 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, delivering advice without discretionary trading authority and primarily serving individual clients.

Dominic Bragg is a financial advisor at Schwab Wealth Advisory with seven years of industry experience. He holds the CFP® designation as well as Series 63 and Series 66 licenses. Prior to his current role, Bragg worked at Fidelity Investments and Van Lanschot Kempen, among other firms. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in its Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations utilizing Schwab’s asset allocation models and research tools. The firm operates within the Schwab ecosystem and does not directly charge clients, differentiating its advisory model from many peers.

Kurt Schluter is a financial advisor at Schwab Wealth Advisory with 10 years of industry experience. He holds the Series 66 designation and has been with Schwab Wealth Advisory since 2016, having also worked at Charles Schwab since 2014. 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 research tools and standard asset allocation models, with final trading decisions made by clients.

Zachary Sechkar is a financial advisor at Schwab Wealth Advisory with a Series 66 designation and one year of industry experience. He has previously worked at Raymond James and Charles Schwab & Co., Inc. outside of his current role. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering investment recommendations and annual financial reviews while clients retain final trading decisions.

Lindsay Thompson is a financial advisor with Schwab Wealth Advisory and holds Series 66 and Series 63 licenses. She has seven years of industry experience, including roles at Charles Schwab & Co., Inc. since 2018 and Schwab Wealth Advisory since 2025. Her prior work experience includes positions at Anthony's Thornton Park and The Timeshare Brokers, LLC. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice as part of the Schwab Wealth Advisory (SWA) program, offering annual financial reviews, retirement planning, and investment recommendations using Schwab’s research tools and asset allocation models. The firm operates as an internal advisory unit within Schwab and does not directly charge clients fees, distinguishing its approach from many other enterprise wealth managers.

Phillip Henry is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has been with Primerica Advisors and Guardian Life Insurance Co of America since 2013. Outside of his advisory role, he serves on several nonprofit boards, including Holistic Environmental Stewardship Foundation and Two Write Love on Her Arms, and participates on the Dean Advisory Board at the University of Central Florida College. Primerica Advisors is part of Park Avenue Securities LLC, which serves a broad retail client base with brokerage and advisory services, financial planning, and retirement-plan consulting. The firm offers a range of proprietary and third-party investment programs and platforms, managing accounts through discretionary and non-discretionary strategies across multiple asset types.

Esteban Yepes is a financial advisor with Lincoln Investment in Orlando, FL, holding Series 63 and Series 66 licenses and 12 years of industry experience. Prior to joining Lincoln Investment in 2024, he worked at Wells Fargo Bank and Horace Mann Investors. Outside of his advisory role, he is involved in business development and sales as a senior commercial account manager at Sky Light Roofing. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, a range of model portfolios, and operates both as a registered investment adviser and broker-dealer.

Nathaniel Powell is a financial advisor with Truist Advisory Services in Orlando, FL, holding Series 63 and Series 66 licenses and having seven years of industry experience. He previously worked at Fidelity Brokerage Services LLC and JPMorgan Chase & Co and is the owner of an intellectual property holding company focused on maintaining copyrights and trademarks. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Jeffrey Green is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 27 years of industry experience. He has been associated with Ameritas Advisory Services since 2021 and has held roles at Ameritas Life Insurance Corp and his own firm, Jeff Green & Associates Inc, since 2003. Additionally, he serves as Senior Vice President at the Estate & Business Planning Group, where he has worked since 2006. 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, retirement-plan advisory, and financial planning through a range of strategies and affiliated representatives.

Christina Emig is a financial advisor at Rockefeller Financial LLC with 24 years of industry experience. She holds Series 63 and Series 66 designations. Her prior experience includes 15 years at Merrill and a year at Bank of America. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans, offering wealth management, financial planning, portfolio management, and retirement plan consulting. The firm provides integrated services through affiliated trust and insurance entities and is known for its recapitalized ownership structure and its role as a distributor and placement agent for private funds within the Rockefeller Global Family Office platform.

Edwin Padilla is a financial advisor with Eagle Strategies (NY Life) based in Maitland, FL, holding Series 63 and Series 66 licenses and with 16 years of industry experience. He has been with Eagle Strategies since 2016 and has worked with NYLIFE Securities LLC and New York Life Insurance Company since 2014. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple advisory programs and emphasizes tailoring recommendations to client objectives, managing the majority of its assets on a non-discretionary basis through an integrated New York Life affiliate structure.

Nathan Leopard is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and three years of industry experience. His prior roles include positions at Charles Schwab and Art and Frame Direct. Outside of his advisory work, he donates plasma regularly through Biolife Plasma Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and manager selection programs, employing a combination of discretionary and non-discretionary investment approaches.

Kelly Demmo is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has been with PlanMember since 2007 and is also associated with US Retirement Partners and Bencor, Inc. In addition to his advisory roles, Demmo teaches general financial information for the nonprofit Society for Financial Awareness. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options through its asset allocation portfolios. The firm follows a strategic asset allocation framework to manage risk-based mutual fund portfolios and delivers education, support, and counseling services to plan sponsors and participants.

John Appleby is a CFP® professional with nine years of industry experience, currently serving at Schwab Wealth Advisory in Orlando, FL. His prior roles include positions at JPMorgan Chase Bank, Morgan Stanley, Fidelity, Merrill Lynch, and Bank of America. He also serves in the United States Army as a Psychological Operations Specialist. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, delivering services such as annual financial reviews and investment recommendations using Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem, distinguishing its approach from many enterprise wealth managers.

Sean Allen is a CFP®-certified financial advisor with 14 years of industry experience. He has been with Truist Advisory Services and Truist Investment Services since 2016, following previous roles at SunTrust Advisory Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, 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 investment solutions.

Matteo Liccardo is a CFP® professional with three years of industry experience, currently serving as an advisor at Schwab Wealth Advisory in Orlando, FL. He has worked with Charles Schwab since 2022 and previously spent eight years at Erickson Living. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering services such as annual financial reviews and investment recommendations using Schwab's research tools and standard asset allocation models.

Alexander Liedberg is a financial advisor at Schwab Wealth Advisory with four years of industry experience. He holds a Series 66 designation and has previously worked at Fisher Investments and Mass Mutual Life Insurance Co. Outside of financial services, he worked in the parking and retail sectors earlier in his career. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, using Schwab’s asset allocation models and research tools to deliver investment recommendations without discretionary authority.

Leandro Velazquez is a financial advisor at Schwab Wealth Advisory with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab & Co., Inc. since 2022. Prior to his current role, he was involved with JRM Truck Parking and held positions at the University of Central Florida, Orange Lake Resort, and Osceola High School. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations based on standard asset allocation models and Schwab research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients fees or exercise discretionary trading authority.

Christopher Chung is a financial advisor with Truist Advisory Services in Orlando, FL, holding a Series 66 designation and five years of industry experience. His career includes roles at Truist Investment Services, Truist Advisory Services, Truist Bank, and SunTrust Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm uses a combination of discretionary and non-discretionary strategies, including third-party manager selection supported by AI-enabled research tools and integrated inter-affiliate services.