Daniela Sierra Castaneda is a financial advisor at Schwab Wealth Advisory with four years of industry experience. She holds a Series 66 designation and has worked at firms including Merrill, Bank of America, and Charles Schwab & Co. Her background also includes roles outside finance, such as at The Diplomat Beach Resort and D'angelo Pizza. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, offering non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s investment approach is based on standard asset-allocation models and internal research tools, with client authorization required for trades and recommendations tailored to individual goals and risk tolerance.

Christopher Burke is a financial advisor with Schwab Wealth Advisory in Orlando, FL, holding a Series 66 designation and six years of industry experience. His work history includes roles at Charles Schwab since 2019 and prior experience with Campus Crusade For Christ. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations to clients enrolled in the Schwab Wealth Advisory program, using Charles Schwab & Co.’s asset-allocation models and internal research tools to guide investment decisions. The firm emphasizes client authorization for trades and typically recommends separately managed accounts managed by third-party or affiliated managers.

Jonathan Winslow is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Creative Planning since 2017. Prior to that, he worked at Water Oak Advisors LLC for two years. Outside of advisory work, Winslow owns and operates Winslow Financial Services, LLC, a tax preparation business in Altamonte Springs, Florida. Creative Planning is a large enterprise firm managing approximately $217 billion in assets, offering comprehensive investment advisory and financial planning services to a broad client base including individuals, corporations, and retirement plans. The firm employs a financial planning–led investment approach focused on low-cost indexing and buy-and-hold strategies, supplemented by specialized portfolio management and retirement plan services, supported by affiliated legal, trust, and recordkeeping businesses.

Brian Salerno is a CFA® charterholder and Series 63 licensee with 11 years of industry experience. He is currently with CNR Securities, a part of RBC Rochdale, LLC. RBC Rochdale serves a diverse range of clients including high net worth individuals, investment companies, corporations, charitable organizations, and public entities. The firm employs a multi-strategy investment process combining quantitative screening, statistical modeling, and fundamental analysis, utilizing proprietary tools to tailor portfolios across various asset classes.

Clifford Woodard is a CFP® and holds a Series 66 license with 14 years of industry experience. He has been with Charles Schwab and Schwab Wealth Advisory Inc. since 2016. He is based in Orlando, FL. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations 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 research tools to guide investment selection, while clients maintain trading authorization.

Marckus Mcneil is a financial advisor with Empower Advisory Group, holding a Series 66 credential and one year of industry experience. His prior work experience includes roles at Truist Advisory Services and Akima Global Services, as well as service in the United States Army and education at the United States Military Academy. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, along with IRA and retail brokerage clients. The firm delivers integrated services connected to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Garrett Jones is a financial advisor with Rockefeller Financial LLC who holds a Series 66 designation and has 24 years of industry experience. His prior experience includes roles at Merrill and Bank of America, where he worked for over two decades combined. Outside of his advisory work, he serves on the advisory boards of several nonprofit organizations, including The Jobs Partnership of Florida and Winter Park Health Foundation, and participates as a subcommittee member at Saint Margaret Mary Catholic Church. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients. The firm offers portfolio management, financial planning, and consulting services, operating uniquely as both a registered investment adviser and broker-dealer with an integrated investment platform and a broad range of wealth management solutions.

Tanya Black is a financial advisor at Schwab Wealth Advisory with Series 63 and Series 66 credentials and 25 years of industry experience. She has been with Schwab Wealth Advisory since 2012 and associated with Charles Schwab & Co., Inc. since 2000. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients enrolled in the Schwab Wealth Advisory program and certain referred clients. The firm uses Charles Schwab’s asset-allocation models and research tools to tailor recommendations based on each client’s goals and risk tolerance, with trades executed only upon client authorization.

Graham Pettis is a financial advisor with Eagle Strategies (NY Life) based in Maitland, FL. He holds Series 65 and Series 63 licenses and has five years of industry experience. Prior to his current role, he worked at NYLIFE Securities LLC, New York Life Insurance Company, Aspired Consulting, Waystone Partners, and Altus Jobs. Outside of his advisory work, Pettis serves as a board member and treasurer of Heroes Strong, a nonprofit supporting local first responders and military personnel, and is active in community leadership roles including president of a BNI networking group, board member and treasurer of his homeowners association, and a deacon and trustee at Trinity Baptist Church. 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 advisors. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, with a significant portion of assets managed on a non-discretionary basis.

Michelle Meeks is a CFP® professional with 26 years of industry experience, currently serving at Truist Advisory Services since 2016. She holds the Series 66 designation and is based in Lake Mary, FL. Her career has been centered at Truist, including roles at Truist Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors and participants, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, to deliver investment solutions across a wide client base.

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 Series 65 and Series 63 licenses and two years of industry experience. Prior to joining First Command, Dunham worked at CVS Health and AllianceRx Walgreens Prime, as well as serving in the Department of Defense. 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 using centrally managed model portfolios and screened third-party 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 66 and Series 63 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 Markets. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated service model emphasizes long-term portfolio returns and annual rebalancing within plan lineups chosen by plan sponsors.

Brett Decker II is a CFP® professional based in Orlando, FL, with 13 years of industry experience. He has worked at Charles Schwab since 2012 and has been with Schwab Wealth Advisory Inc. since 2015. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning services to clients enrolled in the Schwab Wealth Advisory program and select Charles Schwab & Co.-referred clients. The firm employs asset-allocation models and internal research tools to deliver personalized recommendations, with trading conducted only upon client authorization.

Chris Roberts is a CFP® professional with 30 years of industry experience, currently serving at United Planners' Financial Services of America as a Limited Partner. His prior experience includes roles at Ascia Partners and Ohio National Life Insurance. He also consults with Medicare Back Office, providing guidance on annual Medicare decisions. United Planners Financial Services is a national wealth-management enterprise with approximately $12.77 billion in assets under management and over 350 advisors. The firm serves a diverse client base through a combination of advisory and brokerage services, primarily managing accounts on a non-discretionary basis.

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 at Schwab Wealth Advisory with 10 years of industry experience. He has been with Charles Schwab since 2016 and joined Schwab Wealth Advisory Inc. in 2021. Based in Orlando, FL, he holds the Series 66 license in addition to his CFP® designation. 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–referred clients. The firm uses standard asset-allocation models and internal research tools, offering tailored recommendations while requiring client authorization for trades.

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.