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.

Mark Vroman is a CFP®-designated financial advisor with 24 years of industry experience, currently affiliated with United Planners Financial Services of America as a Limited Partner. His work history includes roles at American Portfolios Advisors, JCR Settlements, and Garrison Settlements. Vroman is involved in several investment-related business activities, including operating Radiant Wealth Planning and serving as president of Collaborative Settlements, LLC. United Planners Financial Services is a national wealth-management firm serving a broad client base that includes individuals, retirement plans, corporations, and institutional clients. The firm offers advisory and brokerage services through independent representatives and emphasizes non-discretionary account management.

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.

Joshua Hernandez is a financial advisor with Truist Advisory Services in Orlando, FL. He holds the Series 66 designation and has one year of industry experience. Prior to his current role, he spent nine years at Truist Bank and four years working with Bethel Christian Church. 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 mix of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

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.

Ryan Ewart is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 65 credentials and nine years of industry experience. He has worked at PlanMember and affiliated entities since 2018 and previously spent two years at Anders & Anders Financial Group. In addition to his advisory role, he is involved with several investment-related ventures including RRE Ventures Inc, where he serves as president. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm’s investment approach emphasizes a strategic asset allocation framework and risk-based mutual fund portfolios, supported by education and support services for plan sponsors and participants.

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.

Austin Brunner is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in Orlando, FL. He has been with Charles Schwab in various capacities since 2017 and has previous work experience in education. Outside of finance, he manages a music enterprise involving selling music, playing shows, and merchandising. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program, utilizing proprietary asset-allocation models and internal research tools to tailor recommendations based on client goals and risk tolerance.

Beah Del Cid is a financial advisor at AE Wealth Management, LLC with 14 years of industry experience. She holds a Series 65 credential and has worked at several firms, including 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 provides fee-based portfolio management, financial planning, and retirement-plan consulting to a broad range of clients, including individuals, corporations, trusts, and ERISA plan sponsors. The firm emphasizes discretionary model portfolios and various investment strategies, serving a large client base through a platform-focused approach.

Izabel Angelova is a financial advisor with Schwab Wealth Advisory in Orlando, FL, holding Series 63 and Series 65 licenses and offering 12 years of industry experience. She previously worked at firms including Fidelity Brokerage Services, Ameriprise Financial Services, HUB International, and Kestra Financial. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients enrolled in the Schwab Wealth Advisory program. The firm’s approach includes guidance on asset allocation and investment selection based on Charles Schwab & Co.’s proprietary models and research tools.