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.

Cory Kent is a financial advisor with Truist Advisory Services in Orlando, FL, holding Series 63 and Series 65 licenses and six years of industry experience. His prior work includes roles at Truist Investment Services, Inc. and Fifth Third Bank, spanning over a decade in total. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with third-party platform support and uses AI-enabled research tools to oversee manager selection and portfolio reviews.

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.

Julius Costanza is a financial advisor with Schwab Wealth Advisory and holds Series 63 and Series 66 designations. He has 22 years of industry experience, including roles at Charles Schwab since 2009 and managing 4JS Uniforms Inc. from 2009 to 2020. He has been with Schwab Wealth Advisory since 2017. 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 across various asset classes. The firm operates as an internal advisory unit within the Schwab ecosystem, using standard asset allocation models and research tools while clients retain final trading decisions.

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.

Alexander Hernandez is a financial advisor with Truist Advisory Services in Orlando, FL, holding a Series 66 designation and 28 years of industry experience. He has been with SunTrust Advisory Services, Inc., now part of Truist, since 2009. Outside of his advisory role, Hernandez is involved in family real estate projects, assisting his children with property purchases and renovations. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm’s offerings include asset allocation, fiduciary support, and manager selection programs, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

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 with NewEdge Advisors, holding a Series 63 designation and 29 years of industry experience. His prior roles include positions at Prime Capital Investment Advisors, 20/20 Capital Management, 20/20 Financial Advisors, and Ameritas Investment Corp. Outside of his advisory work, he serves as a director of Saw Tech Countertops, a construction products company he has been involved with since 2003. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm offers a broad range of services including portfolio management, financial planning, consulting, and access to sponsored advisory programs, utilizing multiple program structures and technology tools to support advisor and client needs.

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.

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.

Francisco Mones Pena is an advisor at Fifth Third Securities, Inc. with Series 63 and Series 65 credentials. He has been with Fifth Third Securities since 2026 and has prior experience at Fifth Third Bank and City Year Orlando. His background also includes roles at Amazon and Uber. Fifth Third Securities serves individual and institutional clients through advisory and brokerage channels. The firm offers investment programs on the Passageway platform, including mutual fund, ETF, SMA strategies, and tax-overlay services, and operates as a wholly owned subsidiary of Fifth Third Bank.