Tracy Baker is a financial advisor at Rockefeller Financial LLC with 16 years of industry experience. She holds a Series 66 designation and has previously worked at Goldman Sachs & Co. LLC and The AYCO Company, L.P./Mercer Allied. 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 through a Private Advisor model and a consolidated investment platform, also operating as a registered broker-dealer that provides securities transactions, variable insurance products, and investment banking services.

Jacob Descoteau is a financial advisor with Schwab Wealth Advisory, Inc., holding Series 66 and Series 63 licenses and one year of industry experience. He has been with Schwab Wealth Advisory since 2026 and also has experience with Charles Schwab & Co., Inc. Outside of financial services, he has worked in the restaurant industry and retail. 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 based on Charles Schwab’s asset-allocation models and internal research tools.

Denise Hoffmann is a financial advisor at Steward Partners Investment Advisory, LLC with 19 years of industry experience. She holds a Series 66 designation and previously worked for Merrill for 31 years. She is based in Winter Park, FL. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets and serving individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of investment advisory and financial planning services through both discretionary and non-discretionary portfolio management options, leveraging internal solutions and third-party money managers.

Kirk Tassell is a Certified Financial Planner® (CFP®) affiliated with Commonwealth Financial Network, with 28 years of industry experience. He has been with Commonwealth since 2014 and is a member and 50% owner of Breed's Hill Wealth Management, LLC, a securities business. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and services, including wealth management and retirement plan consulting, while offering operational, trading, compliance, and practice-management support to affiliated advisors.

Philip Grant is a Series 66-licensed financial advisor with 11 years of industry experience. He is currently with Truist Advisory Services and has previously worked at various JPMorgan Chase entities. Truist Advisory Services offers investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing both discretionary and non-discretionary approaches supported by a third-party platform and manager arrangements.

Duncan Wheeler is a CFP® professional affiliated with Rockefeller Financial LLC with six years of industry experience. He has held roles at Truist Investment Services and SunTrust Advisory Services prior to joining Rockefeller Financial in 2023. Outside of his advisory work, Wheeler manages Orlando Food Finders, LLC, which promotes restaurants in Orlando via social media. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, and corporations, offering portfolio management, financial planning, and consulting. The firm combines a Private Advisor model with a consolidated investment platform, providing discretionary and non-discretionary investment solutions alongside broker-dealer services and placement of alternative investment vehicles.

Kacper Majerczyk is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Schwab Wealth Advisory with two years of industry experience. Prior to his advisory role, he spent several years in full-time education and operated a self-employed business. Schwab Wealth Advisory 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’s investment approach uses Charles Schwab’s asset-allocation models and internal research tools, offering tailored recommendations without exercising discretionary trading authority.

Joseph Jamoom is a financial advisor at Fifth Third Securities, Inc. in Orlando, FL, with 27 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fifth Third Securities and Fifth Third Bank since 2021, following a five-year tenure at Wells Fargo Clearing. Outside of finance, Jamoom is a franchise owner and travel specialist with Dream Vacations. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutions, offering investment advisory and brokerage services through multiple program types and third-party portfolio managers on its Passageway platform. The firm is a wholly owned subsidiary of Fifth Third Bank and provides services such as direct-indexing, tax-overlay strategies, and managed accounts.

Jacob Land is a CFP® professional with 10 years of experience in the financial services industry. He currently works at Hightower Advisors and previously held roles at Resource Consulting Group and Charles Schwab. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes manager selection and multi-manager solutions utilizing both affiliated and third-party managers, with services spanning portfolio management, financial planning, and retirement consulting.

David Shepherd is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and possessing nine years of industry experience. He previously worked at Wells Fargo for nineteen years and briefly at Suntrust Advisory Services before joining Truist Advisory Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a third-party manager selection program, combining discretionary and non-discretionary management strategies supported by AI-enabled research tools and inter-affiliate service arrangements.

James Wesche Jr. is a CFA® charterholder with 29 years of industry experience. He has been with Truist Advisory Services since 2020 and previously worked at SunTrust Advisory Services, Inc. from 2016 to 2020. He holds Series 63, 65, and 66 licenses and is based in Winter Park, FL. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and integrated inter-affiliate service arrangements.

Shawn Younglove is a financial advisor at Schwab Wealth Advisory with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab & Co., Inc. since 2018 and previously at US Bank. Outside of his advisory role, he operates a dog sitting business through an online app. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm offers asset allocation guidance and investment selection based on Schwab’s internal research tools, executing trades only with client authorization and typically recommending separately managed accounts handled by third-party or affiliated managers.

Luke Richards is a financial advisor at TIAA-CREF with a Series 65 designation and one year of industry experience. His prior work includes roles at Nolan Transportation Group and Performance Bicycle, as well as time spent at Belmont Abbey College. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected with TIAA-administered employer retirement plans, as well as various trusts, estates, partnerships, and small retirement plans. The firm offers both point-in-time planning and ongoing discretionary management through model portfolios and customized portfolios managed under client-approved investment policies.

Gregory Nassar is a financial advisor at Carson Wealth with four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Ogden Wealth LLC and CWM, LLC. Outside of his advisory role, he is involved in real estate sales and rental inspections through part-time positions. CWM, LLC is an SEC-registered investment adviser overseeing approximately $50.6 billion through a network of more than 650 advisors. The firm offers discretionary asset management, financial planning, retirement plan services, and utilizes a committee-driven approach to portfolio construction combining fundamental and technical analysis.

Tyler Watkins is a CFP® with four years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. He has worked at Charles Schwab since 2022 and previously managed unarmed security services at U.S. Tactical Security Solution. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program, using standardized asset-allocation models and internal research tools tailored to individual goals and risk tolerance.

Brian Lazusky is a financial advisor at Equity Services, Inc. with five years of industry experience. He holds a Series 65 designation and has previously worked at Knights of Columbus and Knights of Columbus Asset Advisors. Outside of advisory work, he serves as a Knights of Columbus Insurance Field Agent, selling life insurance and related products. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, frequently utilizes third-party asset managers, and combines long-term strategies with options for shorter-term trading and specialized instruments.

Brady Clar is a CFP® and CFA® professional with 26 years of industry experience. He has worked at Schwab Wealth Advisory, Inc. and Charles Schwab & Co., Inc. since 2018, following prior roles at Morgan Stanley and Morgan Stanley Private Bank. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning services to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, utilizing proprietary asset allocation models and research tools to tailor recommendations to individual goals and risk tolerance.

Blair Smith is a CFP®-certified financial advisor with two years of industry experience, currently with Schwab Wealth Advisory in Orlando, FL. Prior to this, Smith worked at Matthias Private Wealth, The Vanguard Group, and other financial firms. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients by providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations based on asset allocation models and internal research tools.

Jacob Buchman is a financial advisor with Schwab Wealth Advisory possessing five years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Fidelity Investments, Wells Fargo Clearing Services, TD Ameritrade, and Truist. 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 and certain referred clients. The firm’s advice is based on Charles Schwab & Co.’s asset-allocation models and research tools, with trades requiring client authorization and regular reviews tailored to individual goals and risk tolerance.

Mustaf Grajqevci is a financial advisor with Bankers Life Advisory Services, Inc. He holds Series 63 and Series 65 licenses and has seven years of industry experience. His career includes roles at Bankers Life Advisory Services, Bankers Life Securities, and Bankers Life & Casualty. In addition to advising, he is also an insurance agent with Bankers Life & Casualty, appointed to write Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan services. The firm uses a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations and manages portfolios across various asset classes.