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.

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 credentials and 13 years of industry experience. His prior experience includes roles at Wells Fargo and Horace Mann Investors, Inc. Outside of his advisory work, Yepes is involved in business development and sales in the commercial roofing industry. Lincoln Investment Planning, LLC serves a broad client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning and portfolio management through advisor-managed and firm-managed models, supported by an in-house Investment Management & Research team and third-party managers.

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 over 28 years of industry experience. He has been affiliated with Ameritas Advisory Services since 2021 and has a longer tenure with related entities including Ameritas Life Insurance Corp and Jeff Green & Associates, Inc, where he serves as president. Outside of advising, he is active in independent insurance sales focusing on fixed insurance products and life insurance. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and fee-based management of variable annuity and variable universal life subaccounts, utilizing multiple custodial platforms and third-party tools to support portfolio construction and ongoing management.

Christina Emig is a financial advisor at Rockefeller Financial LLC with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Merrill and Bank of America. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm combines a Private Advisor model with a consolidated investment platform, offering a range of portfolio management, financial planning, brokerage, and investment banking services.

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 at Truist Advisory Services with four years of industry experience. He holds the Series 66 and Series 63 licenses. Prior to joining Truist, he worked at Charles Schwab and has diverse background experience including roles at Art and Frame Direct, Cru, and Covenant Christian School. Outside of advising, he donates plasma regularly at Biolife Plasma 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 manager-selection program, combining discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

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 with Schwab Wealth Advisory, holding Series 63 and Series 66 credentials and four years of industry experience. He has worked at Charles Schwab & Co., Inc. since 2022 and previously held roles at JRM Truck Parking, 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 annual financial reviews 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, focusing on individual clients rather than institutional accounts.

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.

Melissa Rimsky is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Brookstone Capital Management LLC since 2022. Her prior roles include positions at Innovation Partners LLC, Amerilife, Park Avenue Securities, Guardian Life Insurance Company, and Valic Financial Advisors. Rimsky is also an independent insurance agent assisting clients with various insurance products and serves as a trustee for a family trust. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning to a diverse client base that includes individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions. The firm delivers investment management primarily on a discretionary basis through model portfolios, unified managed accounts, and separately managed accounts, supporting a large advisor network with turnkey asset management and wrap-fee programs.

Michael Tuazon is a financial advisor with Schwab Wealth Advisory in Orlando, FL, holding Series 63 and Series 65 licenses and 21 years of industry experience. He has been with Schwab Wealth Advisory and Charles Schwab since 2015. Outside of his advisory role, Tuazon serves as a trustee for an irrevocable life insurance trust. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, delivering recommendations based on Schwab’s asset allocation models and research tools while leaving final trading decisions to clients. The firm operates as an internal advisory unit within the Charles Schwab ecosystem, focusing on individualized wealth management without discretionary trading authority.

James Hassell is a financial advisor with Schwab Wealth Advisory in Orlando, FL, holding Series 63 and Series 66 registrations and bringing 28 years of industry experience. His prior experience includes over two decades at Fidelity Brokerage Services, followed by a role at Fidelity Personal and Workplace Advisors before joining Schwab. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, delivering services such as annual financial reviews and investment recommendations using Charles Schwab’s asset allocation models and research tools. The firm operates within the Schwab ecosystem, offering advice without discretionary trading authority and is paid by Charles Schwab under a cost-and-expense arrangement rather than directly charging clients.