Kevin Massey is a financial advisor with Brookstone Capital Management LLC in Winter Park, Florida. He holds a Series 65 credential and has been with Brookstone Capital Management since 2026, following a 20-year tenure at AmeriLife. Brookstone Capital Management provides fee-based asset management and financial planning services to individuals, retirement plans, corporations, trusts, and other entities. The firm offers discretionary portfolio management through a turnkey asset management platform and wrap-fee program, utilizing strategic asset-allocation models, various investment vehicles, and both internal and external sub-advisors.

Denisse Arambula is a financial advisor at Schwab Wealth Advisory with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Schwab Wealth Advisory since 2020 and Charles Schwab since 2017. Prior to her current roles, she worked at First Savings Bank and briefly at Abrazo Pas LLC, where she also performed payroll assistance. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, using standard asset allocation models and Schwab research tools. The firm conducts annual account reviews and offers investment recommendations while leaving final trading decisions to clients.

Olivia Harder is a financial advisor at Schwab Wealth Advisory with two years of industry experience. She holds Series 65 and Series 63 licenses. Prior to her current role, she worked at Charles Schwab & Co., Inc. and has experience in retail settings including Salon Dulay and LOFT Outlet. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in its Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations using proprietary allocation models and Schwab research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not act as a discretionary portfolio manager.

Allison Booher is a financial advisor at Rockefeller Financial LLC with 21 years of industry experience. She holds a Series 66 designation and previously worked at Suntrust Advisory Services, Inc. and Suntrust Investment Services, Inc. since 2015. 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 provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and uniquely operates as a registered broker-dealer offering securities transactions, variable insurance products, and placement and investment banking services.

Linda Palonen is a CFP® professional with 17 years of experience in the financial advisory industry. She has worked with Resource Consulting Group for 18 years before joining Hightower Advisors in 2024. Linda is based in Orlando, FL. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering portfolio management, financial planning, and retirement plan consulting through a multi-manager approach that includes both affiliated and third-party managers.

Gary Gould is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. He has been with Schwab Wealth Advisory since 2012 and has worked within the Charles Schwab organization since 2009. 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, retirement planning, and investment recommendations across various asset classes. The firm operates as an internal advisory unit within the Schwab ecosystem, using Schwab’s asset allocation models and research tools while leaving final trading decisions to clients.

Cameron Ali is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and two years of industry experience. His prior roles include positions at Charles Schwab & Co., Inc., PNC Bank, Trustco Bank, and Homeland Vinyl Products. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations across various asset classes. The firm operates within the Charles Schwab ecosystem, delivering advice through standardized asset allocation models and research tools, while final trading decisions remain with clients.

Theodore Latimer is a financial advisor at Steward Partners Investment Advisory, LLC holding a Series 66 designation. He has recent experience with Steward Partners Investment Solutions, LLC and Benchmark Securities, and studied at Auburn University from 2022 to 2026. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering investment advisory, financial planning, pension consulting, and managed account programs.

Kevin Collignon is a CFP® professional with 40 years of industry experience, currently affiliated with Principal Financial Services. He has worked at Principal Securities Inc. since 2016 and at Principal Life Insurance Company since 2015. Outside of investment advisory, he is also a licensed insurance agent in Astatula, FL, handling life, annuities, disability insurance, long-term care, and group benefits. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, and active-duty military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money managers through various advisory and promoter arrangements.

Ana Mason is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and 10 years of industry experience. Her prior experience includes roles at Fidelity Investments and TD Ameritrade. She is based in Orlando, FL. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement and planning discussions, 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 Schwab research tools to guide client decisions.

Juan Delgadillo is a financial advisor at Schwab Wealth Advisory with 13 years of industry experience. He holds a Series 66 designation and has been with Charles Schwab and its affiliated entities since 2014. Based in Orlando, FL, he joined Schwab Wealth Advisory in 2024. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations across various asset classes. The firm operates as an internal advisory unit within the Schwab ecosystem, delivering advice through standard asset allocation models and Schwab research tools without exercising discretionary trading authority.

Angelina Ramos is a financial advisor with Schwab Wealth Advisory in Orlando, FL. She holds a Series 66 designation and has one year of industry experience. Prior to her current role, her background includes positions at Morgan Stanley, BankUnited, and various non-financial organizations. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering clients annual financial reviews and investment recommendations using Schwab’s research tools and asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients fees.

David Garland is a Series 66-credentialed financial advisor with seven years of industry experience. He has worked at Fifth Third Securities and Fifth Third Bank since 2019 and previously held roles at Edward Jones, DHR Mechanical Services, and Kentuckiana Comfort Center. Fifth Third Securities, Inc. serves a diverse client base including high-net-worth individuals, institutions, corporations, and trusts through both advisory and brokerage services. The firm offers investment programs via the Passageway Managed Account platform, combining third-party portfolio managers with advisor-directed strategies across multiple asset types.

James Luther is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. He has been with Schwab in various roles since 1999, including 14 years at Schwab Wealth Advisory. Outside of his advisory work, he serves on the board of the Animal Safehouse of Brevard, a nonprofit organization. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in its Schwab Wealth Advisory program. The firm offers annual financial reviews and investment recommendations through Schwab’s research tools, with advice delivered within a structured, client-directed investment model.

Sanne Jensen is a financial advisor at Principal Financial Services with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several Principal affiliates since 2019, as well as Foresters Financial Services and Polo Ralph Lauren. Jensen also maintains a licensed insurance agent role focused on fixed insurance products. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel residing abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

David Klein is a financial advisor at Schwab Wealth Advisory with 10 years of industry experience. He holds a Series 66 designation and has been with Schwab Wealth Advisory since 2017, working within the Charles Schwab organization since 2014. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering comprehensive financial reviews and investment recommendations while leaving final trading decisions to clients. The firm operates as an internal advisory unit within the Schwab ecosystem, distinguishing itself by its unique fee arrangement and limited use of discretionary management.

Richard Velazquez is a financial advisor with Schwab Wealth Advisory in Orlando, FL, holding the CFP® and ChFC® designations with 25 years of industry experience. He has worked at Charles Schwab since 2000 and with Schwab Wealth Advisory since 2012. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, retirement and planning discussions, and investment recommendations. The firm utilizes Schwab’s asset allocation models and research tools, with advisors recommending allocations while clients retain final trading decisions.

Shawn Conboy II is a financial advisor with Schwab Wealth Advisory, holding Series 66 and Series 63 licenses and bringing three years of industry experience. He previously worked at Charles Schwab & Co., Inc. and has experience in roles outside finance, including at American Campus Communities and Planet Smoothies. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations using Schwab’s proprietary research and asset allocation models. The firm operates within the Charles Schwab ecosystem and focuses on client-directed investment decisions without discretionary trading authority.

David Melnyk is a CFP® professional with 11 years of experience in the financial advisory industry. He is currently with Osaic Institutions, Inc. and previously worked at Ameriprise and several other firms. He is also president and sole member of Grotto Consulting, LLC, a consulting business. Osaic Institutions, Inc. serves individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure and a mix of discretionary and non-discretionary accounts.

Manuel Bello is a financial advisor at Fifth Third Securities, Inc. with nine years of industry experience. He holds Series 65 and Series 66 licenses and has worked at firms including Bank of America, Merrill, AlfaOmega Financial Group, and Home Depot. Fifth Third Securities, Inc. serves a diverse range of individual and institutional clients through investment advisory and brokerage channels. The firm offers various managed account programs on the Passageway platform, with services including mutual fund and ETF models, separately managed accounts, and tax-overlay strategies.