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.

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.

Elizabeth Cruz is a financial advisor at Empower Advisory Group with six years of industry experience. She holds a Series 66 designation and has worked at Empower Financial Services, Bank of America, Merrill, Regions, and automotive dealerships prior to her current role. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as retail brokerage clients. The firm delivers services through an integrated model tied to Empower’s recordkeeping platforms, emphasizing long-term portfolio returns and client savings rates.

Stephen May is a financial advisor at Truist Advisory Services with 18 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked for Raymond James & Associates for 11 years. 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 and non-discretionary approaches and utilizes third-party platforms and AI‑enabled tools to support manager selection and portfolio oversight.

Laura Capporelli is a financial advisor at PNC Wealth Management with 18 years of industry experience. She holds a Series 66 designation and has been with PNC Investments since 2014. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary online model account available by invitation only to employees. The firm employs algorithmic risk assessments and uses approved model strategies executed via mutual funds and ETFs, with portfolio implementation delegated to third-party managers.

Andy Francois is a financial advisor with Truist Advisory Services in Orlando, FL. He holds Series 63 and Series 65 licenses and has one year of industry experience. His prior work includes positions at Regions Bank and Bank of America. Outside of advisory services, he is the sole owner of a real estate investing LLC, though he is not currently managing any properties. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platform and manager arrangements, to deliver investment solutions.

Benjamin Woods is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 66 licenses and six years of industry experience. His prior work includes roles at Wells Fargo Clearing and Wells Fargo Bank, nA, before joining Transamerica Life Insurance Company and Transamerica Investors Securities Corporation. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services, utilizing Morningstar Investment Management's proprietary tools and model portfolios to guide asset allocation and retirement planning.

Todd Sowpel is a financial advisor at Truist Advisory Services with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Truist and its predecessor firms since 2016, as well as Pershing Advisor Solutions LLC from 2007 to 2016. 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 combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platform agreements and AI-enabled research tools.

Shumaila Pirani is a financial advisor at Fifth Third Securities, Inc. in Orlando, FL, holding a Series 66 designation with 17 years of industry experience. She has been with Fifth Third Securities since 2013. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and other institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a subsidiary of Fifth Third Bank.

Michael Barclay is a financial advisor with Truist Advisory Services in Orlando, FL. He holds a Series 66 designation and has five years of industry experience. His prior work includes positions at Securian Financial Services, Evershore Financial, and Minnesota Life Insurance Company. Before entering financial services, he worked for the City of Winter Springs for 25 years. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm integrates discretionary and non-discretionary management approaches and employs AI-enabled tools to support its investment research and manager selection processes.

Ethan Beatty is a financial advisor with Truist Advisory Services in Orlando, FL, holding Series 63 and Series 66 licenses. He has one year of industry experience, including prior roles at Vanguard Marketing Corporation and The Vanguard Group, Inc. 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 with non-discretionary consulting and integrates third-party platforms and AI-enabled research tools to support its investment programs.

Kevin Morris is a Series 66-registered advisor with Bankers Life Advisory Services, Inc. in Orlando, FL, with four years of industry experience. He has worked with Bankers Life since 2012 and currently serves as a Branch Sales Manager overseeing insurance office sales staff and training. Bankers Life Advisory Services, Inc. provides discretionary portfolio management, investment consulting, and retirement plan consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and a combination of fundamental, technical, and cyclical analysis in its investment process.

Philip Clark is a financial advisor with Empower Advisory Group in Kissimmee, FL, holding Series 63 and Series 66 licenses and six years of industry experience. His prior work includes roles at Fidelity Brokerage Services LLC and Marriott International. Outside of finance, he owns and operates a business that sells furniture and apparel, involving design and production activities. 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 retail brokerage clients. The firm’s services emphasize long-term portfolio returns and integrate closely with Empower’s recordkeeping and administrative platforms.

Yajaira Rodriguez is a financial advisor with Truist Advisory Services in Orlando, FL, holding Series 63 and Series 66 registrations and bringing 16 years of industry experience. She has worked in various roles at Truist and its predecessor firms since 2017 and was previously employed at Wells Fargo from 2010 to 2017. Outside of her advisory work, Rodriguez co-owns an investment LLC focused on rental property management. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, employing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enhanced research.

Ross Feldman is a CFP® and ChFC® with 27 years of experience in financial advising. He has spent over two decades with Guardian Life in various capacities and currently serves as an advisor at Park Avenue Securities, a subsidiary of Guardian Life. Outside of financial services, he is a singer-songwriter who occasionally performs and records music for the public and is also associated with LegalShield. Park Avenue Securities provides brokerage and advisory services to individuals, retirement plan sponsors, and organizations, combining discretionary management with model-based strategies and offering access to insurance products and alternative investments through its affiliation with Guardian Life.

Paula Coelho is a financial advisor with Truist Advisory Services in Orlando, FL, holding Series 65 and Series 63 licenses and six years of industry experience. She previously worked at Deutsche Bank Securities Inc. for ten years and has been with Truist since 2025, with brief tenures at Wells Fargo entities in 2024. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plans, and charitable organizations, employing a mix of discretionary manager relationships and non-discretionary consulting supported by AI-enabled research tools and inter-affiliate integration.

Teogonio Ayala is a financial advisor with Truist Advisory Services in Orlando, FL, holding Series 63 and Series 66 licenses with 16 years of industry experience. He previously worked at Charles Schwab & Co., Inc. from 2014 to 2017 before joining Suntrust Advisory Services and Suntrust Investment Services in 2017, which are now part of 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 a range of services including asset allocation analysis, fiduciary support, participant advice, and manager selection through its AMC Advantage program, utilizing a combination of discretionary and non-discretionary strategies and AI-enabled research tools.

Nathaniel Beardslee is a financial advisor with Truist Advisory Services in Orlando, FL. He holds the Series 66 designation and has been in the industry since 2025. Prior to his current role, he held positions at Truist Financial Corp and has experience working in the food service industry, including at Dixie Cream Cafe and Yard House Darden Restaurants. 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 offers asset allocation and investment policy analysis, plan sponsor fiduciary support, and a manager-selection program, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Megan Polito is a financial advisor at Truist Advisory Services with three years of industry experience. She holds the Series 66 designation and worked previously at Nothing Bundt Cakes and Scribe America. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a mix of discretionary and non-discretionary approaches, utilizing third-party platforms and AI-enabled research tools to support manager selection and oversight.

William Moniz Jr. is a financial advisor with Truist Advisory Services, holding Series 63, Series 65, and Series 66 licenses and bringing 24 years of industry experience. His prior work includes roles at SunTrust Investment Services and PNC. Based in Orlando, FL, he has been with Truist and its affiliates since 2017. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration for its AMC Advantage manager-selection program.