Cristiane De Amorim Filgueiras is a financial advisor at Fifth Third Securities, Inc. in Orlando, FL. She holds Series 63 and Series 65 licenses and has been with Fifth Third Securities since 2026. Prior to this role, her work experience includes positions at Fifth Third Bank and Walt Disney Parks and Resorts US. Fifth Third Securities serves a diverse clientele including individuals, high-net-worth clients, and institutions through investment advisory and brokerage services. The firm offers multiple investment programs via the Passageway Managed Account Platform, with a range of strategies including advisor-directed mutual funds, SMA models, and direct indexing.

Michael Vickery is a Series 66-licensed financial advisor with Truist Advisory Services, based in Orlando, FL. He has 13 years of industry experience, including 10 years with SunTrust Investment Services and SunTrust 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 manager-selection programs, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Ryan Sapell is a financial advisor with Truist Advisory Services in Orlando, FL. He holds Series 63 and Series 65 licenses and has two years of industry experience. His prior roles include positions at Truist Investment Services, TRUIST Bank, and Florida Financial Advisors. He has also worked outside finance, including a role at Tutor.com. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by AI-enabled research tools.

Rafael Marquez is a financial advisor with Eagle Strategies (New York Life) based in Orlando, FL. He holds the ChFC® designation and Series 63 license, and has 11 years of industry experience. His career includes roles at New York Life Insurance Company and NYLIFE Securities LLC since 2012, and he currently operates Marquez Financial & Insurance Strategies. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, as well as charitable and corporate clients. The firm provides financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers, emphasizing tailored recommendations and a primarily non-discretionary asset management approach.

Ernest White III is a financial advisor at Truist Advisory Services with 19 years of industry experience. He holds a Series 66 designation and has worked previously at Valic Financial Advisors and Suntrust Advisory Services. Outside of his advisory role, he serves as Board Member President of the Greater Orlando Morehouse Alumni Chapter in Atlanta. 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 and non-discretionary manager relationships and incorporates AI-enabled tools for research and oversight in its investment approach.

Yanira Guerrero is a financial advisor at Empower Advisory Group with four years of industry experience. She holds a Series 66 designation and previously worked at Bank of America and Merrill. Outside of her advisory role, she operates a part-time wedding coordination business. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm offers integrated services connected to Empower’s recordkeeping platforms, focusing on long-term portfolio returns and annual rebalancing.

Steven Anderson is a CFP® professional with 20 years of experience in the financial advisory industry. He is currently with Carson Wealth and has previously worked with CWM, LLC, Navion Financial Advisors, LPL Financial, and Mass Mutual Investors Services. Anderson serves as president of a family foundation and holds board positions with the Inclusive Arts Alliance and the Chautauqua Dance Circle. CWM, LLC is an SEC-registered investment adviser that operates an enterprise platform overseeing approximately $50.6 billion through a network of partner offices and over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing model portfolios and tailored investment solutions supported by integrated custodial and technology relationships.

Joseph Gutierrez is a financial advisor at Bankers Life Advisory Services, Inc. He holds a Series 65 designation and has one year of industry experience. Prior to his current role, he worked at Encompass More Asset Management LLC and Florida Financial Advisors. Additionally, he is a licensed insurance agent. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations and manages diversified portfolios across various securities.

Carlos Cano is a financial advisor with Truist Advisory Services in Orlando, FL, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Truist Investment Services Inc., Truist Bank, AMI Expeditionary Healthcare, and Amwest Ambulance Inc. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers services such as asset allocation, investment policy analysis, 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.

Thomas Werner is a financial advisor with Truist Advisory Services in Orlando, FL, holding Series 63 and Series 66 licenses and having 18 years of industry experience. He has worked within various segments of Truist and its predecessor firms since 2006. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, and manager-selection programs, utilizing both discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Stephen Peterson is a financial advisor with Fifth Third Securities, Inc. He holds Series 63 and Series 65 licenses and has three years of industry experience. His prior work includes roles at Fifth Third Bank, Nelson Worldwide, and the University of Cincinnati. Fifth Third Securities serves individual and institutional clients through investment advisory and brokerage channels. The firm offers multiple investment programs on the Passageway Managed Account platform, combining advisor-directed mutual fund and ETF models with separately managed accounts, tax-overlay services, and direct indexing.

Israel Noriega is a financial advisor with Truist Advisory Services in Celebration, FL, holding Series 63 and Series 65 credentials and possessing 11 years of industry experience. His work history includes roles at Truist Investment Services and Wells Fargo Clearing. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing both discretionary and non-discretionary approaches and leveraging third-party platforms and AI-enabled research tools to support manager selection and ongoing investment oversight.

Reis Fischer is a financial advisor with Truist Advisory Services, holding Series 65 and Series 63 licenses and one year of industry experience. Prior to joining Truist Investment Services, Fischer worked at Robinhood Markets and Charles Schwab & Co., and has a background that includes education through 2024. 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 inter-affiliate service arrangements to manage client portfolios and conduct ongoing oversight.

Joshua Peterson is a financial advisor with Empower Advisory Group in Kissimmee, FL. He holds a Series 66 designation and has two years of industry experience. Prior to joining Empower Advisory Group, he worked at Fidelity Investments and held various roles in education and retail sectors. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm offers integrated services tied to Empower’s recordkeeping platforms, focusing on long-term portfolio returns and annual rebalancing.

Bryan Cornell is a financial advisor with Truist Advisory Services in Orlando, FL, holding Series 63 and Series 66 licenses and nine years of industry experience. His prior roles include positions at Wells Fargo Clearing, The Prudential Insurance Company of America, Charles Schwab & Co., Inc., and Truist Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and manager arrangements.

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.