Ceferino Rodriguez is a financial advisor at Truist Advisory Services with 27 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Truist since 2021, following prior roles at Raymond James Financial Services and Investacorp Advisory Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering a range of asset allocation, fiduciary support, and manager-selection programs. The firm integrates inter-affiliate resources and employs both discretionary and non-discretionary approaches supported by AI-enabled research tools for manager oversight.

Frank Wilson is a CFP®, ChFC®, and Series 66-licensed financial advisor with 20 years of industry experience. He currently works at Empower Advisory Group and has held positions at Morgan Stanley and E*TRADE Securities. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm operates through an integrated model aligned with Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

La Porsha Campbell is a Series 65 credentialed financial advisor with Empower Advisory Group and has one year of industry experience. Her background includes positions at Ignite Financial Advisors and Florida Financial Advisors, and she previously worked at Moffitt Cancer Center. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and retail brokerage account holders. The firm offers integrated services connected to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates.

Ryan Frankel is a CFP® professional with nine years of experience in the financial services industry. He is currently with Mercer Global Advisors Inc., where he has been since 2022, having previously worked at Kestra Advisory, Morgan Stanley, CapitalRock Financial LLC, Platinum Wealth Partners, and JP Morgan Securities LLC. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory services alongside financial, tax, retirement, and estate planning. The firm employs a Modern Portfolio Theory-based approach that utilizes globally diversified, risk-appropriate portfolios through a mix of low-cost ETFs, index funds, separate account managers, and other investment vehicles.

Heike Soell Parrish is a financial advisor at Empower Advisory Group with 26 years of industry experience. She holds Series 63 and Series 66 designations and has worked previously at J.W. Cole Advisors and T. Rowe Price Investment Services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and savings rates in its financial planning, serving a large participant base relative to its advisor headcount.

Joshua Sanders is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 credentials and 16 years of industry experience. He has worked with Truist Advisory Services and related entities since 2013, including BB&T Securities, LLC from 2019 to 2021. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation analysis, fiduciary support, and a manager-selection program that combines discretionary and non-discretionary approaches supported by AI-enabled research and inter-affiliate integration.

Maria Rios is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and four years of industry experience. She has been employed with Citibank since 2000. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies implemented through both discretionary and non-discretionary programs, combining large institutional scale with in-house research and unique market roles.

Edward Palacios is a financial advisor with PNC Wealth Management, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has worked at PNC Investments since 2016. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to employees. The firm uses algorithm-driven risk assessments to implement investment strategies via mutual funds and ETFs, with portfolio management delegated to third-party providers.

Michael Miller is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 14 years of industry experience. His career includes roles at Truist Advisory Services and Wells Fargo, among other firms. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, using a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Preston Duppins III is a CFP® with eight years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory, Inc. He has prior experience at J.P. Morgan Securities, Morgan Stanley, and Fidelity Investments. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm uses standard asset allocation models and Schwab research tools to support client-directed investment decisions, conducting annual reviews without exercising discretionary trading authority.

Ramy Georgy is a financial advisor at Rockefeller Financial LLC with 14 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley in various capacities from 2012 to 2024. Outside of finance, Georgy is involved in engineering consulting and owns several businesses in the recreation and restaurant sectors in Tampa, Florida. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans, offering wealth management, financial planning, and portfolio management services. The firm’s integrated approach includes access to alternative investments and combines wealth, trust, and insurance capabilities under the Rockefeller Global Family Office platform.

Gunnar Gavin is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 66 licenses and possessing 11 years of industry experience. He has been with Bankers Life Advisory Services since 2018 and has worked in various roles within affiliated entities since 2007. Outside of advisory work, he serves as treasurer of a condominium association and is a partner in self-storage rental businesses. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary and non-discretionary portfolio management, as well as retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management aligned with client goals and risk tolerances.

Tiffany Leroy is a CFP® with 18 years of industry experience, currently with Schwab Wealth Advisory Inc. She has worked in various roles within Charles Schwab and USAA-affiliated firms since 2015. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program, offering investment recommendations and annual financial reviews using Schwab’s standard asset allocation models and research tools. The firm operates as an internal advisory unit within Charles Schwab and does not charge clients directly for its services.

Brendan Flannery is a financial advisor with T. Rowe Price Advisory Services, Inc. He holds Series 63 and Series 66 designations and has 11 years of industry experience. He has been with T. Rowe Price since 2014. T. Rowe Price Advisory Services offers the Retirement Advisory Service to individual investors and households focused on retirement goals, combining goals-based financial planning, retirement income planning, and discretionary investment management primarily through selected T. Rowe Price mutual funds and ETFs. The firm employs asset-location strategies, tax-aware rebalancing, and Monte Carlo simulations delivered via an online planning tool.

Bryan Harding is a financial advisor at Ameritas Advisory Services, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms including The Prudential Insurance Company of America and Investment Distributors Inc. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm offers discretionary and non-discretionary programs, utilizing both in-house model portfolios and third-party managers, with a platform that integrates various affiliated services and financial institutions.

Steven Paris is a CFP® with 25 years of experience in financial advising. He is currently with Hightower Advisors and has held prior positions at Frontier Investment Management Co. and USAA Financial Advisors. His tenure at USAA spans over 20 years, where he has been involved in various financial planning and advisory roles. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses a multi-manager approach with access to both affiliated and third-party managers, offering a range of portfolio management and financial planning services.

John Heinrich is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has worked with SunTrust Advisory Services and SunTrust Investment Services since 2011. 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 an internal investment oversight team.

Shane Isaac is a financial advisor at Lincoln Investment with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Lincoln Investment since 2016. He also has a concurrent role at The Gabor Agency, where he has worked since 1996. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, ERISA retirement plan advice, and a range of model portfolio options, employing a combination of strategic and tactical investment approaches overseen by an internal Investment Management & Research team.

Christopher Stino is a financial advisor at Edward Jones with 16 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. His prior experience includes roles at USAA Financial Planning Services and Charles Schwab. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a wide range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets with a network of over 23,000 advisors and offers both discretionary and non-discretionary strategies under a fiduciary standard.

Tony Carter is a financial advisor with OSAIC, holding the CFP® and ChFC® designations and over 52 years of industry experience. Prior to joining OSAIC in 2023, he worked for 14 years at Sagepoint Financial, Inc. Carter has maintained a long-standing involvement in life insurance sales and owns Midwest Select, LLC, a non-investment business. OSAIC serves a wide range of retail and institutional clients, offering integrated brokerage, investment advisory services, and financial planning through a large network of advisers and multiple advisory platforms. The firm employs advanced asset-allocation tools and provides access to third-party money managers and managed-account solutions.