Blake Simpson is a financial advisor with Schwab Wealth Advisory in Orlando, FL, holding a Series 66 designation and 18 years of industry experience. He has been with Charles Schwab since 2008 and joined Schwab Wealth Advisory in 2021. 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 using Schwab’s asset allocation models and research tools. The firm operates within the Schwab ecosystem and delivers advice without directly charging clients fees or exercising discretionary trading authority.

William Ferrell is a CFP® professional with five years of industry experience, currently serving at Beacon Pointe Advisors, LLC. His prior roles include positions at Goldman Sachs & Co. LLC, Sanford C. Bernstein & Co., LLC, Ernst & Young, and the University of Central Florida. In addition to his advisory duties, he is an insurance agent with Beacon Pointe Insurance Services, LLC. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a manager-focused investment approach using third-party independent managers and offers a range of services from wealth management to outsourced CIO solutions.

Alexis Stasie is a financial advisor at Schwab Wealth Advisory with four years of industry experience. She holds a Series 63 designation and previously worked at J.W. Cole Advisors and J.W. Cole Financial. Alexis is currently based in Orlando, FL. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing Schwab’s asset allocation models and research tools. The firm focuses on annual financial reviews and investment recommendations while leaving final trading decisions to clients.

Martha Lobo Castro is a financial advisor with PlanMember Securities Corporation, holding Series 65 and Series 63 credentials and seven years of industry experience. Her prior roles include positions at The Prudential Insurance Company of America, NYLIFE Securities LLC, and New York Life Insurance Co. She serves as president of the Cypress Bay PTSA, an organization focused on the welfare of children and youth. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation approach to managing risk-based mutual fund portfolios and offers education, support services, and personalized retirement planning.

Lindsey Hamilton is a financial advisor with Schwab Wealth Advisory in Orlando, FL, holding Series 63 and Series 65 credentials and four years of industry experience. She has been affiliated with Charles Schwab since 2015 and joined Schwab Wealth Advisory in 2025. 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 within the Schwab ecosystem, delivering advice through standard asset allocation models and Schwab research tools while leaving final trading decisions to clients.

Nicholas Royer is a financial advisor at Brookstone Capital Management LLC with 16 years of industry experience. He holds a Series 65 designation and has been affiliated with Group 10 Financial since 2000, where he serves as president and is involved in insurance and annuity sales. Outside of his advisory role, he is also engaged in professional speaking and training through Royer Training Solutions. Brookstone Capital Management is an SEC-registered adviser that provides fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions, delivering investment management primarily on a discretionary basis via various model portfolios and managed accounts.

Paul Stovall is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and 18 years of industry experience. He has been with Charles Schwab since 2013 and joined Schwab Wealth Advisory in 2021. Based in Orlando, FL, his work focuses on client investment guidance within the Schwab platform. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations. The firm uses Schwab’s proprietary research and asset allocation models to assist clients, with final investment decisions made by clients themselves.

Brad Bradley is a CFP® professional with 29 years of experience in the financial services industry. He is currently with Schwab Wealth Advisory in Orlando, FL, where he has worked since 2019 in various capacities within the Schwab organization. Outside of his advisory role, he is a part owner of AVBB Inc. and AVBB LLC, both personal services businesses. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations using Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within Charles Schwab & Co., Inc., focusing on client-directed investment decisions without discretionary trading authority.

Tajuan Mills is a financial advisor with Truist Advisory Services and holds a Series 66 designation. He has 16 years of industry experience and has held various roles within Truist and its predecessor firms since 2009. Outside of his advisory work, Mills pursues freelance photography, licensing some of his travel-related images. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and manager selection programs supported by both discretionary and non-discretionary investment approaches.

Christopher Driver is a CFA® charterholder with nine years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2024. His prior experience includes roles at Resource Consulting Group, Inc., Driver Capital, LLC, Zeke Capital, and Warren Averett Asset Management, LLC. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers alongside proprietary research and diverse portfolio construction strategies.

John Newton Jr. is a financial advisor with Valic Financial Advisors in Orlando, FL, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Valic Financial Advisors since 2005 and also serves as an agent with Agia, focusing on non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models and operating at scale with over 1,200 advisors.

Matthew Durrant is a CFP® professional with eight years of experience in the financial services industry. He is currently with Schwab Wealth Advisory Inc., where he has worked since 2022. His prior experience includes roles at Bank of America, Merrill, Cowen Inc., and the University of Central Florida Career Services. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing Schwab’s asset allocation models and research tools. The firm focuses on annual financial reviews and investment recommendations without exercising discretionary trading authority.

Gregory Anderson is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in Orlando, FL. He has been with Schwab Wealth Advisory and Charles Schwab since 2013. 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 using Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within Charles Schwab & Co., focusing on client education and annual account reviews without discretionary trading authority.

Craig Miller is a financial advisor with Schwab Wealth Advisory in Orlando, FL, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. He has been with Charles Schwab since 1999 and has served at Schwab Wealth Advisory since 2012. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in its program, utilizing Schwab’s asset allocation models and research tools to recommend investments while leaving final trading decisions to clients. The firm operates as an internal advisory unit within the Schwab ecosystem and does not act as a discretionary portfolio manager.

Craig Coopersmith is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 designations and bringing 22 years of industry experience. He has been with Truist Advisory Services since 2016 and concurrently with Truist Investment Services since 2013. Outside of his advisory role, Coopersmith serves as a board member of the Oviedo Police Foundation, where he participates in fundraising and allocation decisions. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, implementing advice through discretionary and non-discretionary manager arrangements supported by AI-enabled research and inter-affiliate integration.

David Johnson is a financial advisor with Schwab Wealth Advisory in Orlando, FL, holding Series 63, 65, and 66 licenses and bringing 30 years of industry experience. He has been with Schwab Wealth Advisory since 2012 and has worked within the broader Charles Schwab organization since 2009. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm delivers advice through standard asset allocation models and Schwab research tools, offering annual financial reviews and investment recommendations without exercising discretionary trading authority.

Stephen Carpenter is a Series 66 licensed financial advisor with Schwab Wealth Advisory in Orlando, FL, where he has worked since 2020. He has a total of nine years of industry experience, including prior roles at Charles Schwab Bank and Charles Schwab. 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. The firm operates within the Schwab ecosystem, utilizing standard asset allocation models and research tools, while clients retain final trading decisions.

Bryan Cornell is a financial advisor at Truist Advisory Services with nine years of industry experience. He holds the Series 63 and Series 66 credentials and has previously worked at Wells Fargo Clearing, Pruco Securities LLC, and Charles Schwab. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and employs AI-enabled tools to support its investment research and manager selection processes.

Marina Nice is a financial advisor with Truist Advisory Services and holds a Series 66 designation. She has 19 years of industry experience, including 10 years with SunTrust Advisory Services and affiliated entities. Outside of her advisory role, she serves as an adjunct instructor at Rollins College, teaching nonprofit management classes focused on fundraising and donor relationships. 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 management approaches and utilizes technology and inter-affiliate resources in its investment and fiduciary support services.

Erica Williams is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and bringing nine years of industry experience. She has been with Charles Schwab since 2013 and joined Schwab Wealth Advisory in 2020. Prior to her financial services career, she worked with the Orlando Magic from 2011 to 2018. Schwab Wealth Advisory, Inc. 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 a range of securities. The firm delivers advice through Charles Schwab’s asset allocation models and research tools, with clients retaining final trading decisions and SWAI conducting at least annual account reviews.