Cameran Mckenry is a financial advisor with Fifth Third Securities, Inc. in Orlando, FL, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Fifth Third Securities, Cameran worked at Fifth Third Bank and Total Quality Logistics. Fifth Third Securities serves a diverse client base including individuals, institutions, corporations, trusts, and retirement accounts through both investment advisory and brokerage services, offering a range of program types on the Passageway Managed Account platform.

Robert Smith is a financial advisor at Schwab Wealth Advisory with 10 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones from 2016 to 2021 before joining Schwab in 2021. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain referred clients. The firm’s approach utilizes Charles Schwab’s asset-allocation models and internal research tools, offering tailored recommendations reviewed at least annually.

Tyler Leve is a CFP® with eight years of industry experience, currently serving as an advisor at Schwab Wealth Advisory in Orlando, FL. He has been with Charles Schwab & Co. since 2018 and Schwab Wealth Advisory since 2021. Outside of his advisory role, he is the Vice President of Sales and Marketing at Coastline Media Distribution, overseeing magazine and advertising distribution in the Space Coast area of Florida. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab-referred clients. The firm’s approach includes asset allocation guidance and investment selection tailored to client goals, with trades executed only upon client authorization.

Pedro Irizarry is a financial advisor with Lincoln Investment in Orlando, FL, holding Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at Coinbase, Schwab Wealth Advisory, Inc., Charles Schwab & Co., Inc., Embry-Riddle Aeronautical University, and Bank of America. Lincoln Investment Planning, LLC is a large enterprise firm serving a diverse client base that includes individual investors, high-net-worth clients, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management through model portfolios, access to third-party managers, and advisor-led consulting, supported by an in-house Investment Management & Research team.

Dominic Bragg is a Certified Financial Planner (CFP®) with eight years of industry experience. He is currently with Schwab Wealth Advisory, where he has worked for five years, and previously held roles at Fidelity Investments and Van Lanschot Kempen. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning services to clients enrolled in the Schwab Wealth Advisory program and select Charles Schwab & Co.-referred clients. The firm’s guidance focuses on asset allocation and investment selection, using Charles Schwab & Co.’s standard models and research tools, with recommendations tailored to each client’s goals and risk tolerance.

Kurt Schluter is a Series 66-licensed financial advisor with Schwab Wealth Advisory in Orlando, FL, where he has worked since 2016. He has 11 years of industry experience, including roles at Charles Schwab since 2014. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s advice is based on Charles Schwab & Co.’s asset-allocation models and internal research, with recommendations tailored to clients’ goals and risk tolerance.

Zachary Sechkar is a financial advisor at Schwab Wealth Advisory with a Series 66 designation and approximately one year of industry experience. Prior to joining Schwab Wealth Advisory, he held roles at Raymond James and Magna AIM Systems and has spent significant time in full-time education. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning services primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s approach involves tailored asset allocation and investment recommendations driven by internal research and standard models, with trades executed only upon client authorization.

Francisco Mones Pena is an advisor at Fifth Third Securities, Inc. with Series 63 and Series 65 credentials. He has been with Fifth Third Securities since 2026 and has prior experience at Fifth Third Bank and City Year Orlando. His background also includes roles at Amazon and Uber. Fifth Third Securities serves individual and institutional clients through advisory and brokerage channels. The firm offers investment programs on the Passageway platform, including mutual fund, ETF, SMA strategies, and tax-overlay services, and operates as a wholly owned subsidiary of Fifth Third Bank.

Lindsay Thompson is a financial advisor at Schwab Wealth Advisory with seven years of industry experience. She holds Series 66 and Series 63 licenses. Her prior experience includes roles at Charles Schwab & Co., Inc., Anthony's Thornton Park, and The Timeshare Brokers, LLC. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm uses standardized asset-allocation models and internal research tools to guide investment selection, with client authorization required for all trades.

Phillip Henry is a financial advisor with Guardian Life in Maitland, Florida, holding Series 63 and Series 65 licenses and possessing 17 years of industry experience. He has been with Guardian Life since 2013. Outside of his advisory work, he serves on multiple nonprofit and advisory boards, including the Holistic Environmental Stewardship Foundation and the UCF College Dean Advisory Board. Guardian Life’s Park Avenue® Wealth Management subsidiary offers brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and charities. The firm employs both advisor-led discretionary management and model-based strategies, providing tailored client solutions through proprietary and third-party platforms.

Esteban Yepes is a financial advisor with Lincoln Investment in Orlando, FL, holding Series 63 and Series 66 credentials and 13 years of industry experience. His prior experience includes roles at Wells Fargo and Horace Mann Investors, Inc. Outside of his advisory work, Yepes is involved in business development and sales in the commercial roofing industry. Lincoln Investment Planning, LLC serves a broad client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning and portfolio management through advisor-managed and firm-managed models, supported by an in-house Investment Management & Research team and third-party managers.

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.

Nathaniel Powell is a financial advisor with Truist Advisory Services in Orlando, FL, holding Series 63 and Series 66 licenses and having seven years of industry experience. He previously worked at Fidelity Brokerage Services LLC and JPMorgan Chase & Co and is the owner of an intellectual property holding company focused on maintaining copyrights and trademarks. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Jeffrey Green is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 license and 28 years of industry experience. His prior roles include positions at Ameritas Life Insurance Corp, Estate & Business Planning Group, Jeff Green & Associates Inc, and Ameritas Investment Company, LLC. He is licensed as an independent insurance agent and serves as president of Jeff Green & Associates, Inc., alongside his advisory work. Ameritas Advisory Services, LLC provides investment advisory and planning services to individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of asset management and financial planning services across discretionary and non-discretionary programs, utilizing model portfolios, mutual funds, ETFs, and individual securities, with access to various program platforms and third-party technology.

Christina Emig is a financial advisor at Rockefeller Financial LLC with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Merrill and Bank of America. 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 combines a Private Advisor model with a consolidated investment platform, offering a range of portfolio management, financial planning, brokerage, and investment banking services.

Edwin Padilla is a financial advisor with Eagle Strategies (NY Life) based in Maitland, FL, holding Series 63 and Series 66 licenses and with 16 years of industry experience. He has been with Eagle Strategies since 2016 and has worked with NYLIFE Securities LLC and New York Life Insurance Company since 2014. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple advisory programs and emphasizes tailoring recommendations to client objectives, managing the majority of its assets on a non-discretionary basis through an integrated New York Life affiliate structure.

Nathan Leopard is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and four years of industry experience. He has worked at Truist Advisory Services since 2023, with prior experience at Charles Schwab and other firms. Outside of advising, he donates plasma regularly at Biolife Plasma Services. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and utilizes third-party platforms and AI-enabled research tools to support its investment process.

Kelly Demmo is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has been with PlanMember since 2007 and is also associated with US Retirement Partners and Bencor, Inc. In addition to his advisory roles, Demmo teaches general financial information for the nonprofit Society for Financial Awareness. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options through its asset allocation portfolios. The firm follows a strategic asset allocation framework to manage risk-based mutual fund portfolios and delivers education, support, and counseling services to plan sponsors and participants.

John Appleby is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. His career includes roles at J.P. Morgan Securities, Morgan Stanley, Massachusetts Mutual Life Insurance, and Fidelity. He also serves as a Psychological Operations Specialist in the United States Army. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients enrolled in the Schwab Wealth Advisory program. The firm’s guidance is based on proprietary asset-allocation models and research tools, with trades executed only upon client authorization.

Francesco Bonacia is a financial advisor at PNC Wealth Management in Orlando, FL, holding Series 63 and Series 66 credentials with one year of industry experience. His prior roles include positions at Raymond James Financial Services and Northwestern Mutual, as well as work experience outside finance including roles at Tusculum University and DoorDash. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio offering that uses algorithmic risk assessment and delegated execution with mutual funds and ETFs.