Maxx Soulliere is a CFP® professional with six years of industry experience, currently serving as an advisor at Schwab Wealth Advisory in Orlando, FL. His background includes roles at Infinex Investments, Citizens First Bank, and AXA Advisors, among others. 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 & Co.-referred clients, using proprietary asset-allocation models and internal research tools to tailor recommendations according to client goals and risk tolerance.

William Kelly is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. He has worked at Charles Schwab & Co., Inc. since 2016 and joined Schwab Wealth Advisory in 2025. Schwab Wealth Advisory, Inc. 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 uses asset-allocation models and internal research tools to tailor recommendations to each client’s goals and risk tolerance, with trades executed only upon client authorization.

Rudolph Saint Cyr is a CFP® professional with over 32 years of experience in the financial industry. He has been with Charles Schwab & Co., Inc. since 2005 and joined Schwab Wealth Advisory Inc. in 2016. Outside of his advisory work, he is also active as an actor and model and provides DJ services for private events. Schwab Wealth Advisory, Inc. offers non-discretionary fiduciary investment advice and financial planning for clients enrolled in the Schwab Wealth Advisory program, utilizing Charles Schwab’s asset-allocation models and research tools to deliver tailored recommendations.

Cory Kent is a financial advisor with Truist Advisory Services in Orlando, FL, holding Series 63 and Series 65 licenses and six years of industry experience. His prior work includes roles at Truist Investment Services, Inc. and Fifth Third Bank, spanning over a decade in total. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with third-party platform support and uses AI-enabled research tools to oversee manager selection and portfolio reviews.

Alondra Arenas is a financial advisor at Schwab Wealth Advisory with Series 63 and Series 65 credentials and one year of industry experience. She has previously worked at Charles Schwab & Co., Inc. and JPMorgan Chase & Co. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning services to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab-referred clients. The firm uses asset-allocation models and internal research tools to tailor recommendations based on client goals and risk tolerance, with trades executed only upon client authorization.

Shawn Davis is a financial advisor with Schwab Wealth Advisory Inc. in Orlando, FL, holding Series 63 and Series 66 designations and bringing 29 years of industry experience. He has been with Schwab Wealth Advisory since 2012 and has been associated with Charles Schwab since 1999. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning services to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm follows Charles Schwab & Co.’s asset-allocation models and internal research tools, offering tailored recommendations with annual reviews and emphasizing client authorization for all trades.

Adam Klopfenstein is a financial advisor at Schwab Wealth Advisory with eight years of industry experience. He holds the Series 66 designation and has previously worked at firms including Rocket Companies, Fidelity Investments, Merrill, Bank of America, and TD Ameritrade. 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 and certain Charles Schwab & Co.-referred clients. The firm utilizes Charles Schwab & Co.’s asset allocation models and internal research tools to deliver investment guidance, with trades executed only upon client authorization.

Julius Costanza is a financial advisor at Schwab Wealth Advisory with 22 years of industry experience. He holds the Series 63 and Series 66 credentials and has been with Schwab Wealth Advisory since 2017, having been associated with Charles Schwab since 2009. Outside the advisory business, he was involved with 4JS Uniforms Inc. for over a decade. 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 Schwab’s standard asset-allocation models and internal research tools, with trades executed only upon client authorization.

Paula Dailer is a CFP® professional with 16 years of industry experience, currently serving at Schwab Wealth Advisory Inc. since 2015. She has been affiliated with Charles Schwab in various capacities since 2011 and briefly worked at Allen & Company of Florida, LLC. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm uses standard asset-allocation models and internal research tools to guide investment decisions, emphasizing client authorization for trades and tailored annual reviews.

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.

Johnny Barney is a financial advisor at Bankers Life Advisory Services, Inc. with a Series 65 designation and one year of industry experience. Prior to his current role, he held positions at Bankers Life & Casualty, Inc. and various non-financial organizations. Bankers Life Advisory Services, Inc. is an SEC-registered adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and manage portfolios across multiple asset classes.

Calvin Wilson is a financial advisor with Transamerica Retirement Advisors, LLC in Ocoee, FL, holding Series 65 and Series 63 licenses and 13 years of industry experience. His prior experience includes roles at Edward Jones, Bank of America NA, and Merrill Lynch. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs that focus on asset allocation, contribution rates, and retirement age guidance. The firm uses proprietary software and model portfolios developed in partnership with Morningstar Investment Management to deliver personalized, non-discretionary investment recommendations to a large client base.

Paul Shoquist is a financial advisor with NewEdge Advisors, holding a Series 63 designation and 29 years of industry experience. His prior roles include positions at Prime Capital Investment Advisors, 20/20 Capital Management, 20/20 Financial Advisors, and Ameritas Investment Corp. Outside of his advisory work, he serves as a director of Saw Tech Countertops, a construction products company he has been involved with since 2003. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm offers a broad range of services including portfolio management, financial planning, consulting, and access to sponsored advisory programs, utilizing multiple program structures and technology tools to support advisor and client needs.

Filip Wieland is a financial advisor with Planmember Securities Corporation, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Planmember since 2008 and also operates as a self-employed insurance agent specializing in life, health, and annuity products since 2006. Outside of financial services, he serves on the Monroe County Public School budget committee in Key West. Planmember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as a fiduciary under ERISA Section 3(38) for many plans. The firm employs a strategic asset allocation approach and offers education, personalized planning, and support services to plan sponsors and participants.

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.

Jad Rurambo is a Series 66-licensed advisor with Bankers Life Advisory Services, Inc., and has one year of experience in the financial industry. Prior to joining Bankers Life, he worked at Publix Super Markets, Inc. for four years. He is also appointed with KFA through Bankers Life and Casualty Company, allowing him to write business for Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to develop customized portfolios aligned with clients’ goals and risk tolerances.

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.