Zane Sanders is a financial advisor at Schwab Wealth Advisory with Series 66 and Series 63 licenses and one year of industry experience. Prior to joining Schwab Wealth Advisory, he was affiliated with Charles Schwab & Co., Inc. He has also worked in campus recreation and ocean rescue roles and has a background in full-time education. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s advice is based on Charles Schwab’s asset-allocation models and internal research, offering tailored recommendations without discretionary trading authority.

Ja'lil Reynolds is a Series 66-licensed financial advisor with Schwab Wealth Advisory, Inc. in Orlando, FL, and has been with the firm since 2026. Prior to joining Schwab, he spent time at Northwestern Mutual and focused on full-time education for several years. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients enrolled in the Schwab Wealth Advisory program and those referred by Charles Schwab & Co. The firm utilizes Charles Schwab’s asset-allocation models and internal research tools to tailor recommendations based on clients’ goals and risk tolerance.

Yajaira Rodriguez is a financial advisor with Truist Advisory Services in Orlando, FL, holding Series 63 and Series 66 registrations and bringing 16 years of industry experience. She has worked in various roles at Truist and its predecessor firms since 2017 and was previously employed at Wells Fargo from 2010 to 2017. Outside of her advisory work, Rodriguez co-owns an investment LLC focused on rental property management. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, employing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enhanced research.

Thanh Huy Tran is a financial advisor at Schwab Wealth Advisory with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Schwab Wealth Advisory since 2018, including his current role since 2021. Prior to joining Schwab, Tran was with Wells Fargo from 2016 to 2018. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s advice is based on Schwab’s asset-allocation models and research tools and involves at-least-annual reviews tailored to clients’ goals and risk tolerance.

Sean Connolly is a financial advisor at Rockefeller Financial LLC with 27 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Bank of America and Merrill. Outside of his advisory role, he serves on the advisory board of a local church and owns the intellectual property for a family cookie recipe licensed to a commercial bakery. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutions, retirement plans, foundations, and corporations. The firm offers both discretionary and non-discretionary portfolio management, financial planning, and consulting, and uniquely operates as a registered broker-dealer providing securities transactions, variable insurance products, and investment banking services.

Joewin Jemang is a financial advisor at Transamerica Financial Advisors with one year of industry experience. He holds a Series 65 registration and has previously worked at DebtMerica and WFGIA. Jemang’s other business activities include the sale of insurance and non-insurance products with companies affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base ranging from individual investors to corporations and offers both advisory and broker-dealer services. The firm utilizes proprietary and third-party model portfolios and provides a mix of discretionary and non-discretionary investment programs.

Daniel Iosue is a CFP® professional with 15 years of experience in the financial services industry. He is currently affiliated with Lincoln Investment and The Rawls Company, where he serves as an Associate Planner focusing on business succession planning. His career also includes prior roles at Raymond James Financial and Morgan Stanley. Outside of his advisory work, he is involved with Sharks & Sailors, LLC. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management through model portfolios, and advisor-led consulting, supported by an in-house Investment Management & Research team that constructs strategic and adaptive investment strategies.

Jennifer Fanelli Zastrow is a financial advisor at Schwab Wealth Advisory with 19 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Ameriprise Financial Services and Morgan Stanley Smith Barney. 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 and financial planning. The firm relies on Charles Schwab & Co.’s asset-allocation models and internal research tools, offering tailored recommendations without exercising discretionary trading authority.

Juan Grau Jr. is a Series 66-licensed financial advisor at Creative Planning with 13 years of industry experience. He has worked at Creative Planning since 2016. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, institutions, and corporations. The firm uses a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies for long-term goals, supplemented by tactical allocations and access to private market investments.

Kimberly Sterling is a CFP® and holds a Series 65 license with 26 years of industry experience. She is currently with Hightower Advisors and previously worked for nine years at Resource Consulting Group. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm’s approach centers on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, with services spanning portfolio management, financial planning, and retirement consulting.

Chad Faulkenberry is a CFP® with 21 years of industry experience and is currently with Hightower Advisors. His prior roles include positions at Journey Strategic Wealth LLC and Charles Schwab & Co., Inc., where he spent 10 years. Outside of his advisory work, he serves as Finance Committee Chair and Facilitator of the Financial Peace University Course at Aloma Church, and he is Chair of the Board of Directors for Central Florida Community Arts. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers alongside proprietary research, offering a wide range of portfolio management and consulting services.

Blake Lea is a CFP® professional with two years of industry experience, currently associated with Schwab Wealth Advisory, Inc. He has also worked at Charles Schwab & Co., Inc. and Flower Ave. Inc. Prior to his financial advisory roles, Blake held positions at the University of Florida and Southeastern University. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning for clients enrolled in the Schwab Wealth Advisory program, utilizing Charles Schwab & Co.’s asset-allocation models and internal research tools to tailor recommendations based on client goals and risk tolerance.

Mike Villar is a financial advisor at Mariner with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Empower Advisory Group, Personal Capital Advisors Corporation, and Northwestern Mutual. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm combines internal research with third-party managers and provides specialized services such as coordinated tax compliance, Core Family Office solutions, and a Financial Wellness Platform for employers.

Hasson Murphy is a financial advisor with Schwab Wealth Advisory in Orlando, FL, holding Series 63 and Series 66 designations and bringing 31 years of industry experience. He has been with Charles Schwab since 2004 and with Schwab Wealth Advisory since 2017. Schwab Wealth Advisory serves clients enrolled in the SWA program and certain CS&Co.-referred clients, providing non-discretionary fiduciary investment advice and financial planning. The firm’s advice is based on Charles Schwab’s asset-allocation models and internal research tools, with tailored recommendations and at-least-annual reviews.

Paula Coelho is a financial advisor with Truist Advisory Services in Orlando, FL, holding Series 65 and Series 63 licenses and six years of industry experience. She previously worked at Deutsche Bank Securities Inc. for ten years and has been with Truist since 2025, with brief tenures at Wells Fargo entities in 2024. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plans, and charitable organizations, employing a mix of discretionary manager relationships and non-discretionary consulting supported by AI-enabled research tools and inter-affiliate integration.

William Guinn is a Certified Financial Planner (CFP®) with 18 years of industry experience. He has worked at Schwab Wealth Advisory Inc. and Charles Schwab & Co., Inc. since 2015, following roles at Mass Mutual Investors Services, MSI Financial Services, and Edward Jones. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s advice is based on proprietary asset-allocation models and research tools, offering guidance on a range of investment options while requiring client authorization for trades.

Rolando Martinez is a financial advisor at Truist Advisory Services with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked across several SunTrust entities since 2013. 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 advanced research and inter-affiliate integration.

Brendan Loflin is a Series 66-licensed financial advisor with 13 years of industry experience, currently affiliated with Kestra Advisory since 2024. His prior experience includes roles at Agia and Valic Financial Advisors. He is also involved in life insurance sales alongside his advisory duties. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including institutional and individual investors. The firm offers services such as plan design, fiduciary consulting, and investment advice, managing approximately $79.8 billion in assets and serving clients that include large institutional investors and sovereign wealth funds.

Kelly Torresin is a financial advisor at VALIC Financial Advisors with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has also served as an agent offering non-securities insurance products. Kelly is based in Orlando, Florida. VALIC Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm uses a centralized investment approach with discretionary unified managed accounts and offers a range of portfolio management and financial planning services through a large network of advisors.

Aaron Phelps is a financial advisor with Schwab Wealth Advisory, holding the Series 63, Series 65, and Series 66 certifications. He has 26 years of industry experience, including roles at Schwab Wealth Advisory since 2012 and Charles Schwab since 2005. He also worked briefly at Amsouth Investment Management Company. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s guidance is based on standard asset-allocation models and internal research tools, with recommendations tailored to clients’ goals and risk tolerance.