Robert Williams is a financial advisor with Kestra Advisory, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. His prior roles include positions at Security Financial Management and CONCOURSE FINANCIAL GROUP SECURITIES, as well as a long tenure at Kaplan. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients, offering services that include fiduciary consulting, plan design, employee education, and advisor-managed accounts. The firm serves large institutional investors and provides access to multiple management platforms and third-party solutions.

Jonathan Mrozek is a financial advisor at Schwab Wealth Advisory with two years of industry experience. He holds Series 66 and Series 63 licenses and has worked in roles at Charles Schwab & Co., Inc. and Blue River Technology, among others. Schwab Wealth Advisory, Inc. 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 based on proprietary asset-allocation models and internal research tools.

Alexander Meleis is a CFP® and CFA® credentialed advisor with four years of industry experience. He has worked at Schwab Wealth Advisory and Charles Schwab since 2025, and prior to that was with CNR Securities, LLC and PNC Financial Services. He also has seven years of experience at the University of Central Florida. 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 asset-allocation models and internal research tools, with client-tailored recommendations and trades executed only with client authorization.

Nadera Sander is a financial advisor at Schwab Wealth Advisory with 19 years of industry experience. She holds the Series 63 and Series 65 licenses and has worked at Charles Schwab & Co., Inc. since 2006, joining Schwab Wealth Advisory in 2021. 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 approach is based on Charles Schwab & Co.’s asset allocation models and internal research, offering tailored recommendations and at-least-annual reviews.

Stephanie Piedra Morales is a financial advisor with Schwab Wealth Advisory in Orlando, FL. She holds Series 63 and Series 66 licenses and has four years of industry experience. Her background includes roles at Charles Schwab & Co., Inc., Randstad, Lyft, and service in the Army National Guard. 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 based on Charles Schwab’s asset-allocation models and research tools.

Matthew Plunkitt is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory Inc. He previously worked at Fidelity Investments and its affiliated entities for over seven years and has experience with Global Financial Private Capital, Inc. and Charles Schwab & Co., Inc. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program. The firm’s guidance is based on Charles Schwab & Co.’s asset-allocation models and internal research, offering tailored recommendations with trades executed only upon client approval.

John Leacock is a Series 66 licensed financial advisor with Schwab Wealth Advisory in Orlando, FL, bringing 11 years of industry experience. He has been with Schwab Wealth Advisory since 2016 and has worked with Charles Schwab since 2013. Outside of his advisory role, Leacock serves on the Finance Committee at St. Charles Borromeo Catholic Church, where he participates in discussions and approvals related to church accounting and expenses. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and selected Charles Schwab & Co.-referred clients. The firm bases its guidance on proprietary asset-allocation models and internal research tools, offering tailored recommendations reviewed at least annually.

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.

Paul Jones is a CFP® certificant with 19 years of industry experience, currently serving as an advisor at Truist Advisory Services. His prior experience includes roles at Charles Schwab & Co., Inc., JPMorgan Chase Bank, N.A., and Bank of America, N.A. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

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.

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.