Sanne Jensen is a financial advisor at Principal Financial Services with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at various Principal entities since 2019. Prior to joining Principal, she worked at Foresters Financial Services and had experience in the retail sector with Polo Ralph Lauren. Jensen also maintains a fixed insurance agency focusing on fixed life, disability income, annuities, long-term care, health, and group benefits. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm’s advisory services emphasize direct advisory programs, financial planning, retirement plan consulting, and access to third-party money managers through various investment arrangements.

David Klein is a financial advisor at Schwab Wealth Advisory with 11 years of industry experience. He holds a Series 66 designation and has been with Charles Schwab and its affiliated firms since 2014. Klein is based in Orlando, FL. 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 uses Charles Schwab’s asset-allocation models and internal research, offering tailored recommendations with at-least-annual reviews while trades require client authorization.

Richard Velazquez is a financial advisor at Schwab Wealth Advisory with 26 years of industry experience. He holds the CFP® and ChFC® designations and has been with Charles Schwab and its affiliated firms since 2000. He is based in Orlando, FL. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program and certain referred clients. 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.

Shawn Conboy II is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 designations and three years of industry experience. He has held roles at Schwab Wealth Advisory and Charles Schwab & Co., Inc., as well as prior positions at American Campus Communities and Planet Smoothies. 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’s investment approach relies on standard asset-allocation models and internal research tools, offering guidance on asset allocation and investment selection with at-least-annual reviews tailored to clients’ goals and risk tolerance.

David Melnyk is a CFP® with 11 years of experience in the financial services industry. He is currently an advisor at OSAIC Institutions, Inc. and has previously worked at Ameriprise Financial Services, LLC, among other firms. Melnyk is also the president and sole member of Grotto Consulting, LLC, a consulting business. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, and access to alternative investments, operating under a hybrid adviser/broker-dealer model with both discretionary and non-discretionary assets.

Todd Walters is a financial advisor at Rockefeller Financial LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has held leadership roles at Spearhead Capital Advisors and related entities, in addition to managing multiple investment-related businesses. Walters serves as an owner and managing member of several investment and business consulting firms and sits on the board of Erudite Cria Inc., which oversees private business investments. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting services, and operates as a registered broker-dealer offering a range of investment and placement services through a consolidated platform.

Manuel Bello is a financial advisor at Fifth Third Securities, Inc. with nine years of industry experience. He holds Series 65 and Series 66 licenses and has worked at firms including Bank of America, Merrill, AlfaOmega Financial Group, and Home Depot. Fifth Third Securities, Inc. serves a diverse range of individual and institutional clients through investment advisory and brokerage channels. The firm offers various managed account programs on the Passageway platform, with services including mutual fund and ETF models, separately managed accounts, and tax-overlay strategies.

Erin Soliven is a financial advisor at Transamerica Financial Advisors with Series 65 registration and one year of industry experience. Prior to joining Transamerica, Erin worked at Student Optimum Services and WFGIA. She is involved in the sales of insurance and non-insurance products affiliated with her firm. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services through proprietary model portfolios, third-party money managers, and commission-based insurance and brokerage products.

Yongze Shao is a CFP® professional with three years of industry experience, currently serving as an advisor at Schwab Wealth Advisory in Orlando, FL. His career includes roles at Charles Schwab & Co., Inc. and prior experience in education and business. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program, utilizing firm-developed asset allocation models and conducting at-least-annual reviews tailored to client goals and risk tolerance.

Paige Goll is a financial advisor at Beacon Pointe Advisors, LLC with 13 years of industry experience. She holds Series 65 and Series 66 licenses and previously worked at Ferrell Wealth Management, Inc. and Ladenburg Thalmann Asset Management Inc. since 2007. Beacon Pointe Advisors provides wealth advisory, financial planning, retirement-plan services, and outsourced CIO solutions to a diverse client base, including individual and institutional investors. The firm combines asset-allocation modeling with third-party independent managers and employs both active and passive strategies across public and private asset classes.

Nathaniel Beardslee is a financial advisor with Truist Advisory Services in Orlando, FL. He holds the Series 66 designation and has been in the industry since 2025. Prior to his current role, he held positions at Truist Financial Corp and has experience working in the food service industry, including at Dixie Cream Cafe and Yard House Darden Restaurants. 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 offers asset allocation and investment policy analysis, plan sponsor fiduciary support, and a manager-selection program, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Megan Polito is a financial advisor at Truist Advisory Services with three years of industry experience. She holds the Series 66 designation and worked previously at Nothing Bundt Cakes and Scribe America. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a mix of discretionary and non-discretionary approaches, utilizing third-party platforms and AI-enabled research tools to support manager selection and oversight.

Mina Yousif is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and three years of industry experience. Her previous roles include positions at Charles Schwab and Regions Bank. Outside of her advisory work, she also works as an Uber driver in Orlando. 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.

John Singletary is a financial advisor at Schwab Wealth Advisory with 30 years of industry experience. He has worked at Charles Schwab and its affiliated entities since 2003. He holds Series 63 and Series 65 licenses. 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 uses Charles Schwab’s asset-allocation models and research tools to guide investment decisions, with reviews and recommendations tailored to client goals and risk tolerance.

S. Kyle Cantarella is a financial advisor at Mariner Wealth Advisors in Orlando, FL, holding a Series 65 designation with three years of industry experience. His prior roles include positions at Allegiant Private Advisors and academic appointments at the University of North Florida and Embry-Riddle Aeronautical University. 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 employs discretionary, customized portfolios combining in-house research with third-party managers and provides integrated tax and accounting services alongside traditional portfolio management.

William Moniz Jr. is a financial advisor with Truist Advisory Services, holding Series 63, Series 65, and Series 66 licenses and bringing 24 years of industry experience. His prior work includes roles at SunTrust Investment Services and PNC. Based in Orlando, FL, he has been with Truist and its affiliates since 2017. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration for its AMC Advantage manager-selection program.

Jacob Lubner is a financial advisor at Steward Partners Investment Advisory, LLC with one year of industry experience. He holds a Series 66 designation and has worked at several firms, including Raymond James & Associates, Inc., and Steward Partners Global Advisory, LLC. Additionally, Lubner has experience with educational institutions such as Rollins College and Canterbury School of Fort Myers. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and managed account services through both proprietary and third-party solutions.

James Soto is a financial advisor with Truist Advisory Services in Orlando, FL, holding Series 63 and Series 66 credentials and 13 years of industry experience. His career includes a decade of service with Suntrust Advisory Services, Inc. and its related entities. Truist Advisory Services offers investment consulting and advisory to individuals, corporate clients, retirement plan sponsors and participants, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting to implement its advice.

Derek Walls is a financial advisor with Schwab Wealth Advisory, Inc., holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Charles Schwab since 2004 and with Schwab Wealth Advisory since 2012. Outside of his advisory role, he serves as Chairman and Advisor for the Kappa Leadership Development League, a youth mentoring program, and is a Board of Director at The Experience Christian Center in Orlando, FL. 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 referred clients. The firm’s advice is based on Charles Schwab & Co.’s asset-allocation models and research tools, with trades executed only upon client authorization.

Carroll Matthews is a financial advisor at PlanMember Securities Corporation with eight years of industry experience. He holds a Series 65 credential and has worked in various financial advisory roles, including at US Retirement Associates and LifeTyme Financial Advisors. Outside of finance, Matthews works in healthcare as a nurse practitioner and registered nurse, providing primary care and veteran evaluations. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, offering fiduciary oversight and participant-level investment options. The firm’s investment approach centers on strategic asset allocation and risk-based mutual fund portfolios, supported by education and support services for plan sponsors and participants.