Samuel Collins is a financial advisor at Kestra Advisory with three years of industry experience. He holds the Series 66 designation and has worked at Kestra Investment Services since 2023 and Ameriprise prior to that. His background includes education roles and retail experience before entering the financial services industry. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a wide range of institutional and individual clients. The firm offers services including fiduciary consulting, plan-level investment advice, and employee education, managing approximately $79.8 billion in assets and serving clients such as sovereign wealth funds.

Caitlyn Brophy is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and seven years of industry experience. She has been with Charles Schwab and its affiliated entities since 2018. Prior to her financial services career, she worked at Monmouth University and had brief roles at Tallman Swim Club and Tomasello Winery Tasting Room. Schwab Wealth Advisory, Inc. 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 emphasizes guidance on asset allocation and investment selection using proprietary models and internal research, with client authorization required for all trades.

Keithia D Great is a financial advisor at Empower Advisory Group with Series 63 and Series 65 licenses and seven years of industry experience. Her career includes roles at Coast2Coast Mortgage, Stirlingshire Investments, and PFS Investments Inc., along with experience as a marketing consultant. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services through Empower’s recordkeeping and administrative platforms. The firm’s approach emphasizes long-term portfolio returns, annual rebalancing, and savings rates within plan lineups selected by plan sponsors.

Cuthbert Mbewe is a financial advisor with Schwab Wealth Advisory who holds a Series 66 designation and has 13 years of industry experience. He has worked at Charles Schwab & Co., Inc. and Schwab Wealth Advisory since 2017 and previously held roles at SunTrust and Merrill. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and point-in-time wealth management consultations primarily for clients enrolled 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, with recommendations tailored to individual client goals and risk tolerance.

Evon Harris is a financial advisor at Schwab Wealth Advisory with 21 years of industry experience. He holds the Series 66 designation and has previously worked at TD Ameritrade, J.P. Morgan Securities, Chase Investment Services, and MSI Financial Services. Based in Orlando, FL, he has been with Schwab Wealth Advisory and Charles Schwab & Co. since 2021. 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 uses proprietary asset-allocation models and internal research tools to deliver at-least-annual reviews and tailored recommendations without exercising discretionary trading authority.

Gerrard Raymond is a financial advisor at Schwab Wealth Advisory with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Schwab Wealth Advisory since 2018, working within the Charles Schwab organization since 2013. 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 & Co.-referred clients. The firm uses standardized asset-allocation models and internal research tools to deliver tailored recommendations, while clients retain control over trade executions.

Jennifer Anderson is a financial advisor at Rockefeller Financial LLC with 11 years of industry experience. She holds the Series 66 designation and previously worked for Bank of America and Merrill from 2015 to 2023. Anderson serves on the Alumni Board of Directors for Rollins Crumme Graduate School of Business and is an Alumni Advisory Board Member and Recruitment Advisor for the Delta Zeta Sorority at Rollins College. 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 offers portfolio management, financial planning, consulting, and operates as a registered broker-dealer providing a range of investment and placement services through a Private Advisor model and a consolidated investment platform.

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 Series 63 and Series 66 licenses and two years of industry experience. His prior work includes roles at Charles Schwab & Co., Blue River Technology, Duckhorn Portfolio, Treasury Wine Estates, and the University of Illinois. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program, focusing on asset allocation and investment selection based on Charles Schwab’s internal research and standard models. The firm does not exercise discretionary trading authority and often recommends separately managed accounts overseen by third-party or affiliated money managers.

Alexander Meleis is a CFP® and CFA® credentialed advisor with three years of industry experience. He currently works at Schwab Wealth Advisory in Orlando, FL, having previously been employed at CNR Securities, LLC and PNC Financial Services. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients by providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations, relying on Schwab’s asset-allocation models and internal research tools to guide investment decisions.

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 at Schwab Wealth Advisory with Series 63 and Series 66 licenses and four years of industry experience. She has worked at Charles Schwab & Co., Inc. since 2020 and currently serves clients through Schwab Wealth Advisory. Outside of her advisory role, she has managed a personal rental property in El Paso, Texas. 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. The firm’s investment approach is based on Schwab’s standard asset-allocation models and internal research tools, offering tailored recommendations with at-least-annual reviews.

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 63 and Series 66 licenses and one year of industry experience. Prior to joining Schwab Wealth Advisory, he has worked at Charles Schwab & Co. and held various roles including positions in campus recreation and ocean rescue. Schwab Wealth Advisory 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’s advice is based on Schwab’s asset-allocation models and research tools, offering tailored recommendations without exercising 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.

Barbara Vaught is a Series 66-licensed financial advisor with 24 years of industry experience. She has been with TIAA-CREF since 2013, working within the firm’s enterprise segment in Apopka, FL. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning, discretionary managed account programs, and broker-dealer services to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm is notable for its fiduciary approach and its role as adviser to the TIAA Donor Advised Fund, operating within a vertically integrated group that uses affiliated funds.

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.