Michael Davis is a CFP® with 37 years of industry experience. He has been with Hightower Advisors since 2024 and previously worked at Resource Consulting Group from 2015 to 2024. He is based in Orlando, FL. Hightower Advisors provides investment advisory and planning services to a broad mix of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles.

Mayada Soufan is a financial advisor with Truist Advisory Services in Winter Park, FL, holding Series 63 and Series 66 designations and having 14 years of industry experience. She has worked with Truist Advisory Services and its affiliated firms since 2016. Outside of her advisory role, she serves in honorary capacities related to her husband's automotive sales and home building businesses. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary and non-discretionary approaches, supported by third-party manager relationships and AI-enabled research tools.

Jacob Haynie is a ChFC® credentialed financial advisor with three years of industry experience. He is currently with Eagle Strategies (NY Life) and has previous experience at NYLIFE Securities LLC and New York Life Insurance. Prior to his advisory career, he worked in education, including roles at Shepherd University and Robinson Secondary School. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives and retirement plan sponsor criteria, managing most assets on a non-discretionary basis.

Michael Masur is a CFP® professional with 17 years of experience in financial advising. He has worked at HighTower Advisors since 2024 and previously spent nine years with Resource Consulting Group. He is based in Orlando, FL. HighTower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers access to diverse investment vehicles and customized portfolio construction.

Kirby Massey is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Charles Schwab & Co., Addition Financial, and the University of Central Florida. Massey is based in Orlando, FL. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations. The firm delivers advice through standard asset allocation models and Schwab research tools, with final investment decisions made by clients.

Alexa Oliver is a financial advisor at Rockefeller Financial LLC with two years of industry experience. She holds the Series 66 designation and previously worked at FS Investments from 2021 to 2024. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, and retirement plans. The firm offers a range of portfolio management and financial planning services through its Private Advisor model and consolidated investment platform, combining discretionary, non-discretionary, and model-delivery solutions across multiple asset classes.

Robert Brogan is a financial advisor with First Command Advisory Services in Orlando, FL, holding a Series 66 credential and four years of industry experience. Prior to his current role, he served 29 years in the United States Army. He is a JROTC Scholarship Board Member for the Military Officers Association of America Central Florida Chapter, managing scholarship programs for local ROTC and JROTC units. First Command Advisory Services is an SEC-registered firm serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed through a centralized Investment Management Team and Wealth Portfolio Managers.

Scott Free is a financial advisor with Schwab Wealth Advisory and holds Series 63 and Series 65 licenses. He has 12 years of industry experience, with prior roles at Freedom Resources and USAA financial entities. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering services such as annual financial reviews and investment recommendations based on Schwab’s research tools and asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not exercise discretionary trading authority.

Renee Maloney is a CFP®-certified financial advisor with 17 years of industry experience, currently practicing at Truist Advisory Services. She has been with SunTrust Advisory Services and affiliated entities since 2016. Outside of her advisory work, she owns a vacation home used as a rental property in Holmes Beach, Florida. 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 services including asset allocation and investment policy analysis, fiduciary support, and a manager-selection program that integrates third-party managers and proprietary research tools.

Stalin Jaquez is a financial advisor at Independent Financial Group, LLC with one year of industry experience. He holds a Series 66 designation and has previously worked at RMMS Investments, Vertex Brokerage Group, and Humana. Outside of his advisory role, he serves as an officer and principal agent at Vertex Brokerage Group, where he manages operations and produces sales of Medicare products, life insurance, and annuities. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutional plans. The firm combines strategic asset allocation with multi-manager portfolios and offers both active and passive investment exposures through proprietary and third-party models.

Kelly Davison is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 credentials and possessing 26 years of industry experience. She has been with Truist Advisory Services since 2016 and Truist Investment Services since 2015. Outside of her advisory role, she serves as president of the Dean Point Place Homeowners' Association in Orlando, FL. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors and participants, and charitable organizations. The firm utilizes a mix of discretionary and non-discretionary approaches, supported by third-party platforms and AI-enabled research tools, and is noted for its inter-affiliate integration among related Truist entities.

Jhoanny Garcia Cardenas is a Series 66-licensed financial advisor with 21 years of industry experience. She has worked at Truist Advisory Services since 2018 and has prior experience at firms including Wells Fargo Clearing and Ameriprise. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, and utilizes a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

John Hoffman is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. Since 2013, he has worked within SunTrust-affiliated firms, including SunTrust Investment Services Inc. and SunTrust Advisory Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors and participants, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, to manage client assets and implement investment strategies.

Liza Bonet is a financial advisor at Truist Advisory Services with 20 years of industry experience. She holds Series 63 and Series 66 designations and has been with SunTrust Advisory Services since 2016. Outside of her advisory role, she manages residential rental properties in San Juan, Puerto Rico. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and supervisory oversight, and operates with a high degree of inter-affiliate integration.

Patrick Smiley is a financial advisor at Brookstone Capital Management LLC with a Series 65 designation and one year of industry experience. His previous roles include positions at Group 10 Total Wealth Management, W&S Brokerage Services, Inc., Western & Southern Life, and Hankook Tire North American Corp. Brookstone Capital Management provides fee-based asset management and financial planning to individuals, retirement plans, corporations, trusts, and other business entities. The firm utilizes strategic and dynamic asset-allocation models and offers discretionary portfolio management through multiple investment approaches, including proprietary funds and external sub-advisors.

Nathan Male is a financial advisor with Schwab Wealth Advisory in Orlando, FL, holding Series 63 and Series 66 credentials and 24 years of industry experience. He has worked with Charles Schwab since 2008 and has been with Schwab Wealth Advisory since 2012. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, offering annual financial reviews, retirement and planning discussions, and investment recommendations. The firm delivers advice through Schwab's asset allocation models and research tools, with associates recommending allocations while clients retain final trading decisions.

Kenneth Spafford is a financial advisor at Schwab Wealth Advisory with seven years of industry experience. He holds the Series 66 designation and has previously worked at MassMutual Investors Services, MassMutual, and MassMutual Trust Company, FSB. He is based in Orlando, FL. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations using Schwab’s research tools and standard asset allocation models. The firm does not exercise discretionary trading authority and is structured as an internal advisory unit within the Schwab ecosystem.

Bradley Skipper is a CFA® charterholder and Series 66 licensee with seven years of industry experience. He is currently with RBC Rochdale, LLC and has previously worked at CNR Securities, LLC, Fidelity Investments, and City National Rochdale. RBC Rochdale serves a diverse client base including high net worth individuals, investment companies, corporations, charitable organizations, and government entities. The firm employs an active, multi-strategy investment process combining quantitative and fundamental analysis, managing portfolios across various asset classes through proprietary tools and third-party sub-advisors.

Steven Finnegan is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has been with Schwab Wealth Advisory since 2012 and has worked at Charles Schwab since 1999. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, offering financial reviews, retirement and planning discussions, and investment recommendations that include stocks, bonds, mutual funds, ETFs, and separately managed accounts. The firm’s advice is delivered through Schwab’s asset allocation models and research tools, with final trading decisions made by clients, and it operates as an internal advisory unit within the Schwab ecosystem.

Logan Harclerode is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and three years of industry experience. His background includes roles at Charles Schwab and Truist Investment Services, and he serves in the United States Marine Corps, where he operates an amphibious assault vehicle. Truist Advisory Services provides investment consulting and advisory services to a range of clients including individuals, businesses, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.