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 in Orlando, FL, holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. He has been with Schwab Wealth Advisory since 2012 and has worked at Charles Schwab since 2005. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program sponsored by Charles Schwab & Co., Inc. The firm offers annual financial reviews, retirement planning, and investment recommendations using standard asset allocation models and Schwab research tools, with clients retaining final trading decisions.

Rodney Hampton is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. He has worked at Charles Schwab since 2008 and was previously employed by the Walt Disney Company for 15 years. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program, offering clients financial reviews, retirement planning, and investment recommendations using Schwab's research tools and asset allocation models. The firm operates as an internal advisory unit of Charles Schwab & Co., delivering advice without discretionary trading authority and serving primarily individual investors rather than institutional clients.

Nicholas Leason is a financial advisor with Eagle Strategies (NY Life) based in Maitland, FL, holding Series 63 and Series 65 licenses with 11 years of industry experience. He has worked at Eagle Strategies since 2022 and has been involved with New York Life Insurance Co and its affiliated entities since 2015. Outside of his advisory role, he brokers non-registered insurance products through his own business, Leason Financial. Eagle Strategies serves individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of advisors. The firm offers various program types and emphasizes tailoring recommendations to client objectives, managing the majority of assets on a non-discretionary basis.

Darin Bostic is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Charles Schwab and its affiliated firms since 1999, including nine years at Schwab Private Client Investment Advisory and three years at Schwab Wealth Advisory. Outside of his advisory roles, he previously worked with the Stetson Futbol Association. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations. The firm operates within the Charles Schwab ecosystem, utilizing Schwab’s asset allocation models and research tools, while leaving final trading decisions to clients.

Elayna Barrison is a financial advisor with RBC Rochdale, LLC, holding a Series 66 designation and bringing 11 years of industry experience. She has worked at City National Rochdale since 2019 and previously at Koss Olinger & Co., LLC for five years. Outside of her advisory role, she is an independent fantasy author. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, charitable organizations, and government entities. The firm employs a multi-strategy investment approach that integrates quantitative screening, statistical modeling, and fundamental analysis, offering portfolio and sub-advisory management across a range of asset classes.

Robin Wade is a Series 66-credentialed financial advisor with Schwab Wealth Advisory in Orlando, FL, bringing 22 years of experience. Wade has been with Schwab Wealth Advisory Inc. and Charles Schwab & Co. Inc. since 2016. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations across various asset classes. The firm operates as an internal advisory unit within the Schwab ecosystem, using standard asset allocation models and research tools while leaving final trading decisions to clients.

Vianny Minaya is a financial advisor with Schwab Wealth Advisory in Orlando, FL, holding Series 63 and Series 66 credentials and 13 years of industry experience. Prior to joining Schwab Wealth Advisory in 2021, Minaya worked at Wells Fargo Clearing and Wells Fargo Bank. Outside of advising, Minaya is involved as a property owner and landlord. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations within the Charles Schwab ecosystem. The firm uses standard asset allocation models and Schwab research tools, with clients retaining final trading decisions and SWAI conducting annual account reviews.

Steven Golden is a financial advisor at Schwab Wealth Advisory with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Charles Schwab in various capacities since 1997. Outside of his advisory role, he coaches high school baseball and participates in college baseball recruiting. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, delivering recommendations based on asset allocation models and Schwab research tools while leaving trading decisions to clients. The firm operates as an internal advisory unit within the Schwab ecosystem and offers annual financial reviews and wealth management education.

Tyler Schaefer is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 credentials and four years of industry experience. He previously worked with firms including JPMorgan Chase, Bank of America, and Wells Fargo. Outside of finance, he is involved in dog boarding and dog walking through Rover and co-owns Evergreen Kennels LLC. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice as part of the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations primarily through Schwab's standard asset allocation models and research tools.

Sunita George is a financial advisor with RBC Rochdale, LLC, holding the ChFC® designation and a Series 65 license, with 14 years of industry experience. She previously worked at G A Repple & Company from 2013 to 2017 and has been with CNR Securities, LLC since 2017. Outside of finance, she works as a greeter and front desk staff at a fitness center. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, and charitable organizations, offering discretionary and non-discretionary portfolio management through a multi-strategy investment process that combines quantitative screening, fundamental analysis, and proprietary tools to tailor portfolios across various asset classes.

Alyse Dominguez is a financial advisor at Allworth Financial, L.P. in Orlando, FL, holding a Series 65 designation with three years of industry experience. Her prior roles include positions at Carson Wealth and Charles Schwab. Outside of financial advising, she works as an instructor at Cyclebar, an exercise business. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified plans, trusts, estates, and corporate clients with a range of asset management and financial planning services. The firm employs customized portfolio strategies and uses third-party sub-advisers and specialized investment models.

Joseph Clifton is a financial advisor with Schwab Wealth Advisory and holds Series 63 and Series 66 designations. He has 11 years of industry experience, including 6 years with Schwab Wealth Advisory and 12 years with Charles Schwab overall. He 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 annual financial reviews, retirement planning, and investment recommendations across various asset classes. The firm operates as an internal advisory unit within the Schwab ecosystem and delivers advice through standardized asset allocation models without exercising discretionary trading authority.

Michael Pendergrass is a financial advisor at PlanMember Securities Corporation with four years of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining PlanMember, he had extensive involvement with Letra-Tek of Florida, Inc. and Morales Design Studio. Outside of his advisory role, he is the principal and owner of MP3 Investments, LLC. PlanMember provides retirement-plan advisory services, acting as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options. The firm’s investment approach is based on a top-down strategic asset allocation framework and risk-based mutual fund portfolios, supported by education and support services for plan sponsors and participants.

Colton Rankey is a financial advisor with PNC Wealth Management, holding a Series 66 designation and three years of industry experience. Prior to joining PNC Wealth Management, he worked with Agia and Valic Financial Advisors and spent several years in education with Polk County Schools and Middletown City Schools. He is also appointed as an agent to sell non-securities insurance products for Agia. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a pilot digital discretionary model account available to select employees. The firm utilizes approved model strategies managed by PNC or third-party strategists, focusing on mutual funds and ETFs with algorithm-based risk assessment and annual rebalancing.

Tanya Tremel is a financial advisor at Schwab Wealth Advisory with two years of industry experience. She holds Series 66 and Series 63 licenses. Prior to joining Schwab Wealth Advisory, she worked at Charles Schwab & Co., Inc, Supelle, KIE Collaborators, LiveTrends Design Group, and Lockheed Martin. Outside of financial advising, she owns Joy Marketing, a marketing services business supporting startup companies. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program, offering financial reviews, retirement and planning discussions, and investment recommendations. The firm uses Schwab’s asset allocation models and research tools to guide clients, with final trading decisions made by clients themselves.

Gregory Mantecon is a Certified Financial Planner™ (CFP®) with eight years of industry experience. He has been with Schwab Wealth Advisory since 2018 and has been affiliated with Charles Schwab since 2016. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in its program sponsored by Charles Schwab & Co., Inc. The firm delivers advice through Schwab’s standard asset allocation models and research tools, with investments recommended by its advisors but final trading decisions made by clients.

Alexandra Carney is a financial advisor with Eagle Strategies (NY Life) in Maitland, FL, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. She has been with Eagle Strategies since 2019 and has a longer history with New York Life entities dating back to 2013. Outside of her advisory work, she serves as a board member for Girls on The Run Central Florida and volunteers as a classroom coordinator at Parke House Academy, in addition to working seasonally as an entertainer at Universal Orlando. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored solutions delivered through various program types and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Ricky Parker is a financial advisor with Schwab Wealth Advisory Inc. in Orlando, FL. He holds Series 63 and Series 66 designations and has 27 years of industry experience, having worked with Charles Schwab and its affiliated entities since 1999. Parker has been with Schwab Wealth Advisory since 2012. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program. The firm offers annual financial reviews, retirement and planning discussions, and investment recommendations utilizing Schwab's research tools, with client-directed trading decisions and periodic account reviews.