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.

Sebastian Paz is a financial advisor at Schwab Wealth Advisory, Inc. with two years of industry experience. He holds Series 66 and Series 63 licenses. Prior to joining Schwab Wealth Advisory in 2026, he worked at Charles Schwab & Co., Inc., Grove Bank & Trust, and JLM Advisors. 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 guided by Charles Schwab’s asset-allocation models and internal research, offering tailored recommendations with trades executed only with client authorization.

Mohamad Alhalwani is a Series 66-licensed advisor with eight years of industry experience, currently with Truist Advisory Services since 2017. He has worked at Truist Investment Services, Inc. since 2019 and previously held roles at SunTrust Bank and SunTrust Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary approaches. The firm offers asset allocation, fiduciary support, and a manager-selection program supported by AI-enabled research and inter-affiliate integration with Truist’s affiliated entities.

Ekaterina Slepkova is a financial advisor at Rockefeller Financial LLC with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Truist Advisory Services, Truist Investment Services, Wells Fargo Clearing, and Wells Fargo Bank. Outside of her advisory role, she is a commissioned notary in the state of Florida. 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, and consulting services, and operates as a registered broker-dealer providing securities transactions, variable insurance products, and placement and investment banking services.

Jordan Kerney is a financial advisor at Schwab Wealth Advisory with Series 66 credentials. Based in Orlando, FL, he began his advisory career in 2026 with Charles Schwab & Co., Inc. and Schwab Wealth Advisory Inc. Prior to this, he held various roles across multiple industries including hospitality and retail. 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 proprietary asset-allocation models and internal research tools to guide investment selections, delivering tailored recommendations with client authorization required for trades.

Livan Gomez is a financial advisor with Schwab Wealth Advisory in Orlando, FL, holding a Series 66 designation and four years of industry experience. His background includes roles at Wells Fargo Clearing and Wells Fargo Bank, as well as employment at Miami Dade College. Schwab Wealth Advisory serves clients in the Schwab Wealth Advisory program, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s approach relies on Charles Schwab's asset-allocation models and internal research tools, offering tailored recommendations without discretionary trading authority.

Alex Figueroa is a financial advisor at Schwab Wealth Advisory with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked in various roles including at Charles Schwab & Co., Inc. and Uber Eats. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program and select Charles Schwab & Co.-referred clients. The firm’s guidance focuses on asset allocation and investment selection using Charles Schwab’s proprietary research and standard models, with client authorization required for all trades.

Stephen Taylor is a financial advisor with Mariner in Orlando, FL, holding the Series 63, 65, and 66 designations and bringing 26 years of industry experience. His prior roles include positions at Commonwealth Financial Network and Msec, LLC. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm combines discretionary, customized portfolios with in-house research and third-party manager allocations, alongside integrated tax and accounting services.

Deborah Kendrick is a financial advisor with Wells Fargo Clearing in Winter Park, FL, holding a Series 63 designation and 33 years of industry experience. She previously worked at Morgan Stanley and its affiliates from 1993 to 2010. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics.

Herbert Means is a financial advisor with Morgan Stanley in Orlando, FL, holding Series 63 and Series 65 licenses and 37 years of industry experience. His prior experience includes 25 years at Raymond James & Associates before joining Morgan Stanley and Morgan Stanley Private Bank in 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques to support its advisory services.

Shaye Smith is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 credential and five years of industry experience. Prior to joining Raymond James, Shaye worked at Jeremiah's Italian Ice and spent time at Timber Creek High School. Outside of Raymond James, Shaye is also an associate employee at Ballou Family Office and Charles H Ballou CFP, both non-investment-related support roles. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, pension plans, and institutional clients. The firm employs a client-focused approach using risk profiling and modeling tools to tailor recommendations and supports various advisory programs across a large network of advisors.

Jeannine Stecklair is a financial advisor at Raymond James Financial with 22 years of industry experience and holds a Series 66 designation. She previously operated Beach Financial Planning LLC for 14 years and currently manages limited tax preparation and planning services through her CPA practices. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients, using tailored, non-discretionary strategies supported by analytical tools and a broad advisor network.

John Sholtis Jr. is a financial advisor at UBS Financial Services with 23 years of industry experience. He has been with UBS since 2008 and holds Series 63 and Series 66 designations. He served on the PIMCO-UBS FA Advisory Council from 2017 to 2019. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary capital market assumptions and research to tailor plans based on clients’ goals and risk tolerances.

Todd Feintuch is a CFP® professional with 21 years of experience in financial advisory services. He is currently affiliated with LPL Financial, where he has worked since 2017. His prior experience includes roles at INVEST Financial Corporation, Truist Investment Services, BB&T Investment Services, and Wells Fargo Clearing. He is also associated with Seacoast Wealth Management and Seacoast National Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions using various strategic and tactical approaches supported by technology and third-party managers.

Cole Brothen is a Series 66-licensed financial advisor with six years of industry experience. He is currently affiliated with Cetera and has worked at firms including Evershore Financial and Securian Financial Services. Outside of his advisory roles, Brothen serves as the Chapter President for a BNI networking group in Winter Park, Florida. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, supporting both discretionary and non-discretionary strategies across multiple program structures.

Jane Brockway is a financial advisor at Cetera with 25 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Cuna Mutual Group for 18 years. She is also the owner of Brockway Wealth Partners, a financial services business, and works as an insurance agent selling life, disability, fixed annuities, and long-term care products. Cetera Investment Advisers LLC operates as a multi-manager platform serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services, with access to both affiliated and third-party investment managers across various program structures.

Douglas Szoka II is a financial advisor at LPL Enterprise with Series 63 and Series 65 credentials and two years of industry experience. He previously worked at Eagle Strategies, NYLIFE Securities, and New York Life Insurance Company. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm uses a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in wrap programs.

Moyra Edwards is a financial advisor at Wells Fargo Clearing with five years of industry experience. She holds Series 65 and Series 63 designations. Outside of her advisory role, she works as a personal trainer and independently provides dog walking services. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics.

Matthew Mejia is a financial advisor at Fidelity with six years of industry experience. He holds Series 66 and Series 63 licenses. His prior roles include positions at Charles Schwab & Co., Inc., MML Investors Services, MassMutual Life Insurance Co., Prancer Capital, Trustco Bank, and the University of Central Florida. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable gift funds and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios across various investment vehicles.

Matthew Meneses is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 licenses and with two years of industry experience. Prior to joining Wells Fargo, he worked at First Command Advisory Services and held various roles including a position at Doordash. He is also a commissioned officer in the United States Army, where he is involved in personnel administration. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages roughly $671 billion in assets and provides both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.