Mayada Soufan is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. She has worked with Truist Investment Services since 2016 and has been with Truist Advisory Services since the same year. Outside of her advisory role, she serves as president and treasurer of two non-investment related family businesses in the automotive sales and home building industries. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integrations, including its AMC Advantage manager-selection program.

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 with Rockefeller Financial LLC, holding a Series 66 designation and one year of industry experience. Prior to joining Rockefeller Financial in 2024, she worked at FS Investments from 2021 to 2024 and held various roles in other firms and businesses, including USA Soccer and CVS/Pharmacy. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans by providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm offers integrated services through affiliated trust and insurance entities, brokerage and placement capabilities, and access to alternative and private investments.

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 with Independent Financial Group, LLC, holding a Series 66 designation and one year of industry experience. Prior to joining Independent Financial Group, he worked at RMMS Investments and Vertex Brokerage Group, where he also serves as principal agent managing operations and sales of Medicare products, life insurance, and annuities. He is based in Orlando, FL. Independent Financial Group is a large, integrated advisory and brokerage firm serving individuals, high-net-worth clients, trusts, corporations, business owners, and plan sponsors. The firm offers investment advisory programs, financial planning, and retirement services, utilizing a variety of in-house and third-party investment models across multiple custodial platforms.

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 financial advisor at Truist Advisory Services with 21 years of industry experience. She holds a Series 66 designation and has worked within various Truist entities since 2018, including Truist Investment Services and SunTrust Bank. 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 and non-discretionary manager relationships, 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 with Truist Advisory Services in Winter Park, FL, holding Series 63 and Series 66 licenses and 19 years of industry experience. She has worked with SunTrust Advisory Services and related SunTrust entities since 2014. Outside of advisory work, she manages residential rental properties. 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 manager arrangements supported by AI-enhanced research and inter-affiliate integration.

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.

Michael Henderson is a Certified Financial Planner® (CFP®) with 27 years of industry experience. He is currently with Independent Advisor Alliance, LLC and has prior experience at LPL Financial and Collaborative Wealth. He is also working on writing a book. Independent Advisor Alliance serves a diverse client base, including high-net-worth individuals, small businesses, charitable organizations, and retirement plans. The firm provides asset management, financial planning, and retirement consulting, leveraging technology and a network model that incorporates discretionary and non-discretionary portfolio management alongside third-party managers and estate-planning resources.

Elkin Castillo is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has worked with Charles Schwab since 2010 and joined Schwab Wealth Advisory in 2021. Outside of his advisory work, Castillo has experience managing a single-family rental property. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice within the Schwab ecosystem, offering services such as annual financial reviews, retirement planning, and investment recommendations using Schwab’s asset allocation models and research tools. The firm’s advice is delivered without discretionary trading authority, with account management and fee structures that differ from many traditional enterprise wealth managers.

Joshua Neuville is a financial advisor with Fifth Third Securities, Inc. in Apopka, Florida. He holds Series 63 and Series 65 credentials and has two years of industry experience. Prior to his current roles, he worked in real estate with Jeff Cook Real Estate and has experience in the restaurant industry, including positions at La Tela Pizzeria and Fat Hen. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs through its Passageway platform, combining third-party portfolio managers, strategist portfolios, and advisor-managed options, with distinctive features such as direct indexing and tax-overlay services.