Caitlyn Brophy is a Series 66-licensed financial advisor with Schwab Wealth Advisory in Orlando, FL, and has seven years of industry experience. She has held positions within Charles Schwab & Co., Inc. since 2018, including roles at Charles Schwab Bank and Schwab Wealth Advisory. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations using Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not charge clients directly for advisory services.

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 at Schwab Wealth Advisory with 12 years of industry experience. He holds a Series 66 credential and has worked at Charles Schwab and its Schwab Wealth Advisory division since 2017, following prior roles at SunTrust Investment Services. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, using standardized asset allocation models and Schwab research tools to recommend investments across various asset classes. The firm operates as an internal advisory unit within Charles Schwab and does not exercise discretionary trading authority, distinguishing its approach from many enterprise wealth managers.

Evon Harris is a financial advisor at Schwab Wealth Advisory with 21 years of industry experience. He holds a Series 66 designation and has worked at Schwab Wealth Advisory and Charles Schwab & Co., Inc. since 2021, and previously at TD Ameritrade from 2016 to 2024. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations across a variety of asset classes. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients fees, distinguishing its model from many other enterprise wealth managers.

Gerrard Raymond is a financial advisor at Schwab Wealth Advisory with 10 years of industry experience. He holds the Series 63 and Series 66 designations and has worked with Charles Schwab since 2013. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm offers annual financial reviews, retirement and planning discussions, and investment recommendations using Charles Schwab’s asset allocation models and research tools, with final trading decisions made by clients.

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 with Schwab Wealth Advisory and holds Series 66 and Series 63 licenses. He has two years of industry experience, including roles at Charles Schwab & Co., Inc. and Blue River Technology. His background also includes positions in the wine industry and time spent in education. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations across various asset classes. The firm operates within the Schwab ecosystem, utilizes Schwab’s research tools and asset allocation models, and does not exercise discretionary trading authority directly.

Alexander Meleis is a CFP® and CFA® with three years of industry experience and currently serves as a financial advisor at Schwab Wealth Advisory in Orlando, FL. His prior experience includes roles at CNR Securities, LLC and PNC Financial Services, as well as seven years at the University of Central Florida. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice within the Schwab ecosystem, offering clients annual financial reviews, retirement planning, and investment recommendations using proprietary Schwab research tools and asset allocation models.

Nadera Sander is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 65 designations and bringing 19 years of industry experience. She has been with Schwab Wealth Advisory since 2021 and has worked at Charles Schwab & Co., Inc. since 2006. 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 based on Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not charge clients directly for its services.

Stephanie Piedra Morales is a financial advisor at Schwab Wealth Advisory with Series 63 and Series 66 credentials and four years of industry experience. She has worked at Charles Schwab & Co., Inc. since 2020 and at Schwab Wealth Advisory since 2026. Outside of her advisory role, she has operated a short-term and long-term rental property. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm offers annual financial reviews, retirement and planning discussions, and investment recommendations using Schwab’s asset allocation models and research tools, with final trading decisions made by clients.

Matthew Plunkitt is a CFP® with 11 years of industry experience, currently serving as an advisor at Schwab Wealth Advisory in Orlando, FL. His prior experience includes roles at Fidelity Investments and Fidelity Personal and Workplace Advisors. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations. The firm operates as an internal advisory unit within the Schwab ecosystem, delivering advice through standard asset allocation models and research tools without discretionary trading authority.

John Leacock is a Series 66-licensed financial advisor with Schwab Wealth Advisory in Orlando, FL, and has 10 years of industry experience. He has been with Schwab Wealth Advisory since 2016 and has worked at Charles Schwab since 2013. He serves on the finance committee of St. Charles Borromeo Catholic Church, where he participates in quarterly meetings focused on accounting and budgeting matters. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations using Schwab’s research tools and asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients fees, distinguishing its service model from many enterprise wealth managers.

David Gauthier is a financial advisor with PlanMember Securities Corporation in Oviedo, FL, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with PlanMember since 2016 and has extensive prior experience including roles at GWN Securities, Inc. and operating his own businesses in accounting, tax services, and investment sales for several decades. Outside of his advisory work, he serves as president of multiple accounting and tax service companies. PlanMember provides retirement-plan advisory services to employers and participants, acting as a fiduciary for many plans and offering a range of participant-level investment options. The firm’s investment process is based on strategic asset allocation and the management of risk-based mutual fund portfolios, supported by education and support services for plan sponsors and participants.

Zane Sanders is a financial advisor at Schwab Wealth Advisory with Series 63 and Series 66 credentials and one year of industry experience. Prior to his current role, he worked at Charles Schwab & Co., Inc. and has a background that includes roles in campus recreation and ocean rescue. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice within 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 and Schwab research tools without discretionary trading authority.

Ja'lil Reynolds is a financial advisor at Schwab Wealth Advisory with a Series 66 designation and less than one year of industry experience. Before joining Schwab Wealth Advisory, he worked at Northwestern Mutual for one year and spent several years in full-time education. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, delivering services such as 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 conducts reviews without discretionary trading authority, with affiliated managers handling discretionary portfolios.

Yajaira Rodriguez is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 credentials and 16 years of industry experience. Her prior roles include positions at Wells Fargo Advisors and SunTrust Advisory Services. Outside of advisory work, she is a co-owner of an investment LLC focused on property management in Saint Cloud, Florida. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and uses AI-enabled tools to support equity research and manager oversight.

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 designations. His previous experience includes roles at Wells Fargo and Charles Schwab & Co., Inc. 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 discussions, and investment recommendations across various asset classes. The firm operates as an internal advisory unit within the Schwab ecosystem and does not charge clients directly, structuring its compensation through Charles Schwab & Co.

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.