Gregory Mikesell is a financial advisor with Schwab Wealth Advisory in Orlando, FL, holding Series 63, Series 65, and Series 66 licenses and having 17 years of industry experience. He has worked at Charles Schwab and Schwab Wealth Advisory since 2015, with previous roles at Thrivent Investment Management and Ronald Blue & Co., LLC. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program, focusing on asset allocation and investment selection using Charles Schwab & Co.’s internal research tools and standard asset-allocation models.

Jocelyn Yap is a financial advisor with Valic Financial Advisors in Orlando, FL, holding Series 66 and Series 63 credentials and one year of industry experience. Prior to joining Valic Financial Advisors, she worked at Fidelity Investments, Morgan Stanley Smith Barney LLC, and E*Trade Securities LLC. 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 offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors, leveraging centralized technology and model solutions in its service delivery.

Allison Hudson is a financial advisor with Valic Financial Advisors in Orlando, FL, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. She has been with Valic Financial Advisors since 1998 and also works with Agia in a non-securities insurance capacity. Hudson serves as a past president and board member of the Council of 101 at the Orlando Museum of Art, providing advisory and mentorship support. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models with a focus on customized asset allocation and portfolio management.

Matthew Parks is a CFA® charterholder and holds a Series 65 license with seven years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC, where he has worked since 2022. His prior experience includes roles at Financial Management Concepts and Jackson Wealth Management, LLC, as well as a position at the University of Central Florida. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and access to managed account investment managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets and employs a diversified, risk-class based investment approach that combines passive and active managers supported by an internal Investment Committee.

Timothy Howe is a financial advisor at PlanMember Securities Corporation with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Herbert J. Sims & Co. Inc. He is involved in community activities as a parent volunteer on the planning committee for the St. John Neumann Catholic High School Band Booster Club. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm uses a top-down strategic asset allocation approach and manages risk-based mutual fund portfolios ranging from conservative to aggressive, while also offering education and support services to plan sponsors and participants.

T Royer is a financial advisor with Brookstone Capital Management LLC, holding a Series 65 designation and 16 years of industry experience. He has been involved with Group 10 Financial since 1988, where he serves as CEO overseeing insurance and annuity sales. Brookstone Capital Management is an SEC-registered adviser that provides fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, and institutional clients such as sovereign wealth funds and banking institutions.

Karen Chin is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 designations and bringing 28 years of industry experience. She has been with Schwab entities since 1997, including 14 years at Schwab Wealth Advisory. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients in the Schwab Wealth Advisory program and select Charles Schwab & Co.-referred clients. The firm uses Charles Schwab’s asset-allocation models and research tools to deliver tailored recommendations, with services focused on guidance rather than discretionary trading.

Jennings Hurt IV is a financial advisor at Beacon Pointe Advisors, LLC with 14 years of industry experience. He holds a Series 65 designation and previously worked at Ferrell Wealth Management, Inc. for 11 years before joining Beacon Pointe in 2020. Outside of his advisory role, he serves as a board member for DrinkB4, a beverage company, where he contributes to overall brand strategy. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base including individuals, institutions, and charitable organizations. The firm employs a manager-driven investment approach using proprietary due diligence and asset-allocation modeling, and is notable for sponsoring proprietary investment vehicles and acting as an operating general partner in multiple private funds.

Darryl Devlugt is a financial advisor at Schwab Wealth Advisory with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Charles Schwab and its affiliated advisory firms since 2006. Based in Orlando, FL, he has been with Schwab Wealth Advisory Inc. since 2020. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients 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 tailor recommendations, while client authorization is required for all trades.

Sean Parkes is a financial advisor with Guardian Life and holds the Series 66 designation. He has three years of industry experience and has worked at Guardian Life and Park Avenue Securities since 2023. Outside of his advisory role, Parkes has been involved with real estate enterprises, including licensed activities with Apogee International Real Estate Group and Parkes Place Professional Real Estate Group. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of Guardian Life, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored client services through advisor-led discretionary management and model-based strategies, combining proprietary programs and third-party platforms.

Bethanie Marzolino is a financial advisor with Schwab Wealth Advisory in Orlando, FL. She holds Series 63 and Series 66 licenses and has 13 years of industry experience, including over a decade at Schwab Wealth Advisory and Charles Schwab. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program. The firm’s guidance is based on Charles Schwab & Co.'s asset allocation models and internal research, with an emphasis on client-specific goals and risk tolerance.

Scott Bergin is a financial advisor at Schwab Wealth Advisory with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various entities within Charles Schwab since 2017. Outside of his advisory role, he is involved with S & S Educational Enterprises, a family-owned tutoring franchise, where he assists with light bookkeeping. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain referrals from Charles Schwab, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations based on Schwab’s asset allocation models and internal research.

Abby Becker is a financial advisor with Schwab Wealth Advisory in Orlando, FL, holding Series 65 and Series 63 licenses and two years of industry experience. Her work history includes roles at Charles Schwab & Co., Inc. and Schwab Wealth Advisory, as well as prior experience in retail and education sectors. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients enrolled in the Schwab Wealth Advisory program and select Charles Schwab & Co.-referred clients, using asset allocation models and internal research tools to guide investment decisions.

Hang Zhao is a financial advisor at Schwab Wealth Advisory with three years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Charles Schwab, Equitable Advisors LLC, and C&Es Global Exchange International LLC. Zhao is based in Orlando, FL. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain CS&Co.-referred clients. The firm offers guidance on asset allocation and investment selection, relying on Charles Schwab & Co.’s standard models and research tools, while trades are executed only with client authorization.

Richard Rush is a financial advisor with PlanMember Securities Corporation in Oviedo, FL, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. He has been with PlanMember since 2008. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options. The firm’s investment process uses a top-down strategic asset allocation framework, managing risk-based mutual fund portfolios with defined rebalancing events, and also delivers education and support services to plan sponsors and participants.

Daniel Shif is a Series 66-licensed financial advisor with Truist Advisory Services in Winter Park, FL. He has been with Truist and its affiliates since 2017, including roles at Truist Bank and Truist Investment Services, and previously worked at Deutsche Bank for one year. Shif has no prior industry experience before joining Truist Advisory Services. 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, with an emphasis on inter-affiliate integration and comprehensive fiduciary support.

Timothy Taylor is a financial advisor at Mariner with 25 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. Prior to joining Mariner in 2021, he worked at Commonwealth Financial Network from 2015 to 2021. Taylor serves on the board of directors for the Country Club of Orlando and is a member of the advisory board for the Center for Coastal Solutions. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm provides customized portfolios overseen by an Investment Committee, combining internal research with third-party managers across a broad range of asset classes and also integrates tax, accounting, and administrative family office services.

Theodore Latimer is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. Prior to joining Steward Partners in 2023, he worked for Bank of America and Merrill for 14 years. Steward Partners Investment Advisory, LLC is an SEC-registered firm managing approximately $36.7 billion in assets, serving individuals, pension plans, corporations, trusts, and charitable organizations with a range of investment advisory, financial planning, and managed account services.

Zachary Worden is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 credential and three years of industry experience. His career includes roles at Sanctuary Securities, Inc. and Pershing Advisor Solutions. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, estates, and charitable organizations. The firm supports a broad network of independent investment adviser representatives who employ various investment strategies and deliver services such as portfolio management, retirement plan consulting, and financial planning.

Lawrence Tunnell is a CFP® professional with 12 years of experience in the financial industry. He has been with Charles Schwab since 2011 and currently works at Schwab Wealth Advisory in Orlando, FL. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program or referred by Charles Schwab. The firm uses proprietary asset allocation models and internal research tools to guide investment selection, with recommendations tailored to clients' goals and risk tolerance.