Tyler Schaefer is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and bringing four years of industry experience. His prior experience includes roles at JPMorgan Chase, Bank of America, Merrill, and Wells Fargo. Outside of finance, he co-owns a dog breeding business and provides dog boarding and walking services. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, offering non-discretionary fiduciary investment advice and financial planning. The firm’s approach is based on Schwab’s asset-allocation models and internal research, with personalized recommendations and client-authorized trades.

Alyse Dominguez is a financial advisor at Allworth Financial, L.P. in Orlando, FL, holding a Series 65 credential with three years of industry experience. Her prior roles include positions at Carson Wealth, Charles Schwab, and The Financial Advisory Group, Inc. Outside of advising, she works as an instructor at Cyclebar, a fitness business. Allworth Financial is a fee-based SEC-registered adviser serving a range of clients including individuals, qualified retirement plans, trusts, and charitable organizations. The firm employs customized portfolio strategies and utilizes third-party sub-advisers, offering both discretionary and non-discretionary asset management and financial planning services.

Joseph Clifton is a financial advisor with Schwab Wealth Advisory in Orlando, FL, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has been with Schwab Wealth Advisory since 2020 and with Charles Schwab since 2014. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab–referred clients by providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s advice follows Charles Schwab’s asset-allocation models and internal research tools, with client authorization required for trades and recommendations tailored to individual goals and risk tolerance.

Michael Pendergrass is a financial advisor at PlanMember Securities Corporation with four years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes roles at Letra-Tek of Florida, Inc. and Morales Design Studio. PlanMember 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 through its PlanMember Asset Allocation Portfolios, which range from conservative to aggressive risk levels. The firm combines strategic asset allocation with ongoing portfolio management, education, and support services for plan sponsors and participants.

Cesar Otero is a Series 66-licensed financial advisor with Truist Advisory Services, bringing 17 years of industry experience. He previously worked at Bank of America and Merrill for 14 years before joining Truist in 2025. Otero also serves as a board member for Habitat for Humanity of Greater Orlando and Osceola County, contributing to organizational efficiency. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary and non-discretionary approaches supported by third-party platforms and emphasizes inter-affiliate integration in its service delivery.

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 with Schwab Wealth Advisory, Inc., holding Series 63 and Series 66 designations and two years of industry experience. She has worked at Schwab Wealth Advisory since 2025 and has prior experience at Charles Schwab & Co., Inc., Supelle, and Lockheed Martin. Outside of her advisory role, she owns Joy Marketing, a marketing service business focused on supporting startup companies. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients by providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s advice is based on Charles Schwab & Co.’s asset-allocation models and research tools, with recommendations tailored to clients’ goals and risk tolerance.

Gregory Mantecon is a CFP® and holds a Series 66 license, with nine years of industry experience. He has worked at Schwab Wealth Advisory since 2018 and has been with Charles Schwab since 2016. Schwab Wealth Advisory, Inc. provides fiduciary investment advice, financial planning, and wealth management consultations primarily for clients enrolled in the Schwab Wealth Advisory program and clients referred by Charles Schwab & Co. The firm offers non-discretionary guidance based on proprietary asset-allocation models and reviews, with trades executed only upon client authorization.

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, holding Series 63 and 66 designations and bringing 27 years of industry experience. He has worked with Charles Schwab and its affiliated firms since 1999 and has been with Schwab Wealth Advisory Inc. since 2012. 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. The firm’s approach utilizes Charles Schwab’s asset-allocation models and research tools to tailor recommendations based on clients’ goals and risk tolerance, with a focus on client authorization for trades.

Jay Shah is a financial advisor with Eagle Strategies (NY Life) who holds the Series 63 and Series 65 credentials and has 18 years of industry experience. He has been with Eagle Strategies since 2010 and is also affiliated with New York Life Securities LLC and New York Life Insurance Company since 2007. Shah serves as Secretary on the board of the Indian American Chamber of Commerce and holds board positions with the UCF College of Science Dean Advisory Board and the Asian American Chamber of Commerce. Eagle Strategies provides financial planning, investment management, and retirement plan advisory services to a diverse client base that includes individual investors, institutional plans, charitable organizations, and corporate clients. The firm offers a range of program types, emphasizing tailored recommendations and managing a majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Felipe Florez is a financial advisor at Schwab Wealth Advisory with Series 63 and Series 65 credentials and eight years of industry experience. He has been with Charles Schwab since 2017 and joined Schwab Wealth Advisory in 2024. 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 point-in-time wealth management consultations based on Schwab’s asset-allocation models and internal research tools.

Antonio Moreno Jr. is a ChFC® credentialed financial advisor with 34 years of industry experience. He is associated with Independent Financial Partners and IFP Securities, LLC, having worked previously at LPL Financial. Moreno serves as acting vice chair on the Board of the University of Central Florida Foundation and is part owner of Four Idiots Brewing, a beer and merchandise business. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving a diverse client base and offers both decentralized investment strategies and specialized retirement-plan advisory and pension consulting services.

Seth Heard is a financial advisor at Ameritas Advisory Services, LLC with Series 63 and Series 65 licenses. He joined the firm in 2026 and has prior experience working with entertainment and event organizations, including the Carolina Renaissance Festival and The Escape Game. Ameritas Advisory Services provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes a range of investment options and platforms, combining model portfolios, mutual funds, ETFs, and individual securities to tailor solutions for clients.

Matthew Burger is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Charles Schwab, The Travelers Indemnity Company, Plymouth Rock Assurance, and US Health Advisors. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily for clients enrolled in the Schwab Wealth Advisory program, offering tailored guidance on asset allocation and investment selection based on Charles Schwab & Co.’s models and research tools. The firm serves a large client base and utilizes third-party or affiliated money managers for separately managed accounts.

Kevin Massey is a financial advisor with Brookstone Capital Management LLC in Winter Park, Florida. He holds a Series 65 credential and has been with Brookstone Capital Management since 2026, following a 20-year tenure at AmeriLife. Brookstone Capital Management provides fee-based asset management and financial planning services to individuals, retirement plans, corporations, trusts, and other entities. The firm offers discretionary portfolio management through a turnkey asset management platform and wrap-fee program, utilizing strategic asset-allocation models, various investment vehicles, and both internal and external sub-advisors.

Denisse Arambula is a financial advisor with Schwab Wealth Advisory in Orlando, FL, holding Series 63 and Series 65 credentials and eight years of industry experience. She has been with Schwab Wealth Advisory since 2020 and has worked at Charles Schwab since 2017. Outside of advising, she has experience in healthcare services supporting payroll operations. Schwab Wealth Advisory serves clients enrolled in its program and certain Charles Schwab & Co.-referred clients by providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations based on standard asset-allocation models and internal research tools. The firm operates on a large scale with over 1,700 advisors and offers personalized recommendations without discretionary trading authority.

Olivia Harder is a financial advisor at Schwab Wealth Advisory with two years of industry experience. She holds Series 63 and Series 65 licenses. Prior to her current role, she worked at Charles Schwab & Co., Inc. and has a background in retail management. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain referred clients. The firm’s approach utilizes Charles Schwab & Co.’s asset-allocation models and research tools, offering tailored recommendations with client authorization required for trades.

Allison Booher is a financial advisor at Rockefeller Financial LLC with 21 years of industry experience. She holds a Series 66 designation and previously worked at Suntrust Advisory Services, Inc. and Suntrust Investment Services, Inc. since 2015. 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 provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and uniquely operates as a registered broker-dealer offering securities transactions, variable insurance products, and placement and investment banking services.

Linda Palonen is a CFP® professional with 17 years of experience in the financial advisory industry. She has worked with Resource Consulting Group for 18 years before joining Hightower Advisors in 2024. Linda is based in Orlando, FL. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering portfolio management, financial planning, and retirement plan consulting through a multi-manager approach that includes both affiliated and third-party managers.