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 with Ameritas Advisory Services, LLC, holding Series 65 and Series 63 licenses. He has one year of industry experience and has worked with several entities within the Ameritas organization since 2026. Prior to his financial advisory career, he was involved in events such as the Carolina Renaissance Festival and the Arizona Renaissance Festival. Ameritas Advisory Services, LLC 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 employs a variety of portfolio construction strategies using mutual funds, ETFs, individual securities, and third-party managers across multiple program platforms.

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 CFP® professional with eight years of industry experience, currently with Schwab Wealth Advisory since 2020. She has also worked at Charles Schwab since 2017 and previously held roles at Abrazo Pas LLC and First Savings Bank. Outside of financial advising, she has experience working as a payroll assistant in healthcare services. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm offers guidance on asset allocation and investment selection using Schwab’s internal research tools, with client authorization required for trades and annual reviews tailored to client goals and risk tolerance.

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.

Gary Gould is a financial advisor at Schwab Wealth Advisory with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Schwab Wealth Advisory since 2012, with prior experience at Charles Schwab, Harrisdirect LLC, and Wells Fargo Clearing. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning services primarily to clients in the Schwab Wealth Advisory program. The firm offers guidance on asset allocation and investment selection based on proprietary research and standard asset-allocation models, with client authorization required for all trades.

Cameron Ali is a financial advisor with Schwab Wealth Advisory holding Series 66 and Series 63 designations and two years of industry experience. He previously worked at PNC Bank, Trustco Bank, and Homeland Vinyl Products. 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’s advice is based on proprietary asset-allocation models and internal research, offering tailored recommendations without exercising discretionary trading authority.

Theodore Latimer is a financial advisor at Steward Partners Investment Advisory, LLC holding a Series 66 designation. He has recent experience with Steward Partners Investment Solutions, LLC and Benchmark Securities, and studied at Auburn University from 2022 to 2026. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering investment advisory, financial planning, pension consulting, and managed account programs.

Kevin Collignon is a CFP® professional with 40 years of industry experience, currently affiliated with Principal Financial Services. He has worked at Principal Securities Inc. since 2016 and at Principal Life Insurance Company since 2015. Outside of investment advisory, he is also a licensed insurance agent in Astatula, FL, handling life, annuities, disability insurance, long-term care, and group benefits. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, and active-duty military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money managers through various advisory and promoter arrangements.

Carol Bowe is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 credentials and bringing 14 years of industry experience. Her prior roles include positions at Morgan Stanley, E*TRADE Capital Management, Janney Montgomery Scott, and Transamerica. She is based in Winter Springs, Florida. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and utilizes a diversified investment approach that combines passive and active managers, quantitative, momentum, and fundamental analysis, supported by an internal Investment Committee.

Beltran Gamboa is a financial advisor at Brookstone Capital Management LLC with six years of industry experience. He holds a Series 65 designation and has worked at Brookstone since 2019 and at AmeriLife since 2012, where he is also active as an insurance agent. 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 wide range of clients, including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions.

Janelyne Ho is a financial advisor with Transamerica Financial Advisors in Winter Park, FL, holding Series 65 and Series 63 licenses and with nine years of industry experience. She has been with Transamerica Financial Advisors since 2016. Outside of her advisory role, she is involved in several referral-based businesses related to estate planning, student loan repayment assistance, and wills and trusts. Transamerica Financial Advisors serves a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm offers both advisory and broker-dealer services featuring proprietary and third-party model portfolios, with discretionary and non-discretionary program options.

Mark Mankbadi is a financial advisor with Truist Advisory Services in Winter Park, FL. He holds Series 65 and Series 63 licenses and has experience working at several financial institutions, including Fifth Third Bank, Seaside Bank & Trust, Synovus Bank, and PNC Bank. 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 employs both discretionary and non-discretionary approaches, utilizing third-party platforms and manager arrangements, and integrates services across its affiliated entities.