Sean Connolly is a financial advisor at Rockefeller Financial LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Bank of America and Merrill. Outside of his advisory role, he serves on the advisory board of St. Margaret Mary Church in Winter Park, FL, and owns the intellectual property for a family cookie recipe that he licenses to a commercial bakery. Rockefeller Financial LLC serves ultra-high and high-net-worth clients, including individuals, families, family offices, and institutions, offering wealth management, financial planning, portfolio management, and retirement plan consulting. The firm integrates wealth, trust, and insurance services and provides access to alternative investments and private funds through a distinctive ownership and operational structure.

Joewin Jemang is a financial advisor at Transamerica Financial Advisors with one year of industry experience. He holds a Series 65 registration and has previously worked at DebtMerica and WFGIA. Jemang’s other business activities include the sale of insurance and non-insurance products with companies affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base ranging from individual investors to corporations and offers both advisory and broker-dealer services. The firm utilizes proprietary and third-party model portfolios and provides a mix of discretionary and non-discretionary investment programs.

Daniel Iosue is a CFP® professional with 15 years of experience in the financial industry, currently affiliated with Lincoln Investment in Orlando, FL. He has worked at both Lincoln Investment and The Rawls Company since 2016 and is also involved with Sharks & Sailors, LLC. His experience includes business succession planning in an advisory support role. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm employs a combination of strategic and dynamic investment approaches through both advisor-managed and firm-managed portfolios, overseeing approximately $22.9 billion in advisory assets as of December 31, 2025.

Paul Jones is a CFP® certificant with 19 years of industry experience, currently serving as an advisor at Truist Advisory Services. His prior experience includes roles at Charles Schwab & Co., Inc., JPMorgan Chase Bank, N.A., and Bank of America, N.A. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Jennifer Fanelli Zastrow is a financial advisor at Schwab Wealth Advisory with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Ameriprise Financial Services Inc. and Morgan Stanley Smith Barney. She has been with Schwab Wealth Advisory since 2021. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, retirement planning, 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.

Juan Grau Jr. is a Series 66-licensed financial advisor at Creative Planning with 13 years of industry experience. He has worked at Creative Planning since 2016. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, institutions, and corporations. The firm uses a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies for long-term goals, supplemented by tactical allocations and access to private market investments.

Kimberly Sterling is a CFP® and holds a Series 65 license with 26 years of industry experience. She is currently with Hightower Advisors and previously worked for nine years at Resource Consulting Group. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm’s approach centers on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, with services spanning portfolio management, financial planning, and retirement consulting.

Chad Faulkenberry is a CFP® with 21 years of industry experience and is currently with Hightower Advisors. His prior roles include positions at Journey Strategic Wealth LLC and Charles Schwab & Co., Inc., where he spent 10 years. Outside of his advisory work, he serves as Finance Committee Chair and Facilitator of the Financial Peace University Course at Aloma Church, and he is Chair of the Board of Directors for Central Florida Community Arts. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers alongside proprietary research, offering a wide range of portfolio management and consulting services.

Blake Lea is a CFP® with two years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory, Inc. He has previously worked at Charles Schwab & Co., Inc. and Flower Ave. Inc. Prior to his advisory roles, Blake held various positions including at the University of Florida and Southeastern University. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, utilizing proprietary asset allocation models and research tools to recommend investments while leaving final trading decisions to clients.

Mike Villar is a financial advisor at Mariner with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Empower Advisory Group, Personal Capital Advisors Corporation, and Northwestern Mutual. 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 combines internal research with third-party managers and provides specialized services such as coordinated tax compliance, Core Family Office solutions, and a Financial Wellness Platform for employers.

Hasson Murphy is a financial advisor with Schwab Wealth Advisory in Orlando, FL, holding Series 63 and Series 66 designations and bringing 31 years of industry experience. He has been with Charles Schwab-affiliated entities since 2004, including nine years specifically at Schwab Wealth Advisory. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in its program, offering annual financial reviews, retirement planning, and investment recommendations. The firm operates within the Charles Schwab ecosystem, delivering advice using standard asset allocation models and research tools while leaving final trading decisions to clients.

William Guinn is a CFP® professional based in Orlando, FL, with 18 years of industry experience. He has been with Schwab Wealth Advisory Inc. and Charles Schwab & Co., Inc. since 2015. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing standard asset allocation models and Schwab research tools. The firm offers annual financial reviews and investment recommendations while leaving final trading decisions to clients and generally does not exercise discretionary trading authority.

Rolando Martinez is a financial advisor at Truist Advisory Services with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked across several SunTrust entities since 2013. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by advanced research and inter-affiliate integration.

Brendan Loflin is a financial advisor at Kestra Advisory with 12 years of industry experience. He previously worked at Valic Financial Advisors for 11 years and was with Agia from 2022 to 2024. He holds the Series 66 designation. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, offering services including fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors including sovereign wealth funds.

Kelly Torresin is a financial advisor with Valic Financial Advisors in Orlando, FL, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has worked at Valic Financial Advisors since 2003 and is also an agent with Agia, where she is involved in non-securities insurance products. 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, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction and management.

Aaron Phelps is a financial advisor with Schwab Wealth Advisory in Orlando, FL, holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. He has been with Schwab Wealth Advisory since 2012 and has worked at Charles Schwab since 2005. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program sponsored by Charles Schwab & Co., Inc. The firm offers annual financial reviews, retirement planning, and investment recommendations using standard asset allocation models and Schwab research tools, with clients retaining final trading decisions.

Rodney Hampton is a financial advisor with Schwab Wealth Advisory in Altamonte Springs, FL, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. His background includes roles at Charles Schwab since 2008 and a 15-year tenure at The Walt Disney Company. 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 and planning discussions, and investment recommendations using Schwab’s proprietary research and asset allocation models. The firm operates within the Schwab ecosystem and does not directly charge clients fees or engage in discretionary portfolio management.

Nicholas Leason is a financial advisor with Eagle Strategies (NY Life) based in Maitland, FL, holding Series 63 and Series 65 licenses with 11 years of industry experience. He has worked at Eagle Strategies since 2022 and has been involved with New York Life Insurance Co and its affiliated entities since 2015. Outside of his advisory role, he brokers non-registered insurance products through his own business, Leason Financial. Eagle Strategies serves individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of advisors. The firm offers various program types and emphasizes tailoring recommendations to client objectives, managing the majority of assets on a non-discretionary basis.

Darin Bostic is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Charles Schwab and its affiliated firms since 1999, including nine years at Schwab Private Client Investment Advisory and three years at Schwab Wealth Advisory. Outside of his advisory roles, he previously worked with the Stetson Futbol Association. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations. The firm operates within the Charles Schwab ecosystem, utilizing Schwab’s asset allocation models and research tools, while leaving final trading decisions to clients.

Elayna Barrison is a financial advisor at RBC Rochdale, LLC with 10 years of industry experience. She holds a Series 66 designation and has worked at City National Rochdale since 2019, following five years at Koss Olinger & Co., LLC. Outside of her advisory role, she is an independent author specializing in fantasy fiction. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, and institutional investors, employing a multi-strategy investment process that integrates quantitative modeling and fundamental analysis. The firm offers discretionary and non-discretionary portfolio management and is known for sponsoring City National Rochdale mutual and interval funds.