Keithia D Great is a financial advisor with Empower Advisory Group in Orlando, FL, holding Series 63 and Series 65 credentials and eight years of industry experience. Her prior roles include positions at Coast2Coast Mortgage, Stirlingshire Investments, and PFS Investments Inc. Outside of financial advising, she operates as a marketing consultant. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, as well as certain IRA and retail brokerage account holders. The firm’s integrated approach emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Cuthbert Mbewe is a Series 66-licensed financial advisor with Schwab Wealth Advisory in Orlando, FL, and has 13 years of industry experience. He has held roles at Charles Schwab & Co., Inc. and Schwab Wealth Advisory since 2017, as well as previous positions at SunTrust Advisory Services, Truist Investment Services, and Merrill. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning services primarily for clients enrolled in the Schwab Wealth Advisory program. The firm’s investment approach uses proprietary asset-allocation models and research tools to tailor recommendations based on client goals and risk tolerance, with trades executed only after client approval.

Evon Harris is a financial advisor at Schwab Wealth Advisory with 21 years of industry experience. He holds the Series 66 designation and has previously worked at TD Ameritrade, J.P. Morgan Securities, Chase Investment Services, and MSI Financial Services. Based in Orlando, FL, he has been with Schwab Wealth Advisory and Charles Schwab & Co. since 2021. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations to clients enrolled 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 deliver at-least-annual reviews and tailored recommendations without exercising discretionary trading authority.

Gerrard Raymond is a financial advisor at Schwab Wealth Advisory with 10 years of industry experience. He holds Series 66 and Series 63 designations and has worked at Schwab Wealth Advisory Inc. since 2018, having been affiliated with Charles Schwab since 2013. 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 certain Charles Schwab & Co.-referred clients. The firm’s advice is based on proprietary asset allocation models and internal research tools, with a focus on customized recommendations that align with clients’ goals and risk tolerance.

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 at Schwab Wealth Advisory with two years of industry experience. He holds Series 66 and Series 63 licenses and has worked in roles at Charles Schwab & Co., Inc. and Blue River Technology, among others. Schwab Wealth Advisory, Inc. 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 wealth management consultations based on proprietary asset-allocation models and internal research tools.

Alexander Meleis is a CFP® and CFA® credentialed advisor with four years of industry experience. He has worked at Schwab Wealth Advisory and Charles Schwab since 2025, and prior to that was with CNR Securities, LLC and PNC Financial Services. He also has seven years of experience at the University of Central Florida. 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 wealth management consultations. The firm’s advice is based on Schwab’s asset-allocation models and internal research tools, with client-tailored recommendations and trades executed only with client authorization.

Duane Holt is a financial advisor with Transamerica Financial Advisors in Lake Mary, FL. He holds Series 63 and Series 65 licenses and has recent experience at firms including KForce Inc., Wfgia, and ACN Inc. Prior to entering the financial services industry, he worked at Travel and Leisure Co. and Therigy, LLC. Transamerica Financial Advisors serves a broad client base, including individual investors, pension plans, trusts, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services through proprietary and third-party investment models, with discretionary and non-discretionary program options.

Nadera Sander is a financial advisor at Schwab Wealth Advisory with 19 years of industry experience. She holds the Series 63 and Series 65 licenses and has worked at Charles Schwab & Co., Inc. since 2006, joining Schwab Wealth Advisory in 2021. 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 wealth management consultations. The firm’s approach is based on Charles Schwab & Co.’s asset allocation models and internal research, offering tailored recommendations and at-least-annual reviews.

Stephanie Piedra Morales is a financial advisor with Schwab Wealth Advisory in Orlando, FL. She holds Series 63 and Series 66 licenses and has four years of industry experience. Her background includes roles at Charles Schwab & Co., Inc., Randstad, Lyft, and service in the Army National Guard. 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 wealth management consultations based on Charles Schwab’s asset-allocation models and research tools.

Matthew Plunkitt is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory Inc. He previously worked at Fidelity Investments and its affiliated entities for over seven years and has experience with Global Financial Private Capital, Inc. and Charles Schwab & Co., Inc. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily 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, offering tailored recommendations with trades executed only upon client approval.

John Leacock is a Series 66 licensed financial advisor with Schwab Wealth Advisory in Orlando, FL, bringing 11 years of industry experience. He has been with Schwab Wealth Advisory since 2016 and has worked with Charles Schwab since 2013. Outside of his advisory role, Leacock serves on the Finance Committee at St. Charles Borromeo Catholic Church, where he participates in discussions and approvals related to church accounting and expenses. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and selected Charles Schwab & Co.-referred clients. The firm bases its guidance on proprietary asset-allocation models and internal research tools, offering tailored recommendations reviewed at least annually.

David Gauthier is a financial advisor with PlanMember Securities Corporation in Oviedo, FL, holding Series 65 and Series 63 licenses and bringing 29 years of industry experience. He has served at PlanMember since 2016 and is also president of several related businesses, including Sun City Investments, Inc. and Sun City Accounting, where he provides accounting and tax services. His outside activities include managing businesses that offer tax return preparation and claims services. 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 through its asset allocation portfolios. The firm’s investment approach emphasizes a top-down strategic asset allocation framework and 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 66 and Series 63 licenses and one year of industry experience. Prior to joining Schwab Wealth Advisory, he was affiliated with Charles Schwab & Co., Inc. He has also worked in campus recreation and ocean rescue roles and has a background in full-time education. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s advice is based on Charles Schwab’s asset-allocation models and internal research, offering tailored recommendations without discretionary trading authority.

Ja'lil Reynolds is a Series 66-licensed financial advisor with Schwab Wealth Advisory, Inc. in Orlando, FL, and has been with the firm since 2026. Prior to joining Schwab, he spent time at Northwestern Mutual and focused on full-time education for several years. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients enrolled in the Schwab Wealth Advisory program and those referred by Charles Schwab & Co. The firm utilizes Charles Schwab’s asset-allocation models and internal research tools to tailor recommendations based on clients’ goals and risk tolerance.

James Petrusky is a financial advisor at Truist Advisory Services with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Truist and SunTrust investment firms since 2007. He occasionally assists with a tee shirt and coffee mug design business operated by his wife. 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 AI-enabled research tools.

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 licenses and has worked at Schwab Wealth Advisory since 2018, including his current role since 2021. Prior to joining Schwab, Tran was with Wells Fargo from 2016 to 2018. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s advice is based on Schwab’s asset-allocation models and research tools and involves at-least-annual reviews tailored to clients’ goals and risk tolerance.

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.