Yongze Shao is a CFP® with three years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory, Inc. in Orlando, FL. Prior to this role, he worked at Charles Schwab & Co., Inc. and has additional experience in education and business at Santa Fe College, Broward College, and Stenix LLC. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations utilizing Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not charge clients directly for its services.

Paige Goll is a financial advisor with Beacon Pointe Advisors, LLC, holding Series 65 and Series 66 licenses and bringing 13 years of industry experience. She has worked at Beacon Pointe Advisors since 2020 and previously spent four years at Ferrell Wealth Management, Inc. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, retirement-plan services, and outsourced chief investment officer (OCIO) solutions to a diverse client base including individual investors, corporations, and institutional clients. The firm employs both active and passive investment strategies across public and private asset classes and manages proprietary private funds alongside third-party independent managers.

Nathaniel Beardslee is a financial advisor with Truist Advisory Services in Orlando, FL. He holds the Series 66 designation and has been in the industry since 2025. Prior to his current role, he held positions at Truist Financial Corp and has experience working in the food service industry, including at Dixie Cream Cafe and Yard House Darden Restaurants. 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 offers asset allocation and investment policy analysis, plan sponsor fiduciary support, and a manager-selection program, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Megan Polito is a financial advisor at Truist Advisory Services with three years of industry experience. She holds the Series 66 designation and worked previously at Nothing Bundt Cakes and Scribe America. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a mix of discretionary and non-discretionary approaches, utilizing third-party platforms and AI-enabled research tools to support manager selection and oversight.

Mina Yousif is a financial advisor with Truist Advisory Services, holding Series 65 and Series 63 licenses and three years of industry experience. She previously worked at Charles Schwab and Regions Bank, among other firms. Outside of her advisory role, she also works as an Uber driver in Orlando, FL. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

John Singletary is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked with Charles Schwab & Co., Inc. since 2004 and with Schwab Wealth Advisory since 2012 in Orlando, FL. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations across various asset classes. The firm delivers advice through Charles Schwab’s asset allocation models and research tools, with clients making final trading decisions.

S. Kyle Cantarella is a financial advisor at Mariner Wealth Advisors in Orlando, FL, holding a Series 65 designation with three years of industry experience. His prior roles include positions at Allegiant Private Advisors and academic appointments at the University of North Florida and Embry-Riddle Aeronautical University. 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 employs discretionary, customized portfolios combining in-house research with third-party managers and provides integrated tax and accounting services alongside traditional portfolio management.

William Moniz Jr. is a financial advisor with Truist Advisory Services, holding Series 63, Series 65, and Series 66 licenses and bringing 24 years of industry experience. His prior work includes roles at SunTrust Investment Services and PNC. Based in Orlando, FL, he has been with Truist and its affiliates since 2017. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration for its AMC Advantage manager-selection program.

Jacob Lubner is a financial advisor at Steward Partners Investment Advisory, LLC with one year of industry experience. He holds a Series 66 designation and has worked at several firms, including Raymond James & Associates, Inc., and Steward Partners Global Advisory, LLC. Additionally, Lubner has experience with educational institutions such as Rollins College and Canterbury School of Fort Myers. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and managed account services through both proprietary and third-party solutions.

James Soto is a financial advisor with Truist Advisory Services in Orlando, FL, holding Series 63 and Series 66 credentials and 13 years of industry experience. His career includes a decade of service with Suntrust Advisory Services, Inc. and its related entities. Truist Advisory Services offers investment consulting and advisory to individuals, corporate clients, retirement plan sponsors and participants, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting to implement its advice.

Derek Walls is a financial advisor with Schwab Wealth Advisory in Orlando, FL, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. He has worked with Charles Schwab since 2004 and with Schwab Wealth Advisory since 2012. Outside of his advisory role, Walls serves as Chairman and Advisor for the Kappa Leadership Development League, a youth mentoring program, and is a board member at The Experience Christian Center. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations based on Schwab’s research tools and asset allocation models. The firm functions as an internal advisory unit within Charles Schwab, focusing on client-directed investment decisions and annual account reviews.

Carroll Matthews is a financial advisor at PlanMember Securities Corporation with eight years of industry experience. He holds a Series 65 credential and has worked in various financial advisory roles, including at US Retirement Associates and LifeTyme Financial Advisors. Outside of finance, Matthews works in healthcare as a nurse practitioner and registered nurse, providing primary care and veteran evaluations. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, offering fiduciary oversight and participant-level investment options. The firm’s investment approach centers on strategic asset allocation and risk-based mutual fund portfolios, supported by education and support services for plan sponsors and participants.

Sebastian Paz is a financial advisor with Schwab Wealth Advisory and holds Series 63 and Series 66 licenses. He has two years of industry experience and previously worked at Grove Bank & Trust and JLM Advisors. His background includes roles outside finance, such as in commercializing and marketing and working at 24 Hour Fitness. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations across various asset classes. The firm operates internally within the Schwab ecosystem, utilizing standard asset allocation models and research tools while leaving final trading decisions to clients.

Ekaterina Slepkova is a financial advisor at Rockefeller Financial LLC with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Truist Advisory Services, Truist Investment Services, Wells Fargo Clearing, and Wells Fargo Bank. Outside of her advisory role, she is a commissioned notary in the state of Florida. 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, and consulting services, and operates as a registered broker-dealer providing securities transactions, variable insurance products, and placement and investment banking services.

Jordan Kerney is a financial advisor at Schwab Wealth Advisory with a Series 66 credential and one year of industry experience. Prior to his current role, he held various positions across multiple industries including hospitality and retail. He is based in Orlando, Florida. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering clients annual financial reviews, retirement planning, and investment recommendations across a range of asset classes. The firm operates within the Schwab ecosystem and uses standard asset allocation models and research tools, with final trading decisions left to clients.

Jonathan Costanza is a financial advisor with Valic Financial Advisors in Orlando, FL, holding Series 65 and Series 63 licenses and has 12 years of industry experience. He has been with Valic Financial Advisors since 2014 and is also involved with Agia and Costanza Cravings LLC. Outside of investment advisory, he serves as an agent for non-securities insurance products through Agia. 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 manages a large client base through a network of over 1,200 advisors, offering discretionary unified managed accounts and portfolio management via a technology-driven platform.

Michael Fornasier is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with PlanMember since 2023 and previously held positions at Securities America Advisors, Inc., Investacorp Advisory Services, and Sound Asset Advisors. He is also president of Sound Asset Advisors, an investment-related firm that provides securities and insurance sales and services. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as a fiduciary under ERISA Section 3(38) for many plans. The firm employs a top-down strategic asset allocation approach using risk-based mutual fund portfolios and offers education, support services, and personalized retirement planning to plan sponsors and participants.

Livan Gomez is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and four years of industry experience. His career includes roles at Wells Fargo Clearing and Wells Fargo Bank, in addition to his current position with Schwab Wealth Advisory and Charles Schwab & Co. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm utilizes standard asset allocation models and Schwab research tools to recommend investments, conducting annual account reviews without discretionary trading authority.

Alex Figueroa is a financial advisor at Schwab Wealth Advisory with three years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Charles Schwab & Co., Inc. since 2023. Prior to his current role, his work history includes positions at Uber Eats, Walmart, and other companies outside the financial industry. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm uses asset allocation models and Schwab research tools to guide investment recommendations while clients maintain final trading decisions.

Todd Chamelin is a financial advisor with Valic Financial Advisors in Orlando, FL, holding Series 65 and Series 63 licenses and having 26 years of industry experience. He has worked at Valic Financial Advisors since 2007 and has been associated with Agia since 2022, where he is involved in non-securities insurance products. Valic Financial Advisors primarily serves U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers wrap programs, portfolio management, and financial planning services through a large network of advisors, utilizing discretionary unified managed accounts and a centralized technology platform.