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.

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.

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 six years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Truist Advisory Services, Truist Investment Services, and Wells Fargo. In addition to her advisory role, she serves as a notary in the state of Florida. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans by providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm integrates wealth, trust, and insurance services and offers access to alternative and private investments through a comprehensive platform.

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.

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.

Stephen Taylor is a financial advisor with Mariner in Orlando, FL, holding the Series 63, 65, and 66 designations and bringing 26 years of industry experience. His prior roles include positions at Commonwealth Financial Network and Msec, LLC. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm combines discretionary, customized portfolios with in-house research and third-party manager allocations, alongside integrated tax and accounting services.

Matthew Price is a financial advisor with Equitable Advisors in Winter Springs, FL, holding a Series 66 designation and five years of industry experience. Prior to joining Equitable Advisors in 2020, he worked at Chick-fil-A for two years and attended Samford University from 2014 to 2018. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Deborah Kendrick is a financial advisor at Wells Fargo Clearing with 32 years of industry experience. She holds the Series 63 designation and has been with Wells Fargo Clearing since 2016, previously working at Wells Fargo Advisors LLC from 2010 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Herbert Means is a financial advisor with Morgan Stanley in Orlando, FL, holding Series 63 and Series 65 licenses and 37 years of industry experience. His prior experience includes 25 years at Raymond James & Associates before joining Morgan Stanley and Morgan Stanley Private Bank in 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques to support its advisory services.

Shaye Smith is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 credential and five years of industry experience. Prior to joining Raymond James, Shaye worked at Jeremiah's Italian Ice and spent time at Timber Creek High School. Outside of Raymond James, Shaye is also an associate employee at Ballou Family Office and Charles H Ballou CFP, both non-investment-related support roles. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, pension plans, and institutional clients. The firm employs a client-focused approach using risk profiling and modeling tools to tailor recommendations and supports various advisory programs across a large network of advisors.

Jeannine Stecklair is a financial advisor at Raymond James Financial with 22 years of industry experience and holds a Series 66 designation. She previously operated Beach Financial Planning LLC for 14 years and currently manages limited tax preparation and planning services through her CPA practices. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients, using tailored, non-discretionary strategies supported by analytical tools and a broad advisor network.

John Sholtis Jr. is a financial advisor at UBS Financial Services with 23 years of industry experience. He has been with UBS since 2008 and holds Series 63 and Series 66 designations. He served on the PIMCO-UBS FA Advisory Council from 2017 to 2019. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary capital market assumptions and research to tailor plans based on clients’ goals and risk tolerances.

Alfred Baker is a CFP® with 44 years of industry experience, currently affiliated with Cetera. His prior experience includes roles at Concourse Financial Group Securities Inc and Security Financial Management. He also operates (dba) Solutions Group Wealth, providing advisory services alongside his work at Cetera. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual and institutional clients with a range of portfolio management, financial planning, and retirement services, offering access to multiple investment managers and program options.

Todd Feintuch is a CFP® professional with 21 years of industry experience. He has been with LPL Financial since 2017 and also serves with Seacoast Wealth Management and Seacoast National Bank, where he has been active for a decade. His prior experience includes a role at INVEST Financial Corporation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from internal and third-party sources.

Cole Brothen is a financial advisor with Cetera, holding a Series 66 designation and five years of industry experience. He has worked at several firms including Evershore Financial, Securian Financial Services, and Minnesota Life Insurance, and currently owns Brothen Financial Services LLC. Outside of his advisory roles, Brothen serves as the Chapter President of a local BNI networking group. Cetera Investment Advisers LLC operates a nationwide network of independent advisors, serving a diverse client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to various program structures and custodial relationships.