Seth Heard is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials. He has one year of industry experience and has previously worked in roles including the Estate & Business Planning Group and Ameritas Investment Company. Outside of finance, he has a background involving participation in Renaissance Festivals. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm utilizes both in-house and third-party investment solutions and integrates with Ameritas affiliates to offer a range of advisory and financial products.

Matthew Burger is a financial advisor with Schwab Wealth Advisory and holds the Series 66 designation. He has one year of experience in advisory roles and has previously worked at Charles Schwab, The Travelers Indemnity Company, Plymouth Rock Assurance, US Health Advisors, and in the retail sector. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews 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 for its services.

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 financial advisor at Schwab Wealth Advisory with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Schwab Wealth Advisory since 2020 and Charles Schwab since 2017. Prior to her current roles, she worked at First Savings Bank and briefly at Abrazo Pas LLC, where she also performed payroll assistance. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, using standard asset allocation models and Schwab research tools. The firm conducts annual account reviews and offers investment recommendations while leaving final trading decisions to clients.

Olivia Harder is a financial advisor at Schwab Wealth Advisory with two years of industry experience. She holds Series 65 and Series 63 licenses. Prior to her current role, she worked at Charles Schwab & Co., Inc. and has experience in retail settings including Salon Dulay and LOFT Outlet. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in its Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations using proprietary allocation models and Schwab research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not act as a discretionary portfolio manager.

Allison Booher is a financial advisor at Rockefeller Financial LLC with 20 years of industry experience. She holds the Series 66 designation and previously worked at Suntrust Advisory Services, Inc. and Suntrust Investment Services, Inc. from 2015 to 2023. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans, offering wealth management, financial planning, portfolio management, and retirement plan consulting through integrated trust, insurance, and brokerage services. The firm provides clients with access to a range of investment options, including alternative and private investments, supported by a designated Private Advisor.

Linda Palonen is a CFP® professional with 16 years of experience in financial advising. She joined Hightower Advisors in 2024 after an 18-year tenure at Resource Consulting Group. Based in Orlando, FL, her career spans a broad range of advisory activities within established firms. Hightower Advisors serves a diverse client base, including individual and institutional investors such as pension plans, charitable organizations, and corporations. The firm employs a multi-manager investment approach supported by proprietary research and offers a range of portfolio management and financial planning services.

Gary Gould is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. He has been with Schwab Wealth Advisory since 2012 and has worked within the Charles Schwab organization since 2009. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations across various asset classes. The firm operates as an internal advisory unit within the Schwab ecosystem, using Schwab’s asset allocation models and research tools while leaving final trading decisions to clients.

Cameron Ali is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and two years of industry experience. His prior roles include positions at Charles Schwab & Co., Inc., PNC Bank, Trustco Bank, and Homeland Vinyl Products. 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 across various asset classes. The firm operates within the Charles Schwab ecosystem, delivering advice through standardized asset allocation models and research tools, while final trading decisions remain with clients.

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 licenses and bringing 14 years of industry experience. Her prior roles include positions at Morgan Stanley, Janney Montgomery Scott, and E*TRADE Securities. She is currently based in Winter Springs, FL. Wealth Enhancement Advisory Services provides financial planning, discretionary and non-discretionary 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 combining passive and active managers with quantitative, momentum, and fundamental analysis.

Janelyne Ho is a financial advisor at Transamerica Financial Advisors with nine years of industry experience. She holds Series 63 and Series 65 licenses and has worked with multiple firms, including roles focused on estate planning and student loan repayment services. Outside of her advisory work, she is involved in various referral roles related to estate planning and student loan assistance through several affiliated organizations. Transamerica Financial Advisors serves a diverse client base ranging from individual investors to charitable organizations, offering both advisory and broker-dealer services. The firm provides a range of investment programs, including proprietary and third-party model portfolios, with discretionary and non-discretionary management options.

Mark Mankbadi is a financial advisor at Truist Advisory Services with Series 65 and Series 63 licenses. He has transitioned into advisory services following roles at several banks, including Fifth Third Bank, Seaside Bank & Trust, Synovus Bank, and PNC Bank, accumulating industry experience over recent years. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation analysis, fiduciary support, and a manager-selection program that integrates discretionary and non-discretionary investment approaches supported by third-party platforms and AI-enabled research tools.

Ana Mason is a financial advisor at Schwab Wealth Advisory with nine years of industry experience. She holds a Series 66 designation and has previously worked at Fidelity Investments and TD Ameritrade. Mason is based in Orlando, FL. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, using Schwab’s asset allocation models and research tools. The firm delivers annual financial reviews and investment recommendations while allowing clients to make final trading decisions.

Joshua Indykiewicz is a financial advisor with Valic Financial Advisors in Orlando, FL, holding Series 66 and Series 63 licenses and six years of industry experience. His prior roles include positions at Pershing Advisor Solutions, Robinhood Financial, TD Ameritrade, Charles Schwab, and Market Trader's Institute. Valic Financial Advisors serves primarily U.S. individual clients, including high net worth and ultra-high net worth individuals, as well as employer-sponsored retirement participants. The firm uses discretionary unified managed accounts supported by third-party model managers and centralized technology to manage approximately $29.2 billion across a large client base.

Juan Delgadillo is a financial advisor at Schwab Wealth Advisory with 13 years of industry experience. He holds a Series 66 designation and has been with Charles Schwab and its affiliated entities since 2014. Based in Orlando, FL, he joined Schwab Wealth Advisory in 2024. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations across various asset classes. The firm operates as an internal advisory unit within the Schwab ecosystem, delivering advice through standard asset allocation models and Schwab research tools without exercising discretionary trading authority.

Scott Martin is a CFP® with 41 years of industry experience currently serving at Independent Financial Partners since 2012. His prior experience includes roles at LPL Financial and operating DivorceDirection, LLC. He is a certified exit planner and serves as a board member for a professional condominium association in Lake Mary, FL. Independent Financial Partners is a nationwide enterprise advisory firm with over 260 advisors, providing investment advisory, financial planning, trust, and retirement-plan services to individual, charitable, corporate, and high-net-worth clients. The firm supports a decentralized advisory model while offering centralized asset management options and specialized retirement-plan advisory and pension consulting services.

Myles Thurston III is a ChFC® credentialed financial advisor with 36 years of industry experience. He is currently affiliated with Primerica Advisors and Park Avenue Securities, with prior experience at Guardian Life Insurance. Thurston has involvement with Insurance-Innovative Underwriters as a side business. Park Avenue Securities LLC serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers brokerage and advisory services, financial planning, and retirement and business consulting, implementing investment strategies through proprietary and third-party portfolios with a range of account and lending solutions.

Angelina Ramos is a financial advisor with Schwab Wealth Advisory in Orlando, FL. She holds a Series 66 designation and has one year of industry experience. Prior to her current role, her background includes positions at Morgan Stanley, BankUnited, and various non-financial organizations. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering clients annual financial reviews 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.

Stephen Vachon is a financial advisor with PlanMember Securities Corporation and holds Series 63 and Series 65 licenses. He has 24 years of industry experience and has previously worked at Cetera, Cetera Wealth Services, and VOYA Financial Advisors. Outside of his advisory role, he is co-owner of Olympia Gymnastics Center, a gymnastics instruction business. PlanMember Securities provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation approach and manages risk-based mutual fund portfolios, supported by educational and support services for plan sponsors and participants.