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.

Lee Rodriguez Mercado is a financial advisor with T. Rowe Price Advisory Services, Inc. He holds the Series 63 and Series 66 designations and has 10 years of industry experience. He has worked at T. Rowe Price since 2016, with a brief period at Robinhood Financial, LLC from 2021 to 2022. Outside of finance, he owns and manages a video game and merchandise business called GLXY GAMING. T. Rowe Price Advisory Services, Inc. offers the Retirement Advisory Service focused on retirement goals for individual investors and households. The service combines nondiscretionary financial planning and discretionary investment management using proprietary T. Rowe Price mutual funds and ETFs, supported by online tools and financial advisor access.

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.

Robin Wade is a Series 66-credentialed financial advisor with Schwab Wealth Advisory in Orlando, FL, bringing 22 years of experience. Wade has been with Schwab Wealth Advisory Inc. and Charles Schwab & Co. Inc. since 2016. 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 across various asset classes. The firm operates as an internal advisory unit within the Schwab ecosystem, using standard asset allocation models and research tools while leaving final trading decisions to clients.

Vianny Minaya is a financial advisor with Schwab Wealth Advisory in Orlando, FL, holding Series 63 and Series 66 credentials and 13 years of industry experience. Prior to joining Schwab Wealth Advisory in 2021, Minaya worked at Wells Fargo Clearing and Wells Fargo Bank. Outside of advising, Minaya is involved as a property owner and landlord. 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 within the Charles Schwab ecosystem. The firm uses standard asset allocation models and Schwab research tools, with clients retaining final trading decisions and SWAI conducting annual account reviews.

Steven Golden is a financial advisor at Schwab Wealth Advisory with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Charles Schwab in various capacities since 1997. Outside of his advisory role, he coaches high school baseball and participates in college baseball recruiting. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, delivering recommendations based on asset allocation models and Schwab research tools while leaving trading decisions to clients. The firm operates as an internal advisory unit within the Schwab ecosystem and offers annual financial reviews and wealth management education.

Teogonio Ayala is a financial advisor with Truist Advisory Services in Orlando, FL, holding Series 63 and Series 66 licenses with 16 years of industry experience. He previously worked at Charles Schwab & Co., Inc. from 2014 to 2017 before joining Suntrust Advisory Services and Suntrust Investment Services in 2017, which are now part of Truist Advisory Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers a range of services including asset allocation analysis, fiduciary support, participant advice, and manager selection through its AMC Advantage program, utilizing a combination of discretionary and non-discretionary strategies and AI-enabled research tools.

Tyler Schaefer is a financial advisor with Schwab Wealth Advisory, holding Series 66 and Series 63 registrations and three years of industry experience. His prior work includes roles at JPMorgan Chase, Bank of America, Merrill, and Wells Fargo. Outside of finance, he is involved in dog boarding and walking through his business with Rover and co-owns Evergreen Kennels LLC. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations using Schwab’s research tools and asset allocation models. The firm operates within the Schwab ecosystem and does not directly charge advisory fees to clients.

Sunita George is a financial advisor with RBC Rochdale, LLC, holding the ChFC® designation and a Series 65 license, with 14 years of industry experience. She previously worked at G A Repple & Company from 2013 to 2017 and has been with CNR Securities, LLC since 2017. Outside of finance, she works as a greeter and front desk staff at a fitness center. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, and charitable organizations, offering discretionary and non-discretionary portfolio management through a multi-strategy investment process that combines quantitative screening, fundamental analysis, and proprietary tools to tailor portfolios across various asset classes.