Scott English is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and over 33 years of industry experience. He has been with Commonwealth since 2003 and also serves as managing principal of Ford, English, Savicki & Pavlot Wealth Management LLC, a private entity involved in fixed insurance products and securities. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients through various advisory programs and services, including wealth management and retirement plan consulting. The firm provides operational, trading, technology, compliance, and practice-management support while offering advisors access to a broad range of investment products and discretionary model portfolios.

Cortney Khan is a financial advisor at Hightower Advisors with seven years of industry experience. She holds a Series 66 designation and has worked previously at Schwab Wealth Advisory Inc and Charles Schwab. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, offering access to affiliated and third-party managers through discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting.

Luke Collignon is a financial advisor with Principal Financial Services based in Windermere, FL. He holds Series 63 and Series 65 credentials and began his advisory career in 2025 after five years in construction and three years at the University of North Florida. Principal Securities provides brokerage and registered investment advisory services to a broad client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel stationed outside the United States. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through distinct adviser and promoter arrangements.

Lucas Marquez is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has been with Truist Advisory Services since 2016 and has worked at Truist Investment Services since 2013. Outside of his advisory role, he is an authorized member of High Five Capital, LLC, an investment entity in real estate. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plans, and charitable organizations. The firm offers services including asset allocation, 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.

David Rodriguez Lozada is a financial advisor at Fifth Third Securities, Inc. based in Kissimmee, FL, holding Series 65 and Series 63 credentials with one year of industry experience. His work history includes roles at Fifth Third Securities and Fifth Third Bank, as well as positions in retail and corporate environments including Armani Exchange and Disney. He has also been involved with the UCF College of Business since 2015. Fifth Third Securities, Inc. serves a diverse client base including individual, high-net-worth, and institutional clients through advisory and brokerage channels. The firm offers multiple investment programs on the Passageway platform, leveraging third-party portfolio managers and a range of strategies from mutual funds and ETFs to separate managed accounts and direct indexing.

Meryem Messaoudi Moussi is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and 15 years of industry experience. She has worked at Charles Schwab and Schwab Wealth Advisory since 2015 and previously spent 14 years at Walt Disney World. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients by providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s investment guidance uses Charles Schwab & Co.’s asset-allocation models and internal research tools, with recommendations tailored to clients’ goals and risk tolerance.

David Gonzalez Jr. is a financial advisor with Truist Advisory Services, holding a Series 66 credential and three years of industry experience. His career includes roles at Edward Jones and Wells Fargo Bank, N.A. He is currently based in Clermont, FL. 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 inter-affiliate integration and AI-enabled research tools.

Kristen Rainone is a financial advisor with Carson Wealth and holds Series 63, Series 65, and Series 66 licenses. She has 18 years of industry experience, including roles at Charles Schwab, Fidelity, TD Ameritrade, and Cetera Advisor Networks. Kristen is also a licensed notary. CWM, LLC is an SEC-registered investment adviser that oversees approximately $50.6 billion through a network of over 650 advisors. The firm focuses on discretionary asset management, financial planning, and retirement plan services, utilizing an Investment Committee to construct and monitor portfolios that combine fundamental and technical analysis.

Demian Wolters is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 designations and possessing 24 years of industry experience. His career includes roles at SunTrust Advisory Services and Truist Investment Services prior to joining Kestra. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, offering fiduciary services, plan design, compliance testing, and access to multiple management platforms and third-party solutions. The firm serves a broad client base including large institutional investors and sovereign wealth funds, managing approximately $79.8 billion in assets.

Bahtjar Rexha is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 65 designation and one year of industry experience. His prior work includes roles at Bankers Life Securities, Inc. and Bankers Life & Casualty, Inc., as well as experience in the food service and lubrication industries. Rexha is also appointed as an insurance agent, authorized to write Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary and non-discretionary investment management and retirement plan consulting. The firm combines fundamental, technical, and cyclical analysis to create tailored portfolios aligned with clients’ goals, risk tolerances, and time horizons.

Windel Taylor is a financial advisor at Transamerica Financial Advisors with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Transamerica Financial Advisors since 2017, with additional experience at Verizon and WFGIA. He is also involved with La Amistad Foundation, Inc. d/b/a Lakewood Center. Transamerica Financial Advisors serves a broad client base, including individual investors, pension plans, trusts, and corporations. The firm offers advisory and broker-dealer services through proprietary and third-party model portfolios with both discretionary and non-discretionary management options.

Avilio Sutherland Navea is a financial advisor at Mercer Global Advisors Inc. with Series 63, Series 65, and Series 66 credentials and one year of industry experience. His prior work includes roles at Eminence Wealth Management Inc., Strong Point Financial, and Charles Schwab & Co., Inc. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with investment advisory services alongside financial, tax, retirement, and estate planning. The firm uses a Modern Portfolio Theory-based approach emphasizing globally diversified, risk-appropriate portfolios implemented through a variety of investment vehicles, client education, and integrated affiliated service lines.

Felix Ferrer is a financial advisor with Citigroup Global Markets holding a Series 66 designation and 14 years of industry experience. He has been with Citigroup since 2015. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and is notable for its large institutional scale, in-house research, and specialized market roles.

Joel Larsen is a CFP® professional with 24 years of experience in the financial services industry. He is currently with Carson Wealth and has prior experience at CWM, LLC, Navion Financial Advisors, LPL Financial, and Wells Fargo Clearing. Outside of advisory work, Larsen teaches personal financial management classes and serves as a board member for the Yolo County Airport Advisory Committee. CWM, LLC is an SEC-registered investment adviser that manages approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, using an Investment Committee to construct and monitor model portfolios alongside tailored solutions and integrated technology relationships.

Roberto Rodriguez is a financial advisor at Principal Financial Services with 23 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Fidelity Investments, Nationwide Investment Services Corp, and T. Rowe Price. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Daniel Botyos is a financial advisor with Truist Advisory Services in Orlando, FL, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He has worked with Truist Advisory Services since 2016 and with Truist Investment Services, Inc. since 2014. 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 combines discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate resources, to assist clients with asset allocation, investment policy analysis, and fiduciary support.

Steven Anderson is a CFP® professional with 20 years of experience in the financial advisory industry. He is currently with Carson Wealth and has previously worked with CWM, LLC, Navion Financial Advisors, LPL Financial, and Mass Mutual Investors Services. Anderson serves as president of a family foundation and holds board positions with the Inclusive Arts Alliance and the Chautauqua Dance Circle. CWM, LLC is an SEC-registered investment adviser that operates an enterprise platform overseeing approximately $50.6 billion through a network of partner offices and over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing model portfolios and tailored investment solutions supported by integrated custodial and technology relationships.

Dennis Grieco is a financial advisor with PNC Wealth Management in Orlando, FL, holding a Series 66 designation and five years of industry experience. His work history includes positions at PNC Investments, Edward Jones, and Bank of America. Outside of his advisory role, he is a silent partner in a non-investment-related business called Eco-Mercial. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available by invitation to employees. The firm’s approach uses algorithmic assessments to recommend risk bands and invests via approved model strategies executed with mutual funds and ETFs.

Megan Duley is a financial advisor with Truist Advisory Services and holds a Series 66 designation. She has one year of experience in advisory services, following previous roles with Truist Investment Services, Wells Fargo Clearing, and Wells Fargo Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Robert Wilson is a Series 66-credentialed financial advisor with nine years of industry experience. He is currently with Truist Advisory Services, where he has been since 2022, following prior roles at firms including Lincoln Investment Planning, Cetera, and SunTrust. His background also includes a period as an independent real estate contractor. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and utilizes third-party platforms and AI-enabled research tools in its investment process.