David Gonzalez Jr. is a financial advisor at Truist Advisory Services with two years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and Wells Fargo Bank, N.A. He is based in Clermont, Florida. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and supervisory oversight, to deliver tailored investment solutions.

Kristen Rainone is a financial advisor with CWM, LLC based in Oakland, Florida. She holds the Series 63, 65, and 66 designations and has 18 years of industry experience. Her work history includes roles at Carson Wealth, Cetera Advisor Networks, LPL Financial, TD Ameritrade, Charles Schwab, and Fidelity. She is also commissioned as a notary. CWM, LLC serves a diverse client base including individuals, high-net-worth families, foundations, endowments, corporations, and institutions. The firm provides portfolio management, financial planning, and retirement plan services, using discretionary account management with model portfolios overseen by an internal Investment Committee.

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, 65, and 66 licenses and one year of industry experience. His prior roles include positions at Eminence Wealth Management Inc. and Strong Point Financial. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering a range of advisory services including investment management, financial, tax, retirement, and estate planning. The firm’s investment approach is based on Modern Portfolio Theory and focuses on globally diversified, risk-appropriate portfolios implemented through low-cost ETFs, index funds, and other investment vehicles.

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.

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.

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.

Bruce Guillemette is a ChFC®-designated financial advisor with 30 years of industry experience. He has worked at Hornor, Townsend & Kent, LLC since 2025 and previously spent 17 years at Equitable Distributors, LLC. Guillemette serves as the President of the Winding Bay Preserve Homeowners Association in Winter Garden, FL. Hornor, Townsend & Kent, LLC provides advisory programs, financial planning, and retirement plan consulting to individuals, trusts, businesses, and charitable organizations. The firm combines SEC-registered advisory and broker-dealer services, offering both discretionary and non-discretionary investment management through third-party asset managers.

Bryce Sowitch is a financial advisor at Focus Partners Wealth, LLC with 18 years of industry experience. He holds a Series 66 designation and has worked at firms including Kovitz Investment Group Partners, IFAM Capital, Financial Telesis Inc, Citigroup Global Markets, and Merrill. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Tracy Baker is a financial advisor at Rockefeller Financial LLC with 16 years of industry experience. She holds a Series 66 designation and has previously worked at Goldman Sachs & Co. LLC and The AYCO Company, L.P./Mercer Allied. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients. The firm offers portfolio management, financial planning, and consulting services through a Private Advisor model and a consolidated investment platform, also operating as a registered broker-dealer that provides securities transactions, variable insurance products, and investment banking services.

Matthew Brown is a financial advisor with Principal Financial Services in Groveland, FL, holding Series 63, 65, and 66 licenses and 17 years of industry experience. His career includes positions at John Hancock and Ameriprise, and he is currently president and owner of 15:22 Wealth Management. Brown also maintains an insurance sales role focusing on life, disability, annuities, and other health-related coverages. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm offers financial planning, direct advisory programs, and access to third-party money manager solutions, with investment implementation typically managed on a discretionary basis by those third-party managers.

Mustaf Grajqevci is a financial advisor with Bankers Life Advisory Services, Inc. He holds Series 63 and Series 65 licenses and has seven years of industry experience. His career includes roles at Bankers Life Advisory Services, Bankers Life Securities, and Bankers Life & Casualty. In addition to advising, he is also an insurance agent with Bankers Life & Casualty, appointed to write Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan services. The firm uses a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations and manages portfolios across various asset classes.

David Bournival is a financial advisor with Principal Financial Services in Winter Garden, FL. He holds Series 63 and Series 66 licenses and has 25 years of industry experience. Since 2010, he has worked with Principal Securities Inc. and Principal Life Insurance Company. Outside of his advisory role, he is involved in outside insurance sales focusing on fixed life insurance, annuities, and disability insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. 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.

Julius Costanza is a financial advisor at Schwab Wealth Advisory with 22 years of industry experience. He holds the Series 63 and Series 66 credentials and has been with Schwab Wealth Advisory since 2017, having been associated with Charles Schwab since 2009. Outside the advisory business, he was involved with 4JS Uniforms Inc. for over a decade. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s advice is based on Schwab’s standard asset-allocation models and internal research tools, with trades executed only upon client authorization.

Calvin Wilson is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 credentials and 12 years of industry experience. His work history includes roles at Transamerica Investors Securities, Edward Jones, Bank of America NA, and Merrill Lynch. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by offering managed and non-discretionary advice programs focused on asset allocation and retirement guidance, utilizing proprietary software and portfolio oversight from Morningstar Investment Management.