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.

Porche' Miner is a financial advisor with Truist Advisory Services holding a Series 66 designation and currently based in Orlando, FL. Miner has one year of experience at Truist Investment Services and previously worked nine years at Truist Bank. 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 alongside third-party platform and manager arrangements.

Alyse Dominguez is a financial advisor at Allworth Financial, L.P. in Orlando, FL, holding a Series 65 credential with three years of industry experience. Her prior work includes roles at Carson Wealth, Charles Schwab, and The Financial Advisory Group, Inc. Outside of her advisory work, she is an instructor at Cyclebar, a fitness business. Allworth Financial serves a diverse client base including individual and high-net-worth investors, pension plans, trusts, corporations, and charitable organizations. The firm provides financial planning, portfolio management, retirement plan consulting, and education through various media, employing a combination of quantitative and qualitative investment strategies.

Joseph Clifton is a financial advisor with Schwab Wealth Advisory in Orlando, FL, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has been with Schwab Wealth Advisory since 2020 and with Charles Schwab since 2014. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab–referred clients by providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s advice follows Charles Schwab’s asset-allocation models and internal research tools, with client authorization required for trades and recommendations tailored to individual goals and risk tolerance.

Michael Pendergrass is a financial advisor with PlanMember Securities Corporation in Winter Springs, FL, holding Series 63 and Series 65 licenses and four years of industry experience. His career includes roles at Retirement Planning Associates, Bencor, and USRBP, all since 2022. He is also the principal owner of MP3 Investments, LLC. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a strategic asset allocation approach and manages risk-based mutual fund portfolios ranging from conservative to aggressive, while offering education and support services to plan sponsors and participants.

Cesar Otero is a Series 66-licensed financial advisor with Truist Advisory Services, bringing 17 years of industry experience. He previously worked at Bank of America and Merrill for 14 years before joining Truist in 2025. Otero also serves as a board member for Habitat for Humanity of Greater Orlando and Osceola County, contributing to organizational efficiency. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary and non-discretionary approaches supported by third-party platforms and emphasizes inter-affiliate integration in its service delivery.

Colton Rankey is a financial advisor with PNC Wealth Management, holding a Series 66 designation and three years of industry experience. Prior to joining PNC Wealth Management, he worked with Agia and Valic Financial Advisors and spent several years in education with Polk County Schools and Middletown City Schools. He is also appointed as an agent to sell non-securities insurance products for Agia. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a pilot digital discretionary model account available to select employees. The firm utilizes approved model strategies managed by PNC or third-party strategists, focusing on mutual funds and ETFs with algorithm-based risk assessment and annual rebalancing.

Tanya Tremel is a financial advisor with Schwab Wealth Advisory, holding Series 66 and Series 63 licenses and two years of industry experience. She has worked with Charles Schwab & Co., Inc. since 2023 and previously held roles at Lockheed Martin and in various marketing and design capacities. Outside of financial advising, she owns Joy Marketing, providing outsourced marketing services to startup companies. Schwab Wealth Advisory, Inc. offers non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s advice is based on Charles Schwab’s asset allocation models and research tools and includes guidance on various investment options, with trades executed only upon client approval.

Gregory Mantecon is a CFP® and holds a Series 66 license, with nine years of industry experience. He has worked at Schwab Wealth Advisory since 2018 and has been with Charles Schwab since 2016. Schwab Wealth Advisory, Inc. provides fiduciary investment advice, financial planning, and wealth management consultations primarily for clients enrolled in the Schwab Wealth Advisory program and clients referred by Charles Schwab & Co. The firm offers non-discretionary guidance based on proprietary asset-allocation models and reviews, with trades executed only upon client authorization.

Alexandra Carney is a financial advisor with Eagle Strategies (NY Life) in Maitland, FL, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. She has been with Eagle Strategies since 2019 and has a longer history with New York Life entities dating back to 2013. Outside of her advisory work, she serves as a board member for Girls on The Run Central Florida and volunteers as a classroom coordinator at Parke House Academy, in addition to working seasonally as an entertainer at Universal Orlando. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored solutions delivered through various program types and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Ricky Parker is a financial advisor with Schwab Wealth Advisory, holding Series 63 and 66 designations and bringing 27 years of industry experience. He has worked with Charles Schwab and its affiliated firms since 1999 and has been with Schwab Wealth Advisory Inc. since 2012. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients in the Schwab Wealth Advisory program. The firm’s approach utilizes Charles Schwab’s asset-allocation models and research tools to tailor recommendations based on clients’ goals and risk tolerance, with a focus on client authorization for trades.

Jay Shah is a financial advisor with Eagle Strategies (NY Life) who holds the Series 63 and Series 65 credentials and has 18 years of industry experience. He has been with Eagle Strategies since 2010 and is also affiliated with New York Life Securities LLC and New York Life Insurance Company since 2007. Shah serves as Secretary on the board of the Indian American Chamber of Commerce and holds board positions with the UCF College of Science Dean Advisory Board and the Asian American Chamber of Commerce. Eagle Strategies provides financial planning, investment management, and retirement plan advisory services to a diverse client base that includes individual investors, institutional plans, charitable organizations, and corporate clients. The firm offers a range of program types, emphasizing tailored recommendations and managing a majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Felipe Florez is a financial advisor at Schwab Wealth Advisory with Series 63 and Series 65 credentials and eight years of industry experience. He has been with Charles Schwab since 2017 and joined Schwab Wealth Advisory in 2024. 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 point-in-time wealth management consultations based on Schwab’s asset-allocation models and internal research tools.

Antonio Moreno Jr. is a ChFC® credentialed financial advisor with 34 years of industry experience. He is associated with Independent Financial Partners and IFP Securities, LLC, having worked previously at LPL Financial. Moreno serves as acting vice chair on the Board of the University of Central Florida Foundation and is part owner of Four Idiots Brewing, a beer and merchandise business. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving a diverse client base and offers both decentralized investment strategies and specialized retirement-plan advisory and pension consulting services.

Lawrence Rutledge is a CFP® with 29 years of industry experience, currently serving at Guardian Life and Park Avenue Securities. He has held various roles at Guardian Life since 2008 and Park Avenue Securities since 2019. Rutledge also operates Rutledge Advisory Group, Inc. for marketing purposes. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, serves individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of brokerage and advisory services, integrating advisor-led discretionary management with model-based strategies and providing access to insurance products and alternative investments.

Matthew Keister is a financial advisor with Guardian Life and holds a Series 66 designation. He has one year of industry experience, including prior roles at Park Avenue Securities and Westshore Financial Group. Outside of his advisory work, he is involved in selling insurance products not offered through Guardian. Guardian Life’s Park Avenue® Wealth Management provides brokerage and advisory services to individuals, corporations, retirement plans, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning, consulting, and investment solutions.

Seth Heard is a financial advisor with Ameritas Advisory Services, LLC, holding Series 65 and Series 63 licenses. He has one year of industry experience and has worked with several entities within the Ameritas organization since 2026. Prior to his financial advisory career, he was involved in events such as the Carolina Renaissance Festival and the Arizona Renaissance Festival. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm employs a variety of portfolio construction strategies using mutual funds, ETFs, individual securities, and third-party managers across multiple program platforms.

Matthew Burger is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Charles Schwab, The Travelers Indemnity Company, Plymouth Rock Assurance, and US Health Advisors. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily for clients enrolled in the Schwab Wealth Advisory program, offering tailored guidance on asset allocation and investment selection based on Charles Schwab & Co.’s models and research tools. The firm serves a large client base and utilizes third-party or affiliated money managers for separately managed accounts.

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 CFP® professional with eight years of industry experience, currently with Schwab Wealth Advisory since 2020. She has also worked at Charles Schwab since 2017 and previously held roles at Abrazo Pas LLC and First Savings Bank. Outside of financial advising, she has experience working as a payroll assistant in healthcare services. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm offers guidance on asset allocation and investment selection using Schwab’s internal research tools, with client authorization required for trades and annual reviews tailored to client goals and risk tolerance.