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.

Olivia Harder is a financial advisor at Schwab Wealth Advisory with two years of industry experience. She holds Series 63 and Series 65 licenses. Prior to her current role, she worked at Charles Schwab & Co., Inc. and has a background in retail management. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain referred clients. The firm’s approach utilizes Charles Schwab & Co.’s asset-allocation models and research tools, offering tailored recommendations with client authorization required for trades.

Allison Booher is a financial advisor at Rockefeller Financial LLC with 21 years of industry experience. She holds a Series 66 designation and previously worked at Suntrust Advisory Services, Inc. and Suntrust Investment Services, Inc. since 2015. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and uniquely operates as a registered broker-dealer offering securities transactions, variable insurance products, and placement and investment banking services.

Linda Palonen is a CFP® professional with 17 years of experience in the financial advisory industry. She has worked with Resource Consulting Group for 18 years before joining Hightower Advisors in 2024. Linda is based in Orlando, FL. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering portfolio management, financial planning, and retirement plan consulting through a multi-manager approach that includes both affiliated and third-party managers.

Gary Gould is a financial advisor at Schwab Wealth Advisory with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Schwab Wealth Advisory since 2012, with prior experience at Charles Schwab, Harrisdirect LLC, and Wells Fargo Clearing. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning services primarily to clients in the Schwab Wealth Advisory program. The firm offers guidance on asset allocation and investment selection based on proprietary research and standard asset-allocation models, with client authorization required for all trades.

Cameron Ali is a financial advisor with Schwab Wealth Advisory holding Series 66 and Series 63 designations and two years of industry experience. He previously worked at PNC Bank, Trustco Bank, and Homeland Vinyl Products. Schwab Wealth Advisory, Inc. provides 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 proprietary asset-allocation models and internal research, offering tailored recommendations without exercising discretionary trading authority.

Theodore Latimer is a financial advisor at Steward Partners Investment Advisory, LLC holding a Series 66 designation. He has recent experience with Steward Partners Investment Solutions, LLC and Benchmark Securities, and studied at Auburn University from 2022 to 2026. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering investment advisory, financial planning, pension consulting, and managed account programs.

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 credentials and bringing 14 years of industry experience. Her prior roles include positions at Morgan Stanley, E*TRADE Capital Management, Janney Montgomery Scott, and Transamerica. She is based in Winter Springs, Florida. Wealth Enhancement Advisory Services provides financial planning, 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 that combines passive and active managers, quantitative, momentum, and fundamental analysis, supported by an internal Investment Committee.

Janelyne Ho is a financial advisor with Transamerica Financial Advisors in Winter Park, FL, holding Series 65 and Series 63 licenses and with nine years of industry experience. She has been with Transamerica Financial Advisors since 2016. Outside of her advisory role, she is involved in several referral-based businesses related to estate planning, student loan repayment assistance, and wills and trusts. Transamerica Financial Advisors serves a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm offers both advisory and broker-dealer services featuring proprietary and third-party model portfolios, with discretionary and non-discretionary program options.

Mark Mankbadi is a financial advisor with Truist Advisory Services in Winter Park, FL. He holds Series 65 and Series 63 licenses and has experience working at several financial institutions, including Fifth Third Bank, Seaside Bank & Trust, Synovus Bank, and PNC Bank. 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 employs both discretionary and non-discretionary approaches, utilizing third-party platforms and manager arrangements, and integrates services across its affiliated entities.

Joshua Indykiewicz is a financial advisor with Valic Financial Advisors in Orlando, FL, holding Series 66 and Series 63 licenses. He has six years of industry experience, including prior roles at Pershing Advisor Solutions LLC, Robinhood Markets, and TD Ameritrade. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm provides portfolio management, financial planning, and consulting services through a large network of advisors, utilizing discretionary unified managed accounts with offerings such as tax-aware and impact/ESG overlays.

Juan Delgadillo is a Series 66 licensed financial advisor with Schwab Wealth Advisory in Orlando, FL, bringing 13 years of industry experience. He has been with Charles Schwab since 2014 and joined Schwab Wealth Advisory in 2024. 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’s guidance focuses on asset allocation and investment selection, using Schwab’s proprietary models and research, with recommendations tailored to client goals and risk tolerance.

Scott Martin is a CFP® professional with 42 years of industry experience. He has been with Independent Financial Partners since 2012 and previously worked at LPL Financial. Outside of advising, he is a certified exit planner and serves on the board of a professional condominium association in Lake Mary, FL. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with a notable focus on retirement-plan advisory and pension consulting.

Myles Thurston III is a financial advisor at Guardian Life with 37 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. His career includes multiple tenures at Guardian Life and Park Avenue Securities spanning over three decades. Thurston is also involved with Insurance-Innovative Underwriters in an insurance-related capacity. Guardian Life’s Park Avenue® Wealth Management, where Thurston practices, offers brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, charities, and businesses. The firm combines advisor-led discretionary management with model-based strategies through proprietary and third-party platforms, providing tailored financial planning and consulting solutions.

Jaxson Brandhorst is a financial advisor at Empower Advisory Group based in Orlando, FL. He holds a Series 66 designation and has been in the industry for one year. His prior work experience includes roles at South Suburban Parks and Recreation and Arcis Golf. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm’s integrated model emphasizes long-term portfolio returns and annual rebalancing, delivering both point-in-time financial plans and optional managed account solutions.

Angelina Ramos is a financial advisor at Schwab Wealth Advisory with a Series 66 designation and one year of industry experience. Her prior work includes roles at Morgan Stanley and BankUnited, as well as experience in education and retail. 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 based on proprietary asset-allocation models and internal research tools.