Michael Barclay is a financial advisor with Truist Advisory Services in Orlando, FL. He holds a Series 66 designation and has five years of industry experience. His prior work includes positions at Securian Financial Services, Evershore Financial, and Minnesota Life Insurance Company. Before entering financial services, he worked for the City of Winter Springs for 25 years. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm integrates discretionary and non-discretionary management approaches and employs AI-enabled tools to support its investment research and manager selection processes.

Ethan Beatty is a financial advisor with Truist Advisory Services in Orlando, FL, holding Series 63 and Series 66 licenses. He has one year of industry experience, including prior roles at Vanguard Marketing Corporation and The Vanguard Group, Inc. 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 integrates third-party platforms and AI-enabled research tools to support its investment programs.

Kevin Morris is a Series 66-registered advisor with Bankers Life Advisory Services, Inc. in Orlando, FL, with four years of industry experience. He has worked with Bankers Life since 2012 and currently serves as a Branch Sales Manager overseeing insurance office sales staff and training. Bankers Life Advisory Services, Inc. provides discretionary portfolio management, investment consulting, and retirement plan consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and a combination of fundamental, technical, and cyclical analysis in its investment process.

Philip Clark is a financial advisor with Empower Advisory Group in Kissimmee, FL, holding Series 63 and Series 66 licenses and six years of industry experience. His prior work includes roles at Fidelity Brokerage Services LLC and Marriott International. Outside of finance, he owns and operates a business that sells furniture and apparel, involving design and production activities. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage clients. The firm’s services emphasize long-term portfolio returns and integrate closely with Empower’s recordkeeping and administrative platforms.

Yajaira Rodriguez is a financial advisor with Truist Advisory Services in Orlando, FL, holding Series 63 and Series 66 registrations and bringing 16 years of industry experience. She has worked in various roles at Truist and its predecessor firms since 2017 and was previously employed at Wells Fargo from 2010 to 2017. Outside of her advisory work, Rodriguez co-owns an investment LLC focused on rental property management. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, employing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enhanced research.

Ross Feldman is a CFP® and ChFC® with 27 years of experience in financial advising. He has spent over two decades with Guardian Life in various capacities and currently serves as an advisor at Park Avenue Securities, a subsidiary of Guardian Life. Outside of financial services, he is a singer-songwriter who occasionally performs and records music for the public and is also associated with LegalShield. Park Avenue Securities provides brokerage and advisory services to individuals, retirement plan sponsors, and organizations, combining discretionary management with model-based strategies and offering access to insurance products and alternative investments through its affiliation with Guardian Life.

Paula Coelho is a financial advisor with Truist Advisory Services in Orlando, FL, holding Series 65 and Series 63 licenses and six years of industry experience. She previously worked at Deutsche Bank Securities Inc. for ten years and has been with Truist since 2025, with brief tenures at Wells Fargo entities in 2024. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plans, and charitable organizations, employing a mix of discretionary manager relationships and non-discretionary consulting supported by AI-enabled research tools and inter-affiliate integration.

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.

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.

Beltran Gamboa is a financial advisor at Brookstone Capital Management LLC with six years of industry experience. He holds a Series 65 designation and has worked at Brookstone since 2019 and at AmeriLife since 2012, where he is also active as an insurance agent. Brookstone Capital Management is an SEC-registered adviser that provides fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a wide range of clients, including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions.

Nathaniel Beardslee is a financial advisor with Truist Advisory Services in Orlando, FL. He holds the Series 66 designation and has been in the industry since 2025. Prior to his current role, he held positions at Truist Financial Corp and has experience working in the food service industry, including at Dixie Cream Cafe and Yard House Darden Restaurants. 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 offers asset allocation and investment policy analysis, plan sponsor 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.

Megan Polito is a financial advisor at Truist Advisory Services with three years of industry experience. She holds the Series 66 designation and worked previously at Nothing Bundt Cakes and Scribe America. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a mix of discretionary and non-discretionary approaches, utilizing third-party platforms and AI-enabled research tools to support manager selection and oversight.

William Moniz Jr. is a financial advisor with Truist Advisory Services, holding Series 63, Series 65, and Series 66 licenses and bringing 24 years of industry experience. His prior work includes roles at SunTrust Investment Services and PNC. Based in Orlando, FL, he has been with Truist and its affiliates since 2017. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration for its AMC Advantage manager-selection program.

James Soto is a financial advisor with Truist Advisory Services in Orlando, FL, holding Series 63 and Series 66 credentials and 13 years of industry experience. His career includes a decade of service with Suntrust Advisory Services, Inc. and its related entities. Truist Advisory Services offers investment consulting and advisory to individuals, corporate clients, retirement plan sponsors and participants, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting to implement its advice.

Mohamad Alhalwani is a Series 66-licensed advisor with eight years of industry experience, currently with Truist Advisory Services since 2017. He has worked at Truist Investment Services, Inc. since 2019 and previously held roles at SunTrust Bank and SunTrust Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary approaches. The firm offers asset allocation, fiduciary support, and a manager-selection program supported by AI-enabled research and inter-affiliate integration with Truist’s affiliated entities.

William Smith is a financial advisor at Raymond James Financial with 39 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Raymond James since 2005. Outside of his advisory role, he owns and operates several financial services support companies under the Life Compass brand. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and supports municipal and public-finance work through a unique municipal advisor affiliation.

Douglas Szoka II is a financial advisor at LPL Enterprise with Series 63 and Series 65 credentials and two years of industry experience. He previously worked at Eagle Strategies, NYLIFE Securities, and New York Life Insurance Company. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm uses a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in wrap programs.

Brian Russell is a financial advisor with J.P. Morgan Securities in Orlando, FL, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Morgan Stanley, Merrill, and Bank of America. Outside of finance, he has worked in retail at a golf and tennis pro shop. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager research, and customized performance reporting through a non-discretionary program.

James Gomatos is a Wealth Management Advisor with Merrill Lynch Wealth Management. He joined the firm in 2012, focusing on delivering a comprehensive approach to managing wealth by first understanding clients' needs and helping ensure every strategy aligns with their goals. His role benefits from the combined investment resources of Merrill and the banking convenience of Bank of America to address the various aspects of clients' financial lives. James holds the designations of Certified Exit Planning Advisor (CEPA), Certified Investment Management Analyst (CIMA), and Personal Investment Advisor (PIA). He is a specially qualified Senior Portfolio Advisor who provides traditional advice and guidance, while also building and managing custom investment strategies. These strategies include selections from a wide range of Merrill model portfolios and third-party investment options. When servicing clients through the firm's Investment Advisory Program, James may manage these strategies on a discretionary basis. He earned a Bachelor's Degree from the University of Central Florida. Outside of his professional life, James engages in personal interests such as biking, golfing, and running.

Ricardo Cases is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at J.P. Morgan Securities and JP Morgan Chase Bank since 2020 and was previously with Equitable Advisors, LLC / AXA for 15 years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research in its advisory process and offers broader derivatives and commodities capabilities compared to many institutional advisory programs.