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 with Truist Advisory Services in Orlando, FL, holding a Series 66 designation and two years of industry experience. Her professional background includes roles at Truist Investment Services and Truist Advisory Services since 2023, as well as prior experience outside finance at Nothing Bundt Cakes. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, employing a combination of discretionary manager relationships and non-discretionary consulting supported by AI-enabled research tools and a structured inter-affiliate operating model.

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 with LPL Enterprise and holds Series 65 and Series 63 licenses. He has two years of industry experience, having previously worked at Eagle Strategies, NYLIFE Securities LLC, and New York Life Insurance Company. LPL Enterprise serves a wide range of clients, including individuals, retirement plans, charities, corporations, and institutional clients, offering financial planning, consulting, and access to model portfolios and third-party asset management programs through both advisory and brokerage channels.

Maria Contreras Munoz is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, she was involved in entrepreneurial ventures including ownership of Highlight Beauty MC, LLC, where she works as a permanent makeup artist. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model that integrates advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

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 experience managing a golf and tennis pro shop. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm incorporates ESG criteria in its recommendations and operates within a broad financial organization that includes security-based swap dealer and futures commission merchant registrations.

Robert Rosen is a Series 66–licensed financial advisor at Edward Jones with 19 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, he serves as Vice Chair of LEADS for the Kissimmee Chamber of Commerce. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Jessica Sanzone is a financial advisor at Equitable Advisors with five years of industry experience. She holds the Series 66 designation and has worked at Equitable Advisors since 2020. Prior to joining Equitable, she was associated with The Dog Pound for eight years. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model and provides both advisory and brokerage/insurance channels to implement client recommendations.

James Moulton is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His prior work includes roles at Bank of America, JP Morgan Chase Bank, and J.P. Morgan Securities. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individual, high-net-worth, pension, corporate, and charitable clients with model-based and discretionary investment strategies constructed by internal and third-party managers.

Dennis Turner is a Series 66-credentialed financial advisor with Equitable Advisors in Orlando, FL, and has three years of industry experience. His prior work includes roles at Orlando Club Sport and entrepreneurial activities such as running Helping Hand Lawn Care. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing a range of sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Florencia Urbina is a financial advisor at Primerica Advisors with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Primerica Advisors since 2011. Her prior work includes 13 years with Newark Public Schools. In addition to her advisory role, she is involved in part-time sales of home security and automation products through affiliated Primerica companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which features model-delivery strategies and discretionary separately managed accounts for individual and high-net-worth clients. The firm utilizes third-party asset managers and provides custody and trade execution services through established financial institutions.

Lee Blackwell is a financial advisor with Wells Fargo Advisors in Orlando, FL, holding Series 63 and Series 65 designations and bringing 38 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of his advisory role, he serves as a board member for the South Shores Oceanside Condo Association in Melbourne Beach, FL. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including cash-flow, retirement, education, risk, and wealth-transfer planning, with tailored recommendations supported by Wells Fargo research and planning tools.

Omar Morales Vazquez is a financial advisor with Primerica Advisors in Orlando, FL, holding Series 63 and Series 65 credentials and over 27 years of industry experience. He has been with Primerica Advisors since 1998 and with Primerica Financial Services since 1997. Outside of his advisory role, he is involved in business activities related to Primerica Mortgage and home security services referrals. Primerica Advisors offers a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-delivery strategies managed by unaffiliated asset managers and provides custody and trade execution services through Pershing.

Danielle Guzman is a financial advisor with LPL Financial in Orlando, FL, holding a Series 66 designation and 15 years of industry experience. She has been with LPL Financial since 2011. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research to support diversified investment strategies.