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, Series 65, and Series 66 credentials and one year of industry experience. His prior work includes roles at Eminence Wealth Management Inc., Strong Point Financial, and Charles Schwab & Co., Inc. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with investment advisory services alongside financial, tax, retirement, and estate planning. The firm uses a Modern Portfolio Theory-based approach emphasizing globally diversified, risk-appropriate portfolios implemented through a variety of investment vehicles, client education, and integrated affiliated service lines.

Miguel Rivas Rosado is a financial advisor at Bankers Life Advisory Services, Inc. with six years of industry experience. He holds Series 65 and Series 63 licenses and has worked with several related entities including Bankers Life Securities, Inc. and KFA/Humana. In addition to his advisory role, he serves as an insurance agent for Bankers Life and Casualty Company, writing Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals through discretionary and non-discretionary portfolio management and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and manage portfolios across various securities in line with clients’ goals and risk tolerances.

Cullen Kline is a financial advisor at Truist Advisory Services with Series 63 and Series 66 credentials. He has been in the industry since 2026 and has experience at multiple firms including Creative Financial Network and Northwestern Mutual Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a mix of discretionary and non-discretionary approaches with support from third-party platforms and manager due diligence.

Nicolas Hernandez is a financial advisor with Truist Advisory Services, holding a Series 66 designation and bringing nine years of industry experience. His career includes roles at Merrill, Bank of America, Charles Schwab, and various Truist-affiliated entities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Timothy Denner is a financial advisor with Truist Advisory Services who holds the Series 66 designation and has one year of industry experience. His prior roles include positions at Good Life Advisors, LPL Financial, and Truist Financial, as well as experience outside finance at Walmart Inc and Resounding Voice. 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 with non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

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.

Yanette Sullivan is a financial advisor with Truist Advisory Services in Orlando, FL, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. Her career includes roles at Suntrust Investment Services, Suntrust Advisory Services, and JPMorgan Chase Bank, as well as J.P. Morgan Securities. 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 supported by AI-enabled research tools.

Joel Larsen is a CFP® professional with 24 years of experience in the financial services industry. He is currently with Carson Wealth and has prior experience at CWM, LLC, Navion Financial Advisors, LPL Financial, and Wells Fargo Clearing. Outside of advisory work, Larsen teaches personal financial management classes and serves as a board member for the Yolo County Airport Advisory Committee. CWM, LLC is an SEC-registered investment adviser that manages approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, using an Investment Committee to construct and monitor model portfolios alongside tailored solutions and integrated technology relationships.

David Clark is a financial advisor with Private Advisor Group, LLC, holding a Series 65 credential and one year of industry experience. Prior to joining Private Advisor Group in 2024, he held positions at organizations including Cru and Maple Street Biscuit Company. Outside of his advisory role, Mr. Clark operates under the business name Grace Financial Group, LLC. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, and managed account solutions through proprietary platforms and third-party strategies. The firm employs a fiduciary-based advisory model and utilizes a range of investment methods and technology platforms to implement its services.

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.

Berni Stevens is a financial advisor with Independent Advisor Alliance, LLC, holding Series 65 and Series 66 credentials and three years of industry experience. Prior to joining Independent Advisor Alliance, Stevens worked at Morgan Stanley and Morgan Stanley Private Bank from 2015 to 2017 and has been involved with TruNorth Divorce Solutions, LLC since 2017. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement consulting services. The firm utilizes a network model of advisory representatives and leverages technology platforms to deliver portfolio management and estate-planning solutions.

Michael Vickery is a Series 66-licensed financial advisor with Truist Advisory Services, based in Orlando, FL. He has 13 years of industry experience, including 10 years with SunTrust Investment Services and SunTrust Advisory Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and manager-selection programs, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Ryan Sapell is a financial advisor with Truist Advisory Services in Orlando, FL. He holds Series 63 and Series 65 licenses and has two years of industry experience. His prior roles include positions at Truist Investment Services, TRUIST Bank, and Florida Financial Advisors. He has also worked outside finance, including a role at Tutor.com. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by AI-enabled research tools.

Rafael Marquez is a financial advisor with Eagle Strategies (New York Life) based in Orlando, FL. He holds the ChFC® designation and Series 63 license, and has 11 years of industry experience. His career includes roles at New York Life Insurance Company and NYLIFE Securities LLC since 2012, and he currently operates Marquez Financial & Insurance Strategies. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, as well as charitable and corporate clients. The firm provides financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers, emphasizing tailored recommendations and a primarily non-discretionary asset management approach.

Ernest White III is a financial advisor at Truist Advisory Services with 19 years of industry experience. He holds a Series 66 designation and has worked previously at Valic Financial Advisors and Suntrust Advisory Services. Outside of his advisory role, he serves as Board Member President of the Greater Orlando Morehouse Alumni Chapter in Atlanta. 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 and non-discretionary manager relationships and incorporates AI-enabled tools for research and oversight in its investment approach.

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.

Steven Anderson is a CFP® professional with 20 years of experience in the financial advisory industry. He is currently with Carson Wealth and has previously worked with CWM, LLC, Navion Financial Advisors, LPL Financial, and Mass Mutual Investors Services. Anderson serves as president of a family foundation and holds board positions with the Inclusive Arts Alliance and the Chautauqua Dance Circle. CWM, LLC is an SEC-registered investment adviser that operates an enterprise platform overseeing approximately $50.6 billion through a network of partner offices and over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing model portfolios and tailored investment solutions supported by integrated custodial and technology relationships.

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.