Cortney Khan is a financial advisor at Hightower Advisors with seven years of industry experience. She holds a Series 66 designation and has worked previously at Schwab Wealth Advisory Inc and Charles Schwab. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, offering access to affiliated and third-party managers through discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting.

Luke Collignon is a financial advisor with Principal Financial Services based in Windermere, FL. He holds Series 63 and Series 65 credentials and began his advisory career in 2025 after five years in construction and three years at the University of North Florida. Principal Securities provides brokerage and registered investment advisory services to a broad client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel stationed outside the United States. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through distinct adviser and promoter arrangements.

Erwin Cajamarca is a financial advisor with Schwab Wealth Advisory who holds a Series 63 designation and has 31 years of industry experience. He has been with Schwab Wealth Advisory Inc. since 2012 and has worked at Charles Schwab since 1996. Based in Orlando, FL, his career has been focused within the Schwab organization. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations 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 tools, with recommendations tailored to each client’s goals and risk tolerance.

Dominic Marco is a CFP® certificant with three years of experience in financial advising, currently with Schwab Wealth Advisory in Orlando, FL. His prior work includes roles at Charles Schwab and Vivint Smart Home. 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 internal research and standardized asset-allocation models. The firm does not exercise discretionary trading authority and typically recommends separately managed accounts handled by third-party or affiliated money managers.

Ryan Stango is a financial advisor with Schwab Wealth Advisory, Inc. in Orlando, FL, holding a Series 66 designation and 15 years of industry experience. His prior experience includes roles at Merrill Lynch, Pierce, Fenner & Smith Inc. and AXA Advisors, LLC. Outside of finance, he streams video games on Twitch Interactive, Inc., dedicating about 500 hours annually. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program, using Charles Schwab’s asset allocation models and research tools. The firm does not exercise discretionary trading authority and typically recommends separately managed accounts overseen by third-party or affiliated money managers.

Namdar Hosseinzadeh is a financial advisor with Truist Advisory Services based in Orlando, FL. He holds the Series 66 designation and has 12 years of industry experience. His work history includes roles at Truist Investment Services, SunTrust Advisory Services LLC, and Trustco Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and utilizes third-party platform and manager arrangements to support its AMC Advantage manager-selection program.

Matthew Beam is a CFP®, CFA®, and Series 66-registered financial advisor with Schwab Wealth Advisory in Orlando, FL. He has five years of industry experience, including roles at Schwab Private Client Investment Advisory, Charles Schwab Bank, and Finemark National Bank & Trust. 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 wealth management consultations. The firm’s advice is based on Charles Schwab’s asset-allocation models and internal research, with client recommendations tailored according to stated goals and risk tolerance.

Juan Faget Aveledo is a financial advisor at Schwab Wealth Advisory with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Charles Schwab, Bank of America, Merrill Lynch, and Fidelity Investments. 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 wealth management consultations. The firm’s guidance is based on standard asset-allocation models and internal research, with client authorization required for trades.

Benjamin Pearce is a financial advisor at Schwab Wealth Advisory with 15 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Charles Schwab and its affiliates since 2011. Pearce has been with Schwab Wealth Advisory Inc. since 2019. Schwab Wealth Advisory 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 guidance is based on Charles Schwab’s asset-allocation models and internal research, offering tailored recommendations without exercising discretionary trading authority.

Cedric Knight is a CFP® professional with 27 years of experience in the financial services industry. He has been with Schwab Wealth Advisory Inc. since 2012 and has worked at Charles Schwab since 1999. Outside of his advisory role, he was involved with I. Knight Florida Highwaymen Art LLC for 12 years. 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. The firm’s guidance is based on asset-allocation models and internal research tools, with recommendations tailored to each client’s goals and risk tolerance.

Jane Espinosa is a financial advisor at Schwab Wealth Advisory with 16 years of industry experience. She has held roles at Charles Schwab since 2012 and worked at PNC Wealth Management from 2011 to 2012. Espinosa holds the Series 63 and Series 65 designations and is based in Orlando, FL. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily to clients in the Schwab Wealth Advisory program and certain Charles Schwab–referred clients. The firm’s advice relies on Charles Schwab & Co.’s asset allocation models and internal research, with a focus on client goals and risk tolerance through annual reviews.

John Lindell is a financial advisor at Schwab Wealth Advisory with 12 years of industry experience. He holds a Series 66 designation and has worked at firms including Charles Schwab & Co., Bank of America, Merrill, and Morgan Stanley. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations based on Charles Schwab’s asset-allocation models and internal research tools. The firm’s services focus on client-authorized trades and at-least-annual reviews tailored to individual goals and risk tolerance.

James Reuter is a financial advisor with Schwab Wealth Advisory, Inc., holding the Series 63 and Series 66 licenses and bringing three years of industry experience. Prior to joining Schwab Wealth Advisory in 2025, he worked at Charles Schwab & Co., Inc. and Edgewater Family Wealth. Outside of his advisory role, he is involved in the restaurant industry as a server at Big Fin Seafood in Orlando. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations for clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s guidance is based on Schwab’s asset-allocation models and research tools, offering tailored recommendations typically involving mutual funds, ETFs, and separately managed accounts, with trade execution requiring client authorization.

Christopher Damiano is a financial advisor with Truist Advisory Services in Orlando, FL, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has worked with SunTrust Advisory Services since 2016 and SunTrust Investment Services, Inc. since 2015. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a mix of discretionary manager relationships and non-discretionary consulting supported by third-party platform and manager arrangements.

Derek Shadick is a financial advisor with Schwab Wealth Advisory, Inc. He holds Series 63 and Series 65 licenses and has 17 years of industry experience. His career includes positions at Charles Schwab, E*TRADE Capital Management, Wells Fargo Clearing, and Stifel. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations to clients 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, with client trades requiring authorization and regular reviews tailored to individual goals and risk tolerance.

Christopher Blohm is a financial advisor at Schwab Wealth Advisory with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at J.P. Morgan Securities and Scottrade. Blohm is based in Orlando, FL. Schwab Wealth Advisory 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 guidance is based on Schwab’s asset-allocation models and research tools, offering tailored recommendations with trades executed only upon client authorization.

David Murphy is a financial advisor with Truist Advisory Services in Orlando, FL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Truist Advisory Services and its affiliated entities since 2018, including roles at BB&T Investments and BB&T Securities prior to the formation of Truist. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm utilizes both discretionary and non-discretionary manager relationships and integrates third-party platforms and AI-enabled research tools to support its investment processes.

Richard Malmberg is a financial advisor with Schwab Wealth Advisory, Inc. in Orlando, FL, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has worked at Schwab Wealth Advisory and Charles Schwab & Co. since 2019 and previously held roles at firms including Stratos Wealth Partners, LPL Financial, Truist Investment Services, and TD Ameritrade. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning for clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm uses proprietary asset-allocation models and research tools to offer tailored guidance on investment selection, with trades executed only upon client authorization.

Leon Kearse is a financial advisor with Eagle Strategies (New York Life) in Maitland, FL, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Equity Services, National Financial Services Group, Park Avenue Securities, Guardian Life Insurance, and JPMorgan Securities. He has served in the United States Army Reserves since 2008. Eagle Strategies serves individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a broad network of affiliated representatives. The firm emphasizes tailored recommendations across various program types and manages the majority of its assets on a non-discretionary basis.

Brian Dost is a CFP® professional with 23 years of industry experience, currently serving at Schwab Wealth Advisory Inc. since 2015. His prior roles include positions at Charles Schwab & Co., TD Ameritrade, and Wells Fargo Clearing. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program, using Charles Schwab & Co.’s asset-allocation models and research tools to tailor recommendations based on client goals and risk tolerance. The firm’s approach includes oversight of mutual funds, ETFs, separately managed accounts, and alternative investments, with trades executed only upon client authorization.