Chad Jones is a financial advisor with LPL Financial, holding CFP® and Series 66 credentials and bringing 13 years of industry experience. He has been with LPL Financial since 2019 and also maintains a role with Allen & Co since 2012. Outside of advising, he owns Warrior Combat & Fitness LLC, a local gym offering jiu-jitsu, judo, personal training, yoga, and related programs. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides advisory and brokerage services through a large network, offering financial planning, model portfolios, third-party asset management, and institutional platforms with both discretionary and non-discretionary investment options.

John Madden is a financial advisor with LPL Financial based in Lakeland, FL, holding a Series 66 credential and seven years of industry experience. He has worked at LPL Financial and Allen & Company since 2019. Previously, he was involved with Madden Branded Goods from 2015 to 2018. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of financial planning, model portfolios, and institutional platforms.

Michael Wright is a CFP® professional with 27 years of experience in the financial services industry. He is currently an advisor at LPL Financial, where he has worked since 2019, following a 23-year tenure at Allen & Company of Florida, LLC. Outside of his advisory role, he owns and operates several pool service businesses based in Lakeland, FL. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors through a range of customizable investment strategies and operational tools.

Cynthia Tysver is a financial advisor with LPL Financial in Lakeland, FL, holding Series 63 and Series 66 licenses and 27 years of industry experience. Her prior roles include positions at Allen & Company of Florida, Lanark Financial, OSAIC Institutions, and Truist Investment Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management services through a large network of investment adviser representatives, utilizing both proprietary and third-party strategies.

Angel Lopez is a CFP® professional affiliated with LPL Financial in Lakeland, FL, with 26 years of industry experience. He previously spent over two decades at Allen & Company of Florida, LLC before joining LPL Financial in 2019. Outside of his advisory role, Lopez has business interests related to cattle and hunting through ownership in Abington Preserve, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced research and operational tools.

Kurt Elmhorst is a CFP® professional with 23 years of industry experience, currently affiliated with LPL Financial since 2019. Prior to joining LPL, he spent 19 years at Allen & Company of Florida, Inc. He is also the owner of 1401 Insurance Partners, LLC, an insurance agency. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Robert Hammond is a financial advisor with LPL Financial in Lakeland, FL. He holds a Series 66 designation and has 10 years of industry experience. Prior to joining LPL Financial in 2019, he worked at Allen & Company of Florida, LLC for six years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, asset management programs, and institutional platforms, using a range of advisory strategies supported by proprietary research and technology tools.

Scott Sullivan is a financial advisor with LPL Financial in Lakeland, FL, holding a Series 66 designation and five years of industry experience. Prior to joining LPL Financial in 2020, he worked at Airgas USA from 2016 to 2020. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Angela Smith is a financial advisor with LPL Financial in Lakeland, Florida, holding a Series 66 credential and 11 years of industry experience. She has been with LPL Financial since 2019 and also maintains a role at Allen & Co, a position she has held since 2014. Outside of advisory work, she owns a home-based interior remodeling business called Charles Smith Trimming Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting a large network of independent advisors and over $819 billion in discretionary assets.

Danielle Durham Chan Pong is a financial advisor with LPL Financial in Lakeland, FL, holding a Series 66 designation and 11 years of industry experience. She has worked at LPL Financial since 2019 and is also associated with Allen & Co since 2014. Outside of her advisory role, she is involved as an insurance agent with Black Oak LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing various investment strategies implemented by its network of investment adviser representatives.

Heather Newell is a financial advisor with LPL Financial in Lakeland, FL, holding a Series 66 designation and bringing 10 years of industry experience. She has been with LPL Financial since 2019 and is also associated with Allen & Company of Florida. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supporting both discretionary and non-discretionary strategies.

Keith Henderson is a financial advisor with LPL Financial, holding a Series 66 designation and 20 years of industry experience. He previously worked at Allen & Company of Florida, LLC for six years before joining LPL Financial in 2019. Outside of his advisory role, Henderson sells life insurance through an insurance broker. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advisors implementing a range of discretionary and non-discretionary strategies supported by advanced operational tools.

Matthew Albritton is a financial advisor with LPL Financial in Lakeland, FL, holding a Series 66 designation and with two years of industry experience. His prior work includes roles at the University of Florida and Lakeland Christian School. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced operational tools and oversight of substantial discretionary assets.

Roland Martinez is a financial advisor with LPL Financial in Lakeland, FL, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney, Raymond James & Associates, UBS Financial Services, and Centene Corporation. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services supported by research, technology tools, and a broad platform that includes strategic and tactical investment strategies.

Josue Blanco Viquez is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. His prior roles include positions at Allen & Company, CPS Investment Advisors, Fisher Investments, and Northwestern Mutual. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management access, retirement advice, and institutional platforms, supporting advisors with a variety of investment strategies and operational tools.

Michele Cash is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. She has worked at LPL Financial and Allen & Company since 2022 and is also employed as a project manager at Barrett Media, LLC. Additionally, she works as a fitness instructor at Crunch Fitness. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Katrina Hirdes is a financial advisor at LPL Financial with two years of industry experience. She holds the Series 66 designation and has worked at LPL Financial since 2023. Prior to her advisory role, she held various positions including work in education and direct sales as a Mary Kay Cosmetics consultant. LPL Financial is a national broker‑dealer and SEC‑registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third‑party asset management, and institutional platforms.

Kathryn French is a financial advisor with LPL Financial based in Lakeland, FL, holding Series 63, Series 65, and Series 66 designations and over 27 years of industry experience. Her prior work includes 18 years at Allen & Company of Florida, Inc. and four years at Merrill. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

Virginia Houghton is a financial advisor with LPL Financial based in Lakeland, FL, holding a Series 66 designation and 19 years of industry experience. She previously worked at Allen & Company of Florida, Inc. for 15 years before joining LPL Financial in 2019. Houghton serves as chairman of the Morrison Foundation, a private nonprofit organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including access to model portfolios and third-party asset managers.

Sara Oppenheimer is a financial advisor with LPL Financial in Lakeland, FL, holding a Series 66 designation and five years of industry experience. Prior to joining LPL Financial in 2020, she worked at Southeastern University, SHR Human Resources, Weigand & Sons, and Omaha Sports Academy. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supported by extensive advisor tools and a broad suite of non-advisory financial products.

Laura Hawley is a financial advisor with LPL Financial, holding a Series 66 designation and 43 years of industry experience. She previously worked at Allen & Company of Florida, LLC for 39 years before joining LPL Financial in 2019. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios and third-party asset management access.

Melissa Mckinney is a financial advisor with LPL Financial and holds a Series 66 designation. She has 18 years of industry experience, including roles at LPL Financial since 2019 and Allen & Co since 2007. She also serves as a notary, dedicating a small portion of her time to this role. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions through a large network of advisors and employs both proprietary and third-party strategies.

Brad Stainsby is a financial advisor at LPL Financial with 11 years of industry experience. He holds the Series 66 designation and previously worked at Allen & Company of Florida, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a wide range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Donna Williams is a financial advisor with LPL Financial in Lakeland, FL, holding Series 66 and Series 63 licenses and bringing 22 years of industry experience. Her prior work includes 22 years at Charles Schwab and seven years at Community Watch Solutions LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management services, leveraging both proprietary and third-party strategies across discretionary and non-discretionary accounts.

Souri Vongvirat is a financial advisor with LPL Financial based in Lakeland, FL, holding Series 63 and Series 66 credentials and over 24 years of industry experience. He has been with LPL Financial since 2019 and concurrently associated with Allen & Company of Florida since 2000. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of investment adviser representatives to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management solutions, including model portfolio programs, third-party asset management access, and institutional platforms.

Lyle Bowlin is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. He has worked at Allen & Company since 2021 and previously spent 19 years at Southeastern University. Outside of his advisory role, he is engaged in writing a fiction novel and publishes a Substack newsletter. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a network of investment adviser representatives using a range of strategic and tactical investment approaches.

Troy Garcia is a financial advisor with LPL Financial in Lakeland, FL, holding a Series 66 credential and 19 years of industry experience. He has worked at LPL Financial since 2019 and has been associated with Allen & Co since 2007. He is also involved with Garciagrp LLC, a venture offering non-variable insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, combining a broad range of solutions with extensive technological and operational support.

Steven McTaggart is a financial advisor with LPL Financial, holding a Series 66 designation and over 22 years of industry experience. Prior to joining LPL Financial in 2019, he worked at Allen & Company of Florida, Inc. for 17 years and Merrill for one year. Outside of his advisory work, he is a part-owner of a moving and storage business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and access to third-party asset management, supported by a large network of investment adviser representatives.

Ariana Koruschak is a financial advisor with LPL Financial in Lakeland, FL, holding a Series 66 designation and seven years of industry experience. She has worked at LPL Financial and Allen & Co since 2019 and previously spent three years with Capstone Collegiate Communities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a network of investment adviser representatives. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Robert Sullivan is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. His prior roles include positions at Allen & Company of Florida, Inc. and MFS Fund Distributors, Inc. In addition to his advisory work, he is involved with Pinnacle Financial in a non-variable insurance capacity. LPL Financial is a national broker‑dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Isaac Hartmann is a financial advisor at LPL Financial with 23 years of industry experience. He holds the CFP® and CFA® designations as well as the Series 66 license. Prior to joining LPL Financial in 2019, he spent 18 years at Allen & Company of Florida. Outside of his advisory work, he owns an insurance agency, Devoted Wealth Management, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services supported by LPL Research model portfolios, third-party subadvisors, and customized strategies.

Hunter Mc Taggart is a CFP® certified financial advisor with four years of industry experience, currently affiliated with LPL Financial in Lakeland, FL. His prior experience includes roles at Northwestern Mutual, Publix Supermarket, Drumcondra Credit Union, and the University of Florida. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions, offering a range of financial planning and portfolio management solutions.

Keith Albritton is a financial advisor with LPL Financial in Lakeland, FL, holding the CFP® designation and Series 66 license. He has 30 years of industry experience, including 26 years at Allen & Company of Florida, LLC before joining LPL Financial in 2019. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Dana Hurley is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at LPL Financial since 2019. He has also been associated with Allen & Company of Florida, Inc. since 2012. Dana dedicates time as a financial advisor with Advisors Excel. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a network of investment adviser representatives utilizing diverse investment strategies.

Nicholas Brinkman is a financial advisor with LPL Financial in Lakeland, FL, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial in 2025, he was with Charles Schwab for one year and has a background that includes education and work in the hospitality sector. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset allocations and alternative exposures.

Carol Hughes is a financial advisor with LPL Financial in Lakeland, FL, holding a Series 66 license and 18 years of industry experience. She has been with LPL Financial since 2019 and has concurrently worked at Allen & Company since 2001. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Hayden Watts is a financial advisor at LPL Financial with five years of industry experience. He holds the Series 66 designation and previously worked at Equitable Advisors and Tijuana Flats. Outside of his advisory role, he is the owner of Hayden's Creations, a non-investment-related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, and institutions. The firm offers a wide range of financial planning and portfolio management services through a large network of investment adviser representatives, employing both proprietary and third-party investment strategies.

Zachary Wesche is a financial advisor at LPL Financial with five years of industry experience. He holds the Series 66 designation and has worked at firms including Fidelity Investments, Thrivent Investment Management, and Allen and Company. Prior to his financial services career, he held positions at Barnes & Noble and Publix, and he attended the University of Central Florida. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by a large network of investment adviser representatives.

Cynthia Marotz is a financial advisor with LPL Financial in Lakeland, FL, holding Series 63, 65, and 66 licenses and bringing 30 years of industry experience. She previously worked at Allen & Company of Florida, Inc. for 19 years and Merrill for a total of 8 years. Outside of her advisory role, she is involved with Black Oak LLC in a non-investment capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers various financial planning and investment management services through a large network of advisors, employing strategies that include model portfolios, third-party subadvisors, and customized approaches.