Timothy Donaldson is a financial advisor with LPL Financial in Tampa, FL, holding Series 66 and Series 63 credentials and 20 years of industry experience. His prior roles include positions at Invest Financial Corporation, Calton & Associates, Inc., and Bank of Tampa. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, 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 both discretionary and non-discretionary management supported by extensive research and diverse investment strategies.

Kory Johnson is a financial advisor with LPL Financial in Tampa, FL, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. Prior to joining LPL Financial, he worked at Hornor, Townsend & Kent, Inc., and Penn Mutual Life Insurance Company. Outside of advisory work, he is involved in insurance sales and service through multiple brokerages focusing on life insurance products. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, institutions, and nonprofits. The firm offers diverse advisory programs, financial planning, and retirement consulting, with access to proprietary and third-party research and portfolio management solutions.

Stacey Pittman is a CFP®-designated financial advisor with 12 years of experience, currently affiliated with LPL Financial and the Bank of Tampa in Tampa, FL. She serves as Managing Director of BT Wealth Advisors, the wealth management division of the Bank of Tampa. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services supported by both discretionary and non-discretionary management and a variety of model portfolios.

Gregory Stahl is a CFP®-credentialed financial advisor with 19 years of industry experience. He is affiliated with LPL Financial and The Bank of Tampa, where he has worked since 2014. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, supported by model portfolios, research, and technology-driven investment strategies.

Simon Sumner is a financial advisor with LPL Financial in Tampa, FL, holding the CFA® designation and a Series 63 license. He has 15 years of industry experience, including a decade at The Bank of Tampa and LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, with access to research and model portfolios supported by advanced technologies.

Jonathan Locklear is a financial advisor with LPL Financial in Tampa, FL, holding the CFP® designation and Series 63 and 66 licenses. He has 23 years of industry experience, including 10 years with both LPL Financial and The Bank of Tampa. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory and brokerage services with various program offerings supported by proprietary and third-party research.

Nicole Smith is a Series 66-licensed financial advisor with LPL Financial in Tampa, FL, with 9 years of industry experience. She has worked with LPL Financial and The Bank of Tampa’s BT Wealth Advisors since 2014. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including model portfolios and retirement plan consulting, utilizing both discretionary and non-discretionary management approaches.

David Buono is a financial advisor with LPL Financial in Tampa, FL, holding Series 63 and Series 65 credentials and four years of industry experience. Prior to joining LPL Financial, he worked at Wells Fargo Clearing and Trinity Wealth Securities L.L.C., among other roles. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Leon Montgomery III is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. He has worked at LPL Financial and the Bank of Tampa since 2023. Montgomery also has prior experience outside finance, including roles at Carrollwood Gold and Country Club, Publix, Chipotle, and the University of South Florida. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Coleman Bryant is a financial advisor with LPL Financial in Tampa, FL, holding a Series 66 designation and having two years of industry experience. He has worked previously at BT Wealth Advisors and The Bank of Tampa. Outside of financial advising, he is the owner of Waves of Grace Apparel LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs and financial services, including discretionary and non-discretionary management supported by research and technology-driven strategies.