Terry Tolbert is a financial advisor with LPL Financial based in Viera, FL, holding CFP® certification and Series 63 and 65 licenses. He has 40 years of industry experience, including seven years with LPL Financial and 14 years with Allen & Company of FL, Inc. Tolbert also serves as an insurance producer and agent with Allen & Company of Florida and Athene Annuity & Life Insurance Co. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, using both discretionary and non-discretionary management supported by in-house and third-party research and model portfolios.

Noah Endicott is a financial advisor with LPL Financial in Viera, FL, holding the Series 66 designation and having two years of industry experience. Prior to joining LPL Financial, he worked at Allen and Company of Florida, LLC for two years and has experience in educational roles at Southeastern University and Saint Cloud High School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, 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, supported by research and a variety of investment strategies.

William Slover Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with LPL Financial since 2019 and has concurrently worked at Allen & Company of Florida, Inc. since 2012. 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 financial planning and advisory programs, including discretionary and non-discretionary management, supported by research from internal and third-party sources.

Thomas Bixby is a financial advisor with LPL Financial and holds the CFP® and Series 63 designations. He has 42 years of industry experience and has worked with Allen & Company of Florida, Inc. since 2013, in addition to his role at LPL Financial since 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management options.