Roger Taylor is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Waddell & Reed, INC. He is also active as an insurance agent with various carriers through W&R Insurance Agencies. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management, with access to research, model portfolios, and technology-driven investment solutions.

Taylor Lamb is a Series 66-credentialed financial advisor with one year of industry experience, currently affiliated with Cetera. His prior work includes roles at RED Creative Group, Position Music, and full-time education. Lamb is involved with multiple wealth management entities within Cetera, including 30A Wealth Management and ATL Global Advisors. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diversified portfolio management and financial planning services through a multi-manager platform with access to various investment strategies and program structures.

Bryan Mullin is a CFA® charterholder with five years of industry experience. He is the sole advisor at Palm View Investments in Santa Rosa Beach, FL, where he has worked since 2023. Prior to this, he spent seven years with RBC Capital Markets, LLC. Outside of his advisory role, he holds ownership stakes in several small businesses related to aviation, maintenance, and pet services.

William Blanken Jr. is a financial advisor with Blanken Management Corp, holding a Series 65 designation and 10 years of industry experience. He has worked at Blanken Management Corp since 2014 and previously was employed by Sysco from 2011 to 2020. Blanken Management Corp is an independent firm based in Freeport, FL, serving clients through personalized advisory services.