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.

Timothy Kip is a financial advisor with LPL Financial in Plant City, Florida, holding a Series 63 designation and 37 years of industry experience. He has been with LPL Financial since 2001. Outside of his advisory role, he is the business owner of generationbabyboomer.com, a website focused on Social Security planning. 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 investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.

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.

James Powers is a financial advisor at Ameriprise Financial Services with 29 years of industry experience. He holds a Series 63 designation and has worked at multiple firms, including Raymond James Financial and Culver Capital LLC. Powers is also involved in community service as an advisory board member for the Family Worship Center and has entrepreneurial interests in a vegan dessert business and a mobile home park through Culver Capital. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Michael Tamney is a financial advisor with Morgan Stanley in Lakeland, FL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and has been with Morgan Stanley Smith Barney since 2009, following 14 years at Citigroup Global Markets. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and its Estate Planning Strategies Group.

Diane Herrington is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. She has worked with Cetera Investment Advisers LLC and Cetera Financial Specialists LLC for over two decades and owns Herrington Financial Corp, a tax and accounting practice. Outside of advising, she serves as a non-voting board member for Kids Need Both, Inc. and performs as a pianist at weddings and receptions. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, corporate, retirement plan, charitable, and institutional clients through a multi-manager platform. The firm offers a range of portfolio management and financial planning services, with over 10,000 advisors and approximately $256 billion in assets under management.

Bruce Parmenter Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. His prior experience includes roles at Ameriprise Financial Services, Merrill, and Edward Jones. 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 broad range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies with a focus on operational and research support tools.

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.

Cassie Hille is a financial advisor with Primerica Advisors in Lakeland, FL, holding Series 63 and Series 65 licenses and having five years of industry experience. She has worked at PFS Investments Inc. and Primerica Financial Services since 2021. Outside of her advisory role, she is an independent representative for Norwex, a non-investment related business. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-delivery strategies created by unaffiliated asset managers and offers discretionary management options supported by BNY Mellon Advisors and Pershing custody services.

Amanda Walsh is a financial advisor at Edward Jones in Lakeland, FL, holding a Series 66 designation with one year of industry experience. Prior to her current role, she has worked at Edward Jones since 2023 and has been a consultant with Scentsy since 2021. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment solutions, including discretionary and non-discretionary managed strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and maintains a large retail advisor and branch network across the United States.

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.

Otavio Peruzzo is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in assisting individuals, families, and business owners with navigating important financial decisions through personalized financial planning and investment guidance. His areas of focus include liquidity management, managing new wealth, portfolio management services, and tax minimization. Otavio holds professional designations as an Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned a Bachelor's Degree from Unigran and communicates fluently in Portuguese, Spanish, and English. Outside of his professional role, Otavio has interests in music, soccer, and tennis.

Matthew Bishop is a financial advisor with Edward Jones in Lakeland, FL, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering both discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

James Conrow is a financial advisor with Ameriprise in Plant City, FL, holding Series 66 and Series 63 licenses and having 12 years of industry experience. He spent 10 years at Edward Jones before joining Ameriprise in 2025. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.

Althea Mcleish Whyte is a financial advisor with Primerica Advisors in Lakeland, FL, holding Series 65 and Series 63 licenses and two years of industry experience. Prior to joining Primerica Advisors, she held roles at Primerica Financial Services, Lakeland Regional Health, HCA Healthcare, Altegra Health, and Vitas Healthcare. She is also involved in sales of loan products and home security referrals through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, offering model-delivery investment strategies and discretionary portfolio management through a large network of financial advisors.

Joshua Chase is a financial advisor with Edward Jones in Auburndale, FL, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2019, he worked for State Farm Insurance for 12 years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a network of over 23,000 financial advisors and more than 15,000 branch offices nationwide.

Damon Dennis is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and previously worked at Raymond James & Associates, Syniverse Technologies, and the Government Employees Insurance Company. In addition to his advisory role, he serves as an academic assistant at LSU Alexandria. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of financial advisors and offers a range of advisory programs and investment strategies under a fiduciary standard.

Donald Johnson is a CFP® professional with 12 years of industry experience. He is currently affiliated with Ameriprise Financial Services, LLC and was previously with Raymond James Financial Services Advisors, Inc. outside of his advisory role, he is a partner in two businesses, including a charter fishing enterprise and a hunting club. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

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.