Kenneth Compton is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has worked with Raymond James since 2014 and previously spent a year at Churchill Bank. Outside of his advisory work, Compton is involved in agricultural operations through Compton Farms and serves as a director for Gulf Atlantic Bank and Prime Meridian Bancorp. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, with a notable affiliation supporting municipal and public finance advisory work.

Kurt Harvey is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2013 and 2015, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and tailored financial planning services, managing approximately $2.74 trillion in client assets.

Grayson O'cain is a financial advisor with Edward Jones in Bartow, FL, holding a Series 66 designation and six years of industry experience. Prior to joining Edward Jones in 2020, he worked for five years at the Florida Department of Transportation. Outside of his advisory role, he has been involved in ranch work in Indianapolis, IN. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options. The firm is notable for its extensive retail advisor network, affiliated mutual funds, and fiduciary standard in providing advisory services.

Peter Abbate is a financial advisor at LPL Financial with 12 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at several firms including Cetera, VALIC Financial Advisors, Merrill, and JP Morgan Securities. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Wenylsa Spencer is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 designations and having five years of industry experience. Her career includes roles at PFS Investments Inc. and Primerica Financial Services, as well as prior work in communications and service in the Navy Reserves. Outside of advising, she works part-time as a delivery driver for DoorDash. Primerica Advisors is a large institutional firm serving individual, corporate, and charitable clients primarily through a wrap-fee asset management program. The firm employs model-driven investment strategies managed by third-party asset managers and supports execution and custody through Pershing, focusing mainly on individual investors rather than institutional or pension plan clients.

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.

Alberto Bonfil is a financial advisor with Edward Jones in Lakeland, FL, holding a Series 66 designation and over 21 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and operates under a fiduciary standard, supported by a large network of financial advisors and branch offices nationwide.

John Scheck Jr. is a financial advisor with Morgan Stanley in Winter Haven, FL, holding Series 63 and Series 65 licenses and having 36 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2007. Outside of his advisory role, he is a partner in Bullish on Bamboo, LLC, a real estate and agriculture business based in Winter Haven, Florida. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including customized financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides services through both direct and corporate financial planning arrangements.

Kevin Campbell is a financial advisor with Cambridge Investment Research Advisors in Lakeland, FL, holding Series 63 and Series 65 licenses and possessing 38 years of industry experience. He has been associated with Cambridge Investment Research and related firms since 1998. Outside of his advisory role, Campbell is the successor trustee for the D.H. Revocable Living Trust. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services. The firm operates multi-platform account implementation and offers proprietary model strategies alongside access to unaffiliated third-party advisers.

Eddie Mathouchanh is a financial advisor with Merrill in Lakeland, FL, holding a Series 66 designation and 15 years of industry experience. He has worked at both Bank of America, N.A. and Merrill since 2011. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm uses internal and third-party investment models and implements account administration, trading, and custody support.

Christopher Spear is a financial advisor with LPL Financial and holds a Series 66 credential. He has 10 years of industry experience, including roles at Morgan Stanley, Merrill, Bank of America, E*TRADE, Fidelity Investments, Raymond James, and T. Rowe Price. Outside of advisory services, he owns Trusted Check Home Inspections, 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 offers a range of financial planning and asset management services, utilizing model portfolios, third-party subadvisors, and customized strategies.

Michelle Sherwood is a financial advisor with Merrill, holding a Series 66 designation and 25 years of industry experience. She has been with Merrill since 2009 and is also associated with Bank of America, N.A. since 2007. She serves as a committee member on the CLASAC Environmental Lands Program in Bartow, FL, which recommends private lands for conservation. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a diverse client base including individuals, high-net-worth clients, and institutions.

Ryan Alston is a financial advisor with Ameriprise, holding a Series 66 credential and 13 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012. Alston serves on the foundational board of Advent Health Zephyrhills. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations.

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.

Richard Rios is a CFP® professional with 33 years of experience in the financial services industry. He has worked at Wells Fargo Clearing since 2019 and was previously with Ameriprise Financial Services, Inc. from 2012 to 2019. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets through more than 14,000 financial advisors and offers both brokerage and advisory solutions.

David Johnson is a financial advisor with Merrill in Lakeland, FL, holding Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at Bank of America, Morgan Stanley, and several banking institutions. Merrill, alongside its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Leeann Lambert is a financial advisor at Raymond James & Associates in Lakeland, FL, holding a Series 63 designation with 26 years of industry experience. She has been with Raymond James & Associates since 2011. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, charitable organizations, and municipal entities, offering a range of financial planning and consulting services typically structured as non-discretionary relationships.

Kathleen Schultz is a financial advisor with Charles Schwab who holds Series 63 and Series 65 licenses and has 42 years of industry experience. She worked at Citigroup Global Markets for 32 years before joining Charles Schwab in 2020. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by in-house research and a formal alternative investment platform.

Timothy Gunn is a financial advisor with Raymond James & Associates in Lakeland, FL. He holds a Series 66 designation and has 25 years of industry experience, including 18 years with Raymond James & Associates. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension plans, and charitable organizations, offering financial planning, investment consulting, and municipal advisory services.

John Craig is the Resident Director at Merrill Lynch Wealth Management, where he leverages over 35 years of experience in providing wealth management advice to clients. He began his career at Merrill in 1987 in Norfolk, Virginia, and has since held leadership positions including branch manager roles in the Winter Haven and Lakeland offices. He currently leads the Blubaugh-Craig Group, combining his oversight experience with Merrill's open architecture platform to help families and businesses build and preserve their wealth. John holds a Bachelor's Degree from Washington and Lee University and is designated as a Personal Investment Advisor (PIA). His approach involves creating customized strategies tailored to each client's unique needs and goals, drawing on his extensive background assisting clients through various market cycles. John and his team utilize the resources of Bank of America and Merrill to provide comprehensive wealth management services, including investments, cash management, and corporate benefit programs to businesses, plan sponsors, and corporate executives. He is proficient in both English and Spanish.