Kathryn French is a financial advisor with LPL Financial based in Lakeland, FL, holding Series 63, Series 65, and Series 66 designations and over 27 years of industry experience. Her prior work includes 18 years at Allen & Company of Florida, Inc. and four years at Merrill. 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 portfolios, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

Christopher Mincey Sr. is a Series 66-licensed financial advisor at Edward Jones in Mulberry, FL, with 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Amanda Salcido Newby is a financial advisor at Edward Jones with five years of industry experience. She holds a Series 66 designation and has a background that includes over two decades of service in the United States Army and ongoing legal practice through the Law Office of Amanda Salcido. Outside of her financial and legal work, she owns New Equinity LLC, an equine training and breeding business that offers non-compensated horse lessons. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and provides a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Virginia Houghton is a financial advisor with LPL Financial based in Lakeland, FL, holding a Series 66 designation and 19 years of industry experience. She previously worked at Allen & Company of Florida, Inc. for 15 years before joining LPL Financial in 2019. Houghton serves as chairman of the Morrison Foundation, a private nonprofit organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including access to model portfolios and third-party asset managers.

Karie Pate Valdes is a financial advisor with Primerica Advisors in Lakeland, FL, holding Series 63 and Series 65 designations and having eight years of industry experience. Her work history includes roles at Primerica Advisors since 2018, Liberty Tax, Randstad Staffing USA, and the Polk County Clerk of Court. She is also involved in a wellness business as a self-employed representative and serves as CFO for Notary Service of Florida. Primerica Advisors is a sponsor and discretionary portfolio manager of a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management, delivering advisory services primarily through model-based investment strategies.

Joseph Kolad is a financial advisor at LPL Financial with 24 years of industry experience. He holds the Series 66 designation and has previously worked at UBS Financial Services and Morgan Stanley. Based in Winter Haven, FL, he joined LPL Financial in 2026. 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, third-party asset management, and institutional platforms.

Tina Hicks is a financial advisor with Raymond James & Associates in Lakeland, Florida. She holds Series 63 and Series 66 designations and has 27 years of industry experience, including 15 years with Raymond James. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, charitable organizations, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services with a range of portfolio management styles and affiliated research.

Sara Oppenheimer is a financial advisor with LPL Financial in Lakeland, FL, holding a Series 66 designation and five years of industry experience. Prior to joining LPL Financial in 2020, she worked at Southeastern University, SHR Human Resources, Weigand & Sons, and Omaha Sports Academy. 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, and institutional platforms, supported by extensive advisor tools and a broad suite of non-advisory financial products.

James Northrup is a Senior Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to develop personalized wealth management strategies that align with their individual financial goals. Drawing on the investment insights of Merrill and the banking and lending solutions of Bank of America, he helps clients navigate changing market conditions. James holds the Personal Investment Advisor (PIA) designation and earned his bachelor's degree from Florida Southern College. He is committed to community engagement and participates in volunteer activities within the communities he serves. His approach emphasizes collaboration with clients to create flexible financial strategies tailored to their long-term objectives.

Jonathan Pate is a financial advisor at Merrill with a Series 66 designation and 11 years of industry experience. He has worked with Merrill since 2015 and is currently associated with Bank of America, N.A. since 2026. Merrill, together 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Eric Greenhow is a CFP®-certified financial advisor with 24 years of industry experience. He is currently affiliated with LPL Financial and previously spent 19 years at Allen & Company of Florida, Inc. Greenhow is also involved in property and casualty insurance through his own insurance-related business activities. 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 portfolio programs, and institutional platforms, with a focus on both discretionary and non-discretionary investment strategies.

Laura Hawley is a financial advisor with LPL Financial, holding a Series 66 designation and 43 years of industry experience. She previously worked at Allen & Company of Florida, LLC for 39 years before joining LPL Financial in 2019. 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 financial planning and investment management solutions, including model portfolios and third-party asset management access.

Kenneth Dunkel is a financial advisor at Edward Jones, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Edward Jones, he worked in roles at Smurfit Westrock, Costa Verde Imports, Nature's Way Farms, Fernlea Flowers, and Costa Farms. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management and a network of around 23,701 advisors. The firm offers discretionary and non-discretionary managed strategies, separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

Mark Barber is a financial advisor with Edward Jones in Winter Haven, FL, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, Barber serves as vice president and board member of HAND UP MINISTRIES OF FLORIDA, a nonprofit focused on providing daily living needs to the homeless. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds.

Katherine Mc Kinley is a CFP®-certified financial advisor with 18 years of experience, currently with Ameriprise in Lakeland, FL. She has worked at Ameriprise and its affiliated entities since 2007. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to provide written recommendations. The firm serves a broad client base and integrates advisory, brokerage, and insurance solutions through affiliated companies.

Melissa Mckinney is a financial advisor with LPL Financial and holds a Series 66 designation. She has 18 years of industry experience, including roles at LPL Financial since 2019 and Allen & Co since 2007. She also serves as a notary, dedicating a small portion of her time to this role. 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 financial planning and investment management solutions through a large network of advisors and employs both proprietary and third-party strategies.

William Daniels IV is a financial advisor with Primerica Advisors in Winter Haven, FL, holding Series 65 and Series 63 licenses. He has six years of experience in financial services with Primerica Financial Services and PFS Investments Inc. Additionally, he has worked with the Osceola School District since 1999. Primerica Advisors manages 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 operates at scale with nearly 3,700 advisors and over $15 billion in assets under management, offering model-driven investment strategies supported by unaffiliated asset managers and custodians.

Danny Clark is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 65 licenses and has 39 years of industry experience. His prior experience includes roles at Citigroup Global Markets and A. G. Edwards & Sons, Inc. In addition to his advisory work, he operates as an independent insurance agent through Florida Fiduciary and conducts business under DH Clark LLC. Cambridge Investment Research Advisors serves a diverse client base including individual investors, pension funds, and charitable organizations by providing financial planning, investment management, and retirement-plan advisory services across multiple platforms and custodians.

Brad Stainsby is a financial advisor at LPL Financial with 11 years of industry experience. He holds the Series 66 designation and previously worked at Allen & Company of Florida, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a wide range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Linda Mc Mahan is a financial advisor with Merrill based in Lakeland, FL, holding Series 63 and Series 65 licenses. She has 44 years of industry experience and has been with Merrill since 1981, also associated with Bank of America since 2009. She serves as an advisory board member for the Lakeland Regional Health Foundation, a charitable organization. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.