Hayden Watts is a financial advisor at LPL Financial with five years of industry experience. He holds the Series 66 designation and has worked at LPL Financial since 2021, with prior experience at Equitable Advisors and in customer service roles. Outside of his advisory work, he owns a small business called Hayden's Creations. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, incorporating model portfolios and research from both in-house and third-party sources.

Christopher Hill is a Financial Advisor specializing in wealth management at Merrill Lynch. He helps individuals, families, and business owners achieve their vision for the future through thoughtful financial planning and long-term guidance. Drawing on his experiences growing up in Alaska and serving in the military, Christopher emphasizes preparation, adaptability, resilience, and long-term thinking in his approach. He assists clients in navigating important financial decisions by focusing on their goals, values, family, and future. His work includes retirement planning, managing wealth complexities, addressing major life transitions, and coordinating investment, banking, and lending solutions through access to Merrill Lynch and Bank of America resources. Christopher holds the designations of Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He attended the University of Maryland without a degree conferred. Outside of his professional role, Christopher enjoys camping, chess, genealogy, photography, spending time with his family, traveling, and writing.

Benjamin Crum is a financial advisor with Morgan Stanley in Lakeland, FL, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. He serves on the communication committee for Carillon Lakes. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions, employing structured financial planning tools and managing approximately $2.74 trillion in client assets.

Zachary Wesche is a financial advisor at LPL Financial with five years of industry experience. He holds the Series 66 designation and has worked at firms including Fidelity Investments and Thrivent Investment Management. Prior to his finance career, he held positions at Barnes & Noble and Publix. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, with discretionary and non-discretionary management supported by research and various portfolio strategies.

Cynthia Marotz is a financial advisor with LPL Financial in Lakeland, FL, holding Series 63, 65, and 66 licenses and having 30 years of industry experience. She has worked at LPL Financial since 2019 and at Allen & Company of Florida, Inc. since 2003. Outside of her advisory work, she is involved with Black Oak LLC, a home-based non-investment business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management, model portfolios, and research from multiple sources.

John Murphy is a financial advisor at Edward Jones with 14 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 advisors.

David Graff is a financial advisor at Edward Jones in Zephyrhills, FL, holding a Series 66 designation with 12 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, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

James Wells is a financial advisor with Wells Investments, Inc. in Winter Haven, FL, holding Series 63 and Series 65 licenses and over 39 years of industry experience. He has worked at Valor Financial Securities LLC and Wells Global Investment Advisers LLC since 2009 and has been with Wells Investments, Inc. since 1995. Outside of his advisory roles, he serves as president of Our Fallen Heroes Foundation, a nonprofit supporting families of military personnel affected by the War on Terrorism, and is involved in several entrepreneurial ventures including motivational products and online college consulting. Wells Investments, Inc. is a small advisory firm that provides portfolio management and investment advisory services.

Patricia Wells is a CFP® with 41 years of industry experience, currently serving at Wells Investments, Inc. since 2000. She has also held roles at Valor Financial Securities LLC and Wells Global Investment Advisers LLC since 2009. Wells is involved as secretary, treasurer, and director of Our Fallen Heroes Foundation, a nonprofit supporting families of fallen heroes and injured military personnel. Wells Investments, Inc. is a small advisory firm based in Winter Haven, FL, providing investment advisory services.