Karie Pate Valdes is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and having seven years of industry experience. She has worked with Primerica Advisors since 2018 and has prior experience at Liberty Tax, Randstad Staffing USA, and the Polk County Clerk of Court. Outside of her advisory role, she is involved with Be Wellness as a self-employed representative and serves as CFO for Notary Service of Florida. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

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, holding a Series 66 designation and five years of industry experience. She has worked at LPL Financial since 2020 and has prior experience with Southeastern University, SHR Human Resources, Weigand & Sons, and the Omaha Sports Academy. 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 financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Douglas Wilkinson is a CFP® professional with 14 years of industry experience. He is currently with Cambridge Investment Research Advisors and has previously worked at First Command Financial Planning. Outside of his advisory role, Wilkinson is an independent insurance agent and owns a financial planning business in Tampa, FL. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse clientele, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, utilizing various portfolio management strategies and platform arrangements.

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.

Laura Hawley is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 43 years of industry experience. She has been with LPL Financial since 2019 and has a long-standing affiliation with Allen & Company of Florida, LLC, dating back to 1983. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisors. The firm offers a broad range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and access to research from multiple sources.

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.

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 in Lakeland, FL, holding a Series 66 designation and 18 years of industry experience. She has been with LPL Financial since 2019 and has concurrently worked at Allen & Co since 2007. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a range of clients including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research from internal and third-party sources.

Ryan Hughes is a financial advisor with LPL Financial in Brandon, FL, holding a Series 66 designation and bringing 36 years of industry experience. He previously worked at Invest Financial Corporation for eight years before joining LPL Financial in 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios and research supported by both in-house and third-party resources.

Danny Clark is a financial advisor with Cambridge Investment Research Advisors in Lakeland, FL, holding Series 63 and Series 65 credentials and 39 years of industry experience. He has been with Cambridge Investment Research Advisors since 2009. Outside of his advisory role, he acts as an independent insurance agent and operates his own financial professional business under DH Clark LLC. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, employing a range of strategies including proprietary models and third-party managers.

Brad Stainsby is a financial advisor with LPL Financial in Lakeland, FL, holding a Series 66 designation and 11 years of industry experience. He has been with LPL Financial since 2019 and also maintains a role at Allen & Company of Florida, LLC since 2015. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including 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 and financial planning services, utilizing model portfolios and research from LPL Research, third-party subadvisors, and TAMP sponsors.

Madison Nicholas is a financial advisor at Edward Jones in Valrico, FL, holding a Series 66 designation. She began her advisory career at Edward Jones in 2026 and has prior work experience in staffing, hospitality, and seafood industries. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of investment strategies and advisory services supported by a large national network of financial advisors and branch offices.

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.

Steven Taylor is a financial advisor with Ameriprise in Palmetto, FL, holding a Series 63 designation and 32 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise provides a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets. The firm uses a combination of research, modeling, and tax-efficiency analysis to generate written recommendations, delivered through a centralized consulting team in partnership with financial advisors.

Virginia Martin is a financial advisor with Edward Jones in Plant City, Florida, holding Series 66 and Series 63 designations and 10 years of industry experience. She has been with Edward Jones since 2020. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies and is known for its extensive retail advisor and branch network as well as affiliated capabilities beyond advisory services.

Donna Williams is a financial advisor at LPL Financial with 22 years of industry experience. She holds Series 66 and Series 63 licenses and has previously worked at Charles Schwab and Geico. From 2017 to 2024, she was involved with Community Watch Solutions LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network. The firm offers a range of financial planning and advisory programs, combining discretionary and non-discretionary management with research-backed model portfolios and alternative strategies.

Souri Vongvirat is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and possessing 24 years of industry experience. He has worked at LPL Financial since 2019 and concurrently with Allen & Company of Florida since 2000. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm provides a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research, model portfolios, and advanced technologies.

Charles Thurman is a financial advisor with Cambridge Investment Research Advisors and holds the ChFC® designation along with a Series 63 license. He has 37 years of industry experience, including roles at Royal Alliance Associates, Signator Investors, and his long-standing involvement with Pioneer Financial Associates. Thurman is also licensed as an insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services delivered through a network of independent professionals, utilizing a range of portfolio management strategies and platform arrangements tailored to client objectives.