Blake Schwartz is a financial advisor with Primerica Advisors in Lakeland, FL, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has worked at Primerica Advisors since 2012, with additional experience at Simpliblu and CKS Recruiting. Outside of financial advising, he is a partner and manager at Simpliblu LLC, a non-investment related business. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and employs a tiered wrap fee structure, focusing on retail clients rather than institutional or pension plans.

Matthew Lausell is a financial advisor at Edward Jones with 17 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2008. 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 under management and offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

Madison Barber is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, Madison worked in various roles including at Gourmet Goodies Bakeshop and Level Talent Group. 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, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

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.

Bonnie Parker is a financial advisor with Cetera and holds Series 63 and Series 66 credentials. She has 26 years of industry experience and previously worked at Infinex Investments Inc. and Citizens Bank and Trust. Outside of her advisory role, she serves as Senior Vice President and Private Banking Manager at Citizens Bank and Trust. Cetera Investment Advisers LLC is an SEC-registered firm supporting a nationwide network of independent advisors, serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm provides various portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary program options.

Axel Calderon Garza is a financial advisor at Merrill with Series 63 and Series 66 credentials and one year of industry experience. His prior work includes roles at Bank of America, Amazon, and various educational institutions. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program, serving individual, high-net-worth, and institutional clients with model-based and discretionary investment strategies developed by internal and third-party managers.

Matthew Simpson is a financial advisor with Edward Jones in Winter Haven, FL, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, tax-efficient services, and affiliated investment products supported by a nationwide network of more than 23,700 advisors and 15,000 branch offices.

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.

Brian Hemp is a financial advisor at LPL Financial with 26 years of industry experience. He has worked at LPL Financial since 2007, and previously held positions at Merrill and Ameriprise Advisor Services, Inc. Outside of his advisory role, Hemp assists with a nonprofit initiative providing class sets of books for teachers and hosts a podcast called Donuts in the Basement. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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, third-party asset management, and institutional platforms.

Michael Tanner is a financial advisor at LPL Financial with 28 years of industry experience. He has worked at LPL Financial since 2009 and previously spent 11 years at Merrill. In addition to his advisory role, he is involved in tax preparation and accounting services. 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 institutions. The firm offers a range of financial planning and investment management solutions, supported by research, technology, and a large network of advisors.

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.

Jason Carpenter is a financial advisor at Fidelity with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Citigroup and TD Ameritrade. Carpenter is based in Winter Haven, Florida. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios and serves as an advisor to multiple registered investment companies.

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.