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.

April Wheeler is a financial advisor at Morgan Stanley with 20 years of industry experience. She holds Series 65 and Series 66 credentials and has previously worked at firms including UBS Financial Services, Merrill, Bank of America, and Cassidy Holdings Group. She is based in Winter Haven, FL. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and modeling tools but does not provide individual security recommendations as part of standalone plans.

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.

Loren Hicks is a Series 66-credentialed financial advisor with Edward Jones, based in Lakeland, FL, and has two years of industry experience. Prior to joining Edward Jones, he worked at Fonchen Lord Art, Inc. and was involved with Queenpin Kitchen/Sucre Bleu Cookies. He also has a long tenure with the Polk Museum of Art. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management and operates a nationwide network of financial advisors and branch offices.

Gregory West is a financial advisor with Edward Jones in Lakeland, Florida, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory role, West serves as secretary and treasurer for the BNI Auburnable Chapter "Profit Boosters." Edward Jones is a full-service wealth management firm that serves individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies. The firm manages over $1 trillion in assets and supports its network of more than 23,700 advisors with affiliated mutual funds, a trust company, and securities-based lending.

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 in Lakeland, FL, holding a Series 66 designation and six years of industry experience. He has worked at Allen & Company since 2021 and at LPL Financial since 2020. Outside of advising, he is engaged in writing a fiction novel and maintaining a Substack newsletter. 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, utilizing both discretionary and non-discretionary management supported by internal research and third-party subadvisors.

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 designation and 18 years of industry experience. He has worked at Allen & Co since 2007 and joined LPL Financial in 2019. Outside of his advisory role, he is involved with Garciagrp LLC, focusing on non-variable insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing discretionary and non-discretionary management supported by research and model portfolios.

Timothy Kip is a financial advisor with LPL Financial in Plant City, FL, 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 owns generationbabyboomer.com, a website focused on encouraging Social Security planning. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, supported by proprietary research and access to third-party subadvisors.

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.

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 at LPL Financial with 22 years of industry experience and holds a Series 66 designation. He has been with LPL Financial since 2019 and has also worked with Allen & Company of Florida, Inc. since 2005. Outside of his advisory work, he is a part-owner of a moving and storage business. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a variety of financial planning and advisory programs, leveraging model portfolios and research from multiple sources to provide discretionary and non-discretionary portfolio management.

James Powers is a financial advisor at Ameriprise with 28 years of industry experience. He holds a Series 63 designation and has previously worked with firms including Raymond James Financial and Barrow & Powers Financial Services. Outside of financial advising, Powers is an advisory board member for the Family Worship Center and has ownership interests in Culver Capital, which invests in businesses such as Mike and Mike's Dessert and Serenity Oaks Properties. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service that combines personalized reports and ongoing advice focused on income and tax-aware withdrawal strategies.

Michael Tamney is a financial advisor with Morgan Stanley in Lakeland, FL, holding Series 63 and Series 65 credentials and over 30 years of industry experience. His career includes roles at Morgan Stanley Private Bank, National Association and Morgan Stanley Smith Barney, as well as Citigroup Global Markets. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs for individuals and institutional clients. The firm’s financial planning process utilizes structured discovery conversations and firm-approved tools, focusing on tailored plans without providing individual security recommendations as part of standalone planning.

Diane Herrington is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 27 years of industry experience. She is the owner of Herrington Financial Corp, where she provides tax preparation, accounting, and tax planning services. Herrington also serves as a non-voting board member for Kids Need Both, Inc., a nonprofit organization, and is a pianist who performs at weddings and receptions. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, utilizing multiple program structures and affiliated and third-party managers.

Brian Hemp is a financial advisor with LPL Financial, holding Series 65 and Series 66 designations and bringing 25 years of industry experience. He has been with LPL Financial since 2007. Outside of his advisory work, he assists with providing class sets of books for teachers through a side activity supporting an educational initiative and hosts a podcast called Donuts in the Basement. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research from LPL and third-party subadvisors.