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.

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, FL, holding Series 66 and Series 63 licenses and 11 years of industry experience. She worked at T. Rowe Price Advisory Services, Inc. from 2003 to 2005 and has been with Edward Jones since 2018. 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 strategies, operating under a fiduciary standard and managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

April Wheeler is a financial advisor at Morgan Stanley with 20 years of industry experience. She holds Series 65 and Series 66 licenses and has worked at several major firms, including Bank of America, Merrill, UBS Financial Services, and multiple divisions of Morgan Stanley. Her current role is based in Winter Haven, Florida. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutions, combining tailored financial planning with access to extensive resources and investment options. The firm’s planning process uses structured discovery and advanced modeling tools to support clients in developing and managing their financial plans.

Donna Williams is a financial advisor with LPL Financial in Lakeland, FL, holding Series 66 and Series 63 licenses and bringing 22 years of industry experience. Her prior work includes 22 years at Charles Schwab and seven years at Community Watch Solutions LLC. 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 financial planning and portfolio management services, leveraging both proprietary and third-party strategies across discretionary and non-discretionary accounts.

Souri Vongvirat is a financial advisor with LPL Financial based in Lakeland, FL, holding Series 63 and Series 66 credentials and over 24 years of industry experience. He has been with LPL Financial since 2019 and concurrently associated with Allen & Company of Florida since 2000. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of investment adviser representatives to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management solutions, including model portfolio programs, third-party asset management access, and institutional platforms.

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.

Christopher Dolt is a financial advisor with Morgan Stanley, holding Series 65 and Series 66 licenses and bringing 25 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Dolt is involved with the Military Officers Association of America, supporting military-related issues. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning backed by extensive asset management and firm-approved planning tools.

Marvin Sammons is a financial advisor with Edward Jones in Valrico, FL, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 26 years of industry experience, including 27 years with Edward Jones since 1999. 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, offering a range of advisory programs and investment options supported by a nationwide network of more than 23,700 financial advisors.

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.

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.