Diana Wetherington is a financial advisor at Morgan Stanley with 26 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Morgan Stanley Smith Barney LLC since 2011. Additionally, she has been involved with Ak Adjusting since 2010. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and a range of advisory programs, managing approximately $2.74 trillion in client assets.

Michael Wright is a CFP® professional with 27 years of experience in the financial services industry. He is currently an advisor at LPL Financial, where he has worked since 2019, following a 23-year tenure at Allen & Company of Florida, LLC. Outside of his advisory role, he owns and operates several pool service businesses based in Lakeland, FL. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors through a range of customizable investment strategies and operational tools.

David Lemar Jr. is a Series 66 licensed financial advisor with over 21 years of industry experience. He is currently with Cambridge Investment Research Advisors and previously worked at Royal Alliance Associates and Signator Investors. In addition to his advisory roles, he serves as Treasurer at Hanna LeMar and Morris CPAs PA. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individual investors, pension funds, and charitable organizations by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management across multiple platforms and provides access to unaffiliated third-party advisers and proprietary model strategies.

Cynthia Tysver is a financial advisor with LPL Financial in Lakeland, FL, holding Series 63 and Series 66 licenses and 27 years of industry experience. Her prior roles include positions at Allen & Company of Florida, Lanark Financial, OSAIC Institutions, and Truist Investment Services. 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 through a large network of investment adviser representatives, utilizing both proprietary and third-party strategies.

Joel Morales is a financial advisor at OSAIC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Nationwide Financial for eight years before joining OSAIC in 2022. Outside of his advisory role, he is involved with Platinum Financial Group as an insurance broker and investment advisor representative. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers both brokerage and advisory services with an investment approach that emphasizes model-based asset allocation, portfolio optimization, and a range of managed account options.

Radenko Dobras is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 66 designation and 16 years of industry experience. He has been with Morgan Stanley Smith Barney since 2012 and the Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, Dobras is the managing member and sole owner of Dobras Consulting LLC, which focuses on software and basketball-related consulting. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to individual and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers services through a structured planning process supported by proprietary tools.

Nicole Burony Noble is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. She has been with Raymond James since 2013. Outside of her advisory role, she serves as a registered Client Relationship Manager for Mark Aho Financial Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, pension plans, corporations, and institutional investors. The firm uses tailored, non‑discretionary planning and analytical tools to guide client goals and supports municipal and public-finance work through unique affiliations.

Josh Beardsley is a financial advisor with Edward Jones in Lakeland, FL, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2022, he worked at Publix Supermarkets for 11 years. Outside of his advisory role, he is involved in maintaining a rental property in Lakeland. 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, supported by a large network of financial advisors and branch offices nationwide.

Nehemiah Auble is a financial advisor at Thrivent Investment Management with a Series 66 designation. He has less than one year of industry experience and began his career at Thrivent in 2026. Prior to his current role, his background includes work at Liberty University and various other organizations. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary portfolio management. The firm offers both one-time and ongoing planning engagements, addressing a broad range of financial topics.

Scott Peterich is the Vice President and Executive Planning Consultant at Fidelity Investments, where he partners with executives to help them understand and utilize their employer benefits in alignment with their broader financial objectives. His consultative approach focuses on simplifying complex financial decisions to enable confident decision-making. Scott's career in financial services spans over a decade, including roles such as Vice President, Wealth Planner at Fidelity Investments from 2021 to 2026, Wealth Management Advisor at TIAA from 2018 to 2021, and Investment Consultant at Fidelity Investments between 2017 and 2018. He began his career as a Financial Advisor at Merrill Lynch in 2011. Outside of his professional work, Scott has interests in football, golf, pets, skiing, and traveling.

Alexia Young is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 designations and 17 years of industry experience. She has worked at J.P. Morgan Securities since 2015 and previously held roles at JPMorgan Chase Bank, N.A., PNC Wealth Management, and Wells Fargo Clearing. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research, incorporates ESG considerations, and offers broader derivatives and commodities capabilities compared to many institutional advisory programs.

Angel Lopez is a CFP® professional affiliated with LPL Financial in Lakeland, FL, with 26 years of industry experience. He previously spent over two decades at Allen & Company of Florida, LLC before joining LPL Financial in 2019. Outside of his advisory role, Lopez has business interests related to cattle and hunting through ownership in Abington Preserve, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced research and operational tools.

Manuel Aguirre Echevarria is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America/Merrill Lynch, Wells Fargo N.A., and JPMorgan Chase Bank, N.A. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative screens and qualitative research to build model asset allocations, with implementation support from affiliated investment-management entities.

Michael Everritt II is a financial advisor with Mass Mutual Investors Services in Brandon, FL, holding Series 63 and Series 65 designations and 12 years of industry experience. He has been with Mass Mutual and its affiliated companies since 2017, following a one-year tenure at LPL Financial. Outside of his advisory role, he manages business operations for the Taylor Financial building and is a managing partner of a real estate-related LLC. Mass Mutual Investors Services, LLC is an SEC-registered broker-dealer and investment adviser subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, and charitable organizations, utilizing firm-approved tools and structured planning engagements.

Karim Premji is a Wealth Management Advisor with Merrill Lynch Wealth Management. He works with clients to develop personalized financial strategies that address their unique goals, leveraging investment insights from Merrill and banking services from Bank of America. Karim focuses on areas including family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. Karim holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification awarded by the Certified Financial Planner Board of Standards, Inc., and is also a Personal Investment Advisor (PIA). He is a qualified Portfolio Manager capable of managing personalized strategies that may incorporate individual securities, Merrill model portfolios, and third-party investment strategies, including discretionary management under the firm's Investment Advisory Program. Karim earned a bachelor's degree from the University of Florida. In addition to his professional work, Karim participates in community volunteer activities consistent with the Merrill tradition of community involvement. Outside of work, he enjoys cooking, golfing, spending time with his family, and watching movies.

Travis Stivender is a financial advisor with Ameriprise Financial Services, LLC and holds Series 63 and Series 66 credentials. He has 25 years of industry experience, including 17 years at Raymond James Financial Services Advisors and a role as Vice President of Johnson Stivender Wealth Advisors. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on reliable income sources and tax-aware withdrawal strategies.

Jeni La Paglia is a financial advisor with LPL Financial in Brandon, FL, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. Her career includes roles at BB&T Investment Services, Inc. and Bank of Tampa, where she continues to serve as a Private Relationship Manager and office manager. Outside of her advisory work, she is also active as a ridesharing driver for Lyft and Uber. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, institutions, and retirement plan participants. The firm offers a range of advisory solutions including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by research tools and a broad suite of non-advisory financial services.

Donald Johnson is a financial advisor with Ameriprise Financial Services, holding a Series 66 credential and over 40 years of industry experience. He spent more than two decades at Raymond James Financial Services and was also president of Johnson Stivender Wealth Advisors, Inc. Outside of his advisory work, he is involved in managing private business ventures including hunting leases and charter boat operations. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized retirement income planning service that provides written recommendations and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Jimmy Tovar is a financial advisor with Edward Jones in Wesley Chapel, FL, holding the ChFC® and Series 66 designations and with 17 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory work, he owns a rental property in Wesley Chapel. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, affiliated mutual funds, and tax-efficient services, operating under a fiduciary standard with a large nationwide network of financial advisors and branch offices.

Sebastien Risselin is a financial advisor at Merrill in Brandon, FL, holding a Series 66 designation with eight years at Merrill and a total of four years in the industry. Prior to joining Merrill, he worked at Spark Wireless for two years. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.