Luke Carvalho is a financial advisor at Edward Jones with 17 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2008 in their Plant City, FL office. 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 and affiliated products, operates under a fiduciary standard, and is notable for its extensive advisor and branch network as well as affiliated capabilities beyond advisory services.

Matthew Albritton is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial, he worked in educational roles at the University of Florida and Lakeland Christian School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services supported by proprietary and third-party research, with options for discretionary and non-discretionary management.

Jon Trombetto is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. He has been with Raymond James and its affiliates since 1998 and is also the owner of Eye Captured Photography, LLC, where he operates an online business selling photographs and providing photography services for life events and commercial projects. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual and institutional clients. The firm provides tailored, non-discretionary consulting using analytical tools to help clients evaluate outcomes, supporting implementation through advisory programs and other providers.

Grace Kilgore is a financial advisor at Primerica Advisors with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Primerica since 2015. Outside of her advisory role, she operates an Amazon Store Front, for which she receives paid commissions. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, delegating trading responsibilities to BNY Mellon Advisors.

Whittney Harvey is a financial advisor at Edward Jones with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms including Fisher Investments and USAA Financial Planning Services. Outside of advising, she operated a business related to books from 2017 to 2020 and has experience as a health insurance agent. 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, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Justin Burthay is a CFP® and Series 66 credentialed financial advisor with 14 years of industry experience. He is currently with Fidelity, having previously worked at Charles Schwab and USAA in various advisory roles. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional investors, including IRA-qualified Charitable Gift Funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, and it is noted for its regulatory registrations and the use of AI and systematic methodologies in its investment process.

Kenneth Compton is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has worked with Raymond James since 2014 and previously spent a year at Churchill Bank. Outside of his advisory work, Compton is involved in agricultural operations through Compton Farms and serves as a director for Gulf Atlantic Bank and Prime Meridian Bancorp. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, with a notable affiliation supporting municipal and public finance advisory work.

Kurt Harvey is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2013 and 2015, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and tailored financial planning services, managing approximately $2.74 trillion in client assets.

Grayson O'cain is a financial advisor with Edward Jones in Bartow, FL, holding a Series 66 designation and six years of industry experience. Prior to joining Edward Jones in 2020, he worked for five years at the Florida Department of Transportation. Outside of his advisory role, he has been involved in ranch work in Indianapolis, IN. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options. The firm is notable for its extensive retail advisor network, affiliated mutual funds, and fiduciary standard in providing advisory services.

Peter Abbate is a financial advisor with LPL Financial in Lakeland, FL, holding Series 65 and Series 66 licenses and 12 years of industry experience. His prior roles include positions at Cetera Investment Services, Regions Bank, Merit Financial Group, VALIC Financial Advisors, PNC Bank, Merrill, Bank of America, and JP Morgan Securities. 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 financial planning, various advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management and providing access to model portfolios and research from multiple sources.

Wenylsa Spencer is a financial advisor at Primerica Advisors with four years of industry experience. She holds Series 63 and Series 65 licenses and has worked at PFS Investments Inc. and Primerica Financial Services. Outside of her advisory role, she works part-time as a delivery driver for DoorDash. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm utilizes model-driven strategies created by unaffiliated asset managers and offers a range of portfolio approaches supported by custodial and execution services from Pershing and BNY Mellon Advisors.

Roland Martinez is a financial advisor at LPL Financial with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Morgan Stanley Smith Barney, Raymond James & Associates, UBS Financial Services, and Centene Corporation. Martinez is based in Lakeland, FL. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management strategies supported by research and model portfolios.

Robert Stark is a financial advisor with Cambridge Investment Research Advisors and holds the Series 66 designation. He has 21 years of industry experience and has worked with firms including Royal Alliance Associates and Signator Investors. Outside of his advisory role, he volunteers with the Brandon Sports and Aquatic Center and owns Bobby Stark Financial Planning, LLC. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, retirement plan advisory, and financial wellness services. The firm offers a range of investment solutions through a network of independent Financial Professionals, utilizing both proprietary and unaffiliated model strategies across multiple platform arrangements.

Alberto Bonfil is a financial advisor with Edward Jones in Lakeland, FL, holding a Series 66 designation and over 21 years of industry experience. He has been with Edward Jones since 2006. 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 and operates under a fiduciary standard, supported by a large network of financial advisors and branch offices nationwide.

Kevin Campbell is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been with Cambridge Investment Research and its affiliates since 1998 and also serves as a successor trustee for a revocable living trust in Lakeland, Florida. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and retirement sponsors. The firm offers a range of financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing both proprietary and third-party strategies across multiple platform arrangements.

Eddie Mathouchanh is a financial advisor with Merrill in Lakeland, FL, holding a Series 66 designation and 15 years of industry experience. He has worked at both Bank of America, N.A. and Merrill since 2011. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm uses internal and third-party investment models and implements account administration, trading, and custody support.

Robert Martin is a financial advisor with Osaic Wealth, Inc. in Tampa, FL, holding a Series 66 designation and 22 years of industry experience. He has worked at Osaic since 2023 and previously spent 12 years with Cetera and its affiliate entities. Martin also operates a sole proprietorship under the name MyPFA, focusing on sales and marketing of securities and insurance products. Osaic Wealth serves a diverse client base that includes individual, high-net-worth, institutional, and charitable clients through a vast network of advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party managers to construct portfolios across various asset classes.

Christopher Spear is a financial advisor at LPL Financial with 10 years of industry experience. He holds a Series 66 designation and has worked at several firms including Morgan Stanley, Merrill, Bank of America, and T. Rowe Price. Outside of his advisory role, he is the owner of Trusted Check Home Inspections, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of advisory programs, retirement plan consulting, and brokerage services, utilizing strategic and tactical investment approaches supported by research and technology.

Michelle Sherwood is a financial advisor with Merrill, holding a Series 66 designation and 25 years of industry experience. She has been with Merrill since 2009 and is also associated with Bank of America, N.A. since 2007. She serves as a committee member on the CLASAC Environmental Lands Program in Bartow, FL, which recommends private lands for conservation. Merrill, along 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 investment strategies for a diverse client base including individuals, high-net-worth clients, and institutions.

Ryan Alston is a financial advisor with Ameriprise, holding a Series 66 credential and 13 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012. Alston serves on the foundational board of Advent Health Zephyrhills. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations.