Bruce Parmenter Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 21 years of industry experience. He previously worked at Ameriprise Financial Services from 2010 to 2026. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, third-party subadvisors, and technology-driven strategies.

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, holding a Series 66 credential and six years of industry experience. She has been with LPL Financial since 2019 and previously worked at Capstone Collegiate Communities from 2016 to 2019. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and a variety of portfolio strategies.

Cassie Hille is a financial advisor with Primerica Advisors in Lakeland, FL, holding Series 63 and Series 65 licenses and having four years of industry experience. She has worked with PFS Investments Inc. and Primerica Financial Services since 2021. Outside of financial advising, she is an independent representative for Norwex, a company specializing in non-investment related products. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-delivery strategies from third-party asset managers and oversees approximately $15.5 billion in assets under management through a network of nearly 3,700 advisors.

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.

Robert Sullivan is a financial advisor with LPL Financial in Lakeland, FL, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He previously worked at MFS Fund Distributors, Inc. from 1993 to 2017 and has been associated with Allen & Company of Florida since 2017. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Otavio Peruzzo is a financial advisor at Merrill Lynch Wealth Management. He focuses on helping clients grow and manage their wealth through personalized financial planning and investment guidance. His expertise includes liquidity management, managing new wealth, portfolio management services, and tax minimization. Otavio holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. He earned a Bachelor's Degree from Unigran. He provides services in Portuguese, Spanish, and English. Outside of his professional work, Otavio has interests in music, soccer, and tennis.

Matthew Bishop is a financial advisor with Edward Jones in Lakeland, FL, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering both discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

James Conrow is a financial advisor at Ameriprise with 12 years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Edward Jones for 10 years. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning through written recommendation reports and ongoing advice, integrating proprietary research and third-party data within a structured investment framework.

Rose Pagan is a Series 66-credentialed financial advisor with nine years of industry experience, currently with Thrivent Investment Management. She has been with Thrivent and its affiliated entities since 2016. Outside of her advisory role, she is involved in managing a small number of residential rental properties. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based planning without discretionary portfolio management. The firm offers both one-time and ongoing planning engagements through a large network of advisors and integrates planning with managed accounts under its WealthPlan option.

Richard Wright is a financial advisor with Morgan Stanley, holding Series 63, 65, and 66 credentials and having 20 years of industry experience. His tenure at Morgan Stanley began in 2016, including roles with Morgan Stanley Private Bank, N.A. He previously worked at Executive Transformations, Inc. from 2013 to 2016. Outside of his advisory work, Wright serves as a board member of the Warrington Elks Lodge BPOE 2108, a fraternal organization focused on children and youth. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm offers tailored financial planning using structured discovery processes and approved planning tools, serving clients through both direct and corporate financial planning agreements.

Lydia Boyd is a financial advisor with Charles Schwab who holds Series 63 and Series 66 licenses and has 22 years of industry experience. Prior to joining Charles Schwab in 2020, she worked at TD Ameritrade and Scottrade. Outside of finance, she owns Boyd Jewelers and serves on the board of the Learning Resource Center, where she participates in governance and fundraising activities. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary investment guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.

Althea Mcleish Whyte is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and two years of industry experience. She has worked at Primerica Advisors since 2024 and has prior experience in healthcare organizations including Lakeland Regional Health and HCA Healthcare. In addition to her advisory role, she earns compensation from affiliated entities for the sale of loan products and referrals of home security and automation services. Primerica Advisors manages a wrap-fee asset management program serving primarily individual investors as well as corporate and charitable clients. The firm employs model-based investment strategies supported by third-party asset managers and provides advisory services through a large network of financial advisors.

Joshua Chase is a financial advisor at Edward Jones with six years of industry experience, including seven years at Edward Jones and twelve years at State Farm Insurance. He holds the Series 66 designation and is based in Auburndale, FL. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of investment strategies and affiliated products, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors.

Damon Dennis is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and previously worked at Raymond James & Associates, Syniverse Technologies, and the Government Employees Insurance Company. In addition to his advisory role, he serves as an academic assistant at LSU Alexandria. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of financial advisors and offers a range of advisory programs and investment strategies under a fiduciary standard.

Donald Johnson is a CFP® professional with 12 years of industry experience. He is currently affiliated with Ameriprise Financial Services, LLC and was previously with Raymond James Financial Services Advisors, Inc. outside of his advisory role, he is a partner in two businesses, including a charter fishing enterprise and a hunting club. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Isaac Hartmann is a financial advisor with LPL Financial in Lakeland, FL, holding CFP® and CFA® designations and over 23 years of industry experience. He has been affiliated with LPL Financial since 2019 and has worked with Allen & Company of Florida, Inc. since 2004. Hartmann is also the owner of an insurance agency, Devoted Wealth Management, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by extensive research and model portfolios.

Michael Walker is a financial advisor at LPL Financial with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Allen & Company of Florida, Inc. since 1999 in addition to his role at LPL Financial since 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, employing both discretionary and non-discretionary management supported by research and model portfolios.

Hunter Mc Taggart is a CFP® professional with four years of industry experience, currently serving as an advisor at LPL Financial in Lakeland, FL. Prior to joining LPL Financial, he held roles at Northwestern Mutual, Publix Supermarket, Drumcondra Credit Union, and the University of Florida. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services supported by research, diversified strategies, and technology-driven portfolio solutions.

Dwayne Miller is a financial advisor with Primerica Advisors in Winter Haven, FL, holding Series 63 and Series 65 licenses and five years of industry experience. He has worked at Primerica Advisors since 2021 and Primerica Financial Services since 2020. Prior to his financial services career, he worked at Coldwell Banker and Walgreens. Primerica Advisors is a large institution serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program with model-based investment strategies managed by third-party asset managers and supported by BNY Mellon Advisors and Pershing for trade execution and custody.