Christopher Floyd is a financial advisor at Edward Jones with 10 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. Prior to joining Edward Jones in 2022, Floyd worked at Ic Advisory Services Inc and The Investment Center Inc from 2018 to 2022, as well as Infinex Investments, Inc. and Allen & Company of Florida, Inc. earlier in his career. 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 solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

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.

Michael Tanner is a financial advisor with LPL Financial, holding a Series 66 designation and 27 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory role, he is involved in tax preparation and accounting services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

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.

Curtis Catlin is a CFP® with 29 years of industry experience. He has worked at OSAIC since 2025 and previously spent 15 years with Lincoln Financial Securities Corporation. Curtis holds the Series 63 and Series 65 licenses. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers and advisory platforms. The firm offers integrated brokerage and investment advisory services, employing a variety of asset-allocation tools, risk-tolerance questionnaires, and portfolio management options.

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.

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.