Guillermo Cornejo is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Merrill, Bank of America, Wells Fargo, and Uber. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering non-discretionary advisory services supported by a centralized due-diligence framework.

Josue Blanco Viquez is a financial advisor with LPL Financial holding a Series 66 designation and less than one year of industry experience. His prior roles include positions at Allen & Company, CPS Investment Advisors, Fisher Investments, and Northwestern Mutual. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services with access to model portfolios, research, and both discretionary and non-discretionary management.

Richard Rios is a CFP® professional with 33 years of experience in the financial services industry. He has worked at Wells Fargo Clearing since 2019 and was previously with Ameriprise Financial Services, Inc. from 2012 to 2019. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets through more than 14,000 financial advisors and offers both brokerage and advisory solutions.

David Johnson is a financial advisor with Merrill in Lakeland, FL, holding Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at Bank of America, Morgan Stanley, and several banking institutions. Merrill, alongside 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 individuals, high-net-worth clients, and institutional investors.

Leeann Lambert is a financial advisor at Raymond James & Associates in Lakeland, FL, holding a Series 63 designation with 26 years of industry experience. She has been with Raymond James & Associates since 2011. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, charitable organizations, and municipal entities, offering a range of financial planning and consulting services typically structured as non-discretionary relationships.

Kathleen Schultz is a financial advisor with Charles Schwab who holds Series 63 and Series 65 licenses and has 42 years of industry experience. She worked at Citigroup Global Markets for 32 years before joining Charles Schwab in 2020. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by in-house research and a formal alternative investment platform.

Timothy Gunn is a financial advisor with Raymond James & Associates in Lakeland, FL. He holds a Series 66 designation and has 25 years of industry experience, including 18 years with Raymond James & Associates. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension plans, and charitable organizations, offering financial planning, investment consulting, and municipal advisory services.

John Craig is the Resident Director at Merrill Lynch Wealth Management, where he leverages over 35 years of experience in providing wealth management advice to clients. He began his career at Merrill in 1987 in Norfolk, Virginia, and has since held leadership positions including branch manager roles in the Winter Haven and Lakeland offices. He currently leads the Blubaugh-Craig Group, combining his oversight experience with Merrill's open architecture platform to help families and businesses build and preserve their wealth. John holds a Bachelor's Degree from Washington and Lee University and is designated as a Personal Investment Advisor (PIA). His approach involves creating customized strategies tailored to each client's unique needs and goals, drawing on his extensive background assisting clients through various market cycles. John and his team utilize the resources of Bank of America and Merrill to provide comprehensive wealth management services, including investments, cash management, and corporate benefit programs to businesses, plan sponsors, and corporate executives. He is proficient in both English and Spanish.

Aaron Riley is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at Northwestern Mutual and New York Life. Before entering the financial services field, he spent five years with the United States Postal Service. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic planning without discretionary trading authority and allows clients to combine these services with managed accounts under a consolidated billing option called “WealthPlan.”

John Ciko III is a financial advisor with LPL Financial in Brandon, FL, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. He previously worked at Invest Financial Corporation for eight years before joining LPL Financial in 2018. Outside of his advisory role, he is associated with Blue Sky Ventures 6173, Inc., a business entity used for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, providing both discretionary and non-discretionary management supported by in-house and third-party research.

Joni Borawski is a financial advisor with Fidelity, holding a Series 66 designation and 14 years of industry experience. She has worked with various Fidelity entities since 2014, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, and is noted for its regulatory registrations and use of algorithmic methods and AI in its investment process.

Michele Cash is a financial advisor at LPL Financial with two years of industry experience. She holds a Series 66 designation and has worked at LPL Financial since 2022. In addition to her advisory role, she is a project manager at Barrett Media, LLC and an instructor at Crunch Fitness. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by LPL Research and third-party subadvisors.

Katrina Hirdes is a financial advisor at LPL Financial with two years of industry experience. She holds the Series 66 designation and has worked at LPL Financial since 2023. Outside of her advisory role, she is a beauty consultant for Mary Kay Cosmetics. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting services supported by both proprietary and third-party research.

William Pflueger is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. He holds the Series 66 designation and is based in Brandon, Florida. 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 strategies, supported by a large nationwide network of advisors and branch offices.

Mark Alford is a CFP® with 14 years of industry experience, currently serving at J.P. Morgan Securities. He has worked at JPMorgan Chase Bank and Bank of America, and since 2007 has been president of Express Printing of Winter Haven, Inc. He is also president of Polk County for Life, Inc., a nonprofit focused on education and promoting pro-life and sexual purity initiatives. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Jonathan Tubbs is a financial advisor at LPL Enterprise with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has previous experience at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he is involved with Congdon and Company, providing administrative support. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage services. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products, utilizing an integrated platform that combines adviser programs with active sales of financial products.

Heather Balfour is a financial advisor at Fidelity with 23 years of industry experience. She holds a Series 66 designation and has worked primarily with Fidelity and its affiliated entities since 2001, with a brief period at W&S Brokerage Services, Inc. from 2018 to 2021. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is known for its investment in model portfolios, oversight of sub-advisers, and use of AI-driven research tools.

Kathryn French is a financial advisor with LPL Financial in Lakeland, FL, holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. She has been with LPL Financial since 2019 and previously worked at Allen & Company of Florida, where she has been employed since 2004. 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 a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

William Rhodes is a financial advisor with Cambridge Investment Research Advisors in Riverview, FL. He holds the Series 66 designation and has seven years of industry experience. Prior to his current role, he worked at Mass Mutual Investors Services and MassMutual Life Insurance, and previously spent thirteen years with Iowa Northern Railway. He serves as a board member of a homeowners association. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, employing a variety of portfolio management approaches and proprietary as well as third-party model strategies.

Christopher Mincey Sr. is a Series 66-licensed financial advisor at Edward Jones in Mulberry, FL, with 11 years of industry experience. He has been with Edward Jones since 2014. 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 solutions, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.