Hunter Mc Taggart is a CFP® certified financial advisor with four years of industry experience, currently affiliated with LPL Financial in Lakeland, FL. His prior experience includes roles at Northwestern Mutual, Publix Supermarket, Drumcondra Credit Union, and the University of Florida. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions, offering a range of financial planning and portfolio management solutions.

Thomas Lloyd is a financial advisor with Cetera, holding a Series 66 designation and eight years of industry experience. His career includes roles at Wells Fargo Advisors, Primerica, Truist Investment Services, and Citizens Bank and Trust. Outside of his advisory work, he serves as Vice President of the Board of Directors for the Florida Children's Museum and is a board member of the Central Florida Speech & Hearing Center, participating in fundraising and community advocacy. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a nationwide network of independent advisors and supports multiple program structures with discretionary and non-discretionary authorities.

Matthew Antos is a CFP® professional with 30 years of industry experience, currently serving at LPL Financial since 2008. Prior to joining LPL, he spent six years with Citigroup Global Markets. Outside of his advisory role, he manages operations for a nonprofit organization supporting Florida nurserymen, growers, and landscapers. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment solutions, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational tools.

Heidy Pagan Jr. is a Series 66 licensed financial advisor with J.P. Morgan Securities, bringing 21 years of industry experience. His career includes roles at Thrivent Investment Management, Charter Communications, and Florida Blue prior to joining J.P. Morgan in 2020. Outside of his advisory work, he manages several rental properties in Florida and Alabama. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services through a process that combines quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework and offers customized solutions delivered on a non-discretionary basis.

Jefferson Dove is a CFP® and Series 66-registered financial advisor with Edward Jones, based in Valrico, FL. He has 18 years of industry experience and has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

John Bockover is a financial advisor with Edward Jones in Auburndale, FL, holding Series 63 and Series 66 designations and bringing 13 years of industry experience. He has been with Edward Jones since 2014 and serves concurrently in the US Army Reserves as an Imagery Analyst. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Wade Harvey is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. His career includes long tenures at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, as well as nearly two decades at Citigroup Global Markets. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through both direct and Corporate Financial Planning agreements.

Keith Albritton is a financial advisor with LPL Financial in Lakeland, FL, holding the CFP® designation and Series 66 license. He has 30 years of industry experience, including 26 years at Allen & Company of Florida, LLC before joining LPL Financial in 2019. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Michael Vonberg is a financial advisor with LPL Financial in Lakeland, FL, holding Series 63 and Series 65 licenses and having 21 years of industry experience. His prior roles include positions at ISE Wealth Strategies, LLC, and Waddell & Reed, Inc. Outside of his advisory work, he is associated with Pragmatic Press, a book publishing venture. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management.

Jesus Vega Cerda is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation and previously worked at Publix Super Markets, Inc., Keiser University, and the University of Puerto Rico, Bayamon campus. 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. The firm offers a range of discretionary and non-discretionary investment strategies, access to separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

Mara Shaughnessy is a financial advisor with LPL Financial in Brandon, FL, holding a Series 65 designation and three years of industry experience. She has worked at LPL Financial and Heath Wealth Management LLC since 2020 and has been a for-profit board member of Shaughnessy Law PLLC since 2006. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services through its network of advisors and utilizes both proprietary research and third-party strategies.

Mark Rothman is a CFP® with 16 years of industry experience, currently affiliated with MassMutual Investors Services since 2017. His prior experience includes roles at MassMutual Life Insurance Company and METLIFE SECURITIES Inc. Outside of financial advising, he serves as a director of a nonprofit foundation, acts as deacon chairman and president of the board of directors at First Baptist Church Plant City, and owns and operates a smoothie and juice bar in Plant City. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative annual planning engagements using firm-approved analysis tools, and additional services such as divorce planning and event-driven estate and employer-sponsored planning programs.

Christopher Chaffin is a CFP® with 16 years of experience in financial advising. He is currently with Raymond James Financial Services Advisors, Inc., where he has worked since 2019, following prior roles at SunTrust Advisory Services and SunTrust Investment Services. He is also president and an advisor at Chaffin Capital Advisors, Inc., a business associated with Raymond James Financial Services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutional clients, and nonprofit organizations. The firm uses tailored, non-discretionary planning and risk-profiling tools to inform investment decisions and supports municipal and public finance work through an affiliated municipal advisor.

Shane Nelson is a CFP® with 45 years of industry experience, currently affiliated with Edward Jones since 1989. He holds Series 63 and Series 66 licenses and is based in Bartow, FL. Nelson has spent his entire career at Edward Jones, one of the largest full-service wealth management firms in the United States. Edward Jones serves over four million individual and institutional clients with a wide range of advisory and investment services, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices. The firm offers discretionary and non-discretionary wrap fee strategies, separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

Samuel Ryder is a Financial Advisor with Merrill Lynch Wealth Management, specializing in delivering personalized financial guidance tailored to individual clients’ unique needs. He works closely with high net worth families, business owners, physicians, attorneys, and professionals, focusing on portfolio management, retirement planning, and family wealth management strategies. Samuel offers comprehensive services including divorce transition planning, executive compensation, institutional and corporate benefit services, as well as support for endowments, foundations, and non-profits. With a Bachelor’s Degree from Florida Southern College, Samuel holds the Personal Investment Advisor (PIA) designation. His approach centers on understanding clients’ priorities to develop strategies that help preserve wealth, plan for retirement, and create lasting legacies. Additionally, Samuel provides tailored lending solutions through Bank of America to enhance clients’ financial flexibility. He is involved in community organizations such as 4-H, Rotary, and the Salvation Army. Outside of his professional work, Samuel’s personal interests include adventure sports, baseball, basketball, boating, fishing, football, golfing, reading, scuba diving, and spending time with his family.

Kristhian Estrada is a Client Experience Advisor at Merrill Lynch Wealth Management. In this role, he collaborates with clients to understand their financial situations and presents solutions available through Merrill and Bank of America. His focus is on enabling clients to make informed decisions tailored to their current financial needs. Kristhian holds a Bachelor's Degree from the University of South Florida and has earned the Personal Investment Advisor (PIA) designation. He is engaged with professional and community organizations including Assemblies of God, Rotary International, The NextStep Project, and the USF Corporate Mentor Program.

Jeffrey Clements is a financial advisor at Morgan Stanley with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Bank of America, and Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by advanced modeling tools.

Anthony Iannucci is a Senior Financial Advisor at Merrill Lynch Wealth Management. He focuses on creating personalized wealth management strategies tailored to each client's unique financial situation and long-term goals. Anthony leverages the investment insights of Merrill and the banking and lending services of Bank of America to address the evolving market conditions and help clients pursue their financial objectives. He holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Anthony earned his high school diploma from Carle Place High School. Beyond his professional responsibilities, he is committed to community involvement, actively volunteering with local organizations in alignment with Merrill's tradition of community participation.

Douglas Mcpherson is a financial advisor at Cetera with 23 years of industry experience. He holds Series 63 and Series 66 credentials and has held positions at Citizens Bank & Trust and Osaic Institutions, Inc. in addition to his current role. Mcpherson serves as vice president and private banking officer at Citizens Bank & Trust and is active in community organizations, including roles as treasurer of The Estate Planning Council of Polk County and board president of The Mission of Winter Haven, Inc. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a multi-manager platform with various portfolio management options, including model portfolios, third-party managers, and bespoke strategies.

Dana Hurley is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at LPL Financial since 2019. He has also been associated with Allen & Company of Florida, Inc. since 2012. Dana dedicates time as a financial advisor with Advisors Excel. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a network of investment adviser representatives utilizing diverse investment strategies.