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.

Timothy Sackett is a financial advisor at LPL Financial with 35 years of industry experience. He holds a Series 63 designation and has worked at firms including Grove Point Advisors, Oppenheimer & Co. Inc, and Metropolitan Life Insurance Company. Outside of his advisory role, he has been involved in rideshare driving in Davenport, Florida. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers diverse advisory programs and financial planning services supported by research, model portfolios, and various investment strategies.

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.

Charles Secord is a financial advisor with Cetera, holding Series 65 and Series 63 licenses and bringing 26 years of industry experience. He has worked at Cetera and its affiliated entities since 2004 and has been associated with Nicholas J. Cameron, CPA since 2019. Outside of advising, he serves as interim vestryman and treasurer for St. Nicholas Church, Inc., a nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform that includes affiliated and third-party model portfolios, discretionary and non-discretionary accounts, and various program structures.

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.

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. He manages operations for a nonprofit organization, the Florida Nurseryman, Growers, and Landscape Association. LPL Financial is an SEC‑registered investment adviser and broker‑dealer that serves a broad range of clients, including individuals, retirement plans, corporations, and charitable organizations, through a national network of investment adviser representatives offering diverse advisory programs and financial planning services.

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.

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.

Joshua Lewis is a financial advisor with Morgan Stanley, holding a Series 66 designation and bringing 26 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and the Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a broad range of advisory programs, including tailored financial planning supported by structured discovery and firm-approved tools.

Wade Harvey is a financial advisor at Morgan Stanley with Series 63 and Series 65 credentials and 41 years of industry experience. He has worked with Morgan Stanley Private Bank since 2015 and has been affiliated with Morgan Stanley Smith Barney since 2009. Prior to his current roles, he has extensive experience at Citigroup Global Markets dating back to 1990. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning and estate strategy services, supported by structured planning tools and research from the Global Investment Committee.

Keith Albritton is a CFP® professional with 29 years of industry experience, currently affiliated with LPL Financial since 2019. He has also been with Allen & Company of Florida, LLC since 1996. 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 a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research and model portfolios.

Cassandra Adesina is a financial advisor at OSAIC with 10 years of industry experience. She holds a Series 66 designation and previously worked for Lincoln Financial Advisors Corporation for nine years. In addition to her advisory role, she provides fixed annuities and traditional life insurance through The Next Level Planning Group. OSAIC serves a broad range of clients, including individual investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services. The firm employs various asset-allocation tools and supports multiple advisory platforms, including third-party money managers and unified managed accounts.