James Pillow Jr. is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 26 years of industry experience. He previously worked at Moors & Cabot Inc and Wells Fargo Clearing. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable organizations by offering financial planning, investment management, and retirement-plan advisory services. The firm operates through thousands of financial professionals and provides access to multiple platforms, third-party advisers, and proprietary investment strategies.

Fabio Mugnaini is a financial advisor at OSAIC with seven years of industry experience and holds a Series 66 designation. His prior work includes positions at Royal Alliance Associates, Transamerica Capital, JP Morgan Securities, JPMorgan Chase Bank, and Wells Fargo. Mugnaini is also involved in back office operations related to Transamerica’s variable product business through Tata Consultancy Services. OSAIC serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services, with an investment process focused on model-based asset allocation, portfolio optimization, and multiple managed account strategies.

Chris Castro is a financial advisor at Osaic with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including B. Riley Wealth Management and National Securities Corporation. Osaic Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering comprehensive financial planning and various managed portfolio programs. The firm emphasizes model-based asset allocation and portfolio optimization, supported by discretionary strategies, third-party managers, and proprietary models.

Douglas Canna is a financial advisor with LPL Financial, holding a Series 63 designation and over 32 years of industry experience. He has worked at LPL Financial since 2009 and founded Canna Investment Management, Inc., where he has been active since 2002. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm supports a broad range of investment strategies through a large network of advisors and combines advisory services with various non-advisory financial products and institutional partnerships.

Robert Hammond is a financial advisor with LPL Financial in Lakeland, FL. He holds a Series 66 designation and has 10 years of industry experience. Prior to joining LPL Financial in 2019, he worked at Allen & Company of Florida, LLC for six years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, asset management programs, and institutional platforms, using a range of advisory strategies supported by proprietary research and technology tools.

Emilia Galletti is a financial advisor at OSAIC with a Series 66 designation and no prior industry experience. Her work history includes roles at Total Resource Financial LLC and teaching positions at the University of Tampa and Hillsborough Community College. Outside of finance, she is involved with Kara's Greek - KGramms LLC. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients. The firm offers both brokerage and advisory services through a multi-advisor platform, emphasizing model-based asset allocation and portfolio optimization supported by a range of tools and third-party managers.

Robert Cheatham Jr. is a financial advisor with Cetera who holds a Series 63 designation and has 31 years of industry experience. He has held roles across several firms, including Avantax Investment Services and Cheatham Goleno & Ferguson, P.A. Outside of his advisory work, he is a majority partner in a tax and accounting firm for reporting purposes and serves as a trustee and personal representative for estate matters. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, managing over $256 billion in assets through a network of more than 10,000 advisors.

Nathan Kilton is a CFP® and PFS™ credentialed financial advisor with 20 years of industry experience. He currently works at Cetera and has held prior roles at Avantax Advisory Services and 1ST Global Advisors. Kilton is also the owner of Sedita Kilton Life & Wealth Management, a financial services firm, and serves on the Plant City Public Safety Employees Pension Board as a board member. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets through a network of more than 10,000 advisors.

Christopher Allen is a financial advisor with Edward Jones in Lakeland, FL, holding Series 63 and Series 65 designations and 16 years of industry experience. He previously worked at Cetera and Regions Bank before joining Edward Jones in 2019. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs, investment strategies, and affiliated financial services across a nationwide network of advisors and branch offices.

Eric Fishman is a financial advisor with Primerica Advisors in Brandon, FL, holding Series 63 and Series 65 credentials and possessing 20 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2005. In addition to his advisory role, he is involved in sales of loan products and home security services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selective separately managed accounts. The firm utilizes third-party asset managers and offers a tiered wrap-fee structure, focusing on curated investment models rather than institutional plan management.

Ryan Rodriguez is a financial advisor at LPL Financial with eight years of industry experience. He holds the Series 65 and Series 63 certifications. Prior to joining LPL Financial in 2022, he worked at T. Rowe Price for five years and has been associated with Suncoast Credit Union and CUNA Brokerage Services since 2021. Outside of advising, he serves as a finance supervisor for HLR Trucking. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supporting a broad range of investment strategies implemented by its network of advisors.

George Hurley is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 63 designation and 38 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and joined Morgan Stanley Private Bank, National Association in 2015. Outside of his advisory role, he manages rental properties in Tampa during his personal time. Morgan Stanley Wealth Management provides a range of advisory services and financial planning programs to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and proprietary tools, offering tailored advice without individual security recommendations in standalone plans.

Michelle Oliver is a financial advisor at Edward Jones in Lakeland, FL, holding a Series 66 designation with one year of experience at the firm. Prior to joining Edward Jones, she worked for Publix Super Markets for 28 years. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets.

Scott Sullivan is a financial advisor with LPL Financial in Lakeland, FL, holding a Series 66 designation and five years of industry experience. Prior to joining LPL Financial in 2020, he worked at Airgas USA from 2016 to 2020. 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 provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Angela Smith is a financial advisor with LPL Financial in Lakeland, Florida, holding a Series 66 credential and 11 years of industry experience. She has been with LPL Financial since 2019 and also maintains a role at Allen & Co, a position she has held since 2014. Outside of advisory work, she owns a home-based interior remodeling business called Charles Smith Trimming Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting a large network of independent advisors and over $819 billion in discretionary assets.

Robert Chase is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. He has been with Raymond James & Associates since 2011. Outside of his advisory role, he is a partner in Bentley Condo, LLC, a business involved in locating, purchasing, and managing property. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions through a range of portfolio management styles and affiliated research.

David Weidner is a financial advisor at Morgan Stanley with over 10 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley Private Bank, National Association since 2016, as well as Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes a structured financial planning process supported by firm-approved tools and analysis from its Global Investment Committee.

Mostafa Salama is a Series 66 licensed financial advisor with Merrill in Brandon, FL. He has six years of experience with Merrill and has previously worked at Bank of America, Wells Fargo Bank, and Sprint United Management. Salama also has teaching experience at The University of Arizona and Hillsborough Community College. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with both model-based and discretionary investment strategies.

Bradley Wood is a financial advisor with Mass Mutual Investors Services in Lakeland, FL, holding Series 63 and Series 65 designations and 10 years of industry experience. He has been with Mass Mutual Investors Services since 2015 and also works with MassMutual Life Insurance Co. Outside of his advisory role, Wood is involved in college consulting through ownership in MedLoan Solutions. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, and organizations. The firm utilizes client-specific financial analysis tools and offers a range of planning programs, including recent additions like Divorce Planning and employer-sponsored planning services.

Matthew Oleson is a Series 66 credentialed financial advisor with Thrivent Investment Management in Brandon, FL, where he has worked since 2010. He has 21 years of industry experience. Outside of his advisory role, Oleson serves as president of the Parsons Oaks Condominium Association, a property owners association for the office park where his office is located. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based analyses and offers clients the ability to combine planning with managed-account programs under a consolidated billing option called "WealthPlan," while keeping planning and portfolio management separate.