David Findley is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 credential and has worked at several firms including Fisher Investments, Bank of America, Merrill, and Equitable Advisors. Outside of finance, he has prior experience working at Wanderers Country Club and Boston Market. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Hossam Nasser is a financial advisor with LPL Financial in Tampa, FL, holding a Series 66 designation and bringing 21 years of industry experience. His prior roles include positions at Ameriprise Financial Services and Raymond James Financial Services. He is also involved with Suncoast Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, credit unions, corporations, and nonprofits through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing discretionary and non-discretionary management supported by in-house and third-party research.

David Mobley is a financial advisor with Primerica Advisors in Davie, FL, holding Series 63 and Series 65 licenses and having five years of industry experience. His prior work includes roles at Primerica Financial Services since 2003, Publix Supermarkets, and self-employment. Outside of advising, he serves as president of Tandi Enterprises, Inc., the legal entity for his Primerica business. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed accounts. The firm uses a tiered wrap-fee structure and curates third-party asset managers for portfolio management and trading implementation.

Natalie Matos is a financial advisor at Edward Jones with 23 years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at Wells Fargo Clearing and Wells Fargo Advisors. 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 programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Colin Wieand is a financial advisor at LPL Financial with one year of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining LPL Financial, he worked at Suncoast Credit Union and Abyde and has held various roles including at Lycoming College and Zeager Landscape Designs & Nursery LLC. 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 wide range of financial planning and advisory programs, retirement plan consulting, and brokerage services, incorporating both discretionary and non-discretionary management supported by research and model portfolios.

Bethuel Taylor is a financial advisor with Primerica Advisors in Brandon, FL, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked at Primerica Financial Services since 2009 and PFS Investments Inc. since 2010. Outside of his advisory role, he serves as an officer of Taylors Enterprises International, a non-investment-related business. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and selective separately managed accounts to individual and high-net-worth clients. The firm uses a tiered wrap-fee structure and curates third-party asset managers, with portfolio implementation delegated to BNY Mellon Advisors.

Thomas Heinrichs is a financial advisor with Ameriprise in Brandon, FL, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. He has been with Ameriprise and its related entities since 2015. Outside of his advisory work, he owns and operates car-related events including the Corsa America Rally and Exotic Fest, a weekend car meet in Miami. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm also provides a broad range of advisory, brokerage, and insurance solutions through its extensive institutional platform.

Woodrow Hicks is a financial advisor at Raymond James & Associates with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Raymond James for 15 years. 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 alongside extensive municipal advisory capabilities.

Timothy Conti is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and bringing 33 years of industry experience. He has worked with Mass Mutual Investors Services since 2017 and previously spent 25 years with MetLife Securities and Metropolitan Life Insurance Company. Outside of advising, he is involved in life and health insurance sales and manages a commercial real estate business. MML Investors Services, LLC, a subsidiary of MassMutual, provides financial planning and investment services to individuals, business owners, trusts, estates, charitable organizations, and employers, offering asset management, wrap programs, and educational seminars.

Todd Barrow is a financial advisor with Ameriprise in Lakeland, FL, holding a Series 66 designation and 32 years of industry experience. His prior experience includes roles at Raymond James Financial and ownership in financial services and real estate-related businesses. Outside of his advisory work, he serves as an Executive Pastor at Family Worship Center. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement, combining research and modeling with tax-efficient strategies. The firm serves clients with significant investable assets through a centralized consulting team and offers a broad range of advisory, brokerage, and insurance solutions.

Joseph Fessler is a Wealth Management Advisor and Senior Vice President with Merrill Lynch Wealth Management. He joined the firm in 1984 at the regional operations center in Farmington Hills, Michigan. Over the course of his career, Joseph transitioned from operations management — including serving as operations manager for the Vero Beach, Florida complex — to financial advisory in 1994. He draws upon decades of experience within the firm to provide clients with comprehensive access to the firm’s resources, products, and services. Joseph holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation awarded by the Certified Financial Planner Board of Standards, Inc., and is a member of the Financial Planning Association. He also carries the Personal Investment Advisor (PIA) designation. His client focus areas include family wealth management strategies, legacy planning, retirement planning, philanthropic planning, portfolio management, special needs planning strategies, tax minimization, and retirement income. A longtime member of the Vero Beach community, Joseph is a former president of the Exchange Club of Indian River County. He resides in Vero Beach with his wife, Tammy, and has two daughters, Lauren and Kristen. His personal interests include golfing, hiking, music, reading, skiing, and spending time with his family.

Sterling Lirot is a financial advisor with Fidelity, holding a Series 66 designation and eight years of industry experience. He has worked at Fidelity Brokerage Services since 2017 and at Fidelity Investments since 2025. Outside of his advisory role, he operates an online store called Beautiful Sunshine & Company LLC as a sole proprietor. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios using mutual funds, ETFs, and ETPs.

Michael Cameron is a financial advisor with LPL Financial in Plant City, FL, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has been with LPL Financial since 2010. Outside of his advisory role, he has a minor ownership interest in Cameron Citrus Corporation, a non-investment related business. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolios, and retirement plan consulting, supported by research and technology solutions.

William Cangeme is a financial advisor with LPL Financial in Lutz, FL, holding a Series 66 designation and 13 years of industry experience. His prior work includes roles at Morgan Stanley, Ernst and Young LLP, and Capital City Bank. He is also associated with Suncoast Credit Union as a financial advisor. 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 retirement consulting, utilizing research, model portfolios, and technology-driven investment strategies.

Conner Weber is a Financial Advisor at the Merrill Lynch Wealth Management office in downtown Lakeland. He works with families and individuals to support informed financial decisions tailored to their unique situations. Conner specializes in areas including college education planning, family wealth management strategies, investment consulting for defined contribution plans, legacy planning, liquidity management, small business strategies, tax minimization, and retirement income. He holds a bachelor's degree in finance from Stetson University and has earned the Chartered Retirement Planning Counselor (CRPC) designation as well as the Personal Investment Advisor (PIA) designation. These credentials reflect his commitment to retirement planning and investment advising. Beyond his professional work, Conner contributes to his community as a member of Highland Park Church and the Rotary Club of South Lakeland. In his personal time, he enjoys spending time with his wife Marisa and daughter Isabelle, traveling, and playing golf with friends and family.

Danielle Durham Chan Pong is a financial advisor with LPL Financial in Lakeland, FL, holding the Series 66 designation and possessing 11 years of industry experience. She has worked at LPL Financial since 2019 and has been with Allen & Co since 2014. Outside of her advisory role, she is involved in non-variable insurance activities through several firms, including OMS Insurance Group and Black Oak LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, various advisory programs, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party sources.

George May IV is a financial advisor at OSAIC with 34 years of industry experience. He holds Series 63 and Series 65 designations and was previously with FSC Securities for 18 years. He serves as a board member of the Brandon Community Advantage Center, a nonprofit facility serving the local community. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of financial advisers and multiple advisory platforms, offering integrated brokerage, investment advisory services, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios across various asset classes on both discretionary and non-discretionary bases.

John Elliott is a financial advisor with LPL Financial in Brandon, FL, holding a Series 66 credential and bringing 20 years of industry experience. He joined LPL Financial in 2017 after a year at SII Investments, Inc. Outside of his advisory role, Elliott serves as Vice President at M.S.C., Inc., a company focused on health insurance and ancillary products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charities 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, supported by research and diverse investment strategies.

Miguel Figueroa is a financial advisor with J.P. Morgan Securities in Tampa, FL, holding a Series 66 credential and 14 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has held roles at JPMorgan Chase Bank and other business ventures. Outside of his advisory work, he is involved with real estate through ownership and management roles in multiple private LLCs. J.P. Morgan Securities 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 recommendations.

James Chaffin is a financial advisor at Raymond James Financial with 38 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Suntrust Advisory Services and Suntrust Investment Services for a combined 27 years. Outside of advisory work, he serves as Vice President of Chaffin Capital Advisors, a support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.