Brandon Jorge is a financial advisor with Ameriprise in Lakeland, FL, holding a Series 66 designation and four years of industry experience. He has previously worked at Raymond James Financial and Barrow and Powers Financial Services. Outside of his advisory work, he serves as Treasurer on the Board of Directors for the Evans Turkey Creek Homeowners Association. Ameriprise is a large institutional firm that offers retirement-income planning services focused on clients approaching or in retirement with significant investable assets. The firm utilizes a centralized consulting team and combines research, modeling, and tax-efficient strategies to provide tailored, non-discretionary recommendations.

Linda Fairchild is a financial advisor with LPL Financial in Winter Haven, Florida, holding a Series 63 designation and offering 45 years of industry experience. Her career includes roles at Cetera Advisor Networks, Summit Financial Group, and several other firms dating back to 1993. She is also a notary public in Florida and operates Fairchild Advisors, LLC, a business related to her LPL activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, utilizing both proprietary research and third-party strategies, supported by operational tools including machine learning.

Alicia Jones is a financial advisor at Morgan Stanley with seven years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley in various roles since 2018, including Morgan Stanley Private Bank. Outside of her advisory work, she also works as a food delivery driver for Uber Eats during her personal time. Morgan Stanley Wealth Management serves individual and institutional clients by providing tailored financial planning services supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers a range of advisory programs through its Financial Advisors and Estate Planning Strategies Group.

Brian Genninger is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His prior roles include positions at Raymond James Financial Services, USAA Investment Management Company, and Morgan Stanley. Outside of his advisory work, he sells household items through online platforms such as eBay, Mercari, and Etsy. 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 a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by operational and research tools but not for direct investment decisions.

Paul Evans is a financial advisor at Merrill with three years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Total Quality Logistics, Erudito/Eigen prep, and Valdivia. Outside of his advisory role, he is a co-owner of a family rental property in Lithia, Florida. Merrill, together with 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 accounts.

Christopher Lewis is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 registrations and bringing 29 years of industry experience. His career includes roles at Penn Mutual Life Insurance, Hornor Townsend & Kent, and Foresters Advisory Services. He is also active as a life insurance agent outside of his advisory work. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm offers financial planning, asset management, and educational seminars, providing clients with ongoing, collaborative planning supported by analytical tools and a range of investment programs.

Nicholas Brinkman is a financial advisor with LPL Financial in Lakeland, FL, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial in 2025, he was with Charles Schwab for one year and has a background that includes education and work in the hospitality sector. 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 financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset allocations and alternative exposures.

Nery Saucedo Gonzalez is a financial advisor with Merrill in Winter Haven, FL, holding a Series 66 designation and three years of industry experience. Prior to joining Merrill and Bank of America, Nery worked at Equitable Advisors and held various roles in mortgage lending and public service. Outside of finance, Nery is a managing member and general partner of a mobile bartending business serving private events. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Carol Hughes is a financial advisor with LPL Financial in Lakeland, FL, holding a Series 66 license and 18 years of industry experience. She has been with LPL Financial since 2019 and has concurrently worked at Allen & Company since 2001. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Eric Johnson is a CFP® and holds a Series 66 license with 24 years of industry experience. He has been with UBS Financial Services since 2008. Outside of his advisory role, he serves on the Board of Trustees for the Alpha Tau Omega Fraternity at the University of Florida and is a member of the finance committee on the Board of Directors for Sea Turtle Care and Conservation Specialists Corporation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses model-based asset allocations and proprietary research to tailor financial plans to clients’ goals and risk tolerances.

Lillian Danis Soto is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. She previously worked at Geico for ten years before joining Edward Jones. 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 solutions supported by a large nationwide network of financial advisors and branch offices.

Stephen Shouse is a financial advisor at Edward Jones with 24 years of industry experience. He holds Series 63, Series 65, and Series 66 designations and has been with Edward Jones since 2002. Outside of his advisory work, he serves as an investment committee member for the South Florida Baptist Hospital Foundation. 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 supported by a nationwide network of more than 23,700 advisors.

Douglas Rathbun is a financial advisor at LPL Financial with five years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services for six years and Cisco Systems for three years. Rathbun is based in Winter Haven, Florida. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a network of over 22,800 advisors and significant discretionary assets under management.

Brian Heipp is a financial advisor with Thrivent Investment Management in Lakeland, FL, holding the ChFC® and Series 66 designations and bringing 19 years of industry experience. He has worked with Thrivent Investment Management since 2008, including time at THRIVENT Financial and LPL Financial. Outside of his advisory role, Heipp serves as a board member and upcoming president of the Lakeland Sunrise Rotary Club and holds leadership positions with the Lakeland Runners Club, where he coaches running programs. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based analyses and planning recommendations across various financial topics, with an option to combine planning and managed-account services under a consolidated billing system called “WealthPlan.”

Lawrence Widener is a financial advisor with Edward Jones in Davenport, FL, holding Series 63 and Series 66 licenses and with 29 years of industry experience. He has been with Edward Jones since 1996. Outside of advising, Widener is involved in livestock production and serves as a board member of the Kiwanis club in Davenport. 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.

Starla Buchanon is a financial advisor with Raymond James Financial in Lakeland, FL, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. She has been with Raymond James since 2014 and serves on the City of Lakeland Firefighter's Pension Board. Outside of her advisory role, she is involved with Compton & Associates, a branch support company. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm employs tailored, non-discretionary planning and utilizes risk profiling and modeling tools to support client goals.

Thomas Oldt is a financial advisor with LPL Financial in Winter Haven, Florida, holding a Series 63 designation and over 32 years of industry experience. His career includes prior roles at Cetera Advisor Networks, Summit Financial Group, and FFP Advisory Services. Outside of his advisory work, Oldt serves as a FINRA arbitrator and contributes as a part-time columnist for The Ledger in Lakeland, Florida. 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 financial planning and portfolio management services, utilizing both proprietary research and third-party strategies, supported by advanced operational tools.

Angela Gauthier is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney since 2009. 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 and financial planning services that incorporate structured discovery conversations and firm-approved planning tools.

Hayden Watts is a financial advisor at LPL Financial with five years of industry experience. He holds the Series 66 designation and previously worked at Equitable Advisors and Tijuana Flats. Outside of his advisory role, he is the owner of Hayden's Creations, a non-investment-related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, and institutions. The firm offers a wide range of financial planning and portfolio management services through a large network of investment adviser representatives, employing both proprietary and third-party investment strategies.

Christopher Hill is a financial advisor with Merrill in Lakeland, Florida, holding a Series 66 designation and 8 years of industry experience. He has worked at Bank of America and Merrill since 2014. Outside of his advisory role, he owns a sole proprietorship through which he has authored a children’s book published via Amazon. Hill also serves as Junior Warden, with upcoming plans to become President, at the Corinthian Lodge No. 191 Free and Accepted Masons of Florida, where he participates in community charity efforts. Merrill provides managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm integrates access to a broad set of financial products and services within Bank of America’s corporate platform.