Kevin McWilliams is a financial advisor with Ameriprise in Lakeland, FL, holding a Series 66 designation and 20 years of industry experience. He has been with Ameriprise and its affiliate since 2014. Outside of his advisory role, he consults for the Veterinary Wellness & Surgical Center of Lakeland, a business owned by his wife. Ameriprise offers retirement-income planning services focused on clients approaching or in retirement with significant investable assets. The firm provides written recommendation reports using a combination of research, modeling, and tax-efficiency analysis, delivered through a centralized consulting team in partnership with its financial advisors.

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®-certified financial advisor with 14 years of industry experience. He has worked at LPL Financial since 2019 and Allen & Company of Florida, Inc. since 2012. Hurley is based in Lakeland, FL. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, 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 model portfolios and research from multiple sources.

Matthew Faubert is a financial advisor with Edward Jones in Winter Haven, FL, holding Series 63 and Series 66 licenses and possessing 13 years of industry experience. Prior to joining Edward Jones in 2025, he worked at Franklin Templeton for 13 years and Design Pro for one year. 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 strategies, supported by a large national network of advisors and branch offices.

Heather Craig is a Wealth Management Advisor with Merrill Lynch Wealth Management. She collaborates closely with families and business owners to support their wealth management, estate planning, and corporate retirement plan needs. Heather also coordinates with clients' family members and professional advisors to facilitate comprehensive and seamless financial planning. She holds the CERTIFIED FINANCIAL PLANNER™ professional certification, the Certified Plan Fiduciary Advisor® designation, as well as Personal Investment Advisor and Retirement Accredited Financial Advisor credentials. Heather joined Merrill Lynch Wealth Management in 2000, bringing prior experience from A. G. Edwards. She earned a Bachelor's degree from the University of South Florida. Heather resides in Lakeland and is involved in the Boys and Girls Club of Lakeland and Mulberry. Her personal interests include boating, fishing, skiing, swimming, spending time with family, and traveling.

David Hooks is a Series 66-licensed financial advisor with Morgan Stanley in Lakeland, Florida, bringing 15 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2010, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Outside of his advisory work, he serves as a board member on the Finance Committee for the YMCA of West Central Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs centered on financial planning and investment management supported by structured planning tools and broad institutional resources.

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, holding a Series 63 designation and bringing 44 years of industry experience. She has worked at LPL Financial since 2022, following roles at Cetera Advisor Networks and Summit Financial Group. She is also a notary public in Florida. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers diverse advisory programs and financial planning services supported by research and multiple portfolio management options.

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 19 years of industry experience. His prior work includes roles at Raymond James Financial Services and USAA Financial Advisors. Outside of his advisory work, he sells household items through online platforms such as eBay and Etsy. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and retirement consulting services with both discretionary and non-discretionary management options.

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 at LPL Financial with 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 three years at Florida Southern College and work in the restaurant industry. LPL Financial serves a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

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 Series 66-registered financial advisor with 18 years of industry experience. She has worked at LPL Financial since 2019 and has a longer tenure at Allen & Company starting in 2001. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services through a 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 with LPL Financial, holding a Series 66 designation and five years of industry experience. Prior to joining LPL Financial in 2026, he worked at UBS Financial Services for six years and has work history at Cisco Systems from 2014 to 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, with investment management supported by research from LPL Research and third-party subadvisors.

Brian Heipp is a financial advisor with Thrivent Investment Management, holding ChFC® and Series 66 credentials and bringing 18 years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2015. Outside of his advisory role, Heipp serves on the board of the Lakeland Sunrise Rotary Club and holds leadership positions with the Lakeland Runners Club, where he coaches running programs and will assume the presidency in 2026. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides comprehensive, goal-based planning across multiple financial topics, allowing clients to combine planning with managed-account services under a consolidated billing option.