Cynthia Marotz is a financial advisor with LPL Financial in Lakeland, FL, holding Series 63, 65, and 66 licenses and having 30 years of industry experience. She has worked at LPL Financial since 2019 and at Allen & Company of Florida, Inc. since 2003. Outside of her advisory work, she is involved with Black Oak LLC, a home-based non-investment business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management, model portfolios, and research from multiple sources.

Daniel Coyle is a financial advisor at Edward Jones with 20 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses and has been with Edward Jones since 2005. Outside of his advisory role, he is a member of Port Tampa Lodge 153 F&AM. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a large network of advisors and branch offices nationwide.

Bryon Holz is a financial advisor at OSAIC with 39 years of industry experience. He holds the ChFC® designation along with additional professional credentials including CLU, LUTCF, CASL, and LACP. Prior to joining OSAIC in 2023, Bryon spent 14 years at Sagepoint Financial, Inc. Outside of his advisory role, he works as a freelance music writer and photographer, reviewing and photographing local music concerts. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary portfolio management.

Alexander Russello is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. Prior to joining LPL Financial in 2025, he worked at Grow Financial Services and Cuso Financial Services, L.P. Additionally, Russello has a background in education, having worked with Kumon Math and Reading for 15 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by proprietary and third-party research and employs both discretionary and non-discretionary management strategies.

Joseph Spooner is a financial advisor at Raymond James Financial with 22 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Raymond James since 2016 following a tenure at Woodforest National Bank. He is president of Spooner Financial Group, LLC, which handles business operations and accounting. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning and investment consulting, utilizing various analytical tools and supports municipal and public finance work through a unique municipal advisor affiliation.

Gustavo Delgado Alicea is a Series 63-licensed financial advisor with 30 years of industry experience. He is currently with Cambridge Investment Research Advisors, where he has worked since 2020. His prior experience includes roles at Cetera Advisor Networks LLC, Summit Financial Group Inc, and Summit Brokerage Services. Outside his advisory work, he is the owner and president of Sellers Financial Services, Inc. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, trusts, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services. The firm provides various investment implementation options through multiple custody platforms and employs both proprietary and unaffiliated model strategies.

John Murphy is a financial advisor at Edward Jones with 14 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 advisors.

James Moore is a financial advisor with Thrivent Investment Management in Brandon, FL, holding Series 63 and Series 66 designations and having 11 years of industry experience. He has been with Thrivent and its affiliated firms since 2014. Outside of his advisory role, Moore is a 10% partner in Roosters Restorations, a landscaping and lawn maintenance business. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering detailed, goal-based financial planning without portfolio management or discretionary trading authority. The firm’s planning services cover a wide range of topics and can be combined with managed-account programs under a consolidated billing option.

Nathaniel Goldenberg is a CERTIFIED FINANCIAL PLANNER™ professional with 21 years of industry experience. He is currently the sole advisor at Nextwave Advisors, an independent firm he has been with since 2019. Prior to that, he worked at Rockport Global Advisors from 2013 to 2020. Nextwave Advisors is an independent firm based in Lithia, FL.