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.

David Anderson is a financial advisor at LPL Financial with a Series 65 credential and three years of industry experience. He previously worked for 18 years at The State Bank and Trust Company. LPL Financial is a national firm serving individual and institutional clients through a network of investment adviser representatives, offering financial planning, advisory programs, retirement consulting, and brokerage services. The firm provides discretionary and non-discretionary management with access to model portfolios, research, and various investment strategies.

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.

Tameshia Butler is a CFP® and holds a Series 66 license, currently working with Fidelity with 16 years of industry experience. She has held multiple roles within Fidelity since 2011. Outside of her financial advisory work, Butler owns and operates Love & Elegance, an event styling and decorations business based in Lake Wales, Florida. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across various fund structures and platforms.

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.

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.

Joel Speakman is a financial advisor with Edward Jones in Davenport, FL, holding Series 63 and Series 66 licenses and having 17 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive retail advisor network and affiliated capabilities such as a trust company and securities-based lending options.

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, holding a Series 63 designation and bringing 32 years of industry experience. His prior firms include Cetera Advisor Networks LLC and Summit Financial Group Inc. Outside of advisory work, he contributes as a part-time columnist for The Ledger and serves as a FINRA arbitrator. 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 variety of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from LPL Research and third-party subadvisors.

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.