Miguel Figueroa is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 14 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. for nine years. Outside of his advisory role, he is involved in several real estate ventures as an owner and contractor. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, and endowments. The firm’s advisory process combines quantitative and qualitative research with centralized due diligence and incorporates ESG considerations where applicable.

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.

Heather Newell is a financial advisor with LPL Financial in Lakeland, FL, holding a Series 66 designation and bringing 10 years of industry experience. She has been with LPL Financial since 2019 and is also associated with Allen & Company of Florida. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supporting both discretionary and non-discretionary strategies.

Richard Henry is a financial advisor with Primerica Advisors in Valrico, FL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been affiliated with Primerica Financial Services since 2000 and with PFS Investments Inc. since 1996. In addition to his advisory role, he receives compensation for sales of loan products and referrals of home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and employs a tiered wrap-fee structure, focusing on non-institutional clients rather than pension or profit-sharing plans.

Russell Moses is a financial advisor with Primerica Advisors in Lakeland, FL, holding Series 65 and Series 63 licenses and five years of industry experience. Prior to his financial services career, he served over two decades in the U.S. Air Force and has worked at ManTech and Kelly Services. He also is involved in sales of non-investment products related to home security and automation through affiliated companies. Primerica Advisors offers a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery investment strategies managed by unaffiliated asset managers and provides advisory services through a large network of financial advisors.

Fernando Romero is a financial advisor with OSAIC in Brandon, FL, holding Series 63 and Series 65 licenses and with 29 years of industry experience. His prior roles include positions at Woodbury Financial Services, Questar Asset Management, and PRUCO Securities. He is president of Romero Insurance & Financial Services, a full-service insurance agency specializing in property and casualty, health insurance, and fixed annuities. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporations, offering a range of brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization.

Gerald Pascal is a financial advisor with UBS Financial Services, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. His career includes prior roles at Charles Schwab and Voya Financial, and he serves as a lieutenant and executive officer in the U.S. Army National Guard. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services through proprietary research and model-based asset allocations.

Harry Bayard is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 24 years of industry experience. His prior roles include positions at Cetera Advisor Networks, J P Turner & Company Capital Management, Wells Fargo Clearing, and A. G. Edwards & Sons. Bayard operates H.R. Bayard & Associates, LLC, which provides investment-related and non-variable insurance services. 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 technology tools for operational and research purposes.

Chila Wendle is a financial advisor with Ameriprise in Auburndale, FL, holding a Series 66 designation and over 16 years of industry experience. Prior to joining Ameriprise in 2023, she worked at Barrow & Powers Financial Services Inc from 2007 to 2023 and at Top Buttons from 2017 to 2019. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to generate recommendations, primarily for clients maintaining assets in Ameriprise-managed accounts.

Manuel Calderon Jr. is a financial advisor with LPL Financial in Riverview, FL, holding Series 63 and Series 66 credentials and 27 years of industry experience. He has been with LPL Financial since 2015 and previously worked at Invest Financial Corporation from 2007 to 2015. 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 provides a wide range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive resources and technology.

Michael Plunkett is a CFP® with 14 years of industry experience and has been with Edward Jones since 2011. He is based in Lakeland, FL, and holds the Series 66 designation. 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 nationwide network of over 23,000 financial advisors and $1.01 trillion in assets under management.

Keith Henderson is a financial advisor with LPL Financial, holding a Series 66 designation and 20 years of industry experience. He previously worked at Allen & Company of Florida, LLC for six years before joining LPL Financial in 2019. Outside of his advisory role, Henderson sells life insurance through an insurance broker. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advisors implementing a range of discretionary and non-discretionary strategies supported by advanced operational tools.

Luke Carvalho is a financial advisor at Edward Jones with 17 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2008 in their Plant City, FL office. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and affiliated products, operates under a fiduciary standard, and is notable for its extensive advisor and branch network as well as affiliated capabilities beyond advisory services.

Matthew Albritton is a financial advisor with LPL Financial in Lakeland, FL, holding a Series 66 designation and with two years of industry experience. His prior work includes roles at the University of Florida and Lakeland Christian School. 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 portfolios, third-party asset management, and institutional platforms, supported by advanced operational tools and oversight of substantial discretionary assets.

Jon Trombetto is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. He has been with Raymond James and its affiliates since 1998 and is also the owner of Eye Captured Photography, LLC, where he operates an online business selling photographs and providing photography services for life events and commercial projects. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual and institutional clients. The firm provides tailored, non-discretionary consulting using analytical tools to help clients evaluate outcomes, supporting implementation through advisory programs and other providers.

Grace Kilgore is a financial advisor at Primerica Advisors with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Primerica since 2015. Outside of her advisory role, she operates an Amazon Store Front, for which she receives paid commissions. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, delegating trading responsibilities to BNY Mellon Advisors.

Whittney Harvey is a financial advisor at Edward Jones with 15 years of industry experience. She holds Series 66 and Series 63 licenses and has held positions at firms including Fisher Investments and USAA Financial Planning Services. Harvey also operated Whittney Harvey's Books from 2017 to 2020. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and affiliated investment options, managing approximately $1.01 trillion in assets under management.

Kenneth Compton is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has worked with Raymond James since 2014 and previously spent a year at Churchill Bank. Outside of his advisory work, Compton is involved in agricultural operations through Compton Farms and serves as a director for Gulf Atlantic Bank and Prime Meridian Bancorp. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, with a notable affiliation supporting municipal and public finance advisory work.

Kurt Harvey is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2013 and 2015, respectively. 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 and tailored financial planning services, managing approximately $2.74 trillion in client assets.

Grayson O'cain is a financial advisor with Edward Jones in Bartow, FL, holding a Series 66 designation and six years of industry experience. Prior to joining Edward Jones in 2020, he worked for five years at the Florida Department of Transportation. Outside of his advisory role, he has been involved in ranch work in Indianapolis, IN. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options. The firm is notable for its extensive retail advisor network, affiliated mutual funds, and fiduciary standard in providing advisory services.