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.

Peter Abbate is a financial advisor at LPL Financial with 12 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at several firms including Cetera, VALIC Financial Advisors, Merrill, and JP Morgan Securities. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Wenylsa Spencer is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 designations and having five years of industry experience. Her career includes roles at PFS Investments Inc. and Primerica Financial Services, as well as prior work in communications and service in the Navy Reserves. Outside of advising, she works part-time as a delivery driver for DoorDash. Primerica Advisors is a large institutional firm serving individual, corporate, and charitable clients primarily through a wrap-fee asset management program. The firm employs model-driven investment strategies managed by third-party asset managers and supports execution and custody through Pershing, focusing mainly on individual investors rather than institutional or pension plan clients.

Roland Martinez is a financial advisor with LPL Financial in Lakeland, FL, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney, Raymond James & Associates, UBS Financial Services, and Centene Corporation. 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 supported by research, technology tools, and a broad platform that includes strategic and tactical investment strategies.

Robert Stark is a Series 66-licensed financial advisor with 21 years of industry experience. He is currently with Cambridge Investment Research Advisors, where he has worked since 2022. His prior experience includes roles at Royal Alliance Associates, Signator Investors, Transamerica Financial Advisors, and LPL Financial. Stark is also involved in volunteer work with the Brandon Sports and Aquatic Center, Inc. Cambridge Investment Research Advisors serves a diverse client base, including individual and institutional investors such as pension and charitable organizations. The firm provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a network of thousands of Financial Professionals and manages a multi-billion dollar asset base.

Garfield Durham is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 66 designation and eight years of industry experience. His prior work includes roles at Depository Trust & Clearing Corp and Transnational Bankcard LLC. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial plans.

Jamie Chamness is a financial advisor with Ameriprise in Land O Lakes, FL, holding Series 63 and Series 66 designations and 15 years of industry experience. He has been with Ameriprise and its affiliate since 2012. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendation reports, delivered through a centralized consulting team in partnership with client advisors.

Yismaldy Larios is a financial advisor with J.P. Morgan Securities who holds Series 63 and Series 66 licenses and has nine years of industry experience. He has been with J.P. Morgan Securities and J.P. Morgan Chase Bank since 2016. Outside of his advisory role, he is also an owner and partner in a remodeling business. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, offering customized asset allocation advice and investment manager searches supported by centralized due diligence and a combination of quantitative and qualitative research.

Alberto Bonfil is a financial advisor with Edward Jones in Lakeland, FL, holding a Series 66 designation and over 21 years of industry experience. He has been with Edward Jones since 2006. 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 operates under a fiduciary standard, supported by a large network of financial advisors and branch offices nationwide.

Kevin Campbell is a financial advisor with Cambridge Investment Research Advisors in Lakeland, FL, holding Series 63 and Series 65 licenses and possessing 38 years of industry experience. He has been associated with Cambridge Investment Research and related firms since 1998. Outside of his advisory role, Campbell is the successor trustee for the D.H. Revocable Living Trust. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services. The firm operates multi-platform account implementation and offers proprietary model strategies alongside access to unaffiliated third-party advisers.

Eddie Mathouchanh is a financial advisor with Merrill in Lakeland, FL, holding a Series 66 designation and 15 years of industry experience. He has worked at both Bank of America, N.A. and Merrill since 2011. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm uses internal and third-party investment models and implements account administration, trading, and custody support.

Robert Martin is a financial advisor at Osaic with 22 years of industry experience. He holds a Series 66 designation and has worked previously at Cetera and Investment Centers of America. Martin also operates a sole proprietorship under the name MyPFA, where he provides financial services and insurance products. Osaic Wealth serves a diverse client base, including retail and institutional investors, with a multi-advisor platform offering brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization, supporting various managed account strategies and third-party manager programs.

Christopher Spear is a financial advisor with LPL Financial and holds a Series 66 credential. He has 10 years of industry experience, including roles at Morgan Stanley, Merrill, Bank of America, E*TRADE, Fidelity Investments, Raymond James, and T. Rowe Price. Outside of advisory services, he owns Trusted Check Home Inspections, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management services, utilizing model portfolios, third-party subadvisors, and customized strategies.

Michelle Sherwood is a financial advisor with Merrill, holding a Series 66 designation and 25 years of industry experience. She has been with Merrill since 2009 and is also associated with Bank of America, N.A. since 2007. She serves as a committee member on the CLASAC Environmental Lands Program in Bartow, FL, which recommends private lands for conservation. 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 a diverse client base including individuals, high-net-worth clients, and institutions.