Kevin Campbell is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been with Cambridge Investment Research and its affiliates since 1998 and also serves as a successor trustee for a revocable living trust in Lakeland, Florida. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and retirement sponsors. The firm offers a range of financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing both proprietary and third-party strategies across multiple platform arrangements.

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 with Osaic Wealth, Inc. in Tampa, FL, holding a Series 66 designation and 22 years of industry experience. He has worked at Osaic since 2023 and previously spent 12 years with Cetera and its affiliate entities. Martin also operates a sole proprietorship under the name MyPFA, focusing on sales and marketing of securities and insurance products. Osaic Wealth serves a diverse client base that includes individual, high-net-worth, institutional, and charitable clients through a vast network of advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party managers to construct portfolios across various asset classes.

Christopher Spear is a financial advisor at LPL Financial with 10 years of industry experience. He holds a Series 66 designation and has worked at several firms including Morgan Stanley, Merrill, Bank of America, and T. Rowe Price. Outside of his advisory role, he is the owner of Trusted Check Home Inspections, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of advisory programs, retirement plan consulting, and brokerage services, utilizing strategic and tactical investment approaches supported by research and technology.

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.

Ryan Alston is a financial advisor with Ameriprise, holding a Series 66 credential and 13 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012. Alston serves on the foundational board of Advent Health Zephyrhills. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations.

Guillermo Cornejo is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Merrill, Bank of America, Wells Fargo, and Uber. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering non-discretionary advisory services supported by a centralized due-diligence framework.

Josue Blanco Viquez is a financial advisor with LPL Financial holding a Series 66 designation and less than one year of industry experience. His prior roles include positions at Allen & Company, CPS Investment Advisors, Fisher Investments, and Northwestern Mutual. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services with access to model portfolios, research, and both discretionary and non-discretionary management.

Richard Rios is a CFP® professional with 33 years of experience in the financial services industry. He has worked at Wells Fargo Clearing since 2019 and was previously with Ameriprise Financial Services, Inc. from 2012 to 2019. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets through more than 14,000 financial advisors and offers both brokerage and advisory solutions.

David Johnson is a Wealth Management Advisor at Merrill Lynch Wealth Management. With over 25 years of experience in the financial services industry, he specializes in developing strategies and providing advice tailored to individuals, families, and businesses. His areas of expertise include college education planning, divorce transition planning, family wealth management strategies, retirement income, portfolio management services, and tax minimization among others. Prior to his current role, David spent 13 years at T. Rowe Price, which contributed to his extensive skills in accounting and finance. He holds a Master’s Degree from Johns Hopkins University and a Bachelor’s Degree from West Virginia University. David is certified as a CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). David and his wife reside in the Fallston, MD area with their two daughters. He is engaged in his community through involvement with Fallston High School Cougar Boosters and professional organizations including Delta Sigma Pi - Business Fraternity, Harford Business Roundtable for Education, and the Harford County Chamber of Commerce. In his personal time, David enjoys golfing, hiking, soccer, traveling, and spending time with his family.

Leeann Lambert is a financial advisor at Raymond James & Associates with 25 years of industry experience. She holds a Series 63 designation and has been with Raymond James & Associates since 2011. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and municipal entities, and offers a variety of financial planning and advisory services through non-discretionary consulting and a range of portfolio management styles.

Kathleen Schultz is a financial advisor with Charles Schwab who holds Series 63 and Series 65 licenses and has 42 years of industry experience. She worked at Citigroup Global Markets for 32 years before joining Charles Schwab in 2020. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by in-house research and a formal alternative investment platform.

Chad Cooper is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 credential and 23 years of industry experience. Prior to joining Cambridge in 2017, he worked for Prudential Insurance Company of America and Pruco Securities Corporation from 2003 to 2017. He serves as a board member for the Central Florida Urban League and the Wesley Chapel Black Chamber of Commerce, and holds leadership roles within the National Association of Insurance and Financial Advisors (NAIFA) Florida chapter. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through independent financial professionals, utilizing a range of portfolio management strategies and platform options tailored to client objectives.

Matthew Tihanovich is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 designations and possessing 33 years of industry experience. He has worked at JPMorgan Securities LLC since 2012. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations. The firm operates within the broader J.P. Morgan broker-dealer and banking organization and offers non-discretionary advisory services through a select group of Wealth Advisors.

Timothy Gunn is a financial advisor with Raymond James & Associates in Lakeland, FL. He holds a Series 66 designation and has 25 years of industry experience, including 18 years with Raymond James & Associates. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension plans, and charitable organizations, offering financial planning, investment consulting, and municipal advisory services.

John Craig is the Resident Director at Merrill Lynch Wealth Management, where he leverages over 35 years of experience in providing wealth management advice to clients. He began his career at Merrill in 1987 in Norfolk, Virginia, and has since held leadership positions including branch manager roles in the Winter Haven and Lakeland offices. He currently leads the Blubaugh-Craig Group, combining his oversight experience with Merrill's open architecture platform to help families and businesses build and preserve their wealth. John holds a Bachelor's Degree from Washington and Lee University and is designated as a Personal Investment Advisor (PIA). His approach involves creating customized strategies tailored to each client's unique needs and goals, drawing on his extensive background assisting clients through various market cycles. John and his team utilize the resources of Bank of America and Merrill to provide comprehensive wealth management services, including investments, cash management, and corporate benefit programs to businesses, plan sponsors, and corporate executives. He is proficient in both English and Spanish.

Aaron Riley is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at Northwestern Mutual and New York Life. Before entering the financial services field, he spent five years with the United States Postal Service. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic planning without discretionary trading authority and allows clients to combine these services with managed accounts under a consolidated billing option called “WealthPlan.”

John Ciko III is a financial advisor with LPL Financial in Brandon, FL, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. He previously worked at Invest Financial Corporation for eight years before joining LPL Financial in 2018. Outside of his advisory role, he is associated with Blue Sky Ventures 6173, Inc., a business entity used for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, providing both discretionary and non-discretionary management supported by in-house and third-party research.

Joni Borawski is a financial advisor with Fidelity, holding a Series 66 designation and 14 years of industry experience. She has worked with various Fidelity entities since 2014, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, and is noted for its regulatory registrations and use of algorithmic methods and AI in its investment process.

Michele Cash is a financial advisor at LPL Financial with two years of industry experience. She holds a Series 66 designation and has worked at LPL Financial since 2022. In addition to her advisory role, she is a project manager at Barrett Media, LLC and an instructor at Crunch Fitness. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by LPL Research and third-party subadvisors.