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.

Katrina Hirdes is a financial advisor at LPL Financial with two years of industry experience. She holds the Series 66 designation and has worked at LPL Financial since 2023. Outside of her advisory role, she is a beauty consultant for Mary Kay Cosmetics. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting services supported by both proprietary and third-party research.

William Pflueger is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. He holds the Series 66 designation and is based in Brandon, Florida. 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 strategies, supported by a large nationwide network of advisors and branch offices.

Ryan Neal is a financial advisor with Edward Jones in Wesley Chapel, FL, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Berkadia Commercial Mortgage, Crowder & Scoggins Ltd., and various educational institutions. Neal also works as a personal trainer at LA Fitness. 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 discretionary and non-discretionary investment strategies, supported by a nationwide network of more than 23,000 financial advisors and 15,000 branch offices.

Michael Simon is a financial advisor with Cetera, holding Series 63 and Series 66 registrations and 29 years of industry experience. He has held positions at multiple firms including Regions Bank, GTE Federal Credit Union, and AXA Advisors LLC. Simon also serves as an investment program manager at GTE Investment Group. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services with a multi-manager platform and over $256 billion in assets under management.

Jonathan Tubbs is a financial advisor at LPL Enterprise with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has previous experience at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he is involved with Congdon and Company, providing administrative support. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage services. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products, utilizing an integrated platform that combines adviser programs with active sales of financial products.

Heather Balfour is a financial advisor at Fidelity with 23 years of industry experience. She holds a Series 66 designation and has worked primarily with Fidelity and its affiliated entities since 2001, with a brief period at W&S Brokerage Services, Inc. from 2018 to 2021. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is known for its investment in model portfolios, oversight of sub-advisers, and use of AI-driven research tools.

Kathryn French is a financial advisor with LPL Financial in Lakeland, FL, holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. She has been with LPL Financial since 2019 and previously worked at Allen & Company of Florida, where she has been employed since 2004. 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 financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

William Rhodes is a financial advisor with Cambridge Investment Research Advisors in Riverview, FL. He holds the Series 66 designation and has seven years of industry experience. Prior to his current role, he worked at Mass Mutual Investors Services and MassMutual Life Insurance, and previously spent thirteen years with Iowa Northern Railway. He serves as a board member of a homeowners association. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, employing a variety of portfolio management approaches and proprietary as well as third-party model strategies.

Christopher Mincey Sr. is a Series 66-licensed financial advisor at Edward Jones in Mulberry, FL, with 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Virginia Houghton is a financial advisor with LPL Financial in Lakeland, FL, holding a Series 66 designation and bringing 19 years of industry experience. She has been with LPL Financial since 2019 and has worked at Allen & Company of Florida, Inc. since 2007. Outside of her advisory role, she serves as chairman and board member of the Morrison Foundation, a private nonprofit organization. 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 financial planning and advisory programs alongside access to model portfolios, research, and technology-driven investment strategies.

Karie Pate Valdes is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and having seven years of industry experience. She has worked with Primerica Advisors since 2018 and has prior experience at Liberty Tax, Randstad Staffing USA, and the Polk County Clerk of Court. Outside of her advisory role, she is involved with Be Wellness as a self-employed representative and serves as CFO for Notary Service of Florida. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Steve Tonello is a financial advisor at LPL Financial in Tampa, FL, holding Series 63 and Series 65 licenses with two years of industry experience. His previous roles include positions at Morgan Stanley, E*TRADE Securities, and Suncoast Credit Union, alongside academic work at the University of South Florida. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning services, and access to various investment strategies supported by LPL Research and third-party subadvisors.

Tina Hicks is a financial advisor with Raymond James & Associates in Lakeland, Florida. She holds Series 63 and Series 66 designations and has 27 years of industry experience, including 15 years with Raymond James. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, charitable organizations, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services with a range of portfolio management styles and affiliated research.