Gary Sax is a financial advisor at OSAIC with 24 years of industry experience. He holds Series 63 and Series 65 designations. His career includes prior roles at Securities America Advisors, Investacorp Advisory Services, Kestra Investment Services, and Grove Point Investments. Sax is also president of SAX Financial, Inc., an insurance business. OSAIC serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm utilizes model-based asset allocation and portfolio optimization supported by various tools, and features a complex network of affiliated broker-dealers, asset managers, and insurance entities.

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.

Amit Shah is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at Morgan Stanley and Atlas Private Wealth Advisors, as well as operating Shah Wealth Management. 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 range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by various advisor tools and a broad network of over 22,800 advisors.

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.

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.

Rey McCabe is a financial advisor with Charles Schwab who holds Series 63 and Series 65 credentials and has 11 years of industry experience. His prior roles include positions at USAA Investment Management Company and USAA Financial Advisors, Inc. Outside of his advisory work, he is involved in property management, handling maintenance and rent collection for real estate holdings. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and other managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, utilizing multi-asset model portfolios and centralized custody and order-routing services.

Jim Ford is a financial advisor at Edward Jones in Wesley Chapel, FL, holding a Series 66 designation with two years of industry experience. He previously worked at Ritchey Automotive, Benjamin F. Edwards & Company, Wells Fargo Advisors, and Regions Bank. 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 provides a range of discretionary and non-discretionary investment strategies, along with affiliated mutual funds and tax-efficient services.

Josue Blanco Viquez is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. His prior roles include positions at Allen & Company, CPS Investment Advisors, Fisher Investments, and Northwestern Mutual. 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 financial planning, model portfolio programs, third-party asset management access, retirement advice, and institutional platforms, supporting advisors with a variety of investment strategies and operational tools.