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.

Scott Nightingale is a financial advisor with Merrill in Tampa, FL, holding a Series 66 credential and seven years of industry experience. He has been with Merrill and Bank of America since 2013. Outside of his advisory role, he occasionally sells and trades items on eBay to generate profit. Merrill, together 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Sara Oppenheimer is a financial advisor with LPL Financial, holding a Series 66 designation and five years of industry experience. She has worked at LPL Financial since 2020 and has prior experience with Southeastern University, SHR Human Resources, Weigand & Sons, and the Omaha Sports Academy. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Andy Grijalba is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds a Series 66 designation and has worked at Thrivent Financial and Thrivent Investment Management since 2024. Outside of his advisory role, he has served as a pastor, occasionally preaching and performing pastoral duties. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors. The firm focuses on comprehensive, goal-based planning that covers a wide range of financial topics and offers clients the option to combine planning with managed-account programs under a consolidated billing arrangement.

Douglas Wilkinson is a CFP® professional with 14 years of industry experience. He is currently with Cambridge Investment Research Advisors and has previously worked at First Command Financial Planning. Outside of his advisory role, Wilkinson is an independent insurance agent and owns a financial planning business in Tampa, FL. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse clientele, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, utilizing various portfolio management strategies and platform arrangements.

James Northrup is a Senior Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to develop personalized wealth management strategies that align with their individual financial goals. Drawing on the investment insights of Merrill and the banking and lending solutions of Bank of America, he helps clients navigate changing market conditions. James holds the Personal Investment Advisor (PIA) designation and earned his bachelor's degree from Florida Southern College. He is committed to community engagement and participates in volunteer activities within the communities he serves. His approach emphasizes collaboration with clients to create flexible financial strategies tailored to their long-term objectives.

Darren Brewis is a financial advisor at OSAIC Wealth, Inc. with 30 years of industry experience. He holds Series 65 and Series 66 designations and has worked at OSAIC since 2018, following a 23-year tenure at Signator Investors, Inc. Brewis is also active as President of Platinum Financial Network LLC, a business involved in securities, investment advisory, and insurance services. OSAIC Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers a range of brokerage and advisory services, employing asset-allocation tools and multiple investment platforms to construct portfolios incorporating various asset types, managed on discretionary or non-discretionary bases.

Hope Clough is a financial advisor at LPL Financial with 20 years of industry experience. She holds the Series 66 designation and has worked at LPL Financial since 2022. Prior to that, she was affiliated with Cuna Brokerage Services, Inc. and Suncoast Schools FCU, where she also serves as a financial institution consultant. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, providing both discretionary and non-discretionary management along with research and model portfolio options.