Laura Capporelli is a financial advisor at PNC Wealth Management with 18 years of industry experience. She holds a Series 66 designation and has been with PNC Investments since 2014. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary online model account available by invitation only to employees. The firm employs algorithmic risk assessments and uses approved model strategies executed via mutual funds and ETFs, with portfolio implementation delegated to third-party managers.

Benjamin Woods is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 66 and Series 63 licenses and six years of industry experience. His prior work includes roles at Wells Fargo Bank and Wells Fargo Clearing. He is currently based in Davenport, FL. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through various managed advice programs, relying heavily on Morningstar Investment Management for portfolio construction and oversight. The firm manages a large client base with a focus on non-discretionary assets and operates within the broader Transamerica/AEGON group.

Anthony Locascio is a CFP® with 43 years of industry experience, currently serving as an investment advisor at Kestra Advisory since 2016. He has been affiliated with Kestra Investment Services since 2001 and has operated Bishop, Ortiz & LoCascio Associates since 1984. Locascio is also a board member of E.C. Apartments and a member of the Winter Haven Rotary Club. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, offering services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions. The firm serves large institutional investors, including sovereign wealth funds, and manages approximately $79.8 billion in assets.

Gabriel Rodriguez Gomez is a financial advisor with Empower Advisory Group, holding a Series 66 credential and beginning his industry career in 2026. He has prior experience with Empower Financial Services, Inc. and Admiral Metical. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders, using an integrated model linked to Empower’s administrative platforms. The firm emphasizes long-term portfolio returns and client savings rates over short-term forecasts and serves a large participant base relative to its advisor count.

Julie Phillips is a financial advisor with Commonwealth Financial Network in Winter Haven, FL, holding a Series 66 designation and 23 years of industry experience. She has operated J. Phillips Investments, LLC since 2008 and serves as a power of attorney and successor trustee for multiple family-related trusts. Outside of advisory work, she is a co-owner of Phillwell & Associates, LLC, an entity involved in real estate management. Commonwealth Financial Network supports a national network of approximately 2,950 advisors, providing a range of advisory programs, technology, and operational support. The firm offers various investment management solutions, including discretionary model portfolios and personalized indexing options.

Michael Bono is a CFP® professional with nine years of experience in financial advising. He is currently with Wealth Enhancement Advisory Services, LLC and previously worked at Lake Tahoe Wealth Management, Inc. and BCK Partners, Inc. Wealth Enhancement Advisory Services serves individuals, high-net-worth clients, corporations, and retirement plans by providing financial planning, asset management, and retirement-plan consulting. The firm manages over $122 billion in regulatory assets and employs a diversified, risk-class based investment approach combining passive and active strategies overseen by an internal Investment Committee.

Craig Eden is a financial advisor with GWN Securities Inc., holding a Series 65 credential and eight years of industry experience. His prior roles include positions at Valic Financial Advisors, PFS Investments Inc., Primerica Financial Services, Publix Super Markets, and the Polk County School Board. He is also licensed as a life insurance agent, providing term, indexed universal, and whole life insurance products. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth individuals. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers through a variety of managed-account programs and model portfolios on the Fidelity-supported FMAX platform.

William Smith is a financial advisor at Raymond James Financial with 39 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Raymond James since 2005. Outside of his advisory role, he owns and operates several financial services support companies under the Life Compass brand. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and supports municipal and public-finance work through a unique municipal advisor affiliation.

Matthew Simpson is a financial advisor with Edward Jones in Winter Haven, FL, holding the Series 66 designation. He joined Edward Jones in 2025 and has a background that includes work at Florida College and Publix. Outside of his advisory role, he has monetized basketball content on TikTok. 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 under management through a nationwide network of advisors and offers a range of discretionary and non-discretionary investment strategies and affiliated financial products.

Shannon Frady is a financial advisor with Equitable Advisors in Lake Alfred, FL, holding Series 63 and Series 65 credentials and nine years of industry experience. Prior to joining Equitable Advisors in 2018, Frady worked at AXA Advisors, PNC Bank, and Allen & Co of Florida. Equitable Advisors serves a diverse client base including individuals, high-net-worth investors, retirement plans, corporations, and charitable organizations, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing LPL-sponsored programs and endorsed third-party managers to deliver advisory and brokerage solutions.

Jeffrey Simpson is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with LPL Financial since 1999. Outside of his advisory role, he is a business owner of A New Pointe Dance in Winter Haven, Florida. LPL Financial serves a diverse client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research and portfolio management tools.

Bradley Dantzler is a financial advisor with Raymond James & Associates in Winter Haven, FL, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. He has been with Raymond James since 2006 and previously worked for the City of Winter Haven from 2018 to 2022. Outside of his advisory role, Dantzler serves as a board member of the Polk Visioning Committee. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and municipal entities. The firm provides financial planning and consulting services with a range of portfolio management styles and notable municipal advisory capabilities.

Calin Gribbin is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. He has worked at Allen & Company and Florida Southern College prior to his current role. Gribbin is also involved with Advisors Excel and ECA Marketing in financial advisory capacities. 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, combining discretionary and non-discretionary management with model portfolios and research from internal and third-party sources.

Janice Desinord is a financial advisor at Osaic Wealth Inc. with eight years of industry experience. She holds Series 63 and Series 66 credentials. Her prior experience includes roles at Raymond James & Associates, J.P. Morgan Securities, E*TRADE, Morgan Stanley, Charles Schwab, Fidelity Brokerage Services, and several insurance companies. Osaic Wealth, Inc. serves retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to various investment platforms. The firm employs asset-allocation tools, risk assessments, and automated rebalancing to construct diversified portfolios across multiple asset classes.

Michael Kennedy is a Series 66-licensed financial advisor with 17 years of industry experience. He is currently with Raymond James Financial Services Advisors, Inc., having joined in 2023 after 14 years at Edward Jones. Kennedy is the owner of Horizon Wealth Planning LLC and controls the investment-related website irastrategy.com. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Lynn Schmidt is a financial advisor with Cetera who holds a Series 63 designation and has 28 years of industry experience. She has been with Cetera and its related entities since 2025. Outside of her advisory work, she is president of Lynco Financial & Tax Services Inc., a tax preparation and representation firm she has led since 2001, and has been involved with Legal Shield & ID Shield since 2002. Cetera Investment Advisers LLC distributes its services through a nationwide network of independent advisors and serves individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and consulting services, operating a multi-manager platform that includes affiliated and third-party managers, with assets under management exceeding $256 billion.

Amy Garbrecht is a CFP® and holds a Series 66 license with 20 years of experience in the financial services industry. She has been with UBS Financial Services Inc. since 2008. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and data analytics.

Ashley Adkinson is a financial advisor with Morgan Stanley, holding a Series 66 designation and 18 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by proprietary tools and market simulations.

Michael Panagis is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 14 years of industry experience. He previously worked at VOYA Financial Advisors and has been with Cetera and its affiliated entities since 2014. Outside of advisory services, he is involved as an independent insurance agent and sells fixed and health insurance products, as well as participating in a car rental business through the Turo platform. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts, offering a range of portfolio management and financial planning services. The firm provides access to both affiliated and third-party investment managers through multiple program structures and custodial relationships.

Adam Mayfield is a ChFC® and Series 66 credentialed financial advisor with Edward Jones, where he has worked since 2014. He has 11 years of industry experience and is based in Winter Haven, FL. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.