Timothy Baker is a financial advisor with Equitable Advisors in Sebring, FL, holding Series 63 and Series 65 licenses and with 28 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Outside of his advisory role, he serves on the boards of community and charitable organizations, including the Highlands County Fair Association, Haiti Bible Mission, and Sparta Ministries, and is the vice president of his local property owners association. Equitable Advisors provides services to individuals, retirement plans, corporations, and institutional clients through a network of Investment Adviser Representatives. The firm offers financial planning, retirement consulting, and asset management programs, utilizing third-party managers and model portfolios while delivering ERISA fiduciary services to qualified plans.

Michelle Alexander is a financial advisor with OSAIC, holding Series 66, Series 65, and Series 63 registrations and bringing 16 years of industry experience. Her prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors, LLC, and Wells Fargo Bank NA. She is also a registered representative and insurance agent for Freedom Financial Group LLC and serves as power of attorney for several family members, managing their financial and investment matters. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of brokerage and advisory services, utilizing asset-allocation tools and third-party managers to create portfolios with stocks, bonds, mutual funds, ETFs, and alternative investments, managed on discretionary or non-discretionary bases.

Orlando Anaya is a Series 66-licensed financial advisor with Edward Jones in Sebring, FL. He joined Edward Jones in 2025 and has prior work experience in industries including automotive sales and fitness services. Outside of advising, he has been involved with Fitness Doctor, LLC and Troy City Schools. 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 advisory programs and maintains a large nationwide network of financial advisors and branch offices.

Tod Phillips is a financial advisor with LPL Financial in Sebring, FL, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 47 years of industry experience, including 23 years at LPL Financial and its predecessor entities. Phillips is also involved in selling fixed annuities, disability, long-term care, universal, and term life insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides advisory and brokerage services, offering financial planning, model portfolios, third-party asset management, and institutional platforms through a large network of advisors.

Cheryl Brown is a financial advisor at Edward Jones with 14 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2011. 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 nearly 24,000 financial advisors and offers a range of discretionary and non-discretionary investment strategies, including tax-efficient services and proprietary funds.

Austin Gibbs is a financial advisor at Edward Jones in Lake Placid, FL, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Fifth Third Bank, Achieva Credit Union, and Heartland National Bank. 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 strategies, managing approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices.

Carla Jones is a financial advisor with Edward Jones in Sebring, FL, holding a Series 66 designation and 10 years of industry experience. She has been with Edward Jones since 2015. 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 through a nationwide network of more than 23,700 advisors and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Carlie Jones is a financial advisor at Edward Jones in Sebring, FL, holding a Series 66 designation. She joined Edward Jones in 2025 and has prior experience working at CitraPac, Inc. for nine years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering discretionary and non-discretionary investment strategies along with affiliated mutual funds and tax-efficient services. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Gino D Amelio is a financial advisor at Edward Jones with 22 years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining Edward Jones in 2018, he worked at Transamerica Capital Inc for one year. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Matthew Grubb is a financial advisor at Raymond James & Associates with nine years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley Private Bank. Outside of financial services, he owns and operates Gettin' Grubb Outfitters LLC, a private land alligator hunting business in central and south Florida. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and municipalities. The firm offers financial planning and non-discretionary investment consulting supported by a wide range of portfolio management styles and affiliated research.

Joan Walker is a financial advisor with Raymond James Financial Services Advisors, Inc. in Sebring, FL, holding a Series 66 designation and 20 years of industry experience. She previously worked at SunTrust Investment from 2006 to 2018. In addition to her advisory work, Joan is the owner of Sweetwater Wealth Management, LLC. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional investors. The firm provides tailored, non-discretionary planning and consulting using analytical tools to support client goals and is noted for its municipal advisor affiliation and specialized SIMPLE IRA Employer Advisory & Consulting Services program.

Corbin Hoffner is a financial advisor with Raymond James & Associates based in Sebring, FL. He holds a Series 66 designation and has six years of industry experience, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. His background also includes positions outside finance, such as work with Kids Choice Fresh Produce and Fusion Healthcare. Raymond James & Associates is a large 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 financial planning, non‑discretionary investment consulting, and institutional fiduciary services supported by a broad range of portfolio management styles and in‑house research.

Alejandro Lopez Alguacil is a CFP®-certified financial advisor with eight years of industry experience, currently with Edward Jones since 2018. His prior work includes positions at Prospera/HBIF and a role at the Crummer Graduate School of Business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.

Christopher Danzer is a financial advisor with Primerica Advisors in Sebring, FL, holding Series 63 and Series 65 credentials and having four years of industry experience. He has been associated with Primerica Financial Services since 2003. Outside of advisory work, he is involved in sales of home security, automation, and other home-related services through affiliated Primerica companies. Primerica Advisors serves primarily individual investors, including non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that utilizes model-delivery strategies created by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Dale Grubb is a financial advisor at Raymond James & Associates with 42 years of industry experience. He previously worked at Morgan Stanley Private Bank and Citigroup Global Markets. Outside of finance, he is the owner and CEO of Grubb Ranch, a cattle ranching and hay farming operation. 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 offers financial planning, non-discretionary investment consulting, and institutional advisory services with a range of portfolio management styles supported by affiliated research and model managers.

Edward Burnside is a financial advisor at Edward Jones with 20 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Edward Jones since 2006. Outside of his advisory role, he has signed a lease contract granting natural gas drilling rights on his land through JKLM Energy LLC. 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 national network of advisors and branch offices, with approximately $1.01 trillion in assets under management.

Thomas Lovett Jr. is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Equitable Advisors since 1999, including during its prior affiliation as AXA Advisors. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm delivers advice through a network of Investment Adviser Representatives and utilizes a range of proprietary and third-party advisory programs tailored to client risk profiles and objectives.

Cale Gilliam is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. His prior work includes service in the United States Marine Corps and roles in local government and the private sector. Edward Jones is a full-service wealth management firm serving a diverse client base, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,000 advisors and offers a range of advisory programs and investment options under a fiduciary standard.

Samuel Aguilar is a financial advisor with Raymond James Financial in Sebring, FL, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Raymond James Financial Services, the YMCA, and EMTYLE Inc. Outside of his advisory duties, Aguilar is an owner of a small share in Sweetwater Wealth Management, LLC, a support company affiliated with Raymond James. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, corporate, charitable, and institutional clients. The firm uses non-discretionary planning tailored to client goals and offers a variety of advisory programs alongside specialized services such as municipal finance and SIMPLE IRA Employer Advisory.

Thomas Lovett III is a financial advisor with Equitable Advisors in Sebring, FL, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at AXA Advisors, LLC, Tomahawk Medical LLC, and Young Van Assenderp, PA. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives, utilizing third-party advisory programs and emphasizing tailored investment models.