Christopher Lewis is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 registrations and bringing 29 years of industry experience. His career includes roles at Penn Mutual Life Insurance, Hornor Townsend & Kent, and Foresters Advisory Services. He is also active as a life insurance agent outside of his advisory work. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm offers financial planning, asset management, and educational seminars, providing clients with ongoing, collaborative planning supported by analytical tools and a range of investment programs.

Nicholas Brinkman is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. Prior to joining LPL Financial in 2025, he was with Charles Schwab for one year and has a background that includes three years at Florida Southern College and work in the restaurant industry. LPL Financial serves a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Carol Hughes is a Series 66-registered financial advisor with 18 years of industry experience. She has worked at LPL Financial since 2019 and has a longer tenure at Allen & Company starting in 2001. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services through a network of investment adviser representatives.

Jodael Deralus is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and has previously worked at Cohnreznick, LLP, CBIZ, Inc., PricewaterhouseCoopers, and other firms. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research and modeling with tax-efficient strategies to provide tailored, non-discretionary recommendations.

Stephen Shouse is a financial advisor at Edward Jones with 24 years of industry experience. He holds Series 63, Series 65, and Series 66 designations and has been with Edward Jones since 2002. Outside of his advisory work, he serves as an investment committee member for the South Florida Baptist Hospital Foundation. 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 supported by a nationwide network of more than 23,700 advisors.

Brian Heipp is a financial advisor with Thrivent Investment Management, holding ChFC® and Series 66 credentials and bringing 18 years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2015. Outside of his advisory role, Heipp serves on the board of the Lakeland Sunrise Rotary Club and holds leadership positions with the Lakeland Runners Club, where he coaches running programs and will assume the presidency in 2026. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides comprehensive, goal-based planning across multiple financial topics, allowing clients to combine planning with managed-account services under a consolidated billing option.

Starla Buchanon is a financial advisor with Raymond James Financial in Lakeland, FL, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. She has been with Raymond James since 2014 and serves on the City of Lakeland Firefighter's Pension Board. Outside of her advisory role, she is involved with Compton & Associates, a branch support company. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm employs tailored, non-discretionary planning and utilizes risk profiling and modeling tools to support client goals.

Angela Gauthier is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds a Series 66 designation and 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. The firm offers a range of advisory programs and financial planning services that incorporate structured discovery conversations and firm-approved planning tools.

Howard Lakeman is a financial advisor with Merrill, holding a Series 66 designation and bringing eight years of industry experience. He has worked at both Merrill and Bank of America since 2016. 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. The firm offers model-based and discretionary strategies developed by internal teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Steven Dobler is a financial advisor at OSAIC with 45 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Prior to joining OSAIC in 2026, he spent 21 years with Stifel Independent Advisors, LLC. Dobler is also owner of Dobler Asset Management LLC, a financial services business he co-owns with his wife. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, financial planning, and access to third-party money managers, using asset-allocation tools and automated rebalancing to construct portfolios across various asset classes.

Charisma Heath is a financial advisor at Edward Jones in Brandon, FL, holding a Series 66 designation with six years of industry experience. She has been with Edward Jones since 2017. Prior to her advisory role, she worked at Kobe Japanese Steakhouse and was involved with the University of South Florida and Newsome High School. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets through a large network of advisors and branch offices, offering a range of advisory programs and investment solutions under a fiduciary standard.

Robert White is a financial advisor with Ameriprise in Brandon, FL, holding Series 63, 65, and 66 licenses and possessing 30 years of industry experience. He has been with Ameriprise and its predecessor entities since 2013. White also occasionally uses his health insurance license to sell Medicare Advantage plans through a marketing organization. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendations and ongoing advice focused on retirement income planning, using research and algorithmic tools to guide asset allocation and withdrawal strategies.

Hayden Watts is a financial advisor at LPL Financial with five years of industry experience. He holds the Series 66 designation and has worked at LPL Financial since 2021, with prior experience at Equitable Advisors and in customer service roles. Outside of his advisory work, he owns a small business called Hayden's Creations. 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 advisory programs, financial planning, and retirement consulting services, incorporating model portfolios and research from both in-house and third-party sources.

Christopher Hill is a financial advisor with Merrill in Lakeland, Florida, holding a Series 66 designation and 8 years of industry experience. He has worked at Bank of America and Merrill since 2014. Outside of his advisory role, he owns a sole proprietorship through which he has authored a children’s book published via Amazon. Hill also serves as Junior Warden, with upcoming plans to become President, at the Corinthian Lodge No. 191 Free and Accepted Masons of Florida, where he participates in community charity efforts. Merrill provides managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm integrates access to a broad set of financial products and services within Bank of America’s corporate platform.

Cecilia Dicristofalo is a financial advisor with LPL Enterprise, holding the ChFC® designation and Series 65 and Series 63 licenses. She has 17 years of industry experience, including roles at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations, offering financial planning, consulting, and access to model portfolios and third-party asset management through advisory and brokerage channels. The firm’s integrated platform combines adviser programs with sales of various financial products, including insurance, and supports collateralized lending programs.

Benjamin Crum is a financial advisor with Morgan Stanley in Lakeland, FL, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. He serves on the communication committee for Carillon Lakes. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions, employing structured financial planning tools and managing approximately $2.74 trillion in client assets.

Oscar Elliott Williams is a financial advisor with Primerica Advisors in Lakeland, FL, holding Series 63 and Series 65 licenses and having 12 years of industry experience. His prior work includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, and Prudential Securities from 2013 to 2019. Outside of advisory services, he is involved in the sale of home security and automation products through part-time referrals for Primerica Client Services, Inc. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, providing model-delivery strategies and separately managed account options to individual and high-net-worth clients under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, focusing on percentage-based wrap fees rather than fixed fees.

Justin Slater is a Certified Financial Planner (CFP®) with nine years of industry experience. He has been with Edward Jones since 2016 and previously worked at The Hartford for six years. He is based in Brandon, Florida. 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 advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Yalin Piloto is a CFP®, ChFC®, and Series 66 credentialed financial advisor with 10 years of experience, currently practicing at Edward Jones in Brandon, FL since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated investment products. The firm is notable for its extensive retail advisor and branch network and its affiliated services beyond traditional advisory offerings.

Zachary Wesche is a financial advisor at LPL Financial with five years of industry experience. He holds the Series 66 designation and has worked at firms including Fidelity Investments and Thrivent Investment Management. Prior to his finance career, he held positions at Barnes & Noble and Publix. 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 advisory programs, financial planning, and retirement plan consulting, with discretionary and non-discretionary management supported by research and various portfolio strategies.