Marcus Smith is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan entities since 2018, following two years at Morgan Stanley Private Bank. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to guide its recommendations.

Charles Thurman is a financial advisor with Cambridge Investment Research Advisors and holds the ChFC® designation along with a Series 63 license. He has 37 years of industry experience, including roles at Royal Alliance Associates, Signator Investors, and his long-standing involvement with Pioneer Financial Associates. Thurman is also licensed as an insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services delivered through a network of independent professionals, utilizing a range of portfolio management strategies and platform arrangements tailored to client objectives.

Natalie Josic is a financial advisor at Raymond James Financial with two years of industry experience. She holds a Series 66 designation and has prior experience as a mobile public notary and volunteer provider of inner healing therapy sessions through her church network. Josic also assists clients with 401(k) education and support as an associate at Investpro Wealth Strategies. 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 clients. The firm provides tailored, non-discretionary planning and utilizes analytical tools to support client goals, with a notable affiliation to municipal advisory services.

Loren Hicks is a Series 66-credentialed financial advisor with Edward Jones, based in Lakeland, FL, and has two years of industry experience. Prior to joining Edward Jones, he worked at Fonchen Lord Art, Inc. and was involved with Queenpin Kitchen/Sucre Bleu Cookies. He also has a long tenure with the Polk Museum of Art. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management and operates a nationwide network of financial advisors and branch offices.

Gregory West is a financial advisor with Edward Jones in Lakeland, Florida, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory role, West serves as secretary and treasurer for the BNI Auburnable Chapter "Profit Boosters." Edward Jones is a full-service wealth management firm that serves individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies. The firm manages over $1 trillion in assets and supports its network of more than 23,700 advisors with affiliated mutual funds, a trust company, and securities-based lending.

Joseph Brace is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has been with Primerica Advisors since 2016 and has a background that includes work at 13-Coins from 2015 to 2017. Outside of investment advisory, he is involved in sales of home security, automation, and loan products through affiliated Primerica companies. Primerica Advisors provides discretionary asset management to individual and high-net-worth clients through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed account options. The firm curates third-party asset managers and uses a tiered wrap fee structure, focusing on retail clients rather than institutional or pension plans.

John Shonk Jr. is a financial advisor at Edward Jones in Tampa, FL, holding a Series 66 designation with five years of industry experience. His prior work includes a 20-year career in the United States Air Force and time at Fisher Investments. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of over 23,000 advisors and 15,000 branch offices. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard.

Christopher Dolt is a financial advisor with Morgan Stanley, holding Series 65 and Series 66 licenses and bringing 25 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Dolt is involved with the Military Officers Association of America, supporting military-related issues. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning backed by extensive asset management and firm-approved planning tools.

Marvin Sammons is a financial advisor with Edward Jones in Valrico, FL, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 26 years of industry experience, including 27 years with Edward Jones since 1999. 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, offering a range of advisory programs and investment options supported by a nationwide network of more than 23,700 financial advisors.

Blake Schwartz is a financial advisor with Primerica Advisors in Lakeland, FL, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has worked at Primerica Advisors since 2012, with additional experience at Simpliblu and CKS Recruiting. Outside of financial advising, he is a partner and manager at Simpliblu LLC, a non-investment related business. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and employs a tiered wrap fee structure, focusing on retail clients rather than institutional or pension plans.

Matthew Lausell is a financial advisor at Edward Jones with 17 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2008. 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 under management and offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Lyle Bowlin is a financial advisor with LPL Financial in Lakeland, FL, holding a Series 66 designation and six years of industry experience. He has worked at Allen & Company since 2021 and at LPL Financial since 2020. Outside of advising, he is engaged in writing a fiction novel and maintaining a Substack newsletter. 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, utilizing both discretionary and non-discretionary management supported by internal research and third-party subadvisors.

Adam Ben Abram is a financial advisor with Edward Jones in Riverview, FL, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory role, Adam hosts a podcast focusing on non-financial topics such as current religion and politics. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment strategies and affiliated services, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,000 financial advisors.

Troy Garcia is a financial advisor with LPL Financial in Lakeland, FL, holding a Series 66 designation and 18 years of industry experience. He has worked at Allen & Co since 2007 and joined LPL Financial in 2019. Outside of his advisory role, he is involved with Garciagrp LLC, focusing on non-variable insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing discretionary and non-discretionary management supported by research and model portfolios.

Richard Steinbrueck is a Certified Financial Planner (CFP®) with 37 years of industry experience. He has been with Thrivent Investment Management and Thrivent Financial for Lutherans since 2002. Outside of his advisory role, he owns and updates a website offering original music, educational materials, and memorabilia, and participates in church and school fundraising activities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, delivering holistic, goal-based financial plans without discretionary trading authority. The firm allows clients to combine planning with managed accounts through a consolidated billing option while keeping services separate.

Timothy Kip is a financial advisor with LPL Financial in Plant City, FL, holding a Series 63 designation and 37 years of industry experience. He has been with LPL Financial since 2001. Outside of his advisory role, he owns generationbabyboomer.com, a website focused on encouraging Social Security planning. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, supported by proprietary research and access to third-party subadvisors.

Jessica Romero is a financial advisor at Fidelity with 15 years of industry experience. She holds the ChFC® designation and Series 66 license. Prior to joining Fidelity, she worked at USAA in various financial planning and investment roles from 2016 to 2022. Romero also serves as an online adjunct professor teaching undergraduate finance courses for Southern New Hampshire University. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios composed of mutual funds, ETFs, and ETPs and provides discretionary and non-discretionary advisory services, including fund advisory and consulting.

Michael Varon is a financial advisor with LPL Financial in Tampa, FL, holding Series 65 and Series 63 licenses and six years of industry experience. He has worked at LPL Financial since 2022 and concurrently serves in an investment-related role at Suncoast Credit Union. 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, utilizing model portfolios and research from LPL Research and third-party subadvisors.

Donald Burt is a CFP® professional based in Tampa, FL, with 25 years of industry experience. He has worked at LPL Financial since 2022 and has longstanding experience at Suncoast Trust and Investment Services and Cuna Brokerage Services, Inc. Burt is also a business owner of Lightforged Logistics, a home-based venture unrelated to investment activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, financial institutions, and charitable organizations. The firm offers diverse advisory programs and services supported by research and technology, providing both discretionary and non-discretionary management options.

Steven Mctaggart is a financial advisor at LPL Financial with 22 years of industry experience and holds a Series 66 designation. He has been with LPL Financial since 2019 and has also worked with Allen & Company of Florida, Inc. since 2005. Outside of his advisory work, he is a part-owner of a moving and storage business. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a variety of financial planning and advisory programs, leveraging model portfolios and research from multiple sources to provide discretionary and non-discretionary portfolio management.