Lyle Bowlin is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. He has worked at Allen & Company since 2021 and previously spent 19 years at Southeastern University. Outside of his advisory role, he is engaged in writing a fiction novel and publishes a Substack newsletter. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a network of investment adviser representatives using a range of strategic and tactical investment approaches.

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 credential and 19 years of industry experience. He has worked at LPL Financial since 2019 and has been associated with Allen & Co since 2007. He is also involved with Garciagrp LLC, a venture offering non-variable insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, combining a broad range of solutions with extensive technological and operational support.

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, Florida, 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 is the business owner of generationbabyboomer.com, a website focused on Social Security planning. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.

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 63 and Series 65 licenses and six years of industry experience. He has worked at firms including Suncoast Credit Union and CUNA Brokerage Services, and has been with LPL Financial since 2022. In addition to his advisory role, he is involved with Suncoast Credit Union in a financial institution capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive technology tools and oversight of more than $819 billion in discretionary assets.

Donald Burt is a CFP® with 25 years of experience in the financial services industry. He is currently affiliated with LPL Financial and has held previous roles at Suncoast Trust and Investment Services and Cuna Brokerage Services, Inc. Outside of his advisory work, Burt is a business owner of Lightforged Logistics. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management, supported by technology tools for operational and research purposes.

Steven McTaggart is a financial advisor with LPL Financial, holding a Series 66 designation and over 22 years of industry experience. Prior to joining LPL Financial in 2019, he worked at Allen & Company of Florida, Inc. for 17 years and Merrill for one year. Outside of his advisory work, he is a part-owner of a moving and storage business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and access to third-party asset management, supported by a large network of investment adviser representatives.

Quinton Baker is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 credentials and seven years of industry experience. Prior to his current role beginning in 2021, he worked at AE Wealth Management, LLC and Big Financial Services LLC. Outside of finance, he is president of QB Construction LLC, a company specializing in new construction and remodeling. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering comprehensive, goal-based financial planning without discretionary trading authority, and allows clients to combine planning with managed-account programs under a consolidated billing structure.

James Powers is a financial advisor at Ameriprise Financial Services with 29 years of industry experience. He holds a Series 63 designation and has worked at multiple firms, including Raymond James Financial and Culver Capital LLC. Powers is also involved in community service as an advisory board member for the Family Worship Center and has entrepreneurial interests in a vegan dessert business and a mobile home park through Culver Capital. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Michael Tamney is a financial advisor with Morgan Stanley in Lakeland, FL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and has been with Morgan Stanley Smith Barney since 2009, following 14 years at Citigroup Global Markets. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and its Estate Planning Strategies Group.

Victoria Michalski is a financial advisor with Ameriprise in Brandon, FL, holding Series 63 and Series 65 licenses and having 26 years of industry experience. She has been with Ameriprise and its predecessor since 1999. Outside of her advisory role, she serves as Vice President at think2perform, where she coaches financial advisors. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that offers tailored retirement planning focused on income reliability and tax-aware withdrawal strategies.

Diane Herrington is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. She has worked with Cetera Investment Advisers LLC and Cetera Financial Specialists LLC for over two decades and owns Herrington Financial Corp, a tax and accounting practice. Outside of advising, she serves as a non-voting board member for Kids Need Both, Inc. and performs as a pianist at weddings and receptions. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, corporate, retirement plan, charitable, and institutional clients through a multi-manager platform. The firm offers a range of portfolio management and financial planning services, with over 10,000 advisors and approximately $256 billion in assets under management.

Dustin Orr is a financial advisor with LPL Financial in Brandon, FL, holding the Series 63 and Series 65 credentials and 13 years of industry experience. Prior to joining LPL Financial in 2017, he worked at Investment Centers of America, Inc. and served as a CPA partner at Hamilton & Phillips CPA, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a wide range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Bijan Mohseni is a CFP® professional with 27 years of experience, currently serving as an advisor at Raymond James Financial in Tampa, FL. He has been associated with Raymond James Financial Services Advisors, Inc. and related entities since 2015. Mohseni is also the owner of Investpro Wealth Strategies, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advice using analytical tools and supports municipal and public finance work through its municipal advisor affiliation.

Bruce Parmenter Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. His prior experience includes roles at Ameriprise Financial Services, Merrill, and Edward Jones. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies with a focus on operational and research support tools.

Ariana Koruschak is a financial advisor with LPL Financial in Lakeland, FL, holding a Series 66 designation and seven years of industry experience. She has worked at LPL Financial and Allen & Co since 2019 and previously spent three years with Capstone Collegiate Communities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a network of investment adviser representatives. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Claude Ussery Jr. is a financial advisor at Edward Jones with four years of industry experience. Prior to joining Edward Jones in 2022, he worked at Nucycle Energy of Tampa and Major Brands. He volunteers as an ARC committee member for Easton Park and serves as a team captain for the nonprofit All Pro Dads. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm offers a range of advisory programs and investment strategies, managing over $1 trillion in assets through a nationwide network of more than 23,000 financial advisors.

Harold Astorquiza is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and with Morgan Stanley Private Bank, N.A. since 2015. Astorquiza serves as Vice President of Sundome Inc. and is a board member of the Tampa Bay Sports Commission. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer providing a range of advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and investment research. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.