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.

Oronzo Triggiano is a financial advisor with Merrill in Tampa, FL, holding a Series 66 designation and 20 years of industry experience. He has worked at Merrill since 2015 and at Bank of America, N.A. since 2016. Outside of his advisory role, he is the sole proprietor of Polar Cold Caps, LLC, a business providing cancer patients with a method to preserve their hair during chemotherapy. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Eddy Suriel is a financial advisor at Fidelity with five years of industry experience. He holds Series 66 and Series 63 designations. His prior experience includes roles at Bank of America, Merrill, Wells Fargo, and Methodist University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios composed of mutual funds, ETFs, and ETPs.

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.

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.

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.

Quinton Baker is a financial advisor with Thrivent Investment Management in Brandon, FL, holding Series 63 and Series 65 licenses and having six years of industry experience. Prior to his current role beginning in 2021, he worked at AE Wealth Management, LLC and Big Financial Services LLC from 2019 to 2021. Outside of finance, he serves as president of QB Construction LLC, a company specializing in new construction and remodeling projects. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a large network of advisors. The firm focuses on holistic, goal-based planning across multiple financial topics and offers planning that can be combined with managed-account services under a consolidated billing program.

James Powers is a financial advisor at Ameriprise with 28 years of industry experience. He holds a Series 63 designation and has previously worked with firms including Raymond James Financial and Barrow & Powers Financial Services. Outside of financial advising, Powers is an advisory board member for the Family Worship Center and has ownership interests in Culver Capital, which invests in businesses such as Mike and Mike's Dessert and Serenity Oaks Properties. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service that combines personalized reports and ongoing advice focused on income and tax-aware withdrawal strategies.

Michael Tamney is a financial advisor with Morgan Stanley in Lakeland, FL, holding Series 63 and Series 65 credentials and over 30 years of industry experience. His career includes roles at Morgan Stanley Private Bank, National Association and Morgan Stanley Smith Barney, as well as Citigroup Global Markets. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs for individuals and institutional clients. The firm’s financial planning process utilizes structured discovery conversations and firm-approved tools, focusing on tailored plans without providing individual security recommendations as part of standalone planning.

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.