Cassie Hille is a financial advisor with Primerica Advisors in Lakeland, FL, holding Series 63 and Series 65 licenses and having five years of industry experience. She has worked at PFS Investments Inc. and Primerica Financial Services since 2021. Outside of her advisory role, she is an independent representative for Norwex, a non-investment related business. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-delivery strategies created by unaffiliated asset managers and offers discretionary management options supported by BNY Mellon Advisors and Pershing custody services.

Kristine Hartland is a CFP® professional with 35 years of industry experience, currently serving at Ameriprise. Her career includes roles at Ameriprise Financial Services, Peace Wealth Management, and LPL Financial. In addition to her advisory work, she owns Revelation & Restoration, Inc., a consulting business, and serves on the board of the National Christian Foundation of Tampa Bay. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides personalized, tax-aware retirement income planning and ongoing advice through a centralized team working with the client’s advisor.

Amanda Walsh is a financial advisor at Edward Jones in Lakeland, FL, holding a Series 66 designation with one year of industry experience. Prior to her current role, she has worked at Edward Jones since 2023 and has been a consultant with Scentsy since 2021. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment solutions, including discretionary and non-discretionary managed strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and maintains a large retail advisor and branch network across the United States.

Melissa Haskins is a financial advisor at Edward Jones in Valrico, FL, with 12 years of industry experience and a Series 66 designation. She has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Robert Sullivan is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. His prior roles include positions at Allen & Company of Florida, Inc. and MFS Fund Distributors, Inc. In addition to his advisory work, he is involved with Pinnacle Financial in a non-variable insurance capacity. LPL Financial is a national broker‑dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Robert Stark is a CFP®-designated financial advisor with 42 years of industry experience. He is currently with Cambridge Investment Research Advisors, where he has worked since 2022, following prior roles at Royal Alliance Associates, Signator Investors, Transamerica Financial Advisors, and LPL Financial. Stark is also involved in entrepreneurial financial ventures, including owning and operating Pioneer Financial Associates Inc. and ONE STOP FINANCIAL. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base through thousands of financial professionals and offers access to various investment platforms, proprietary model strategies, and unaffiliated third-party advisers.

Otavio Peruzzo is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in assisting individuals, families, and business owners with navigating important financial decisions through personalized financial planning and investment guidance. His areas of focus include liquidity management, managing new wealth, portfolio management services, and tax minimization. Otavio holds professional designations as an Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned a Bachelor's Degree from Unigran and communicates fluently in Portuguese, Spanish, and English. Outside of his professional role, Otavio has interests in music, soccer, and tennis.

Matthew Bishop is a financial advisor with Edward Jones in Lakeland, FL, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering both discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

James Conrow is a financial advisor with Ameriprise in Plant City, FL, holding Series 66 and Series 63 licenses and having 12 years of industry experience. He spent 10 years at Edward Jones before joining Ameriprise in 2025. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.

William Marsh is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 66 license and 13 years of industry experience. His career includes roles at USAA Financial Advisors and Waddell & Reed before joining Morgan Stanley in 2019. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes supported by firm-approved tools and market modeling techniques.

Michael Lehman is a CFP®-designated financial advisor with LPL Financial, based in Brandon, FL, and has 31 years of industry experience. His prior work includes roles at Investment Centers Of America, Inc. and Invest Financial Corporation. 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 and a large network of investment adviser representatives.

Amber Vaniperen is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and six years of industry experience. Her work history includes roles at PFS Investments Inc. and Primerica Financial Services. Outside of finance, she owns and operates Poppy Love Boutique, a retail clothing business. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery strategies developed by unaffiliated asset managers and provides advisory services through a large network of advisors.

William Morales Jr. is a financial advisor at Edward Jones in Wesley Chapel, FL, holding the ChFC® and Series 66 designations with 18 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Jasmine Butler is a CFP®, ChFC®, and Series 66-registered financial advisor with Edward Jones in Tampa, FL, bringing 11 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 with a broad range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates nationwide with a large network of financial advisors and branches.

Peter Blake is a financial advisor with Edward Jones in Brandon, FL, holding a Series 66 designation and eight years of industry experience. He has held various roles since 2007, including positions at Primerica and First Watch Restaurants. Outside of his advisory work, Blake is actively involved in lacrosse coaching at multiple levels, serving as a head coach for high school and club teams and directing boys lacrosse programs in the Hillsborough County area. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a nationwide network of advisors and branch offices. The firm offers a diverse range of investment strategies and affiliated capabilities, operating under a fiduciary standard when providing advisory services.

Lydia Boyd is a financial advisor with Charles Schwab who holds Series 63 and Series 66 licenses and has 22 years of industry experience. Prior to joining Charles Schwab in 2020, she worked at TD Ameritrade and Scottrade. Outside of finance, she owns Boyd Jewelers and serves on the board of the Learning Resource Center, where she participates in governance and fundraising activities. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary investment guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.

Sloane Fox is a CFP® with 28 years of industry experience currently serving at Raymond James Financial Services Advisors, Inc. She previously worked at Bank of America and Merrill, with tenures spanning over 15 and 17 years respectively. Fox is also the owner of an independent financial planning business, Sloane Financial Planning, operating as a DBA through Raymond James. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutions. The firm uses tailored, non-discretionary planning supported by analytical tools and offers various advisory programs, with unique municipal advisory affiliations and specialized employer consulting services.

Donald Oleson Jr. is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 28 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial analyses and written recommendations across various planning areas. The firm offers these services through a network of Financial Advisors without discretionary trading authority and allows clients to combine planning with managed-account programs under a consolidated billing option.

Althea Mcleish Whyte is a financial advisor with Primerica Advisors in Lakeland, FL, holding Series 65 and Series 63 licenses and two years of industry experience. Prior to joining Primerica Advisors, she held roles at Primerica Financial Services, Lakeland Regional Health, HCA Healthcare, Altegra Health, and Vitas Healthcare. She is also involved in sales of loan products and home security referrals through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, offering model-delivery investment strategies and discretionary portfolio management through a large network of financial advisors.

Damon Dennis is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and previously worked at Raymond James & Associates, Syniverse Technologies, and the Government Employees Insurance Company. In addition to his advisory role, he serves as an academic assistant at LSU Alexandria. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of financial advisors and offers a range of advisory programs and investment strategies under a fiduciary standard.