William Marsh is a Series 66-credentialed financial advisor with Morgan Stanley in Tampa, FL, and has 12 years of industry experience. He has been with Morgan Stanley since 2019 and previously worked with USAA Investment Management Company and USAA Financial Advisors. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a variety of advisory programs and tailored financial planning services supported by firm-approved tools and processes.

Michael Lehman is a financial advisor at LPL Financial with 31 years of industry experience. He holds the CFP® and Series 66 designations. Prior to joining LPL Financial in 2017, he worked for 15 years at Investment Centers Of America, Inc. LPL Financial is a national 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 broad network of investment adviser representatives.

Amber Vaniperen is a financial advisor at Primerica Advisors with six years of industry experience. She holds Series 65 and Series 63 licenses and has worked at PFS Investments Inc. since 2020 and Primerica Financial Services since 2019. Outside of finance, she owns and operates Poppy Love Boutique, a retail clothing 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 entities. The firm delivers advisory services through a large network of advisors using model-based investment strategies managed by third parties.

William Morales Jr. is a ChFC® and holds a Series 66 license, serving as a financial advisor at Edward Jones since 2008 with 17 years of industry experience. He is based in Wesley Chapel, FL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products through a nationwide network of more than 23,700 advisors.

Jasmine Butler is a financial advisor with Edward Jones in Tampa, FL, holding CFP®, ChFC®, and Series 66 credentials. She has 10 years of industry experience and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies under a fiduciary standard. The firm is notable for its extensive network of financial advisors and branch offices, as well as its affiliated capabilities beyond advisory services.

Peter Blake is a financial advisor at Edward Jones in Brandon, FL, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones, he worked at Primerica Advisors and has held various roles outside of finance, including positions at First Watch Restaurants and Dave and Busters. Outside of his advisory work, Blake is active in coaching lacrosse programs at the high school and youth club levels and is involved in media and business consulting through his own company. Edward Jones is a wealth management firm serving individual and institutional clients, offering a range of investment strategies and advisory services under a fiduciary standard. The firm is notable for its extensive advisor network and branch footprint, as well as its affiliated capabilities including trust services and proprietary mutual funds.

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, holding Series 65 and Series 63 licenses and two years of industry experience. She has worked at Primerica Advisors since 2024 and has prior experience in healthcare organizations including Lakeland Regional Health and HCA Healthcare. In addition to her advisory role, she earns compensation from affiliated entities for the sale of loan products and referrals of home security and automation services. Primerica Advisors manages a wrap-fee asset management program serving primarily individual investors as well as corporate and charitable clients. The firm employs model-based investment strategies supported by third-party asset managers and provides advisory services 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.

Donald Johnson is a CFP® professional with 12 years of industry experience. He is currently affiliated with Ameriprise Financial Services, LLC and was previously with Raymond James Financial Services Advisors, Inc. outside of his advisory role, he is a partner in two businesses, including a charter fishing enterprise and a hunting club. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Isaac Hartmann is a financial advisor with LPL Financial in Lakeland, FL, holding CFP® and CFA® designations and over 23 years of industry experience. He has been affiliated with LPL Financial since 2019 and has worked with Allen & Company of Florida, Inc. since 2004. Hartmann is also the owner of an insurance agency, Devoted Wealth Management, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by extensive research and model portfolios.

Michael Walker is a financial advisor at LPL Financial with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Allen & Company of Florida, Inc. since 1999 in addition to his role at LPL Financial since 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, employing both discretionary and non-discretionary management supported by research and model portfolios.

Hunter Mc Taggart is a CFP® professional with four years of industry experience, currently serving as an advisor at LPL Financial in Lakeland, FL. Prior to joining LPL Financial, he held roles at Northwestern Mutual, Publix Supermarket, Drumcondra Credit Union, and the University of Florida. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services supported by research, diversified strategies, and technology-driven portfolio solutions.

Thomas Lloyd is a financial advisor with Cetera, holding a Series 66 designation and eight years of industry experience. His career includes roles at Wells Fargo Advisors, Primerica, Truist Investment Services, and Citizens Bank and Trust. Outside of his advisory work, he serves as Vice President of the Board of Directors for the Florida Children's Museum and is a board member of the Central Florida Speech & Hearing Center, participating in fundraising and community advocacy. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a nationwide network of independent advisors and supports multiple program structures with discretionary and non-discretionary authorities.

Matthew Antos is a CFP® professional with 30 years of industry experience, currently serving at LPL Financial since 2008. He manages operations for a nonprofit organization, the Florida Nurseryman, Growers, and Landscape Association. LPL Financial is an SEC‑registered investment adviser and broker‑dealer that serves a broad range of clients, including individuals, retirement plans, corporations, and charitable organizations, through a national network of investment adviser representatives offering diverse advisory programs and financial planning services.

Robert Nicoletti is a Certified Financial Planner (CFP®) with 28 years of industry experience. He has been with J.P. Morgan Securities and JPMORGAN Chase Bank, N.A. since 2012. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage and investment management capabilities.

Heidy Pagan Jr. is a Series 66 licensed financial advisor with J.P. Morgan Securities, bringing 21 years of industry experience. His career includes roles at Thrivent Investment Management, Charter Communications, and Florida Blue prior to joining J.P. Morgan in 2020. Outside of his advisory work, he manages several rental properties in Florida and Alabama. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services through a process that combines quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework and offers customized solutions delivered on a non-discretionary basis.

Ronald Oldano is a CFP®-designated financial advisor with Ameriprise in Tampa, FL, with 31 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory role, he serves on the Board of Directors for the Rotary Club of Wesley Chapel Fund, Inc. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, providing detailed recommendation reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support its clients, with a focus on assets managed within Ameriprise accounts.