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.

Jefferson Dove is a CFP® and Series 66-registered financial advisor with Edward Jones, based in Valrico, FL. He has 18 years of industry experience and has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving 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.

Wade Harvey is a financial advisor at Morgan Stanley with Series 63 and Series 65 credentials and 41 years of industry experience. He has worked with Morgan Stanley Private Bank since 2015 and has been affiliated with Morgan Stanley Smith Barney since 2009. Prior to his current roles, he has extensive experience at Citigroup Global Markets dating back to 1990. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning and estate strategy services, supported by structured planning tools and research from the Global Investment Committee.

Keith Albritton is a CFP® professional with 29 years of industry experience, currently affiliated with LPL Financial since 2019. He has also been with Allen & Company of Florida, LLC since 1996. 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 brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research and model portfolios.

Jeffrey Jones is a financial advisor at LPL Enterprise with 16 years of industry experience and holds the Series 66 designation. His prior roles include positions at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of his advisory work, he serves as Stewardship Chair of the Finance Committee at Mount Carmel Baptist Church and is a board member for Tampa Bay Neighborhood Housing Services, a nonprofit organization. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios and third-party asset management, along with brokerage and insurance products via its integrated platform.

Michael Vonberg is a financial advisor with LPL Financial in Lakeland, FL, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior roles include positions at ISE Wealth Strategies, LLC, Waddell & Reed, Inc., and various insurance carriers. Outside of advising, he is involved in publishing through Pragmatic Press and has a business entity for tax purposes unrelated to investment activities. LPL Financial serves a broad client base including individuals, retirement plans, banks, corporations, and nonprofits, offering advisory programs, financial planning, and brokerage services through a national network of investment adviser representatives. The firm provides both discretionary and non-discretionary management and utilizes research from LPL Research and third-party subadvisors to support diversified investment strategies.

Mara Shaughnessy is a financial advisor with LPL Financial in Brandon, FL, holding a Series 65 designation and three years of industry experience. She has practiced law through Shaughnessy Law PLLC since 2006 and serves as a board member of that firm. Mara also works with Heath Wealth Management LLC and is involved with Generational Wealth of Tampa Bay, a business related to her LPL advisory activities. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base, including individuals, retirement plans, and institutional clients, through a national network of investment adviser representatives. The firm offers various advisory programs, retirement plan consulting, and brokerage services supported by in-house and third-party research and technology solutions.

Mark Rothman is a CFP® with 16 years of industry experience, currently affiliated with MassMutual Investors Services since 2017. His prior experience includes roles at MassMutual Life Insurance Company and METLIFE SECURITIES Inc. Outside of financial advising, he serves as a director of a nonprofit foundation, acts as deacon chairman and president of the board of directors at First Baptist Church Plant City, and owns and operates a smoothie and juice bar in Plant City. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative annual planning engagements using firm-approved analysis tools, and additional services such as divorce planning and event-driven estate and employer-sponsored planning programs.

Christopher Chaffin is a CFP® with 16 years of experience in financial advising. He is currently with Raymond James Financial Services Advisors, Inc., where he has worked since 2019, following prior roles at SunTrust Advisory Services and SunTrust Investment Services. He is also president and an advisor at Chaffin Capital Advisors, Inc., a business associated with Raymond James Financial Services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutional clients, and nonprofit organizations. The firm uses tailored, non-discretionary planning and risk-profiling tools to inform investment decisions and supports municipal and public finance work through an affiliated municipal advisor.

Samuel Ryder is a Financial Advisor with Merrill Lynch Wealth Management, specializing in delivering personalized financial guidance tailored to individual clients’ unique needs. He works closely with high net worth families, business owners, physicians, attorneys, and professionals, focusing on portfolio management, retirement planning, and family wealth management strategies. Samuel offers comprehensive services including divorce transition planning, executive compensation, institutional and corporate benefit services, as well as support for endowments, foundations, and non-profits. With a Bachelor’s Degree from Florida Southern College, Samuel holds the Personal Investment Advisor (PIA) designation. His approach centers on understanding clients’ priorities to develop strategies that help preserve wealth, plan for retirement, and create lasting legacies. Additionally, Samuel provides tailored lending solutions through Bank of America to enhance clients’ financial flexibility. He is involved in community organizations such as 4-H, Rotary, and the Salvation Army. Outside of his professional work, Samuel’s personal interests include adventure sports, baseball, basketball, boating, fishing, football, golfing, reading, scuba diving, and spending time with his family.

Kristhian Estrada is a financial advisor with Merrill, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Bank of America, Truist Advisory Services, and Revolution Technologies. He is based in Lakeland, FL. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts.

Jeffrey Clements is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bank of America and Merrill. His current roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by firm-approved tools and portfolio modeling techniques.