Wade Harvey is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. His career includes long tenures at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, as well as nearly two decades at Citigroup Global Markets. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through both direct and Corporate Financial Planning agreements.

Keith Albritton is a financial advisor with LPL Financial in Lakeland, FL, holding the CFP® designation and Series 66 license. He has 30 years of industry experience, including 26 years at Allen & Company of Florida, LLC before joining LPL Financial in 2019. 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, third-party asset management, and institutional platforms.

Jeffrey Jones is a financial advisor with LPL Enterprise holding a Series 66 credential and 16 years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, Cornerstone Premier Management Inc, and Waddell & Reed. In addition to his advisory work, he serves as Stewardship Chair of the Finance Committee at Mount Carmel Baptist Church and is a board member of Tampa Bay Neighborhood Housing Services. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers along with affiliated trust custody, insurance, and lending services.

Michael Vonberg is a financial advisor with LPL Financial in Lakeland, FL, holding Series 63 and Series 65 licenses and having 21 years of industry experience. His prior roles include positions at ISE Wealth Strategies, LLC, and Waddell & Reed, Inc. Outside of his advisory work, he is associated with Pragmatic Press, a book publishing venture. 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 and access to model portfolios and third-party asset management.

Mara Shaughnessy is a financial advisor with LPL Financial in Brandon, FL, holding a Series 65 designation and four years of industry experience. In addition to her advisory roles at LPL Financial and Heath Wealth Management LLC, she is a board member of Shaughnessy Law PLLC, a law firm she has been affiliated with for over 20 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides financial planning and investment management services to individuals, retirement plans, and institutions. The firm offers a broad range of advisory platforms and utilizes technology tools to support advisors in delivering customized strategies.

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 Client Experience Advisor at Merrill Lynch Wealth Management. In this role, he collaborates with clients to understand their financial situations and presents solutions available through Merrill and Bank of America. His focus is on enabling clients to make informed decisions tailored to their current financial needs. Kristhian holds a Bachelor's Degree from the University of South Florida and has earned the Personal Investment Advisor (PIA) designation. He is engaged with professional and community organizations including Assemblies of God, Rotary International, The NextStep Project, and the USF Corporate Mentor Program.

Jeffrey Clements is a financial advisor at Morgan Stanley with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Bank of America, and Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by advanced modeling tools.

Anthony Iannucci is a Senior Financial Advisor at Merrill Lynch Wealth Management. He focuses on creating personalized wealth management strategies tailored to each client's unique financial situation and long-term goals. Anthony leverages the investment insights of Merrill and the banking and lending services of Bank of America to address the evolving market conditions and help clients pursue their financial objectives. He holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Anthony earned his high school diploma from Carle Place High School. Beyond his professional responsibilities, he is committed to community involvement, actively volunteering with local organizations in alignment with Merrill's tradition of community participation.

Douglas Mcpherson is a financial advisor at Cetera with 23 years of industry experience. He holds Series 63 and Series 66 credentials and has held positions at Citizens Bank & Trust and Osaic Institutions, Inc. in addition to his current role. Mcpherson serves as vice president and private banking officer at Citizens Bank & Trust and is active in community organizations, including roles as treasurer of The Estate Planning Council of Polk County and board president of The Mission of Winter Haven, Inc. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a multi-manager platform with various portfolio management options, including model portfolios, third-party managers, and bespoke strategies.

Dana Hurley is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at LPL Financial since 2019. He has also been associated with Allen & Company of Florida, Inc. since 2012. Dana dedicates time as a financial advisor with Advisors Excel. 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, model portfolio programs, and institutional platforms, supported by a network of investment adviser representatives utilizing diverse investment strategies.

Agata Springstead is a CFP® and Series 66 registered financial advisor with Edward Jones, bringing eight years of industry experience. She previously worked at JP Morgan Chase for twelve years before joining Edward Jones in 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Margaret Letchworth is a Series 65-licensed financial advisor with LPL Financial, bringing 22 years of industry experience. She previously worked for CUNA Brokerage Services, Inc. for 18 years and has been associated with Suncoast Schools Federal Credit Union for over three decades. 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 range of financial planning and asset management services, utilizing both proprietary and third-party investment strategies through a large network of advisors.

Sanja Anderson is a financial advisor at Edward Jones in Tampa, FL, with 13 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Richard Graff is a financial advisor with Edward Jones in Tampa, FL, holding Series 63 and Series 65 designations and over 41 years of industry experience. Prior to joining Edward Jones in 2026, he was self-employed and affiliated with Stifel Independent Advisors, LLC for 20 years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Heather Craig is a Wealth Management Advisor with Merrill Lynch Wealth Management. She collaborates closely with families and business owners to support their wealth management, estate planning, and corporate retirement plan needs. Heather also coordinates with clients' family members and professional advisors to facilitate comprehensive and seamless financial planning. She holds the CERTIFIED FINANCIAL PLANNER™ professional certification, the Certified Plan Fiduciary Advisor® designation, as well as Personal Investment Advisor and Retirement Accredited Financial Advisor credentials. Heather joined Merrill Lynch Wealth Management in 2000, bringing prior experience from A. G. Edwards. She earned a Bachelor's degree from the University of South Florida. Heather resides in Lakeland and is involved in the Boys and Girls Club of Lakeland and Mulberry. Her personal interests include boating, fishing, skiing, swimming, spending time with family, and traveling.

David Hooks is a Series 66-licensed financial advisor with Morgan Stanley in Lakeland, Florida, bringing 15 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2010, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Outside of his advisory work, he serves as a board member on the Finance Committee for the YMCA of West Central Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs centered on financial planning and investment management supported by structured planning tools and broad institutional resources.

Brandon Jorge is a financial advisor with Ameriprise in Lakeland, FL, holding a Series 66 designation and four years of industry experience. He has previously worked at Raymond James Financial and Barrow and Powers Financial Services. Outside of his advisory work, he serves as Treasurer on the Board of Directors for the Evans Turkey Creek Homeowners Association. Ameriprise is a large institutional firm that offers retirement-income planning services focused on clients approaching or in retirement with significant investable assets. The firm utilizes a centralized consulting team and combines research, modeling, and tax-efficient strategies to provide tailored, non-discretionary recommendations.