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.

Alicia Jones is a financial advisor at Morgan Stanley with seven years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley in various roles since 2018, including Morgan Stanley Private Bank. Outside of her advisory work, she also works as a food delivery driver for Uber Eats during her personal time. Morgan Stanley Wealth Management serves individual and institutional clients by providing tailored financial planning services supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers a range of advisory programs through its Financial Advisors and Estate Planning Strategies Group.

Brian Genninger is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His prior roles include positions at Raymond James Financial Services, USAA Investment Management Company, and Morgan Stanley. Outside of his advisory work, he sells household items through online platforms such as eBay, Mercari, and Etsy. 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, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by operational and research tools but not for direct investment decisions.

Paul Evans is a financial advisor at Merrill with three years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Total Quality Logistics, Erudito/Eigen prep, and Valdivia. Outside of his advisory role, he is a co-owner of a family rental property in Lithia, Florida. 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.

Christopher Lewis is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 registrations and bringing 29 years of industry experience. His career includes roles at Penn Mutual Life Insurance, Hornor Townsend & Kent, and Foresters Advisory Services. He is also active as a life insurance agent outside of his advisory work. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm offers financial planning, asset management, and educational seminars, providing clients with ongoing, collaborative planning supported by analytical tools and a range of investment programs.

Nicholas Brinkman is a financial advisor with LPL Financial in Lakeland, FL, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial in 2025, he was with Charles Schwab for one year and has a background that includes education and work in the hospitality sector. 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 financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset allocations and alternative exposures.

Carol Hughes is a financial advisor with LPL Financial in Lakeland, FL, holding a Series 66 license and 18 years of industry experience. She has been with LPL Financial since 2019 and has concurrently worked at Allen & Company since 2001. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Jodael Deralus is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and has previously worked at Cohnreznick, LLP, CBIZ, Inc., PricewaterhouseCoopers, and other firms. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research and modeling with tax-efficient strategies to provide tailored, non-discretionary recommendations.

Stephen Shouse is a financial advisor at Edward Jones with 24 years of industry experience. He holds Series 63, Series 65, and Series 66 designations and has been with Edward Jones since 2002. Outside of his advisory work, he serves as an investment committee member for the South Florida Baptist Hospital Foundation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 advisors.

Brian Heipp is a financial advisor with Thrivent Investment Management in Lakeland, FL, holding the ChFC® and Series 66 designations and bringing 19 years of industry experience. He has worked with Thrivent Investment Management since 2008, including time at THRIVENT Financial and LPL Financial. Outside of his advisory role, Heipp serves as a board member and upcoming president of the Lakeland Sunrise Rotary Club and holds leadership positions with the Lakeland Runners Club, where he coaches running programs. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based analyses and planning recommendations across various financial topics, with an option to combine planning and managed-account services under a consolidated billing system called “WealthPlan.”