Grace Wit is a financial advisor at Citigroup Global Markets with 18 years of industry experience. She holds a Series 66 designation and has previously worked at HSBC Securities, HSBC Bank USA, and Wells Fargo Advisors. Outside of her advisory role, she serves as an elected board member of the South Van Ness Home Owner's Association in San Francisco. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, including in-house research and derivatives services, supporting tailored advisory solutions for high-net-worth clients.

Calin Gribbin is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. He has worked at Allen & Company and Florida Southern College prior to his current role. Gribbin is also involved with Advisors Excel and ECA Marketing in financial advisory capacities. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, combining discretionary and non-discretionary management with model portfolios and research from internal and third-party sources.

Michael Kennedy is a financial advisor with Raymond James Financial, holding a Series 66 designation and 17 years of industry experience. He worked at Edward Jones from 2009 to 2023 before joining Raymond James Financial Services Advisors in 2023. Outside of his advisory role, he owns and operates the website irastrategy.com and is the CEO of Horizon Wealth Planning LLC. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individuals, high-net-worth investors, pension and profit-sharing plans, charitable organizations, and government entities. The firm offers tailored, typically non-discretionary advisory services and manages a SIMPLE IRA Employer Advisory & Consulting Services program for small businesses.

Vanessa Colburn is a Series 66-licensed financial advisor with 14 years of industry experience. She is currently with Cambridge Investment Research Advisors, where she has worked since 2026, following a 14-year tenure at Edward Jones. Outside of her advisory role, she owns a rental property in Haines City, Florida. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement advisory services through a network of independent financial professionals. The firm offers a range of investment solutions, including proprietary and third-party model strategies, with both discretionary and non-discretionary implementation options.

Lorin Bice is a financial advisor with LPL Financial, holding a Series 66 designation and over 25 years of industry experience. He has worked with Allen & Company of Florida, Inc. since 2004 and joined LPL Financial in 2019. Outside of his advisory work, Bice is an owner, collector, and seller of artwork. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of financial planning and advisory programs, including discretionary and non-discretionary management supported by research and model portfolios.

Kyle Cobia is a financial advisor with LPL Financial in Winter Haven, FL, holding a Series 66 registration and having 14 years of industry experience. He has been with LPL Financial since 2019 and also works with Allen & Company of FL, Inc. since 2012. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a broad network of investment adviser representatives. The firm provides a range of advisory programs, financial planning services, and uses both discretionary and non-discretionary management approaches supported by internal and third-party research.

Joshua Jordan is a financial advisor at LPL Financial with two years of industry experience. He holds a Series 66 designation and has worked with firms including Allen & Co and GeoTarget. Outside of his advisory role, he serves as Marketing Director for Outdoor Professionals, a position he has held since 2019. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing a variety of discretionary and non-discretionary management strategies supported by internal and third-party research.

William Floyd Jr. is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Ic Advisory Services Inc, The Investment Center Inc, and infinex Investments, Inc. Outside of his advisory role, he is a business owner of Plant Your Flag LLC and a manager at Central Florida Global Trade, LLC, a wholesale plywood company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, and institutions through a national network of investment adviser representatives. The firm offers financial planning, various advisory programs, and retirement plan consulting, providing both discretionary and non-discretionary management supported by research and technology-driven tools.

Nathan Boston is a financial advisor with LPL Financial based in Winter Haven, FL. He holds a Series 66 designation and has six years of industry experience. Prior to joining LPL Financial, he worked at Allen & Company and has experience in benefits and staffing firms. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, and institutions. The firm offers various advisory programs, retirement consulting, and brokerage services supported by research and model portfolios through a national network of investment adviser representatives.

Bridget Ceader is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked at Truist Bank for 13 years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of over 23,700 financial advisors and $1.01 trillion in assets under management.

Ryan Buskirk is a CFP® with 22 years of experience in the financial services industry. He is affiliated with Raymond James Financial and has held roles at Citrus View Financial and Pat Cain Wealth Solutions. Buskirk is the owner of Citrus View Financial and serves as an officer and owner at Pat Cain Wealth Solutions. Raymond James Financial Services Advisors, Inc. serves a diverse client base, including individual investors, high-net-worth clients, pension plans, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing personalized plans developed through detailed client assessments and supported by extensive research and asset-allocation tools.

Peter Korcusko Jr. is a financial advisor with LPL Financial in Lake Wales, FL, holding Series 63 and Series 65 credentials and possessing 30 years of industry experience. Prior to joining LPL Financial in 2023, he worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC from 2016 to 2023. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and multiple investment strategies.

John Miller III is a financial advisor at Edward Jones in Lake Wales, FL, holding a Series 66 designation. He joined Edward Jones in 2025 after a 24-year career with Polk County Public Schools. 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 strategies, supported by a nationwide network of more than 23,700 financial advisors.

Eric Greenhow is a CFP® with 24 years of experience in the financial services industry. He is currently affiliated with LPL Financial, where he has worked since 2019, and also maintains a long-standing relationship with Allen & Company of Florida, Inc. Outside of his advisory roles, Greenhow is involved in several real estate rental ventures and operates businesses related to property and casualty insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and nonprofits through a national network of investment adviser representatives. The firm provides a range of financial planning and advisory services, including discretionary and non-discretionary portfolio management supported by research from LPL Research and third-party subadvisors.

Mark Barber is a financial advisor with Edward Jones in Winter Haven, FL, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, Barber serves as vice president and board member of HAND UP MINISTRIES OF FLORIDA, a nonprofit focused on providing daily living needs to the homeless. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds.

Brian Settle is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and previously worked at TD Bank, NA for 14 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Krystal Massey is a financial advisor at Cambridge Investment Research Advisors with nine years of industry experience. She holds the Series 66 designation and has worked previously at Edward Jones, Kalos Capital, Triad Advisors, and Family Financial/Nelson Financial. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts by providing financial planning, investment management, retirement plan advisory, and financial-wellness services. The firm offers tailored investment solutions through various custody and platform arrangements, incorporating both proprietary and third-party strategies.

Madison Barber is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, Madison worked in various roles including at Gourmet Goodies Bakeshop and Level Talent Group. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Christopher Floyd is a financial advisor at Edward Jones with 10 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. Prior to joining Edward Jones in 2022, Floyd worked at Ic Advisory Services Inc and The Investment Center Inc from 2018 to 2022, as well as Infinex Investments, Inc. and Allen & Company of Florida, Inc. earlier in his career. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Bonnie Parker is a financial advisor with Cetera and holds Series 63 and Series 66 credentials. She has 26 years of industry experience and previously worked at Infinex Investments Inc. and Citizens Bank and Trust. Outside of her advisory role, she serves as Senior Vice President and Private Banking Manager at Citizens Bank and Trust. Cetera Investment Advisers LLC is an SEC-registered firm supporting a nationwide network of independent advisors, serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm provides various portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary program options.