Lorin Bice is a financial advisor with LPL Financial in Winter Haven, FL, holding a Series 66 designation and 25 years of industry experience. He previously worked at Allen & Company of Florida, Inc. for 18 years and Morgan Stanley DW Inc. for three years. Outside of his advisory role, he is an owner, collector, and seller of artwork. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered through a large network of investment adviser representatives using a range of strategic, tactical, and alternative investment options.

Kyle Cobia is a financial advisor with LPL Financial in Winter Haven, FL, holding a Series 66 credential and 14 years of industry experience. He has worked with LPL Financial since 2019 and Allen & Company of Florida, Inc. since 2012. 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 through a large network of advisors, utilizing both proprietary research and third-party strategies across discretionary and non-discretionary accounts.

Leonardo Reyes is a financial advisor at Fidelity with six years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Bank of America, Merrill, and Wells Fargo. Outside of his advisory role, he is an authorized member of EPICO EVENTS, a rental and decorating service based in Winter Haven, Florida, where he assists with equipment delivery and event setup. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios using mutual funds, ETFs, and ETPs.

Joshua Jordan is a financial advisor with LPL Financial, holding a Series 66 credential and two years of industry experience. He has worked at LPL Financial since 2023 and serves as Marketing Director for Outdoor Professionals, a role unrelated to investment advising. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers various financial planning and investment management solutions through a large network of advisors and emphasizes a broad platform that includes advisory, insurance, and banking partnerships.

Lesley Rathbun is a financial advisor at LPL Financial with five years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services for six years. Rathbun has also spent time at LinkedIn and took a year for extended travel 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 through a large network of investment adviser representatives, utilizing various investment strategies and operational tools to support client accounts.

Nathan Boston is a financial advisor at LPL Financial with six years of industry experience. He holds a Series 66 designation and has been associated with Allen & Company and LPL Financial since 2019. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, 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.

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.

Vicki Norman is a financial advisor with Edward Jones in Auburndale, FL, holding Series 63 and Series 66 credentials and 24 years of industry experience. She has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory services through a large network of financial advisors and branch offices nationwide.

Ryan Buskirk is a CFP® professional with 23 years of experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He has held roles at Citrus View Financial and Pat Cain Wealth Solutions, including ownership and executive positions. Buskirk’s business activities include ownership of Citrus View Financial and leadership roles at Pat Cain Wealth Solutions. 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, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, supports municipal and public finance work through a unique municipal advisor affiliation, and offers specialized programs like the SIMPLE IRA Employer Advisory & Consulting Services.

Deborah Swenson is a financial advisor at UBS Financial Services with 40 years of industry experience. She holds Series 63 and Series 65 designations and has been with UBS since 2012. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Rachel Lobdell is a financial advisor at UBS Financial Services with 26 years of industry experience. She has been with UBS since 2008 and holds Series 63 and Series 65 licenses. Outside of her advisory role, she is connected to WealthEnV LLC, a technology and media company developing a video game focused on financial literacy, though she does not have an active role in the company. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings. The firm combines proprietary research and model-based asset allocations to tailor client plans and provides a range of services including financial planning, portfolio management, and capital markets activities.

Peter Korcusko Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Morgan Stanley, and Morgan Keegan & Company. 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 with investment strategies that include model portfolios, third-party management, and customizable approaches supported by advanced operational tools.

John Miller III is a financial advisor with Edward Jones in Lake Wales, FL, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2025, he spent 24 years working with Polk County Public Schools. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions with approximately $1.01 trillion in assets under management. The firm is notable for its extensive retail advisor and branch network, affiliated mutual funds, and a fiduciary standard in its advisory services.

Grayson O'cain is a financial advisor with Edward Jones in Bartow, FL, holding a Series 66 designation and six years of industry experience. Prior to joining Edward Jones in 2020, he worked for five years at the Florida Department of Transportation. Outside of his advisory role, he has been involved in ranch work in Indianapolis, IN. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options. The firm is notable for its extensive retail advisor network, affiliated mutual funds, and fiduciary standard in providing advisory services.

John Scheck Jr. is a financial advisor with Morgan Stanley in Winter Haven, FL, holding Series 63 and Series 65 licenses and having 36 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2007. Outside of his advisory role, he is a partner in Bullish on Bamboo, LLC, a real estate and agriculture business based in Winter Haven, Florida. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including customized financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides services through both direct and corporate financial planning arrangements.

Cassandra Sonnier is a financial advisor at Edward Jones with a Series 66 designation and over 19 years of experience in the financial industry. She worked at Truist Bank for 18 years prior to joining Edward Jones in 2026. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a large national network of advisors and branch offices.

Melissa Kincaid is a financial advisor at Edward Jones in Winter Haven, FL, holding a Series 66 designation with four years of industry experience. Her prior work includes roles at The Mortgage Firm, Principal Financial, and Florida Blue - Blue Cross Blue Shield. 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 including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of more than 23,700 advisors and 15,000 branch offices nationwide.

Amanda Salcido Newby is a financial advisor at Edward Jones with five years of industry experience. She holds a Series 66 designation and has a background that includes over two decades of service in the United States Army and ongoing legal practice through the Law Office of Amanda Salcido. Outside of her financial and legal work, she owns New Equinity LLC, an equine training and breeding business that offers non-compensated horse lessons. 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 provides a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Angela Goolsby is a financial advisor with Edward Jones in Lake Wales, FL, holding a Series 66 designation and 18 years of industry experience since 2008. She has spent her entire career with Edward Jones. 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, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Joseph Kolad is a financial advisor at LPL Financial with 23 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services for 18 years, as well as at Morgan Stanley and Morgan Stanley Dw Inc. He is currently based in Winter Haven, FL. 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 portfolios, third-party asset management, and institutional platforms.