Thomas Lovett III is a financial advisor with Equitable Advisors in Sebring, FL, holding a Series 66 designation and eight years of industry experience. He has worked at Equitable Advisors since 2017 and previously was associated with AXA Advisors, LLC and Tomahawk Medical LLC. Equitable Advisors serves a broad mix of individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm is dual-registered as an SEC-registered investment adviser and broker-dealer and utilizes LPL-sponsored programs and endorsed third-party managers to deliver advisory and brokerage solutions.

Jose Luna is a financial advisor with Merrill in Sebring, FL, holding Series 63 and Series 66 licenses and nine years of industry experience. His prior career includes roles at Wells Fargo Clearing Services and Wells Fargo Bank. Outside of finance, he works as a sales representative in automotive sales. 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 a range of individual and institutional clients.

Peggy Thorlton is a financial advisor at LPL Financial with 39 years of industry experience. She holds Series 63 and Series 65 designations. Her prior work includes roles at Wells Fargo Clearing and WELLS FARGO Advisors. Since 2020, she has been associated with Guidepost Financial Wealth Management, LLC for tax and investment purposes. 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 range of advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by model portfolios and research.

Kimberlie Oppold is a financial advisor at Edward Jones with 12 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2014. Outside of her advisory role, she co-owns a landscaping business and serves as a trustee for two family trusts, assisting with administrative and tax-related matters. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and affiliated services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm operates a large network of advisors and branch offices across the United States and manages over $1 trillion in assets.

Jeffrey Roth is a Series 66–registered financial advisor with Edward Jones in Avon Park, FL, where he has been practicing since 2015. He has 11 years of industry experience and also has worked at South Florida State College since 2012. 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 programs, including discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, with an emphasis on tax-efficient services and fiduciary standards.

Kenneth Ziesenheim is a financial advisor at Raymond James Financial with 44 years of industry experience. He holds Series 63 and Series 65 designations and has been associated with Raymond James since 2008. Outside of advisory work, he serves as an arbitrator for FINRA and is involved in writing a family-focused book through his ownership of GERFAM LLC. He also chairs the Investment Committee at Prescott College and owns KSZ Consulting Services, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and investment consulting, utilizing risk profiling and analytical tools, and supports municipal and public-finance work through its affiliation with a municipal advisor.

Ervin Bodiford is a financial advisor at Edward Jones with eight years of industry experience. He has held his current position since 2017 and previously worked at the Florida Department of Children and Families from 2014 to 2017. He holds a Series 66 designation. 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 23,000 financial advisors and manages approximately $1.01 trillion in assets under management.