Matthew Simpson is a financial advisor with Edward Jones in Winter Haven, FL, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has been with Edward Jones since 2006. 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, tax-efficient services, and affiliated investment products supported by a nationwide network of more than 23,700 advisors and 15,000 branch offices.

Timotej Czernek is a financial advisor at Cetera with 13 years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at Fisher Investments and Primerica. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base, including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and utilizes a multi-manager platform with various program structures and custodial relationships.

Rebecca Buskirk is a financial advisor with Raymond James Financial who holds a Series 66 designation and has 22 years of industry experience. She previously worked at Pat Cain Wealth Solutions from 2015 to 2019 and has been with Raymond James Financial Services since 2006. Outside of her advisory role, she is an owner and officer of Citrus View Financial, a support company. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm provides financial planning and non-discretionary investment consulting, emphasizing tailored financial plans developed through risk profiling and firm research, with a distinctive focus on non-discretionary advisory services.

Michele Ouellette is a financial advisor with Edward Jones in Lake Wales, FL, holding CFP®, Series 63, and Series 65 designations and has 26 years of industry experience. She has been with Edward Jones since 1994. Outside of her advisory role, Ouellette is involved with Ouellette Properties, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets with a nationwide network of over 23,000 advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

David Anderson is a financial advisor at LPL Financial with a Series 65 credential and three years of industry experience. He previously worked for 18 years at The State Bank and Trust Company. LPL Financial is a national firm serving individual and institutional clients through a network of investment adviser representatives, offering financial planning, advisory programs, retirement consulting, and brokerage services. The firm provides discretionary and non-discretionary management with access to model portfolios, research, and various investment strategies.

Tameshia Butler is a CFP® and holds a Series 66 license, currently working with Fidelity with 16 years of industry experience. She has held multiple roles within Fidelity since 2011. Outside of her financial advisory work, Butler owns and operates Love & Elegance, an event styling and decorations business based in Lake Wales, Florida. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across various fund structures and platforms.

Jeffrey Thompson is a financial advisor at LPL Financial with 17 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2017. Prior to that, he was with Wells Fargo Advisors and Wells Fargo Clearing. Thompson is also an adjunct professor at Warner University, where he teaches agricultural mechanics. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

David Butz is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, he held various roles including positions at Florida Southern College, Publix, and with the Detroit Tigers. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning services, and retirement plan consulting, utilizing model portfolios, third-party subadvisors, and advanced technologies such as machine learning.