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.

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 63 and Series 65 licenses. His prior work includes roles at Fisher Investments and Primerica Advisors. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with discretionary and non-discretionary options.

Rebecca Buskirk is a financial advisor with Raymond James Financial in Lake Wales, FL, holding a Series 66 designation and 23 years of industry experience. She has been affiliated with Raymond James Financial Services since 2006 and was previously associated with Pat Cain Wealth Solutions from 2015 to 2019. In addition to her advisory role, she serves as an officer and owner of Citrus View Financial, a support company. 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, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, with specialized services in municipal finance and employer advisory programs.

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 Series 65-licensed financial advisor with LPL Financial in Lake Wales, FL, bringing three years of industry experience. Prior to joining LPL Financial in 2023, he worked for The State Bank and Trust Company for 18 years. 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 broad range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by extensive operational and research tools.

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.

David Butz is a financial advisor with LPL Financial, holding a Series 66 designation. He joined LPL Financial in 2025 and has prior experience that includes roles at Florida Southern College, Publix, and the Detroit Tigers. 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, including financial planning, model portfolio programs, and institutional platforms.