Eric Greenhow is a CFP®-certified financial advisor with 24 years of industry experience. He is currently affiliated with LPL Financial and previously spent 19 years at Allen & Company of Florida, Inc. Greenhow is also involved in property and casualty insurance through his own insurance-related business activities. 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, with a focus on both discretionary and non-discretionary investment strategies.

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.

William Daniels IV is a financial advisor with Primerica Advisors in Winter Haven, FL. He holds Series 63 and Series 65 licenses and has over six years of experience with Pfs Investments Inc and Primerica Financial Services. Additionally, he has worked with the Osceola School District for more than 27 years. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-delivery strategies created by unaffiliated asset managers. The firm operates at scale with approximately 3,697 advisors and $15.5 billion in assets under management.

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.

April Wheeler is a financial advisor with Morgan Stanley Wealth Management in Winter Haven, FL, holding Series 65 and Series 66 credentials and bringing 20 years of industry experience. Her prior roles include positions at Bank of America, Merrill, UBS Financial Services, and various Morgan Stanley entities spanning from 2005 to the present. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and research to support its advisory services.

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.

Axel Calderon Garza is a financial advisor at Merrill with Series 63 and Series 66 credentials and one year of industry experience. His prior work includes roles at Bank of America, Amazon, and various educational institutions. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program, serving individual, high-net-worth, and institutional clients with model-based and discretionary investment strategies developed by internal and third-party managers.

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.

Brian Hemp is a financial advisor at LPL Financial with 26 years of industry experience. He has worked at LPL Financial since 2007, and previously held positions at Merrill and Ameriprise Advisor Services, Inc. Outside of his advisory role, Hemp assists with a nonprofit initiative providing class sets of books for teachers and hosts a podcast called Donuts in the Basement. 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 portfolio programs, third-party asset management, and institutional platforms.

Michael Tanner is a financial advisor at LPL Financial with 28 years of industry experience. He has worked at LPL Financial since 2009 and previously spent 11 years at Merrill. In addition to his advisory role, he is involved in tax preparation and accounting services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, supported by research, technology, and a large network of advisors.

Jason Carpenter is a financial advisor at Fidelity with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Citigroup and TD Ameritrade. Carpenter is based in Winter Haven, Florida. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios and serves as an advisor to multiple registered investment companies.

Rose Pagan is a Series 66-credentialed financial advisor with nine years of industry experience, currently with Thrivent Investment Management. She has been with Thrivent and its affiliated entities since 2016. Outside of her advisory role, she is involved in managing a small number of residential rental properties. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based planning without discretionary portfolio management. The firm offers both one-time and ongoing planning engagements through a large network of advisors and integrates planning with managed accounts under its WealthPlan option.

Richard Wright is a financial advisor with Morgan Stanley, holding Series 63, 65, and 66 credentials and having 20 years of industry experience. His tenure at Morgan Stanley began in 2016, including roles with Morgan Stanley Private Bank, N.A. He previously worked at Executive Transformations, Inc. from 2013 to 2016. Outside of his advisory work, Wright serves as a board member of the Warrington Elks Lodge BPOE 2108, a fraternal organization focused on children and youth. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm offers tailored financial planning using structured discovery processes and approved planning tools, serving clients through both direct and corporate financial planning agreements.

Joshua Chase is a financial advisor with Edward Jones in Auburndale, FL, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2019, he worked for State Farm Insurance for 12 years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a network of over 23,000 financial advisors and more than 15,000 branch offices nationwide.

Dwayne Miller is a financial advisor with Primerica Advisors in Winter Haven, FL, holding Series 63 and Series 65 credentials and five years of industry experience. He has worked at Primerica Advisors since 2021 and previously held positions at Primerica Financial Services, Coldwell Banker, and Walgreens. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that relies on model-delivery strategies created by unaffiliated asset managers and provides advisory services through a large network of financial advisors.

John Bockover is a financial advisor with Edward Jones in Auburndale, FL, holding Series 63 and Series 66 designations and bringing 13 years of industry experience. He has been with Edward Jones since 2014 and serves concurrently in the US Army Reserves as an Imagery Analyst. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Joshua Lewis is a financial advisor with Morgan Stanley, holding a Series 66 designation and bringing 26 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and the Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a broad range of advisory programs, including tailored financial planning supported by structured discovery and firm-approved tools.