Gabriel Rodriguez Gomez is a financial advisor with Empower Advisory Group, holding a Series 66 credential and beginning his industry career in 2026. He has prior experience with Empower Financial Services, Inc. and Admiral Metical. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders, using an integrated model linked to Empower’s administrative platforms. The firm emphasizes long-term portfolio returns and client savings rates over short-term forecasts and serves a large participant base relative to its advisor count.

Julie Phillips is a financial advisor with Commonwealth Financial Network in Winter Haven, FL, holding a Series 66 designation and 23 years of industry experience. She has operated J. Phillips Investments, LLC since 2008 and serves as a power of attorney and successor trustee for multiple family-related trusts. Outside of advisory work, she is a co-owner of Phillwell & Associates, LLC, an entity involved in real estate management. Commonwealth Financial Network supports a national network of approximately 2,950 advisors, providing a range of advisory programs, technology, and operational support. The firm offers various investment management solutions, including discretionary model portfolios and personalized indexing options.

Nicholas Menzies is a financial advisor with Truist Advisory Services in Lakeland, FL, holding a Series 66 designation and two years of industry experience. He previously worked at Ameriprise Financial Services and Edward Jones, and spent over a decade with Polk County Public Schools. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, implementing advice through a combination of discretionary manager relationships and non-discretionary consulting. The firm integrates inter-affiliate services and utilizes AI-enabled tools for research and manager oversight.

Steven Harris Jr. is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 19 years of industry experience. He has worked at Truist Advisory Services since 2016 and previously at LPL Financial and Morgan Stanley & Co. LLC. Outside of his advisory role, he is president of Harris and Co. Investment Group LLC, a business managing a second home property used partly for rental purposes. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors and participants, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a third-party manager selection program, implementing advice through a combination of discretionary and non-discretionary arrangements supported by third-party platforms and AI-enhanced equity research.

William Dyer is a CFP® with 23 years of industry experience, currently serving as an advisor at Truist Advisory Services since 2016. He has been affiliated with Truist Investment Services since 2007. Dyer serves as a floating board member for the San Juan Ranch HOA, where he participates in overseeing community maintenance and development projects. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm utilizes both discretionary and non-discretionary approaches, supported by third-party platform and manager arrangements, and integrates services across affiliated entities to deliver its investment solutions.

Jeffery Wallace is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Ameriprise in Lakeland, FL. He has been with Ameriprise and its affiliated entities since 2001. Ameriprise provides a retirement-income planning service designed for individuals nearing or in retirement who meet certain asset criteria, offering detailed Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm delivers these services through a centralized consulting team using a combination of research, modeling, and automated tools, focusing on clients with Ameriprise-managed assets.

Johanna Carlisle is a financial advisor with Primerica Advisors in Lakeland, FL, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with Primerica Advisors since 1997 and Primerica Financial Services since 1996. Outside of her advisory role, Carlisle is co-owner and secretary of Heartland Surgical Assistants, Inc., owns a wreath-making business, BowTie Wreaths, and is co-author of the book *In Search of A Family: A Story of An International Adoption*. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Matthew Simpson is a financial advisor at Edward Jones in Winter Haven, FL, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2025, he worked in various roles including at Florida College and Publix. Outside of his advisory work, he has monetized basketball content on TikTok. 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 supported by a large nationwide network of financial advisors and branch offices.

Chad Jones is a financial advisor with LPL Financial, holding CFP® and Series 66 credentials and bringing 13 years of industry experience. He has been with LPL Financial since 2019 and also maintains a role with Allen & Co since 2012. Outside of advising, he owns Warrior Combat & Fitness LLC, a local gym offering jiu-jitsu, judo, personal training, yoga, and related programs. 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 provides advisory and brokerage services through a large network, offering financial planning, model portfolios, third-party asset management, and institutional platforms with both discretionary and non-discretionary investment options.

Richard Trasport Jr. is a financial advisor with LPL Financial in Lakeland, FL, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 27 years of industry experience and previously worked at Cetera Advisor Networks and VOYA Financial Advisors, as well as operating his own advisory business for over 30 years. Trasport is also commissioned as a notary in Florida and acts as a fiduciary for a family revocable trust. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, utilizing both proprietary and third-party investment strategies.

Jeffrey Simpson is a financial advisor with LPL Financial in Winter Haven, FL, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with LPL Financial since 1999. Outside of his advisory role, he is involved as a business owner of A New Pointe Dance. 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, utilizing both proprietary research and third-party strategies.

Bradley Dantzler is a financial advisor with Raymond James & Associates in Winter Haven, FL, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. He has been with Raymond James since 2006 and previously worked for the City of Winter Haven from 2018 to 2022. Outside of his advisory role, Dantzler serves as a board member of the Polk Visioning Committee. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and municipal entities. The firm provides financial planning and consulting services with a range of portfolio management styles and notable municipal advisory capabilities.

John Madden is a financial advisor with LPL Financial based in Lakeland, FL, holding a Series 66 credential and seven years of industry experience. He has worked at LPL Financial and Allen & Company since 2019. Previously, he was involved with Madden Branded Goods from 2015 to 2018. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of financial planning, model portfolios, and institutional platforms.

Calin Gribbin is a financial advisor at LPL Financial with four years of industry experience and holds the Series 66 designation. His prior roles include positions at Allen & Company and Florida Southern College. 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, supported by tools such as machine learning for research and operational assistance.

Steven Petersen is a financial advisor with Ameriprise Financial Services, Inc. in Valrico, Florida, holding Series 63 and Series 66 registrations and bringing 33 years of industry experience. He has been with Ameriprise since 2005. Petersen serves on the board of directors for LVIM, a nonprofit organization. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities typical of large institutional firms.

Scott Erickson is a financial advisor with Merrill based in Lakeland, FL. He holds Series 63 and Series 65 licenses and has 41 years of industry experience, including 17 years at Merrill and 39 years with Bank of America, N.A. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Diana Wetherington is a financial advisor at Morgan Stanley with 26 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Morgan Stanley Smith Barney LLC since 2011. Additionally, she has been involved with Ak Adjusting since 2010. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and a range of advisory programs, managing approximately $2.74 trillion in client assets.

Michael Wright is a CFP® professional with 27 years of experience in the financial services industry. He is currently an advisor at LPL Financial, where he has worked since 2019, following a 23-year tenure at Allen & Company of Florida, LLC. Outside of his advisory role, he owns and operates several pool service businesses based in Lakeland, FL. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors through a range of customizable investment strategies and operational tools.

Cynthia Tysver is a financial advisor with LPL Financial in Lakeland, FL, holding Series 63 and Series 66 licenses and 27 years of industry experience. Her prior roles include positions at Allen & Company of Florida, Lanark Financial, OSAIC Institutions, and Truist Investment Services. 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 financial planning and portfolio management services through a large network of investment adviser representatives, utilizing both proprietary and third-party strategies.

Michael Kennedy is a Series 66-licensed financial advisor with 17 years of industry experience. He is currently with Raymond James Financial Services Advisors, Inc., having joined in 2023 after 14 years at Edward Jones. Kennedy is the owner of Horizon Wealth Planning LLC and controls the investment-related website irastrategy.com. 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 using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.