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.

Linda Fairchild is a financial advisor with LPL Financial in Winter Haven, Florida, holding a Series 63 designation and offering 45 years of industry experience. Her career includes roles at Cetera Advisor Networks, Summit Financial Group, and several other firms dating back to 1993. She is also a notary public in Florida and operates Fairchild Advisors, LLC, a business related to her LPL activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, utilizing both proprietary research and third-party strategies, supported by operational tools including machine learning.

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.

Nery Saucedo Gonzalez is a financial advisor with Merrill in Winter Haven, FL, holding a Series 66 designation and three years of industry experience. Prior to joining Merrill and Bank of America, Nery worked at Equitable Advisors and held various roles in mortgage lending and public service. Outside of finance, Nery is a managing member and general partner of a mobile bartending business serving private events. Merrill, along 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Eric Johnson is a CFP® and holds a Series 66 license with 24 years of industry experience. He has been with UBS Financial Services since 2008. Outside of his advisory role, he serves on the Board of Trustees for the Alpha Tau Omega Fraternity at the University of Florida and is a member of the finance committee on the Board of Directors for Sea Turtle Care and Conservation Specialists Corporation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses model-based asset allocations and proprietary research to tailor financial plans to clients’ goals and risk tolerances.

Lillian Danis Soto is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. She previously worked at Geico for ten years before joining Edward Jones. 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.

Douglas Rathbun is a financial advisor at LPL Financial with five years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services for six years and Cisco Systems for three years. Rathbun is based in Winter Haven, Florida. 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, model portfolio programs, and institutional platforms, supported by a network of over 22,800 advisors and significant discretionary assets under management.

Thomas Oldt is a financial advisor with LPL Financial in Winter Haven, Florida, holding a Series 63 designation and over 32 years of industry experience. His career includes prior roles at Cetera Advisor Networks, Summit Financial Group, and FFP Advisory Services. Outside of his advisory work, Oldt serves as a FINRA arbitrator and contributes as a part-time columnist for The Ledger in Lakeland, Florida. 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 financial planning and portfolio management services, utilizing both proprietary research and third-party strategies, supported by advanced operational tools.

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.

Robert Gross is a Series 65-registered financial advisor with Primerica Advisors in Winter Haven, FL. He has experience with PFS Investments Inc., Auto Owner's Insurance, and Primerica Financial Services beginning in 2025, and has also worked in the mortgage and insurance industries. His background includes community involvement through roles at Heartland Church and Unity Baptist Church. Primerica Advisors is a large institutional firm that provides a wrap-fee asset management program primarily for individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through Pershing, overseeing approximately $15.5 billion in assets under management.

John Murphy is a financial advisor at Edward Jones with 14 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over 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, supported by a nationwide network of more than 23,700 advisors.

James Wells is a financial advisor with Wells Investments, Inc. in Winter Haven, FL, holding Series 63 and Series 65 licenses and over 39 years of industry experience. He has worked at Valor Financial Securities LLC and Wells Global Investment Advisers LLC since 2009 and has been with Wells Investments, Inc. since 1995. Outside of his advisory roles, he serves as president of Our Fallen Heroes Foundation, a nonprofit supporting families of military personnel affected by the War on Terrorism, and is involved in several entrepreneurial ventures including motivational products and online college consulting. Wells Investments, Inc. is a small advisory firm that provides portfolio management and investment advisory services.

Robert Campbell is a financial advisor at Campbell & Associates with 28 years of industry experience. He holds a Series 65 designation and has been associated with Campbell & Associates, PA, CPA's since 1989, where he is an owner and principal involved in accounting and tax preparation services. Campbell & Associates is a small advisory firm based in Winter Haven, FL, serving clients with personalized financial and accounting services.

Patricia Wells is a CFP® with 41 years of industry experience, currently serving at Wells Investments, Inc. since 2000. She has also held roles at Valor Financial Securities LLC and Wells Global Investment Advisers LLC since 2009. Wells is involved as secretary, treasurer, and director of Our Fallen Heroes Foundation, a nonprofit supporting families of fallen heroes and injured military personnel. Wells Investments, Inc. is a small advisory firm based in Winter Haven, FL, providing investment advisory services.

Karen Premuto is a Series 65-licensed financial advisor at Campbell & Associates with 28 years of industry experience. She has been affiliated with Campbell & Associates, PA, CPA's since 1985 and has served as an owner and vice president of the firm since 2016. In addition to her advisory role, she is a CPA involved in tax preparation, accounting services, and practice management. Campbell & Associates is a small firm based in Winter Haven, FL, that provides financial advisory services supported by its CPA background.