Jessica Romero is a financial advisor at Fidelity with 15 years of industry experience. She holds the ChFC® designation and Series 66 license. Prior to joining Fidelity, she worked at USAA in various financial planning and investment roles from 2016 to 2022. Romero also serves as an online adjunct professor teaching undergraduate finance courses for Southern New Hampshire University. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios composed of mutual funds, ETFs, and ETPs and provides discretionary and non-discretionary advisory services, including fund advisory and consulting.

Victoria Michalski is a financial advisor with Ameriprise in Brandon, FL, holding Series 63 and Series 65 licenses and having 26 years of industry experience. She has been with Ameriprise and its predecessor since 1999. Outside of her advisory role, she serves as Vice President at think2perform, where she coaches financial advisors. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that offers tailored retirement planning focused on income reliability and tax-aware withdrawal strategies.

Bruce Parmenter Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. His prior experience includes roles at Ameriprise Financial Services, Merrill, and Edward Jones. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies with a focus on operational and research support tools.

Amanda Walsh is a financial advisor at Edward Jones in Lakeland, FL, holding a Series 66 designation with one year of industry experience. Prior to her current role, she has worked at Edward Jones since 2023 and has been a consultant with Scentsy since 2021. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment solutions, including discretionary and non-discretionary managed strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and maintains a large retail advisor and branch network across the United States.

Melissa Haskins is a financial advisor at Edward Jones in Valrico, FL, with 12 years of industry experience and a Series 66 designation. She has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Matthew Bishop is a financial advisor with Edward Jones in Lakeland, FL, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering both discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

Lydia Boyd is a financial advisor with Charles Schwab who holds Series 63 and Series 66 licenses and has 22 years of industry experience. Prior to joining Charles Schwab in 2020, she worked at TD Ameritrade and Scottrade. Outside of finance, she owns Boyd Jewelers and serves on the board of the Learning Resource Center, where she participates in governance and fundraising activities. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary investment guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.

Damon Dennis is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and previously worked at Raymond James & Associates, Syniverse Technologies, and the Government Employees Insurance Company. In addition to his advisory role, he serves as an academic assistant at LSU Alexandria. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of financial advisors and offers a range of advisory programs and investment strategies under a fiduciary standard.

Donald Johnson is a CFP® professional with 12 years of industry experience. He is currently affiliated with Ameriprise Financial Services, LLC and was previously with Raymond James Financial Services Advisors, Inc. outside of his advisory role, he is a partner in two businesses, including a charter fishing enterprise and a hunting club. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Heidy Pagan Jr. is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing 21 years of industry experience. His background includes roles at Charter Communications, Thrivent Investment Management, and Florida Blue. Outside of his advisory work, he manages several residential rental properties. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors.

Jefferson Dove is a CFP® and Series 66-registered financial advisor with Edward Jones, based in Valrico, FL. He has 18 years of industry experience and has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Michael Vonberg is a financial advisor with LPL Financial in Lakeland, FL, holding Series 63 and Series 65 licenses and having 21 years of industry experience. His prior roles include positions at ISE Wealth Strategies, LLC, and Waddell & Reed, Inc. Outside of his advisory work, he is associated with Pragmatic Press, a book publishing venture. 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 and access to model portfolios and third-party asset management.

Mara Shaughnessy is a financial advisor with LPL Financial in Brandon, FL, holding a Series 65 designation and four years of industry experience. In addition to her advisory roles at LPL Financial and Heath Wealth Management LLC, she is a board member of Shaughnessy Law PLLC, a law firm she has been affiliated with for over 20 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides financial planning and investment management services to individuals, retirement plans, and institutions. The firm offers a broad range of advisory platforms and utilizes technology tools to support advisors in delivering customized strategies.

Mark Rothman is a CFP® with 16 years of industry experience, currently affiliated with MassMutual Investors Services since 2017. His prior experience includes roles at MassMutual Life Insurance Company and METLIFE SECURITIES Inc. Outside of financial advising, he serves as a director of a nonprofit foundation, acts as deacon chairman and president of the board of directors at First Baptist Church Plant City, and owns and operates a smoothie and juice bar in Plant City. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative annual planning engagements using firm-approved analysis tools, and additional services such as divorce planning and event-driven estate and employer-sponsored planning programs.

Shane Nelson is a CFP® with 45 years of industry experience, currently affiliated with Edward Jones since 1989. He holds Series 63 and Series 66 licenses and is based in Bartow, FL. Nelson has spent his entire career at Edward Jones, one of the largest full-service wealth management firms in the United States. Edward Jones serves over four million individual and institutional clients with a wide range of advisory and investment services, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices. The firm offers discretionary and non-discretionary wrap fee strategies, separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

Agata Springstead is a CFP® and Series 66 registered financial advisor with Edward Jones, bringing eight years of industry experience. She previously worked at JP Morgan Chase for twelve years before joining Edward Jones in 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Steven Dobler is a ChFC® credentialed financial advisor with 45 years of industry experience. He is currently with OSAIC and previously worked for Stifel Independent Advisors, LLC for 21 years. He is also the owner of Dobler Asset Management LLC, a financial services business. OSAIC serves a diverse client base including retail and institutional investors, offering brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization. The firm supports a wide range of programs through a multi-advisor platform and maintains various affiliated broker-dealer and RIA relationships.

Charisma Heath is a financial advisor at Edward Jones in Brandon, FL, holding a Series 66 designation with six years of industry experience. She has been with Edward Jones since 2017. Prior to her advisory role, she worked at Kobe Japanese Steakhouse and was involved with the University of South Florida and Newsome High School. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets through a large network of advisors and branch offices, offering a range of advisory programs and investment solutions under a fiduciary standard.

Cecilia Dicristofalo is a financial advisor with LPL Enterprise and holds the ChFC® designation along with Series 65 and Series 63 licenses. She has 17 years of industry experience, having previously worked at Prudential Insurance Company of America, Pruco Securities, LLC, and insurance agencies including State Farm and Kimberly Brust. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and also offers access to affiliated trust services and insurance products.

Daniel Coyle is a financial advisor at Edward Jones with 20 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses and has been with Edward Jones since 2005. Outside of his advisory role, he is a member of Port Tampa Lodge 153 F&AM. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a large network of advisors and branch offices nationwide.