Leonardo Reyes is a financial advisor at Fidelity with six years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Bank of America, Merrill, and Wells Fargo. Outside of his advisory role, he is an authorized member of EPICO EVENTS, a rental and decorating service based in Winter Haven, Florida, where he assists with equipment delivery and event setup. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios using mutual funds, ETFs, and ETPs.

Scott Sullivan is a financial advisor with LPL Financial based in Lakeland, FL. He holds a Series 66 designation and has five years of industry experience, including prior work at Airgas USA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides financial planning, various advisory programs, retirement plan consulting, and brokerage services supported by model portfolios and research from multiple sources.

Angela Smith is a financial advisor at LPL Financial with 11 years of industry experience. She holds a Series 66 designation and has worked at Allen & Co since 2014. Outside of her advisory work, she owns Charles Smith Trimming Inc, a home interior remodeling and bookkeeping business. LPL Financial serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Lesley Rathbun is a financial advisor with LPL Financial in Winter Haven, FL, holding a Series 66 designation and five years of industry experience. Prior to joining LPL Financial in 2026, she worked at UBS Financial Services for six years and was employed at LinkedIn for three years. She took a year for extended travel in 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing various model portfolios and investment strategies supported by LPL Research and third-party subadvisors.

Bradley Wood is a financial advisor with Mass Mutual Investors Services in Lakeland, FL, holding Series 63 and Series 65 designations and 10 years of industry experience. He has been with Mass Mutual Investors Services since 2015 and also works with MassMutual Life Insurance Co. Outside of his advisory role, Wood is involved in college consulting through ownership in MedLoan Solutions. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, and organizations. The firm utilizes client-specific financial analysis tools and offers a range of planning programs, including recent additions like Divorce Planning and employer-sponsored planning services.

Kevin Torres is a financial advisor with LPL Financial in Lakeland, FL, holding Series 63 and Series 65 credentials and 38 years of industry experience. He has been with LPL Financial since 2013. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisors. The firm offers a range of advisory programs and financial planning services, including discretionary and non-discretionary management supported by research and model portfolios.

Todd Barrow is a financial advisor with Ameriprise in Lakeland, FL, holding a Series 66 designation and 32 years of industry experience. His prior experience includes roles at Raymond James Financial and ownership in financial services and real estate-related businesses. Outside of his advisory work, he serves as an Executive Pastor at Family Worship Center. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement, combining research and modeling with tax-efficient strategies. The firm serves clients with significant investable assets through a centralized consulting team and offers a broad range of advisory, brokerage, and insurance solutions.

Conner Weber is a Financial Advisor at the Merrill Lynch Wealth Management office in downtown Lakeland. He works with families and individuals to support informed financial decisions tailored to their unique situations. Conner specializes in areas including college education planning, family wealth management strategies, investment consulting for defined contribution plans, legacy planning, liquidity management, small business strategies, tax minimization, and retirement income. He holds a bachelor's degree in finance from Stetson University and has earned the Chartered Retirement Planning Counselor (CRPC) designation as well as the Personal Investment Advisor (PIA) designation. These credentials reflect his commitment to retirement planning and investment advising. Beyond his professional work, Conner contributes to his community as a member of Highland Park Church and the Rotary Club of South Lakeland. In his personal time, he enjoys spending time with his wife Marisa and daughter Isabelle, traveling, and playing golf with friends and family.

Danielle Durham Chan Pong is a financial advisor with LPL Financial in Lakeland, FL, holding the Series 66 designation and possessing 11 years of industry experience. She has worked at LPL Financial since 2019 and has been with Allen & Co since 2014. Outside of her advisory role, she is involved in non-variable insurance activities through several firms, including OMS Insurance Group and Black Oak LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, various advisory programs, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party sources.

James Chaffin is a financial advisor at Raymond James Financial with 38 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Suntrust Advisory Services and Suntrust Investment Services for a combined 27 years. Outside of advisory work, he serves as Vice President of Chaffin Capital Advisors, a support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, 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.

Heather Newell is a financial advisor with LPL Financial in Lakeland, Florida, holding a Series 66 designation and bringing 10 years of industry experience. She has worked with LPL Financial since 2019 and is also associated with Allen & Company of Florida since 2015. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by research and third-party subadvisors.

Vicki Norman is a financial advisor with Edward Jones in Auburndale, FL, holding Series 63 and Series 66 credentials and 24 years of industry experience. She has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory services through a large network of financial advisors and branch offices nationwide.

Robert Robertson is a CFP® with 40 years of experience in the financial services industry. He has been with Cambridge Investment Research Advisors since 2019 and previously worked at H.D. Vest Advisory Services and The Financial Center. Outside of his advisory role, he is the founder and a volunteer of Christian Fellowship at Sea and prepares tax returns through his ownership of The Financial Center. Cambridge Investment Research Advisors is a large SEC-registered firm serving a broad range of clients, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals using various custody platforms and both discretionary and non-discretionary strategies.

Chila Wendle is a financial advisor with Ameriprise in Auburndale, FL, holding a Series 66 designation and over 16 years of industry experience. Prior to joining Ameriprise in 2023, she worked at Barrow & Powers Financial Services Inc from 2007 to 2023 and at Top Buttons from 2017 to 2019. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to generate recommendations, primarily for clients maintaining assets in Ameriprise-managed accounts.

Keith Henderson is a financial advisor with LPL Financial in Lakeland, FL, holding a Series 66 designation and 20 years of industry experience. He has been with LPL Financial since 2019 and also maintains a role at Allen & Company of Florida, LLC since 2016. Henderson is involved in insurance sales as an agent through multiple related entities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Matthew Albritton is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial, he worked in educational roles at the University of Florida and Lakeland Christian School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services supported by proprietary and third-party research, with options for discretionary and non-discretionary management.

Kenneth Compton is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has worked with Raymond James since 2014 and previously spent a year at Churchill Bank. Outside of his advisory work, Compton is involved in agricultural operations through Compton Farms and serves as a director for Gulf Atlantic Bank and Prime Meridian Bancorp. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, with a notable affiliation supporting municipal and public finance advisory work.

Kurt Harvey is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2013 and 2015, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and tailored financial planning services, managing approximately $2.74 trillion in client assets.

Peter Abbate is a financial advisor with LPL Financial in Lakeland, FL, holding Series 65 and Series 66 licenses and 12 years of industry experience. His prior roles include positions at Cetera Investment Services, Regions Bank, Merit Financial Group, VALIC Financial Advisors, PNC Bank, Merrill, Bank of America, and JP Morgan Securities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management and providing access to model portfolios and research from multiple sources.

Roland Martinez is a financial advisor at LPL Financial with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Morgan Stanley Smith Barney, Raymond James & Associates, UBS Financial Services, and Centene Corporation. Martinez is based in Lakeland, FL. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management strategies supported by research and model portfolios.