Angela Smith is a financial advisor with LPL Financial in Lakeland, Florida, holding a Series 66 credential and 11 years of industry experience. She has been with LPL Financial since 2019 and also maintains a role at Allen & Co, a position she has held since 2014. Outside of advisory work, she owns a home-based interior remodeling business called Charles Smith Trimming Inc. 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 portfolios, third-party asset management, and institutional platforms, supporting a large network of independent advisors and over $819 billion in discretionary assets.

Lesley Rathbun is a financial advisor at LPL Financial with five years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services for six years. Rathbun has also spent time at LinkedIn and took a year for extended travel in 2019. 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 through a large network of investment adviser representatives, utilizing various investment strategies and operational tools to support client accounts.

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, holding Series 63 and Series 65 designations and bringing 38 years of industry experience. He has worked at LPL Financial since 2013, following prior roles at Stifel and UBS Financial Services. LPL Financial is a national broker-dealer and registered investment adviser that provides financial planning, model portfolio programs, and institutional platforms to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports a large network of advisors with resources including model portfolios, third-party subadvisors, and technology tools while managing over $819 billion in discretionary assets.

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 help them make informed financial decisions tailored to their unique situations and goals. His approach focuses on building meaningful client relationships to develop personalized financial strategies. Conner's expertise includes college education planning, family wealth management strategies, legacy planning, liquidity management, and retirement income planning. He holds a bachelor's degree in finance from Stetson University and has earned the Chartered Retirement Planning Counselor (CRPC) designation. Additionally, he is a Personal Investment Advisor (PIA). Outside of his professional work, Conner is involved in his community through memberships at Highland Park Church and the Rotary Club of South Lakeland. In his personal time, he enjoys traveling with his wife and daughter and playing golf with friends and family.

Danielle Durham Chan Pong is a financial advisor with LPL Financial in Lakeland, FL, holding a Series 66 designation and 11 years of industry experience. She has worked at LPL Financial since 2019 and is also associated with Allen & Co since 2014. Outside of her advisory role, she is involved as an insurance agent with Black Oak LLC. 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, third-party asset management, and institutional platforms, utilizing various investment strategies implemented by its network of investment adviser representatives.

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, FL, holding a Series 66 designation and bringing 10 years of industry experience. She has been with LPL Financial since 2019 and is also associated with Allen & Company of Florida. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supporting both discretionary and non-discretionary strategies.

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® professional with 40 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. He has worked with Cambridge since 2019 and previously held roles at H.D. Vest Advisory Services and The Financial Center. Outside of his advisory role, Robertson owns a tax preparation business and is a poll worker for Pasco County Government; he also founded and volunteers for Christian Fellowship at Sea. Cambridge Investment Research Advisors serves a diverse client base, including individual investors, pension plans, and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services through multiple platforms and proprietary model 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, holding a Series 66 designation and 20 years of industry experience. He previously worked at Allen & Company of Florida, LLC for six years before joining LPL Financial in 2019. Outside of his advisory role, Henderson sells life insurance through an insurance broker. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advisors implementing a range of discretionary and non-discretionary strategies supported by advanced operational tools.

Matthew Albritton is a financial advisor with LPL Financial in Lakeland, FL, holding a Series 66 designation and with two years of industry experience. His prior work includes roles at the University of Florida and Lakeland Christian School. 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 portfolios, third-party asset management, and institutional platforms, supported by advanced operational tools and oversight of substantial discretionary assets.

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 at LPL Financial with 12 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at several firms including Cetera, VALIC Financial Advisors, Merrill, and JP Morgan Securities. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Roland Martinez is a financial advisor with LPL Financial in Lakeland, FL, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney, Raymond James & Associates, UBS Financial Services, and Centene Corporation. 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 advisory and brokerage services supported by research, technology tools, and a broad platform that includes strategic and tactical investment strategies.

Alberto Bonfil is a financial advisor with Edward Jones in Lakeland, FL, holding a Series 66 designation and over 21 years of industry experience. He has been with Edward Jones since 2006. 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 and operates under a fiduciary standard, supported by a large network of financial advisors and branch offices nationwide.

John Scheck Jr. is a financial advisor with Morgan Stanley in Winter Haven, FL, holding Series 63 and Series 65 licenses and having 36 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2007. Outside of his advisory role, he is a partner in Bullish on Bamboo, LLC, a real estate and agriculture business based in Winter Haven, Florida. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including customized financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides services through both direct and corporate financial planning arrangements.