Dylan Allen is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and previously worked with the Florida Baseball Ranch and Polk County Public Schools. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

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, holding Series 63 and Series 65 credentials and 33 years of industry experience. He has been with LPL Financial since 1999. Outside of his advisory role, he is a business owner of A New Pointe Dance. 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, supported by a large network of investment adviser representatives.

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 financial advisor with LPL Financial, holding the CFP® designation and Series 66 license, with 27 years of industry experience. He has been with LPL Financial since 2019 and concurrently operates Allen & Company of Florida, LLC, which he has been involved with since 1999. Outside of advisory roles, he owns 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 a range of financial planning and investment services, including access to third-party asset managers and institutional platforms, supported by extensive advisor tools and a broad non-advisory financial services network.

Cynthia Tysver is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She has worked at LPL Financial since 2019 and has been associated with Allen & Company of Florida, Inc. since 2012. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a variety of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Janice Desinord is a financial advisor at Osaic Wealth Inc. with eight years of industry experience. She holds Series 63 and Series 66 credentials. Her prior experience includes roles at Raymond James & Associates, J.P. Morgan Securities, E*TRADE, Morgan Stanley, Charles Schwab, Fidelity Brokerage Services, and several insurance companies. Osaic Wealth, Inc. serves retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to various investment platforms. The firm employs asset-allocation tools, risk assessments, and automated rebalancing to construct diversified portfolios across multiple asset classes.

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.

Nicole Burony Noble is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. She has been with Raymond James since 2013. Outside of her advisory role, she serves as a registered Client Relationship Manager for Mark Aho Financial Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, pension plans, corporations, and institutional investors. The firm uses tailored, non‑discretionary planning and analytical tools to guide client goals and supports municipal and public-finance work through unique affiliations.

Josh Beardsley is a financial advisor with Edward Jones in Lakeland, FL, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2022, he worked at Publix Supermarkets for 11 years. Outside of his advisory role, he is involved in maintaining a rental property in Lakeland. 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, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Terri Goleno is a financial advisor with Cetera, holding a Series 63 credential and 31 years of industry experience. She has worked at Avantax Advisory Services and Fiduciary Trust, and currently operates her own CPA firm, Terri A Goleno CPA. In addition to her advisory role, she serves as a co-trustee for a family trust and participates on the management advisory board of a family-owned LLC. Cetera operates as a multi-manager platform serving individual, corporate, charitable, and institutional clients nationwide. The firm offers a range of portfolio management and financial planning services with access to both affiliated and third-party managers through various program structures.

Lynn Schmidt is a financial advisor with Cetera, holding a Series 63 designation and bringing 29 years of industry experience. She has held roles at various Cetera affiliates since 2025 and has operated Lynco Financial & Tax Services Inc since 2001, where she serves as president. Schmidt also maintains a longstanding position with Legal Shield & ID Shield, providing insurance products. Cetera Investment Advisers LLC is an SEC-registered firm offering a multi-manager platform with services to a broad client base, including individuals, retirement plans, and institutional accounts, utilizing a mix of discretionary and non-discretionary portfolio management strategies.

Scott Peterich is the Vice President and Executive Planning Consultant at Fidelity Investments, where he partners with executives to help them understand and utilize their employer benefits in alignment with their broader financial objectives. His consultative approach focuses on simplifying complex financial decisions to enable confident decision-making. Scott's career in financial services spans over a decade, including roles such as Vice President, Wealth Planner at Fidelity Investments from 2021 to 2026, Wealth Management Advisor at TIAA from 2018 to 2021, and Investment Consultant at Fidelity Investments between 2017 and 2018. He began his career as a Financial Advisor at Merrill Lynch in 2011. Outside of his professional work, Scott has interests in football, golf, pets, skiing, and traveling.

Angel Lopez is a financial advisor with LPL Financial in Lakeland, FL, holding CFP® and Series 66 credentials and bringing 26 years of industry experience. He has been with LPL Financial since 2019 and also maintains a long-term role at Allen & Company of Florida, LLC. Outside of his advisory work, he is involved in a business that generates income from cattle and hunting. 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 range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Karim Premji is a Wealth Management Advisor with Merrill Lynch Wealth Management. He works with clients to develop personalized financial strategies that address their unique goals, leveraging investment insights from Merrill and banking services from Bank of America. Karim focuses on areas including family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. Karim holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification awarded by the Certified Financial Planner Board of Standards, Inc., and is also a Personal Investment Advisor (PIA). He is a qualified Portfolio Manager capable of managing personalized strategies that may incorporate individual securities, Merrill model portfolios, and third-party investment strategies, including discretionary management under the firm's Investment Advisory Program. Karim earned a bachelor's degree from the University of Florida. In addition to his professional work, Karim participates in community volunteer activities consistent with the Merrill tradition of community involvement. Outside of work, he enjoys cooking, golfing, spending time with his family, and watching movies.