Timothy Conti is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and bringing 33 years of industry experience. He has worked with Mass Mutual Investors Services since 2017 and previously spent 25 years with MetLife Securities and Metropolitan Life Insurance Company. Outside of advising, he is involved in life and health insurance sales and manages a commercial real estate business. MML Investors Services, LLC, a subsidiary of MassMutual, provides financial planning and investment services to individuals, business owners, trusts, estates, charitable organizations, and employers, offering asset management, wrap programs, and educational seminars.

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.

Michael Cameron is a financial advisor with LPL Financial in Plant City, FL, holding Series 63 and Series 65 credentials and possessing 25 years of industry experience. He has been with LPL Financial since 2010. Outside of his advisory role, he is a minor stockholder in Cameron Citrus Corporation, a non-investment-related business. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with a variety of investment strategies and operational tools.

William Cangeme is a financial advisor with LPL Financial, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Morgan Stanley, Ernst & Young Investment Advisers LLP, and Edward Jones. He is also affiliated with Suncoast Credit Union as a financial advisor. 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 range of financial planning and investment management services through a large network of advisors and utilizes advanced tools to support advisory operations.

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.

Russell Moses is a financial advisor with Primerica Advisors in Lakeland, FL, holding Series 65 and Series 63 licenses and five years of industry experience. Prior to his financial services career, he served over two decades in the U.S. Air Force and has worked at ManTech and Kelly Services. He also is involved in sales of non-investment products related to home security and automation through affiliated companies. Primerica Advisors offers a wrap-fee asset management program serving primarily 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 investment strategies managed by unaffiliated asset managers and provides advisory services through a large network of financial advisors.

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.

Harry Bayard is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 24 years of industry experience. His prior roles include positions at Cetera Advisor Networks, J P Turner & Company Capital Management, Wells Fargo Clearing, and A. G. Edwards & Sons. Bayard operates H.R. Bayard & Associates, LLC, which provides investment-related and non-variable insurance services. 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, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by technology tools for operational and research purposes.

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.

Michael Plunkett is a CFP® with 14 years of industry experience and has been with Edward Jones since 2011. He is based in Lakeland, FL, and holds the Series 66 designation. 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 nationwide network of over 23,000 financial advisors and $1.01 trillion in assets under management.

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.

Luke Carvalho is a financial advisor at Edward Jones with 17 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2008 in their Plant City, FL office. 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 affiliated products, operates under a fiduciary standard, and is notable for its extensive advisor and branch network as well as affiliated capabilities beyond advisory services.

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.

Grace Kilgore is a financial advisor at Primerica Advisors with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Primerica since 2015. Outside of her advisory role, she operates an Amazon Store Front, for which she receives paid commissions. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, delegating trading responsibilities to BNY Mellon Advisors.

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.