Steven Taylor is a financial advisor with Ameriprise in Palmetto, FL, holding a Series 63 designation and 32 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise provides a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets. The firm uses a combination of research, modeling, and tax-efficiency analysis to generate written recommendations, delivered through a centralized consulting team in partnership with financial advisors.

April Wheeler is a financial advisor at Morgan Stanley with 20 years of industry experience. She holds Series 65 and Series 66 licenses and has worked at several major firms, including Bank of America, Merrill, UBS Financial Services, and multiple divisions of Morgan Stanley. Her current role is based in Winter Haven, Florida. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutions, combining tailored financial planning with access to extensive resources and investment options. The firm’s planning process uses structured discovery and advanced modeling tools to support clients in developing and managing their financial plans.

Donna Williams is a financial advisor with LPL Financial in Lakeland, FL, holding Series 66 and Series 63 licenses and bringing 22 years of industry experience. Her prior work includes 22 years at Charles Schwab and seven years at Community Watch Solutions LLC. 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 portfolio management services, leveraging both proprietary and third-party strategies across discretionary and non-discretionary accounts.

Souri Vongvirat is a financial advisor with LPL Financial based in Lakeland, FL, holding Series 63 and Series 66 credentials and over 24 years of industry experience. He has been with LPL Financial since 2019 and concurrently associated with Allen & Company of Florida since 2000. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of investment adviser representatives to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management solutions, including model portfolio programs, third-party asset management access, and institutional platforms.

Gregory West is a financial advisor with Edward Jones in Lakeland, Florida, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory role, West serves as secretary and treasurer for the BNI Auburnable Chapter "Profit Boosters." Edward Jones is a full-service wealth management firm that serves individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies. The firm manages over $1 trillion in assets and supports its network of more than 23,700 advisors with affiliated mutual funds, a trust company, and securities-based lending.

Gregg Lynch is a financial advisor with Cetera, holding a Series 66 designation and 11 years of industry experience. He has previously worked at Avantax Investment Services and 1st Global Advisors, and he is also the owner of LGL Wealth Management, LLC. In addition to his advisory work, Lynch is president and co-owner of Lynch, Cotton & Associates, PA, a CPA firm providing accounting and tax services for over 30 years. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to a range of program structures and third-party managers.

Josephine Aiosa is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at LPL Financial since 2022. She previously worked at Charles Schwab Bank and USAA in various advisory roles. Outside of her advisory work, she is employed as a hearing-impaired interpreter at Purple Communications. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, leveraging both proprietary research and third-party strategies across multiple asset classes.

Matthew Lausell is a financial advisor at Edward Jones with 17 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Lyle Bowlin is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. He has worked at Allen & Company since 2021 and previously spent 19 years at Southeastern University. Outside of his advisory role, he is engaged in writing a fiction novel and publishes a Substack newsletter. 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 financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a network of investment adviser representatives using a range of strategic and tactical investment approaches.

Troy Garcia is a financial advisor with LPL Financial in Lakeland, FL, holding a Series 66 credential and 19 years of industry experience. He has worked at LPL Financial since 2019 and has been associated with Allen & Co since 2007. He is also involved with Garciagrp LLC, a venture offering non-variable insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, combining a broad range of solutions with extensive technological and operational support.

Timothy Kip is a financial advisor with LPL Financial in Plant City, Florida, holding a Series 63 designation and 37 years of industry experience. He has been with LPL Financial since 2001. Outside of his advisory role, he is the business owner of generationbabyboomer.com, a website focused on Social Security planning. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.

Steven McTaggart is a financial advisor with LPL Financial, holding a Series 66 designation and over 22 years of industry experience. Prior to joining LPL Financial in 2019, he worked at Allen & Company of Florida, Inc. for 17 years and Merrill for one year. Outside of his advisory work, he is a part-owner of a moving and storage business. 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 portfolios, and access to third-party asset management, supported by a large network of investment adviser representatives.

James Powers is a financial advisor at Ameriprise Financial Services with 29 years of industry experience. He holds a Series 63 designation and has worked at multiple firms, including Raymond James Financial and Culver Capital LLC. Powers is also involved in community service as an advisory board member for the Family Worship Center and has entrepreneurial interests in a vegan dessert business and a mobile home park through Culver Capital. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Michael Tamney is a financial advisor with Morgan Stanley in Lakeland, FL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and has been with Morgan Stanley Smith Barney since 2009, following 14 years at Citigroup Global Markets. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and its Estate Planning Strategies Group.

Diane Herrington is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. She has worked with Cetera Investment Advisers LLC and Cetera Financial Specialists LLC for over two decades and owns Herrington Financial Corp, a tax and accounting practice. Outside of advising, she serves as a non-voting board member for Kids Need Both, Inc. and performs as a pianist at weddings and receptions. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, corporate, retirement plan, charitable, and institutional clients through a multi-manager platform. The firm offers a range of portfolio management and financial planning services, with over 10,000 advisors and approximately $256 billion in assets under management.

Brian Hemp is a financial advisor at LPL Financial with 26 years of industry experience. He has worked at LPL Financial since 2007, and previously held positions at Merrill and Ameriprise Advisor Services, Inc. Outside of his advisory role, Hemp assists with a nonprofit initiative providing class sets of books for teachers and hosts a podcast called Donuts in the Basement. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Michael Tanner is a financial advisor at LPL Financial with 28 years of industry experience. He has worked at LPL Financial since 2009 and previously spent 11 years at Merrill. In addition to his advisory role, he is involved in tax preparation and accounting services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, supported by research, technology, and a large network of advisors.

Jason Carpenter is a financial advisor at Fidelity with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Citigroup and TD Ameritrade. Carpenter is based in Winter Haven, Florida. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios and serves as an advisor to multiple registered investment companies.

Ariana Koruschak is a financial advisor with LPL Financial in Lakeland, FL, holding a Series 66 designation and seven years of industry experience. She has worked at LPL Financial and Allen & Co since 2019 and previously spent three years with Capstone Collegiate Communities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a network of investment adviser representatives. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Robert Sullivan is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. His prior roles include positions at Allen & Company of Florida, Inc. and MFS Fund Distributors, Inc. In addition to his advisory work, he is involved with Pinnacle Financial in a non-variable insurance capacity. 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, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.