David Figari is a financial advisor at Edward Jones with 13 years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Clearing, Wells Fargo Bank, and J.P. Morgan Securities. He has also been involved with Dragonturtle Ideas, LLC and Dragonturtle Ideas Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and features a large network of financial advisors and branch offices, offering a range of advisory services under a fiduciary standard.

William Pflueger is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. He holds the Series 66 designation and is based in Brandon, Florida. 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 strategies, supported by a large nationwide network of advisors and branch offices.

Heather Balfour is a financial advisor at Fidelity with 23 years of industry experience. She holds a Series 66 designation and has worked primarily with Fidelity and its affiliated entities since 2001, with a brief period at W&S Brokerage Services, Inc. from 2018 to 2021. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is known for its investment in model portfolios, oversight of sub-advisers, and use of AI-driven research tools.

William Rhodes is a financial advisor with Cambridge Investment Research Advisors in Riverview, FL. He holds the Series 66 designation and has seven years of industry experience. Prior to his current role, he worked at Mass Mutual Investors Services and MassMutual Life Insurance, and previously spent thirteen years with Iowa Northern Railway. He serves as a board member of a homeowners association. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, employing a variety of portfolio management approaches and proprietary as well as third-party model strategies.

Christopher Mincey Sr. is a Series 66-licensed financial advisor at Edward Jones in Mulberry, FL, with 11 years of industry experience. He has been with Edward Jones since 2014. 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 and investment solutions, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Andy Grijalba is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds a Series 66 designation and has worked at Thrivent Financial and Thrivent Investment Management since 2024. Outside of his advisory role, he has served as a pastor, occasionally preaching and performing pastoral duties. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors. The firm focuses on comprehensive, goal-based planning that covers a wide range of financial topics and offers clients the option to combine planning with managed-account programs under a consolidated billing arrangement.

Douglas Wilkinson is a CFP® professional with 14 years of industry experience. He is currently with Cambridge Investment Research Advisors and has previously worked at First Command Financial Planning. Outside of his advisory role, Wilkinson is an independent insurance agent and owns a financial planning business in Tampa, FL. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse clientele, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, utilizing various portfolio management strategies and platform arrangements.

Joel Marius is a financial advisor with OSAIC Wealth, Inc. holding Series 63 and Series 65 licenses and has 13 years of industry experience. His prior roles include positions at LPL Financial, Cetera, and Ameriprise Financial Services. Outside of advisory work, he is involved in real estate sales, mortgage lending, and insurance through his sole proprietorships, as well as managing Fortunium LLC, a brand focused on wealth management, real estate, insurance, and lending. OSAIC Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of advisors and multiple advisory platforms. The firm integrates brokerage and advisory services with technology-driven portfolio construction and offers access to third-party managers, supporting both discretionary and non-discretionary account management.

Kenneth Dunkel is a financial advisor at Edward Jones, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Edward Jones, he worked in roles at Smurfit Westrock, Costa Verde Imports, Nature's Way Farms, Fernlea Flowers, and Costa Farms. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management and a network of around 23,701 advisors. The firm offers discretionary and non-discretionary managed strategies, separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

Gustavo Bustamante is a financial advisor with Cambridge Investment Research Advisors in Tampa, FL, holding a Series 65 designation and 10 years of industry experience. He has been with Cambridge since 2021 and also leads Major League Tax & Financial Planning LLC, a tax services firm he has operated since 2007. Bustamante serves as a director on the board of Club Venezuela Inc., a community organization in Tampa. Cambridge Investment Research Advisors is a large SEC-registered firm offering financial planning, investment management, retirement plan advisory, and financial-wellness services to a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm provides multiple investment platforms and strategies through a network of independent Financial Professionals.

Ryan Hughes is a financial advisor with LPL Financial in Brandon, FL, holding a Series 66 designation and bringing 36 years of industry experience. He previously worked at Invest Financial Corporation for eight years before joining LPL Financial in 2018. 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 model portfolios and research supported by both in-house and third-party resources.

Madison Nicholas is a financial advisor at Edward Jones in Valrico, FL, holding a Series 66 designation. She began her advisory career at Edward Jones in 2026 and has prior work experience in staffing, hospitality, and seafood industries. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of investment strategies and advisory services supported by a large national network of financial advisors and branch offices.

Kenneth Thubet is a financial advisor at Primerica Advisors with 25 years of industry experience. He holds Series 63 and Series 65 designations and has worked with PFS Investments Inc. and Primerica Financial Services since 2000. Outside of advisory work, he is involved in sales of loan products and home security services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery strategies managed by unaffiliated asset managers and provides support through BNY Mellon Advisors and Pershing for trade execution and custody.

Nathan Wyman is a financial advisor with Merrill, holding a Series 66 designation and based in Sun City Center, FL. He has one year of industry experience and previously worked at Wells Fargo and Bank of America. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Michele Davis is a financial advisor with LPL Financial in Apollo Beach, FL, holding Series 63 and Series 66 licenses and with 35 years of industry experience. She previously worked at Ameriprise Financial Services and Keller Williams Realty. In addition to her advisory role, she is a licensed real estate agent and serves as a notary public. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, and retirement plan consulting, providing discretionary and non-discretionary management supported by research and multiple investment strategies.

Marcus Smith is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan entities since 2018, following two years at Morgan Stanley Private Bank. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to guide its recommendations.

Charles Thurman is a financial advisor with Cambridge Investment Research Advisors and holds the ChFC® designation along with a Series 63 license. He has 37 years of industry experience, including roles at Royal Alliance Associates, Signator Investors, and his long-standing involvement with Pioneer Financial Associates. Thurman is also licensed as an insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services delivered through a network of independent professionals, utilizing a range of portfolio management strategies and platform arrangements tailored to client objectives.

Loren Hicks is a Series 66-credentialed financial advisor with Edward Jones, based in Lakeland, FL, and has two years of industry experience. Prior to joining Edward Jones, he worked at Fonchen Lord Art, Inc. and was involved with Queenpin Kitchen/Sucre Bleu Cookies. He also has a long tenure with the Polk Museum of Art. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management and operates a nationwide network of financial advisors and branch offices.

Joseph Brace is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has been with Primerica Advisors since 2016 and has a background that includes work at 13-Coins from 2015 to 2017. Outside of investment advisory, he is involved in sales of home security, automation, and loan products through affiliated Primerica companies. Primerica Advisors provides discretionary asset management to individual and high-net-worth clients through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed account options. The firm curates third-party asset managers and uses a tiered wrap fee structure, focusing on retail clients rather than institutional or pension plans.

Caden Fletcher is a Series 66-licensed advisor with LPL Financial in Sun City Center, FL. He has worked in financial advisory roles since 2023, including positions at LPL Financial and Good Life Financial Advisor of Tampa Bay. Prior to his financial career, Fletcher was involved in the golf industry, working at The Bog Golf Course and Heritage Isles Golf Club. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research and model portfolios from LPL Research and third-party subadvisors.