Karie Pate Valdes is a financial advisor with Primerica Advisors in Lakeland, FL, holding Series 63 and Series 65 designations and having eight years of industry experience. Her work history includes roles at Primerica Advisors since 2018, Liberty Tax, Randstad Staffing USA, and the Polk County Clerk of Court. She is also involved in a wellness business as a self-employed representative and serves as CFO for Notary Service of Florida. Primerica Advisors is a sponsor and discretionary portfolio manager of a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management, delivering advisory services primarily through model-based investment strategies.

Tina Hicks is a financial advisor with Raymond James & Associates in Lakeland, Florida. She holds Series 63 and Series 66 designations and has 27 years of industry experience, including 15 years with Raymond James. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, charitable organizations, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services with a range of portfolio management styles and affiliated research.

Sara Oppenheimer is a financial advisor with LPL Financial in Lakeland, FL, holding a Series 66 designation and five years of industry experience. Prior to joining LPL Financial in 2020, she worked at Southeastern University, SHR Human Resources, Weigand & Sons, and Omaha Sports Academy. 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, and institutional platforms, supported by extensive advisor tools and a broad suite of non-advisory financial products.

James Northrup is a Senior Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to develop personalized wealth management strategies that align with their individual financial goals. Drawing on the investment insights of Merrill and the banking and lending solutions of Bank of America, he helps clients navigate changing market conditions. James holds the Personal Investment Advisor (PIA) designation and earned his bachelor's degree from Florida Southern College. He is committed to community engagement and participates in volunteer activities within the communities he serves. His approach emphasizes collaboration with clients to create flexible financial strategies tailored to their long-term objectives.

Jonathan Pate is a financial advisor at Merrill with a Series 66 designation and 11 years of industry experience. He has worked with Merrill since 2015 and is currently associated with Bank of America, N.A. since 2026. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Laura Hawley is a financial advisor with LPL Financial, holding a Series 66 designation and 43 years of industry experience. She previously worked at Allen & Company of Florida, LLC for 39 years before joining LPL Financial in 2019. 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, including model portfolios and third-party asset management access.

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.

Katherine Mc Kinley is a CFP®-certified financial advisor with 18 years of experience, currently with Ameriprise in Lakeland, FL. She has worked at Ameriprise and its affiliated entities since 2007. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to provide written recommendations. The firm serves a broad client base and integrates advisory, brokerage, and insurance solutions through affiliated companies.

Melissa Mckinney is a financial advisor with LPL Financial and holds a Series 66 designation. She has 18 years of industry experience, including roles at LPL Financial since 2019 and Allen & Co since 2007. She also serves as a notary, dedicating a small portion of her time to this role. 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 through a large network of advisors and employs both proprietary and third-party strategies.

Danny Clark is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 65 licenses and has 39 years of industry experience. His prior experience includes roles at Citigroup Global Markets and A. G. Edwards & Sons, Inc. In addition to his advisory work, he operates as an independent insurance agent through Florida Fiduciary and conducts business under DH Clark LLC. Cambridge Investment Research Advisors serves a diverse client base including individual investors, pension funds, and charitable organizations by providing financial planning, investment management, and retirement-plan advisory services across multiple platforms and custodians.

Brad Stainsby is a financial advisor at LPL Financial with 11 years of industry experience. He holds the Series 66 designation and previously worked at Allen & Company of Florida, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a wide range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Linda Mc Mahan is a financial advisor with Merrill based in Lakeland, FL, holding Series 63 and Series 65 licenses. She has 44 years of industry experience and has been with Merrill since 1981, also associated with Bank of America since 2009. She serves as an advisory board member for the Lakeland Regional Health Foundation, a charitable organization. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

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.

Virginia Martin is a financial advisor with Edward Jones in Plant City, FL, holding Series 66 and Series 63 licenses and 11 years of industry experience. She worked at T. Rowe Price Advisory Services, Inc. from 2003 to 2005 and has been with Edward Jones since 2018. 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 strategies, operating under a fiduciary standard and managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

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.

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.

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.

Blake Schwartz is a financial advisor with Primerica Advisors in Lakeland, FL, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has worked at Primerica Advisors since 2012, with additional experience at Simpliblu and CKS Recruiting. Outside of financial advising, he is a partner and manager at Simpliblu LLC, a non-investment related business. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and employs a tiered wrap fee structure, focusing on retail clients rather than institutional or pension plans.

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.