Bridget Ceader is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked at Truist Bank for 13 years. 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 nationwide network of over 23,700 financial advisors and $1.01 trillion in assets under management.

Conner Weber is a Financial Advisor at the Merrill Lynch Wealth Management office in downtown Lakeland. He works with families and individuals to support informed financial decisions tailored to their unique situations. Conner specializes in areas including college education planning, family wealth management strategies, investment consulting for defined contribution plans, legacy planning, liquidity management, small business strategies, tax minimization, and retirement income. He holds a bachelor's degree in finance from Stetson University and has earned the Chartered Retirement Planning Counselor (CRPC) designation as well as the Personal Investment Advisor (PIA) designation. These credentials reflect his commitment to retirement planning and investment advising. Beyond his professional work, Conner contributes to his community as a member of Highland Park Church and the Rotary Club of South Lakeland. In his personal time, he enjoys spending time with his wife Marisa and daughter Isabelle, traveling, 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 63 and Series 65 licenses and five years of industry experience. Prior to his current role beginning in 2017, he served 22 years in the U.S. Air Force and held positions at ManTech and Kelly Services. His outside activities include involvement in sales of loan products and home security referrals through Primerica affiliates. Primerica Advisors manages 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 employs model-delivery investment strategies from third-party managers and supports accounts with BNY Mellon Advisors and Pershing custody services.

David Nagy is a financial advisor with OSAIC who holds Series 63 and Series 65 designations and has 33 years of industry experience. He previously worked at Securities America Advisors, Inc. and Securities America, Inc. for eight years and has served as president of Foresight Financial Planners, Inc. since 1991, where he is involved in insurance sales. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and advisory services, including financial planning, retirement plan consulting, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage diverse portfolios across multiple investment types.

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.

Ryan Buskirk is a CFP® professional with 22 years of industry experience, affiliated with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 licenses and has worked with Raymond James since 2003. Buskirk is the owner of Citrus View Financial and holds leadership roles in Pat Cain Wealth Solutions, both support companies outside typical investment activities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm offers tailored, non-discretionary planning using risk profiling and analytical modeling, and is notable for its affiliation with a municipal advisor and specialized advisory programs.

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 in Lakeland, FL, holding a Series 66 credential and 20 years of industry experience. He has worked at LPL Financial since 2019 and has been associated with Allen & Company of Florida, LLC since 2016. Outside of his advisory work, Henderson is involved in insurance sales through several affiliated agencies. LPL Financial is a national broker-dealer and registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by technology tools for operational and research purposes.

Deborah Swenson is a financial advisor at UBS Financial Services with 40 years of industry experience. She holds Series 63 and Series 65 designations and has been with UBS since 2012. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

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.

Frank Burianek is a financial advisor at Cetera with 27 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Cetera since 2011, including its affiliated entities, as well as Legend Equities Corporation since 2015. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a large nationwide network of independent advisors and operates a multi-manager platform with access to affiliated and third-party managers.

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.

Rachel Lobdell is a financial advisor at UBS Financial Services with 26 years of industry experience. She has been with UBS since 2008 and holds Series 63 and Series 65 licenses. Outside of her advisory role, she is connected to WealthEnV LLC, a technology and media company developing a video game focused on financial literacy, though she does not have an active role in the company. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings. The firm combines proprietary research and model-based asset allocations to tailor client plans and provides a range of services including financial planning, portfolio management, and capital markets activities.

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.

Peter Korcusko Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Morgan Stanley, and Morgan Keegan & Company. 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 with investment strategies that include model portfolios, third-party management, and customizable approaches supported by advanced operational tools.

John Miller III is a financial advisor with Edward Jones in Lake Wales, FL, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2025, he spent 24 years working with Polk County Public Schools. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions with approximately $1.01 trillion in assets under management. The firm is notable for its extensive retail advisor and branch network, affiliated mutual funds, and a fiduciary standard in its advisory services.