Tampa, FL Bayshore Blvd Office

Timothy Donaldson is a financial advisor with LPL Financial in Tampa, FL, holding Series 66 and Series 63 designations and bringing 20 years of industry experience. His career includes roles at firms such as Morgan Stanley, Ameriprise, and Citigroup Global Markets. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a broad platform that offers financial planning, model portfolios, third-party asset management, and institutional programs.

Kory Johnson is a financial advisor with LPL Financial in Tampa, FL, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. He previously worked at Hornor, Townsend & Kent, Inc. and Penn Mutual Life Insurance Company. Johnson is also involved in life insurance brokerage activities through several affiliated entities, including serving as president of Prove Wealth Advisor. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management.

Stacey Pittman is a CFP® designated financial advisor with LPL Financial and has 12 years of industry experience. She has worked at both LPL Financial and The Bank of Tampa since 2014, where she also serves as Managing Director of BT Wealth Advisors, the bank’s wealth management division. 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, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advanced operational and research tools.

Gregory Stahl is a CFP® professional with 19 years of industry experience, currently affiliated with LPL Financial in Tampa, FL. His prior work includes six years at Truist Investment Services and twelve years at The Bank of Tampa. He also manages a personal revocable trust as an outside activity. 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 broad range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advisor-facing technology tools.

Simon Sumner is a CFA® charterholder based in Tampa, FL, with 15 years of industry experience. He has worked at LPL Financial and The Bank of Tampa since 2016, and previously at LCG PCG for one year. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms such as the Bank Wealth Program.

Jonathan Locklear is a CFP® professional with 23 years of industry experience. He is currently affiliated with LPL Financial and The Bank of Tampa, having worked at each firm for 10 years. His prior experience includes roles at International Assets Investment Management, Nepsis, Inc., Pacific West Financial Consultants, Colonial Asset Management, Merrill, and Raymond James & Associates. 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 technology tools for operational and research purposes.

Nicole Smith is a financial advisor with LPL Financial in Tampa, FL, holding a Series 66 designation and 10 years of industry experience. She has been with LPL Financial and BT Wealth Advisors since 2014. 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, and institutional platforms such as the Bank Wealth Program.

David Buono is a financial advisor with LPL Financial in Tampa, FL, holding Series 63 and Series 65 registrations and four years of industry experience. He has previously worked with firms including Wells Fargo Clearing, Securian Financial Services, and Trinity Wealth Securities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies across discretionary and non-discretionary accounts.

Leon Montgomery III is a financial advisor with LPL Financial based in Tampa, FL, holding a Series 66 credential and three years of industry experience. He has prior work experience at The Bank of Tampa and served as a client service associate in a financial institution role. Montgomery’s background also includes roles outside finance, such as positions at Carrollwood Gold and Country Club and the University of South Florida. 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 services including financial planning, model portfolio programs, and institutional platforms, supported by a network of investment adviser representatives who implement a variety of investment strategies.

Joshua Starnes is a financial advisor with LPL Financial in Tampa, FL, holding a Series 66 designation and entering his first year in the industry. His prior experience includes roles at Hornor, Townsend & Kent LLC and several educational institutions. 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 financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies.

Coleman Bryant is a Series 66-licensed financial advisor with LPL Financial, based in Tampa, FL, with one year of industry experience. He has worked at BT Wealth Advisors, LPL Financial, and The Bank of Tampa. Outside of his advisory work, he is the owner of Waves of Grace Apparel LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers financial planning, model portfolio programs, and institutional platforms to individuals, retirement plans, banks, and trust companies. The firm supports a broad network of over 22,800 advisors and manages more than $819 billion in discretionary assets.