Jeffrey Wester is a financial advisor at OSAIC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at notable firms including Northwestern Mutual and Securities America Advisors. Wester also provides advisory services through Dash Capital Advisors. OSAIC serves a diverse range of clients, including individuals, institutions, and charitable organizations, offering integrated brokerage and advisory services along with access to third-party money managers and advanced portfolio management tools.

Jonathan Elston is a financial advisor with Raymond James Financial Services Advisors, Inc. in St. Petersburg, Florida, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been associated with Raymond James in various capacities since 2006 and serves as an independent contractor for Mascherin Financial, Inc., a support company for a Raymond James branch. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, charities, and institutions. The firm employs a non-discretionary, goal-focused approach utilizing risk profiling and modeling tools and is notable for its municipal advisory affiliation and specialized SIMPLE IRA consulting program.

Marcus Van Der Meulen is a financial advisor with Raymond James & Associates, holding Series 65 and Series 66 licenses and having 10 years of industry experience. His prior roles include positions at UBS Financial Services, JPMorgan Securities LLC, JPMorgan Chase Bank NA, and Morgan Stanley Private Bank. He serves as a co-trustee for an estate planning trust, Three Windmill Trust. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Ryan Stiphany is a financial advisor at Raymond James & Associates with 13 years of industry experience and holds a Series 66 designation. Prior to joining Raymond James in 2026, he worked at Manning & Napier Advisors and Investor Services for six years and held roles at Charles Schwab, TransAmerica, and Jarred Bunch Consulting. Outside of his advisory role, he is the host of Tampa Bay Dream Team Trivia, a non-investment related activity. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individual, institutional, and municipal clients, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a nationwide adviser network and a range of portfolio management styles.

Christopher Service is a financial advisor with Edward Jones in St. Petersburg, FL, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at SEDCO and has been involved in coaching swim teams, currently serving as head coach for the Carrollwood Village Swim Team and Carrollwood Day School. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large national network of advisors and branch offices.

Ronald Mason is a financial advisor with RBC Capital Markets in St. Petersburg, FL. He holds Series 63 and Series 66 licenses and has 29 years of experience in the industry. He has been with RBC Capital Markets since 2008. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual and institutional clients with a range of advisory programs that include discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm customizes investment strategies based on clients’ risk profiles and offers access to both in-house and third-party investment managers.

Robyn Lista is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and six years of industry experience. Prior to joining Raymond James & Associates, she worked at Raissi & Co, Inc. and has been involved with Inspire Productions, LLC as a singer and Pure Barre as a part-time fitness instructor. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a wide range of clients including individuals, institutions, and municipal entities. The firm offers financial planning and consulting services using a variety of portfolio management styles supported by in-house research and affiliated managers.

Gavin Mc Lay is a financial advisor at Raymond James & Associates with a Series 66 designation and four years of industry experience. His background includes roles at Raymond James & Associates, Florida State University, Boaters Republic, and Northeast High School. Outside of advisory work, he serves as a captain for hire through Outta Line Fishing Charters. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Jared Emerick is a financial advisor at UBS Financial Services in Petersburg, FL, holding a Series 66 designation with six years of industry experience. He has worked at UBS since 2019 and previously held roles at No Rules Offshore Adventures Inc. and Al Seer Marine Supplies. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, offering financial planning, portfolio management, and access to a range of investment products. The firm combines institutional trading capabilities with wealth management services through its broad platform.

Becir Cesko is a financial advisor at Edward Jones in St. Petersburg, FL, holding a Series 66 designation with three years of industry experience. His prior experience includes roles at Raymond James / Revolution Technologies and Mcadam Financial. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment options supported by a large network of advisors and branch offices.

Jesse Black is a financial advisor at Edward Jones in Seminole, FL, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he was self-employed with Form Fit Design for 25 years and worked with Creative Pinellas and American Stage Theatre Company. 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, supported by a nationwide network of financial advisors and branch offices.

Eric Fenger is a financial advisor with Charles Schwab in St. Petersburg, FL, holding Series 63, Series 65, and Series 66 licenses and bringing 24 years of industry experience. He has previously worked at Fisher Investments, Swan Global Investments, Northern Lights Distributors, and Franklin Templeton Distributors. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering wrap fee advisory programs, managed accounts, and financial planning services through a combination of non-discretionary and discretionary investment options. The firm’s integrated structure supports a wide range of investment solutions and centralized operational services.

Mary Romeo is a financial advisor at LPL Enterprise with 21 years of industry experience. She holds Series 63 and Series 65 credentials. Her prior roles include positions at Prudential Insurance Company of America, Massachusetts Mutual Life Insurance Company, and several affiliated firms. LPL Enterprise serves a broad mix of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management programs through an integrated platform.

Christopher Roman is a CFP® with 22 years of industry experience, currently serving at Wells Fargo Clearing since 2016. Prior to this, he worked at Wells Fargo Advisors LLC from 2009 to 2016. He acts as a successor trustee and holds power of attorney responsibilities for a family member. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Paul Willson is a financial advisor at Raymond James & Associates with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Merrill and Wells Fargo Clearing. He is based in St. Petersburg, Florida. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Robert Askew Jr. is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has worked at various Morgan Stanley entities since 2009 and has involvement in a real estate business, REANIMAR. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individuals and institutional clients, managing approximately $2.74 trillion in client assets with a structured, firm-approved planning process.

Sydney Colson is a Financial Advisor at Merrill Lynch Wealth Management and a CERTIFIED FINANCIAL PLANNER (CFP). In her role, she collaborates with clients to develop strategies that address short-, mid-, and long-term financial goals, providing guidance on a range of topics including general investing, retirement planning, and unexpected financial needs. She also facilitates access to Bank of America specialists for services such as banking, credit, home financing, and small business solutions. Sydney specializes in college education planning, family wealth management strategies, small business strategies, and support for women and wealth. Originating from the Chicago area, she holds a Bachelor's Degree from Creighton University and carries the designation of Personal Investment Advisor (PIA). She emphasizes a financial planning approach that is both understandable and empowering, aiming to help clients build wealth while enjoying their lives. Outside of her professional responsibilities, Sydney engages in activities such as adventure sports, golfing, running, volleyball, traveling, and spending time with her family.

Joseph Zangerle is a financial advisor at Edelman Financial Engines with one year of industry experience. He holds Series 65 and Series 66 credentials. Prior to joining Edelman Financial Engines, he worked at RJX Partners, Jackson National Life Distributors, LLC, and Allstate. Outside of his advisory role, he is the owner of a short-term rental hospitality business in Nashville, TN. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven proprietary modeling process combined with planner delivery and online tools to provide diversified model portfolios with an emphasis on long-term orientation and fiduciary standards under ERISA.

Riley Robinson is a financial advisor at UBS Financial Services with four years of industry experience. He holds the Series 66 designation and previously worked at Sunray Marine and the University of Central Florida. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans based on proprietary research and capital market assumptions.

Edythe De Marco is a Wealth Management Advisor with Merrill Lynch Wealth Management and co-founder of The De Marco-McCarthy Group. She specializes in serving high and ultra-high net worth families, providing multi-generational, goals-based planning and wealth preservation strategies. The Group operates with a boutique-level, high-touch approach, focusing on business owners, retirees, and women investors. With over 40 years in the financial services industry, Edythe works closely with clients facing major life changes, including retirement and legacy planning. She holds a bachelor's degree in finance from Santa Clara University and has earned the CERTIFIED FINANCIAL PLANNER (CFP) designation, as well as a Personal Investment Advisor (PIA) credential. Edythe is also an accredited certificate program graduate from Harvard University. Edythe is actively involved in her community, serving on boards such as Foster Forward and the Sunset Pointe Condominium Association Master Board. She is a member of professional organizations including the Southcoast Estate Planning Council and the Tierra Verde Women's Club. Outside of work, Edythe enjoys biking, boating, cooking, music, reading, traveling, watching movies, and practicing yoga.