Tatyana Peshko is a financial advisor at Merrill with 14 years of industry experience and holds a Series 66 designation. Her prior roles include positions at Morgan Stanley, Wells Fargo Clearing, Citigroup Global Markets, and Ameriprise. Outside of her advisory work, she is the sole owner of a non-investment-related rental property. 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 individual, high-net-worth, institutional, and charitable clients.

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 seven years of industry experience. She has been affiliated with various Raymond James entities since 2012 and is also involved as a part-time singer with Inspire Productions, LLC, and a fitness instructor at Pure Barre. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, institutions, and municipalities. The firm provides tailored financial plans using risk profiling and analytic tools, with offerings that include financial planning, advisory programs, and municipal advisory services.

Jennifer Carlson is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and bringing 33 years of industry experience. She has worked across multiple divisions within Fidelity since 2005, including brokerage services and personal and workplace advisory roles. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and fund advisory services.

John Johnson is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Morgan Stanley since 2022. His prior experience includes roles at Cambridge Investment Research, TD Waterhouse Investor Services, and Ameritrade. Outside of his advisory work, he is involved in a labor and service business focused on outside cleaning in Holmes Beach, Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and analysis as part of its process.

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.

Cindy Hall is a Senior Financial Advisor with the Polis Jerome Group at Merrill Lynch Wealth Management. She has been with the company since 2002 and holds a Bachelor of Science degree in Communications from Southern Illinois University. Cindy focuses on a Goals Based Wealth Management approach, working with clients to understand their individual needs and helping them pursue their financial goals. Her expertise includes personal retirement planning, women and wealth, and retirement income. Throughout her career, Cindy has built long-standing relationships with clients through an extensive understanding of the services offered by Merrill Lynch. She and her team collaborate to recommend financial strategies aligned with each client's unique situation and objectives. Cindy holds the Personal Investment Advisor (PIA) professional designation. Cindy resides in Parrish with her husband, Tim, and their two daughters, Kelsea and Madison. She is involved with the community through Kids Bank Rowlett Elementary. Her personal interests include biking, gardening, music, swimming, watching movies, and spending time with family and friends.

Pamela Thomas is a financial advisor at UBS Financial Services with 29 years of industry experience. She has been with UBS since 2007 and holds Series 63 and Series 66 designations. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

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.

Roman Black is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, he was self-employed in design for 25 years and has worked in various roles including at Creative Pinellas and American Stage Theatre Company. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, investment strategies, and affiliated financial services. The firm manages over $1 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Eric Fenger is a financial advisor at Charles Schwab with 24 years of industry experience. He has held roles at firms including Fisher Investments, Swan Global Investments, Northern Lights Distributors, Franklin Templeton Distributors, and T. Rowe Price Advisory Services. Eric holds the Series 63, Series 65, and Series 66 licenses. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment management with multi-asset model portfolios and provides integrated brokerage, custody, and advisory services.

Mary Romeo is a financial advisor with LPL Enterprise in Palmetto, FL, holding Series 63 and Series 65 licenses and 21 years of industry experience. Her prior work includes roles at Prudential Insurance Company of America, Pruco Securities, and Massachusetts Mutual Life Insurance Company. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm utilizes a model-driven investment approach with access to third-party asset managers and offers a range of financial planning and consulting services.

Christopher Roman is a CFP® with 23 years of industry experience, currently serving at Wells Fargo Clearing since 2016. His prior work includes roles at Banc of America Investment Services, Inc. and UBS Financial Services. Outside of his advisory work, he acts as successor trustee and holds power of attorney for a family member. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting. The firm offers both brokerage and advisory solutions and employs research and analytics to guide investment decisions.

James Booth is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Before joining Edward Jones, he worked in construction and education, including roles at Mike Carter Construction Inc and local public schools in Florida. 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, supported by a large network of financial advisors and branch offices nationwide.

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.

Noah La Belle is a financial advisor at LPL Financial with two years of industry experience. He holds the Series 66 designation and has worked with multiple firms, including Horizon Wealth Partners and Gulf Coast Wealth Advisors. 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 institutions. The firm offers a range of financial planning and investment solutions supported by research and technology, serving a large network of over 22,800 advisors and overseeing more than $819 billion in discretionary assets.

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.

Joseph Zangerle is a financial advisor at Edelman Financial Engines in St. Petersburg, FL, holding Series 65 and Series 66 licenses with one year of industry experience. His previous roles include positions at RJX Partners, Jackson National Life Distributors, Allstate, Farmers Insurance, and State Farm. Outside of the financial industry, he owns and manages a short-term rental hospitality business in Nashville, TN. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven modeling process combined with planner delivery and online tools, offering diversified model portfolios and both discretionary and non-discretionary management options.