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.

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 with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 designations and accumulating 32 years of industry experience. He has been with Raymond James & Associates since 2015. 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 diverse client base, including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and municipal advisory services.

Noah La Belle is a financial advisor with LPL Financial based in Bradenton, FL. He holds a Series 66 designation and has two years of industry experience. His prior work includes roles at Realta Equities, Realta Investment Advisors, Horizon Wealth Partners, Gulf Coast Wealth Advisors, and Babson College. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing discretionary and non-discretionary management approaches alongside research and model portfolios.

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. She co-founded The De Marco-McCarthy Group, which serves high and ultra-high net worth families with a focus on multi-generational, goals-based planning and wealth preservation strategies. Edythe works closely with business owners preparing for transitions, women investors, and families navigating retirement, legacy planning, or major life changes. Her approach emphasizes providing a boutique-level, high-touch experience that connects all aspects of clients' financial lives to prioritize and pursue their most important goals. With over 40 years of experience, Edythe holds a bachelor’s degree from Santa Clara University and has completed an accredited certificate program at Harvard University. She is a CERTIFIED FINANCIAL PLANNER (CFP) and a Personal Investment Advisor (PIA). She has been nationally recognized by Barron’s and Forbes for her work, including multiple listings on their top advisor lists. Edythe is a member of professional organizations such as the Southcoast Estate Planning Council and the Tierra Verde Women's Club. Outside of her professional commitments, Edythe is actively involved in community organizations including Foster Forward, Habitat for Humanity Tampa Bay Gulfside, St. Anthony's Hospital Foundation Women in Philanthropy, St. Mary's Episcopal Church, and the Sunset Pointe Condominium Association Master Board. She is an adoptive mother and resides in St. Petersburg, Florida, and Tiverton, Rhode Island. Her personal interests include biking, boating, cooking, music, reading, traveling, yoga, and spending time with family.

Marshall Ames is a financial advisor at RBC Capital Markets with 42 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at RBC Capital Markets since 2009 and City National Bank since 2018. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients' risk profiles.

Clifford Ryan is a ChFC®-designated financial advisor with 22 years of industry experience, currently affiliated with LPL Financial. He has previously worked at Elder Planning Advisors of Maine, Inc. for 25 years and has operated his own advisory firms including CPR Advisory, Inc. and Clifford P. Ryan. LPL Financial serves a broad client base including individuals, retirement plans, and institutions, offering financial planning, advisory programs, and brokerage services through a large national network of investment adviser representatives.

James Okun is a financial advisor at RBC Capital Markets with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services for eight years. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through in-house and third-party managers, supported by extensive capital markets and asset management resources.

Gregory Helck is a financial advisor at Raymond James & Associates with 16 years of industry experience. He holds the Series 66 designation and has been with Raymond James since 2009. Outside of his advisory role, he is the owner of several family-related business entities formed for estate planning and real estate management purposes. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base that includes individuals, institutions, and charitable organizations. The firm offers tailored financial planning and consulting services, with a focus on non-discretionary advisory relationships and a range of portfolio management strategies.

Mikael Newman is a CFP® professional at LPL Financial with 44 years of industry experience. He previously worked with Waddell & Reed, Inc. and various insurance carriers for 40 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory services, including model portfolios and retirement plan consulting, supported by research and technology-driven solutions.

Clarence Milligan is a financial advisor with Wells Fargo Clearing in Saint Petersburg, FL, holding a Series 66 designation and 35 years of industry experience. He has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Garth Case is a financial advisor at Edward Jones in Bradenton, FL, holding a Series 66 designation with six years of industry experience. His prior work includes roles at Conagra Brands, Inc., BlueForge LLC, and Uber. Outside of advising, he is a certified US Soccer Federation Grassroots Referee and operates Captain Garth Charters LLC, offering local boat charters as a Coast Guard certified captain. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory strategies and affiliated investment products supported by a large network of financial advisors and branch offices.

Mariette Dayton is a Financial Advisor with Merrill Lynch Wealth Management. She holds the Chartered Retirement Planning Counselor (CRPC) designation, reflecting her specialization in retirement planning. Mariette earned both her Bachelor's Degree and Master of Business Administration (MBA) from the University of Tampa. She applies her educational background and professional credentials to assist clients in managing their financial goals.

Mario Traywick is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and nine years of industry experience. He has been with Wells Fargo Clearing since 2016 and also has experience with Wells Fargo Advisors LLC and Wells Fargo Bank NA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, delivering services such as investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s IPS-driven advisory process incorporates modern portfolio theory and offers both discretionary and non-discretionary services, including a Plan Level Investment Selection 3(38) discretionary option, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Patrick Taylor is a financial advisor at UBS Financial Services with 33 years of industry experience. He holds the Series 63 and Series 65 designations and has been with UBS since 2012. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.