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 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.

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.

Steven Segrist is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and five years of industry experience. His prior roles include positions at LPL Financial and Lucor. 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, charitable organizations, and governmental entities—and offers a range of financial planning, investment consulting, and institutional fiduciary services.

Paul Jessie is a financial advisor at Raymond James & Associates with two years of industry experience. He holds the Series 66 designation and has previously worked with Cambridge Investment Research Advisors. Outside of finance, he has experience in the fitness and food service industries. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

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.

Chris Savorelli is a financial advisor with OSAIC holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Advisor Group, MetLife, Van Eck Associates Corporation, Van Eck Securities Corporation, Saint Leo University, and Raymond James & Associates. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services, employs various asset-allocation tools, and provides access to third-party money managers and managed-account solutions.

Erin Kosoy is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and one year of industry experience. Her prior work includes roles at Revest and Espirito Santo Catholic School, as well as time spent as a stay-at-home mom and homeschool teacher. Raymond James & Associates is a large firm serving a diverse client base that includes individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.

Katherine Van Allan is a financial advisor at Raymond James & Associates with 37 years of industry experience. She holds Series 63 and Series 65 credentials and has been affiliated with Raymond James firms since 2000. Outside of her advisory role, she has worked as a personal trainer and instructor since 2012. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, supported by a broad range of portfolio management styles and firm-sponsored research.

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.

Shane Miller is a financial advisor at Raymond James & Associates with one year of industry experience. He previously held positions at Marriott International, Walt Disney Company, and Geico before joining Raymond James. He has a Series 66 designation. Miller has an ownership interest in a family real estate partnership but holds no active role or control in that business. 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, institutional investors, and charitable organizations, offering financial planning and advisory services that emphasize tailored plans and a variety of portfolio management strategies.

Alyssa Fusco is a financial advisor at Raymond James & Associates with one year of industry experience. Prior to joining Raymond James in 2025, she worked at Merrill and Merrill Lynch. Outside of finance, she has owned and operated A2 Gym and Cheer, LLC since 2016. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves a wide range of clients including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional advisory services, supported by comprehensive research and diversified portfolio management strategies.

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.

Andrew Lybrook is a financial advisor at Raymond James & Associates with six years of industry experience. He holds a Series 66 designation and previously worked at Goldman Sachs UK for one year. He serves as a director on his subdivision’s Home Owner’s Association board. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser that oversees approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and pension plans, offering financial planning and investment consulting through a variety of portfolio management styles and affiliated research.

Brady Christensen is a financial advisor with Raymond James & Associates, holding a Series 66 designation and eight years of industry experience. He previously worked at Morgan Stanley for two years and at Dale K Christensen D.D.S., P.A. for seven years. He is based in St. Petersburg, FL. 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, and offers a range of financial planning and consulting services through various advisory programs.

Kellie Lambert is a financial advisor with Raymond James & Associates and holds Series 63 and Series 65 licenses. She has 17 years of industry experience, including roles at multiple Raymond James entities since 2013. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, and municipal entities, offering financial planning and consulting services supported by a broad range of portfolio management styles and affiliated research.