Mariah Peaster is a financial advisor at Cetera with a Series 66 designation and four years of industry experience. She has held roles at multiple firms, including Northwestern Mutual and MassMutual Life Insurance Company. Outside of her advisory work, she is employed as a sign language interpreter and is active in commercial and residential real estate sales as an independent contractor. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individual investors, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of investment management and financial planning services through a large network of independent advisors, utilizing multiple program structures and both discretionary and non-discretionary portfolio management approaches.

Anthony Battaglia is a CFP® professional with 20 years of experience in the financial industry, currently serving as a financial advisor at Edward Jones since 2006. He holds Series 63 and Series 66 licenses and is based in Clearwater, FL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions across a nationwide network of more than 23,700 advisors. The firm manages approximately $1.01 trillion in assets and provides discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment products.

Andrew Winkler is a Senior Financial Advisor at Merrill Lynch Wealth Management. Since joining the firm in 2006, Andrew has focused on assisting employers with the design and implementation of 403b and 401(k) retirement plans. His team also provides support on fiduciary best practices, plan design, and participant education. Additionally, Andrew works with individuals on developing wealth management strategies, providing investment advice, and guiding wealth transfer planning for multigenerational families. As of August 2026, the Cliborne Winkler & Associates team oversees approximately $770 million in assets and serves over 100 employer-sponsored retirement plan clients. Andrew is registered to practice in 26 states and is appointed with all major security exchanges. Andrew holds multiple professional designations, including Certified 401(k) Professional (CKP), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Chartered Retirement Plans Specialist (CRPS), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned a bachelor's degree from Florida State University. His team has been recognized by Forbes as a "Best in State Wealth Management Team" for 2023, 2024, and 2025, and Andrew has been named a "Best in State Wealth Advisor" by Forbes from 2022 through 2025. In addition to his professional work, Andrew is actively involved in his community. He serves as a board member for Man Up, which advocates for improvements in the foster care system and supports fatherless children, as well as the Clearwater Regional Chamber of Commerce, the Foundation of St. Petersburg College, and Leadership Pinellas. He has also served as past Vice Chairman of Success for Kids & Families in Tampa, Florida, and participates on the Planned Giving Committee for the Pinellas County Education Foundation. Andrew resides in Clearwater, Florida.

Greggory Woodcock is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 63 and Series 66 licenses and having 15 years of industry experience. His prior work includes roles at The Prudential Insurance Company of America and Pruco Securities LLC. He has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2018. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct relationships and Corporate Financial Planning agreements.

Salvatore Ponzo Jr. is a financial advisor at Wells Fargo Clearing with 32 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Wells Fargo since 2016. Ponzo serves on the finance committee of Blessed Sacrament School in Seminole, FL. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Blake Glisson is a financial advisor with Ameriprise in Tampa, FL, holding a Series 66 designation and 14 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Outside of his advisory role, he serves as secretary on the Board of Directors for the Southshore Rotary Foundation. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency strategies to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Andrew Anderson is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and three years of industry experience. His prior work includes roles at Fisher Investments, Fidelity Investments, and The Vanguard Group. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and a range of program structures.

Michael Ponzo is a financial advisor at Wells Fargo Clearing with three years of industry experience. He holds a Series 66 designation and has previously worked at UBS and operated a pizza business. He has also been involved with educational institutions including the University of South Florida and St. Petersburg Catholic. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary when providing investment advice.

Julie Sevelius is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 23 years of industry experience. She has served in the US Army since 2002 and has been with Raymond James & Associates since 2015. Outside of her advisory work, she is affiliated with the Academy At the Lakes. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base—including individuals, institutional clients, and public entities—and offers financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Rebecca Whitley is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 designation with 1 year of industry experience. She has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to both individual and institutional clients, including customized financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services directly to individuals as well as through Corporate Financial Planning agreements with employers.

Frankie Irizarry is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Cetera and GTE Federal Credit Union. 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.

Roy Niggebrugge is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. His career includes roles at National Securities Corporation and Gilman & Ciocia, with his current position at Cetera starting in 2020. Outside of his advisory work, he owns and operates a food truck business and manages a CPA and wealth management firm. Cetera Investment Advisers LLC is an SEC-registered advisor serving individual, employer-sponsored retirement, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with a wide range of discretionary and non-discretionary investment programs, managing over $256 billion in assets across more than 10,000 advisors.

Christine Mclean is a financial advisor with Cetera, holding the CFP® designation and Series 63 and 65 licenses, and has 31 years of industry experience. She previously worked at Commonwealth Financial Network for 22 years and has been involved with Addessi Financial Partners since 1994, offering tax preparation services through that entity. Cetera Investment Advisers LLC is a nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm provides a range of portfolio management and financial planning services with multiple program structures and access to third-party managers.

Stanley Woghiren is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 credential. He began his advisory career in 2024 at Morgan Stanley. Prior to this role, his work history includes positions in various industries such as retail and hospitality, as well as roles at the University of South Florida and Tampa Yacht and Country Club. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured discovery processes and firm-approved planning tools.

Jose Guevara is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has worked in various capacities within J.P. Morgan entities since 2015 and was a partner at Jara & Guevara, LLC. Outside of his advisory role, he is involved in managing several rental properties. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program supported by centralized due diligence and a combination of quantitative and qualitative analysis.

Nadia Singh is a financial advisor with Wells Fargo Clearing in Tampa, FL, holding Series 63 and Series 65 credentials and 22 years of industry experience. Her career includes roles at Morgan Stanley and Citigroup Global Markets prior to joining Wells Fargo in 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through 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 and analytics.

Arsalan Arabani is a financial advisor at Morgan Stanley in Tampa, FL, holding Series 63 and Series 66 licenses with two years of industry experience. His prior roles include positions at Park Avenue Securities, The Guardian Life Insurance Company of America, and Northwestern Mutual. Outside of finance, his background includes work in remodeling and office solutions as well as involvement with a lacrosse association. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, offering tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and combines a broad range of investment programs with specialized services such as estate planning.

Christina De Melas is a Series 66-licensed financial advisor with Raymond James Financial in Tampa, FL, and has 10 years of industry experience. She has held roles at Raymond James Financial Services Advisors and Petkovich & Associates, where she serves as an associate. Prior to her financial career, she worked at Bradfords Viking Fitness for one year. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary advice supported by analytical tools and maintains specialized programs such as municipal advisory services and SIMPLE IRA employer consulting.

Eileen Dillon is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 designation with one year of industry experience. Her previous roles include positions at Liberty Mutual, Willis Tower Watson Tranzact, and Cigna Healthcare. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and integrates various investment and planning strategies without providing individual security recommendations in its standalone planning service.

Stephen Odunna is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 designation with two years of industry experience. Prior to joining Morgan Stanley, he worked at the MS & Neuromuscular Center of Excellence and has held various positions including roles at FedEx and Fit Feet For Life. Outside of his advisory work, he has been involved as a contractor with Uber and DoorDash in customer service and labor roles. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved planning tools.