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.

Kaiden Sulker is a Series 66 credentialed financial advisor at Morgan Stanley in Tampa, FL, with one year of industry experience. Prior to joining Morgan Stanley in 2025, he worked at Cornucopia Wealth Management and Handle Delivery. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a broad range of advisory programs, including tailored financial planning that utilizes firm-approved tools and methodologies.

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. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advice. The firm’s process is IPS-driven and grounded in modern portfolio theory, serving as an ERISA fiduciary and including a broader range of financial products such as insurance-related vehicles and bank deposit sweep options.

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.

Naiara Houck is a financial advisor at Morgan Stanley in Tampa, FL, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley in 2025, she worked at Banco do Brasil Americas from 2022 to 2025 and held various roles in sectors including retail and legal support. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and a broad range of investment programs, managing approximately $2.74 trillion in client assets.

Donna Diston is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 27 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC and Wachovia Bank, N.A. She is also a property owner outside of her advisory role. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment offerings.

Chase Collins is a Financial Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity since 2021, progressing through positions including Investment Solutions Representative, Investment Solutions Help Desk, and Investment Consultant. Prior to joining Fidelity, he worked as a Registered Personal Banker at Wells Fargo Bank, N.A. from 2016 to 2021. In his current role, Chase focuses on understanding each client's holistic financial picture and partners with them to provide education and resources aimed at achieving their financial goals. He emphasizes establishing lasting relationships with clients and providing foundational financial education. Outside of his professional career, Chase's personal interests include family activities, fitness, football, pets, and running.

Alexander Ezra is a financial advisor at Raymond James Financial Services Advisors, Inc. with five years of industry experience. He holds the Series 66 designation and has worked in financial services since 2017, including prior roles at Publix and the University of South Florida. Alexander serves on the advisory board of Darby Community Church, where he provides guidance on financial stewardship and accountability. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm employs a tailored, non-discretionary approach using risk profiling and analytical modeling to support client goals.

Stephen Power is a financial advisor with Primerica Advisors in Tampa, FL, holding Series 63 and Series 65 licenses and 25 years of industry experience. His work history includes roles at PASCO COUNTY SCHOOLS, PFS Investments, Inc., Shooters World, and Primerica Financial Services. Outside of financial advising, he owns and manages businesses related to firearms training and nutrition retail. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, offering model-based investment strategies with discretionary management and custody support through third parties.

Yolande Circosta is a financial advisor at OSAIC with 22 years of industry experience. She holds the Series 66 designation and has worked at OSAIC since 2018, following five years at Jhfn Sii. She also serves as Director of Compliance & Supervision for Signature Financial Group, LLC. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, employing asset-allocation tools and risk-tolerance assessments to construct diversified portfolios across various asset classes.

Mary Brown is a Series 66-registered financial advisor with Fidelity, based in Tampa, FL. She has been with Fidelity Investments since 2026 and previously operated Mary Brown Coaching, LLC for seven years. Brown also has experience working with Larimer County and the Church of Jesus Christ of Latter-day Saints. She works within Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including multi-manager and fund-of-funds structures.

Michael Lewis is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds Series 63 and Series 66 designations and has been with JPMorgan Securities LLC since 2013. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with additional brokerage, distribution, and investment management capabilities.

Kyle Sargent is a financial advisor at Morgan Stanley with Series 66 licensing and three years of industry experience. He previously worked at Morgan Stanley Private Bank and has a background that includes roles at Elon University and automotive services. Morgan Stanley Wealth Management serves individual and institutional clients by providing tailored financial planning and a wide array of advisory programs. The firm employs structured planning tools and offers services supported by its Global Investment Committee, managing approximately $2.74 trillion in client assets.

Daniel Byrnes is a financial advisor with Wells Fargo Advisors who holds a Series 66 designation and has 12 years of industry experience. He has worked within the Wells Fargo organization since 2013 in various capacities, including Wells Fargo Clearing and Wells Fargo Advisors Financial Network. Outside of his advisory role, he works as a part-time Uber driver and serves as a CPR instructor for a healthcare organization. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a wide range of planning services and integrates advisory offerings with other financial products and referral channels.

Christopher Angrick is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and nine years of industry experience. He has been with Cetera Wealth Services, LLC since 2016 and with Cetera since 2023. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and provides access to various program structures and third-party managers.

Demian Penton is a Series 66-credentialed financial advisor with 19 years of industry experience, currently affiliated with Cambridge Investment Research Advisors since 2010. His background includes roles at both Cambridge Investment Research Advisors, Inc., and Cambridge Investment Research, Inc. In addition to his advisory work, he serves on the finance council at St. Paul Catholic Church in Tampa, FL, and works as a 1099 contractor helping with a granite business. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers a range of financial planning and investment management services through a network of independent professionals, utilizing multiple custody platforms and both discretionary and non-discretionary strategies tailored to client objectives.

Thomas Fox is a financial advisor at LPL Financial in Clearwater, FL, holding Series 63 and Series 65 credentials with 33 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, with a focus on customizable investment strategies supported by research and technology tools.