Yevett Maraman is a Series 66-licensed financial advisor with Wells Fargo Advisors in Tampa, FL, bringing four years of industry experience. Prior to joining Wells Fargo Advisors in 2026, she worked at Wells Fargo Clearing Services for seven years and held positions at Randstad US and Bed Bath and Beyond. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutions, offering a broad range of investment and financial planning services. The firm uses proprietary research and tools to develop tailored recommendations, providing planning in areas such as retirement, education, risk, and niche topics like business-owner transition and special-needs analysis.

Samuel Morrissey is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and eight years of industry experience. He has been with Wells Fargo Clearing Services since 2017 and has a longer tenure with Wells Fargo Bank NA beginning in 2014. 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 advisory process is IPS-driven and incorporates modern portfolio theory, with a broad investment menu that includes insurance-related vehicles and bank deposit sweep options.

Seth Ravenna Jr. Jr. is a financial advisor with Morgan Stanley in Tampa, FL. He holds the Series 66 designation and has been with Morgan Stanley since 2025. Prior to this role, his background includes positions in technology and media firms, as well as experience at the University of Tampa. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and processes. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct client relationships and corporate financial planning agreements.

Kara Graves is a financial advisor with LPL Enterprise holding Series 63 and Series 66 licenses and has nine years of industry experience. Her prior roles include positions at S&P Global, Bloomberg LP, and Charles Schwab. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and various institutions. The firm employs a model-driven investment approach, utilizing portfolios developed by internal research and third-party strategists, and offers access to third-party asset managers and insurance products through affiliated entities.

Jodael Deralus is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and has previously worked at Cohnreznick, LLP, CBIZ, Inc., PricewaterhouseCoopers, and other firms. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research and modeling with tax-efficient strategies to provide tailored, non-discretionary recommendations.

Farrie Brown is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. They hold Series 63 and Series 66 credentials and have worked at Wells Fargo since 2011 in various capacities. Outside of finance, Farrie owns an event planning business and serves as an airman in the U.S. Air Force. 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 integrates research and analytics in its investment approach and provides a range of brokerage and advisory solutions alongside bank and insurance affiliate products.

Keith Gandy is a financial advisor with Wells Fargo Advisors in Tampa, FL, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has previously worked at Wells Fargo Clearing and Bank of America, N.A. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu that includes services such as business-owner transition planning and special-needs analysis, supported by Wells Fargo’s research and planning tools.

Alain Carrazana is a Series 66 credentialed financial advisor with two years of industry experience. He is currently with J.P. Morgan Securities and has prior experience at Truist Securities and Truist Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process combines quantitative and qualitative research to develop asset allocation advice and investment solutions, with clients retaining final decision-making authority.

Linda Greenfield is a financial advisor at Merrill with 16 years of industry experience. She holds a Series 66 designation and has worked at both Merrill and Bank of America, N.A. since 2010 and 2011 respectively. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Oliviana Catrone is a financial advisor at Cetera with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including LPL Financial, JPMorgan Chase Bank, and Amerant Investments. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services, utilizing multiple program structures and third-party managers.

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.

David Samman is a Wealth Management Advisor with Merrill Lynch Wealth Management. He works with individuals, families, and business owners to help them navigate complex financial decisions. His role involves creating personalized financial strategies focused on wealth accumulation, retirement planning, investment management, estate considerations, multigenerational wealth transfer, and tax management strategies. David emphasizes the importance of trusted relationships and thoughtful guidance in successful financial planning. He combines industry knowledge with client service to help clients make informed decisions and maintain a long-term financial perspective. He holds professional designations including Certified Investment Management Analyst (CIMA) and Personal Investment Advisor (PIA). He earned a Bachelor's Degree from Hobart & William Smith Colleges.

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.

Leslie Style is a financial advisor at UBS Financial Services with seven years of industry experience. She holds the Series 66 designation and has been with UBS since 2016, following an 18-year career in education. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and delivers advisory work supported by proprietary research and model-based asset allocations.

Grant Ditmar is a financial advisor with Wells Fargo Clearing in Tampa, FL, holding Series 63 and Series 66 licenses and seven years of industry experience. He has been with Wells Fargo Clearing since 2018 and has also worked at Wells Fargo Bank, N.A. since 2014. 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 investment approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

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.

David Mejia is a financial advisor at Raymond James Financial with eight years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Koss Olinger & Company, ValMark Securities Inc., and T. Rowe Price. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary consulting using analytical tools and supports a broad network of advisors with specialized programs, including municipal and SIMPLE IRA consulting services.

Stephen Shouse is a financial advisor at Edward Jones with 24 years of industry experience. He holds Series 63, Series 65, and Series 66 designations and has been with Edward Jones since 2002. Outside of his advisory work, he serves as an investment committee member for the South Florida Baptist Hospital Foundation. 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 solutions supported by a nationwide network of more than 23,700 advisors.

Frederick Burchill is a financial advisor with Merrill in Tampa, FL, holding Series 63 and Series 66 credentials and 26 years of industry experience. He has been with Merrill since 2009 and has worked at Bank of America since 2007. Outside of his advisory role, he owns and manages a small rental property business. Merrill, along 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.