Nathan Wyman is a financial advisor with Merrill, holding a Series 66 designation and based in Sun City Center, FL. He has one year of industry experience and previously worked at Wells Fargo and Bank of America. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Marcos Edmiston is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds Series 63 and Series 66 designations and has been with various Morgan Stanley entities since 2009, including Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutions, focusing on tailored financial planning and managing approximately $2.74 trillion in client assets.

John Zangari is a financial advisor at Ameriprise with 37 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Ameriprise since 2012. Outside of his advisory role, he owns an investment holding company established for estate planning purposes for his family. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria. The firm provides a range of advisory, brokerage, and insurance solutions through affiliated entities, combining research, modeling, and tax-efficiency analysis to deliver personalized retirement recommendations.

Tracy Keller is a financial advisor at Wells Fargo Clearing with five years of industry experience. She holds a Series 66 license and previously worked at Thrivent Financial and the Commonwealth of Pennsylvania Department of Labor & Industry BDD. Outside of her advisory role, she co-owns BTK ARTS, LLC, a Painting with a Twist franchise in Winter Haven, FL. 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 incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Hannah Mirza is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds a Series 66 designation and has worked at firms including Fisher Investments and Citibank. Outside of her advisory role, she owns and operates an e-commerce clothing store based in Tampa, Florida. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. The firm’s program is non-discretionary and supported by a centralized due diligence process combining quantitative and qualitative research.

Christopher Brooker is a CFP® and ChFC® credentialed financial advisor with 14 years of industry experience. He has been with Edward Jones in Tampa, FL since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering both discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branch offices.

James Filipek is a Series 66-licensed advisor with 18 years of experience, currently with Cetera since 2021. His prior experience includes seven years at VOYA Financial Advisors. Outside of advising, he operates as an independent insurance agent specializing in fixed insurance products and is a partner in a business managing rental properties. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, incorporating both affiliated and third-party managers across multiple program structures.

Johanny Pressley is a financial advisor at Raymond James Financial with eight years of industry experience. She holds a Series 66 designation and has worked with Raymond James Financial Services Advisors, Inc. since 2016. Pressley is also associated with Florida Central Credit Union in Tampa, where she serves as a financial advisor. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to individual, high-net-worth, corporate, institutional, and charitable clients. The firm uses tailored risk profiling and analytical tools to support its clients' goals and offers advisory programs alongside institutional consulting and portfolio management.

Kelly Anderson is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. Prior to his current role, he worked at E*TRADE Securities, E*TRADE Capital Management, and Wells Fargo Clearing. Outside of his advisory work, Anderson owns an internet-based retail company specializing in wood crafting supplies. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and structured discovery processes. The firm manages approximately $2.74 trillion in client assets and offers planning services both directly and through corporate agreements.

Nicholas Stavrakis is a financial advisor with Wells Fargo Advisors in Tampa, FL, holding Series 63 and Series 66 licenses and four years of industry experience. He has worked at multiple firms including Northwestern Mutual and Wells Fargo Clearing. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services using proprietary research and tools, delivering tailored recommendations through meetings and written summaries.

Zoe Cuva is a Financial Advisor at Merrill Lynch Wealth Management. She specializes in providing wealth management strategies to individuals, families, and businesses, focusing on crafting personalized financial strategies tailored to each client's unique needs. Her expertise includes retirement planning, business planning, investment management, and estate planning services. Zoe holds a Bachelor's Degree from Florida State University. She carries professional designations such as Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). She is also involved in professional organizations, including the Junior League Tampa and serves as Membership Board Chair for NAWBO. Outside of her professional role, Zoe enjoys skiing, spending time with her family, swimming, traveling, and practicing yoga.

Woodrow Clark III is a financial advisor with Ameriprise based in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with Ameriprise and its affiliate since 2009. Clark serves on the board of directors for the Byrd Lake Woods Homeowners Association, Inc. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research-driven models and tax-efficient strategies to develop personalized, non-discretionary recommendations delivered through a centralized consulting team.

Jody Clark is a Series 66-licensed financial advisor with Raymond James & Associates in Tampa, FL, where he has worked since 2013, accumulating 12 years of industry experience. He serves as a board member for After School All-Stars, a nonprofit organization. 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 municipalities, offering financial planning and investment consulting with a range of portfolio management styles and affiliated research.

Michele Davis is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 35 years of industry experience. Her prior work includes seven years at Ameriprise Financial Services and thirteen years with Keller Williams Realty. Outside of her advisory role, she is involved in licensed real estate and serves as a notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supporting its extensive network of over 22,800 advisors with advanced operational tools.

Marcus Smith is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Chase Bank, N.A. and Morgan Stanley Private Bank. 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 and fund searches, and customized performance reporting through a non-discretionary program. The firm’s advisory process combines quantitative and qualitative research to build model asset allocations and incorporates ESG eligibility frameworks as part of its recommendations.

Jennifer Crimmins is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 66 license and 33 years of industry experience. She has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Outside of her advisory role, she is the sole proprietor of several real estate entities in Tampa. Morgan Stanley Wealth Management is a large, SEC-registered investment adviser and broker-dealer that offers a range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and models outcomes through its Global Investment Committee, providing advisory services without offering individual security recommendations within standalone plans.

Jordan Monds is a Financial Consultant currently working at Fidelity Investments since 2025. In this role, Jordan partners with individuals and families to enhance existing financial plans or co-create new ones, aligning with clients' short-term and long-term goals. Jordan's experience includes positions as an Investment Consultant and Relationship Manager at Fidelity Investments in 2023 and 2022-2023 respectively, as well as a Customer Service Representative at TD Ameritrade from 2018 to 2019. This background has contributed to Jordan's understanding of client needs and financial planning. Outside of work, Jordan has personal interests including beach activities, cars, cooking and baking, being a foodie, golf, and kayaking.

Christopher Beatty is a financial advisor with J.P. Morgan Securities in Tampa, FL, holding a Series 66 designation and 13 years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2011. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting. The firm employs a combination of quantitative and qualitative research in its advisory process and offers broader derivatives and commodities capabilities through its regulatory registrations and affiliated entities.

Detlef Schoeppler is a financial advisor with Ameriprise in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 1996. Schoeppler is also involved with Pomona Management LLC, an entity used to manage office expenses and employee payroll. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, delivering detailed Recommendation Reports through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Donald Mandeville is a CFP®-designated financial advisor at Cetera with 18 years of industry experience. His prior work includes roles at Truist Advisory Services, BB&T Securities, and Edward Jones. He serves as the vice chair of the board of directors at Lighthouse of Pinellas Inc., participating on multiple committees. Cetera Investment Advisers LLC is an SEC-registered firm that supports a broad range of clients, including individuals, retirement plans, and institutions, through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.