Jacob Webb is a financial advisor with J.P. Morgan Securities and holds a Series 66 designation. He has 17 years of industry experience, including prior roles at Bank of America and Merrill Lynch. Webb is based in Palm Beach Gardens, FL, and is employed concurrently by JPMorgan Securities and JPMorgan Bank, enabling him to offer both investment advisory services and certain banking products. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines institutional advisory capabilities with brokerage and investment management services, delivering recommendations on a non-discretionary basis.

Tracy Zielke is a financial advisor at Morgan Stanley with Series 63 and Series 65 credentials and two years of industry experience. Prior to joining Morgan Stanley, Tracy held positions at Lululemon and Florida Atlantic University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques.

Telby Turner is a financial advisor with RBC Capital Markets, holding a Series 66 designation and over 20 years of industry experience. He has worked at RBC Capital Markets since 2014 and at City National Bank since 2016. Outside of his advisory role, Turner serves on the board of the Palm Beach Tax Institute and volunteers as a financial literacy speaker at Dwyer High School. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and nonprofit organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.

William Marazzi is a CFP® professional with over 24 years of experience in the financial industry. He is currently with Fidelity Investments and has held roles within various Fidelity entities since 2008. Outside of his financial career, he is a joint owner with his spouse of multiple Hand and Stone Massage and Facial franchise locations, although his involvement is limited. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a mix of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering services such as discretionary portfolio management and fund advisory.

Kyle Kszepka is a Financial Consultant at Fidelity Investments, a role he has held since 2022. He has been with Fidelity since 2018, progressing through positions including Investment Consultant, Relationship Manager, and Financial Representative. His professional focus involves partnering with clients to understand various aspects of financial planning and designing personalized financial road maps. Kyle works closely with clients to adjust these plans as their goals and preferences evolve, emphasizing a thorough planning process and relationship-building. Throughout his tenure at Fidelity, Kyle has developed expertise in financial consulting and investment management. He is committed to collaborating with clients to achieve their financial objectives through tailored strategies. Outside of his professional role, Kyle enjoys family activities, golf, and traveling.

Andrew Brusca is a financial advisor with Wells Fargo Advisors in Palm Beach Gardens, FL, holding a Series 66 designation and six years of industry experience. His career includes six years at Wells Fargo Clearing and nine years with Florida Atlantic University. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services utilizing Wells Fargo research and tools, with tailored recommendations delivered through meetings and client summary letters.

Eric Benson is a Series 66-licensed financial advisor with RBC Capital Markets and City National Bank, based in Palm Beach Gardens, FL. He has six years of industry experience, previously working at Wells Fargo from 2014 to 2019. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a variety of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients' risk profiles.

Rodney Vucenich is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and over 33 years of industry experience. He has worked with Wells Fargo-related firms since 2004. Outside of his advisory work, he serves as a board member for the Brenwood Condo Association in Minnetonka, MN. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of 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 Wells Fargo Investment Institute research and third-party analytics.

William Marinelli is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked with Cambridge Investment Research Advisors since 2022 and previously spent 12 years at Royal Alliance. Marinelli also operates an independent insurance agency. Cambridge Investment Research Advisors serves a broad range of clients, including individuals, retirement plans, charitable organizations, and estates, providing financial planning, investment management, and retirement advisory services through a large network of independent professionals. The firm offers diverse investment solutions and has institutional features such as proprietary strategies, multiple custody arrangements, and formal compliance processes.

Fritzgerald Jolly is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds a Series 66 designation and has worked with J.P. Morgan Securities since 2013. Prior to this, he was involved in Oceanside Limo Transportation for one year. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm offers non-discretionary advice and access to a wide range of investment products through its Institutional Consulting Services program.

Gerard Ciccio is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 licenses and has 47 years of industry experience. He has been with Morgan Stanley and its affiliated Private Bank since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients with a variety of advisory programs, including tailored financial planning supported by firm-approved tools and modeled outcomes. The firm manages approximately $2.74 trillion in client assets and offers services that include both retail and institutional investment solutions.

John Kendall is a financial advisor at OSAIC with 47 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Sagepoint Financial, Inc., Wells Fargo Clearing, and UBS Financial Services. He is also involved with Kendall Financial Group, where he acts as an insurance agent and investment advisor focusing on life insurance products. OSAIC Wealth, Inc. serves a diverse client base, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations, through an extensive network of advisors and advisory platforms. The firm offers integrated brokerage and investment advisory services with a range of portfolio management tools and third-party solutions.

Kyle Smith is a financial advisor with UBS Financial Services in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses and having 29 years of industry experience. He has been with Painewebber Incorporated since 1997. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

William Marshall is a CFP® and ChFC® with 33 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Outside of his advisory role, Marshall is involved in managing a drug and alcohol treatment center and holds ownership positions in several related business ventures. Ameriprise provides retirement-income planning and a broad range of advisory, brokerage, and insurance solutions primarily for clients with substantial investable assets. Its retirement-income service combines research and modeling with tailored recommendations delivered by a centralized consulting team in partnership with financial advisors.

Zachary Miner is a Senior Financial Advisor and Vice President at Merrill Lynch Wealth Management, located in Palm Beach Gardens, FL. He has over 10 years of experience providing personalized wealth management strategies tailored to clients' individual financial pictures. Zachary works closely with clients to develop family wealth management strategies, legacy planning, retirement income and personal retirement planning, portfolio management, individual and corporate investment strategy, tax minimization, and sports and entertainment financial planning. He holds the Chartered Retirement Planning Counselor™ (CRPC™) designation and the Personal Investment Advisor (PIA) designation. Zachary earned a High School Diploma from Palm Beach Gardens High School and attended Palm Beach State College and Ashford University without degree conferral. Prior to his financial services career, he played professional baseball in the organizations of the Atlanta Braves, Detroit Tigers, Kansas City Royals, Philadelphia Phillies, and Seattle Mariners. Outside of his professional role, Zachary enjoys baseball, boating, fishing, golfing, spending time with his family, and traveling. He emphasizes understanding clients' life priorities to create personalized financial plans designed around their goals and aspirations.

Cami Schumacher is a financial advisor at J.P. Morgan Securities with five years of industry experience and holds the Series 66 designation. She has been affiliated with JPMorgan Chase Bank and J.P. Morgan Securities since 2020, and previously worked at Bank of America and Merrill. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a non-discretionary advisory model that combines quantitative asset-allocation and centralized due diligence, incorporating an ESG eligibility framework in its investment process.

Bryan Nickow is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds a Series 66 designation and has been associated with Morgan Stanley and its Private Bank division since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that includes firm-approved tools and scenario modeling.

Michael Bradberry is an Investment Consultant at Fidelity Investments, where he collaborates with clients to develop financial plans aligned with their goals and priorities. He serves as a planning partner, assisting clients in making informed financial decisions. He joined Fidelity Investments in 2024, serving initially as a Financial Representative, then advancing to Relationship Manager before assuming his current role as Investment Consultant in 2026. Prior to his time at Fidelity, Michael worked as a Loan Advisor at Freedom Mortgage from 2020 to 2022. Outside of his professional work, Michael has personal interests in baseball, football, movies, traveling, and food.

Peter Humphrey is a financial advisor at UBS Financial Services with 57 years of industry experience. He has been with UBS since 1985. Humphrey holds Series 63 and Series 65 licenses. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, utilizing proprietary research and capital markets expertise to tailor client solutions.

Patricia Trimble is a financial advisor at Morgan Stanley with 12 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley and its Private Bank division since 2014. Morgan Stanley Wealth Management serves individual and institutional clients by providing a broad range of advisory programs, including tailored financial planning that leverages firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through Corporate Financial Planning agreements.