Arnold Peskin is a financial advisor at Morgan Stanley with Series 63 and Series 66 credentials and 56 years of industry experience. He has worked with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, he serves as a trustee and provides financial advice for the Peskin Family Foundation Trust, which helps select students for college tuition assistance. Morgan Stanley Wealth Management offers a range of advisory programs for individuals and institutional clients, focusing on tailored financial planning using firm-approved tools and investment committee analyses. The firm manages approximately $2.74 trillion in client assets and provides services including estate planning and customized financial strategies.

James Mc Hale III is a financial advisor at Ameriprise with 28 years of industry experience. He previously worked at Edward Jones for nine years before joining Ameriprise in 2024. He holds Series 63, Series 65, and Series 66 licenses. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients with written recommendation reports and annual retirement planning focused on income reliability and tax-aware withdrawal strategies.

Sally Ann Weger is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. She has been with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney LLC since 2014. Outside of her advisory role, she is a partner in a real estate property management business based in Jupiter, Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm provides a range of advisory programs, including tailored financial planning supported by firm-approved tools and analysis, and manages approximately $2.74 trillion in client assets.

David Brown is a financial advisor with Morgan Stanley in Jupiter, FL, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured tools and scenario modeling, offering advisory services without providing individual security recommendations as part of standalone plans.

Richard Fischer is a financial advisor at Merrill with 43 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Merrill since 1982, also affiliated with Bank of America since 2014. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Charles Rodgers is a CFA® charterholder and holds a Series 63 license, with four years of industry experience. He is currently with J.P. Morgan Securities and has prior experience at First Republic Investment Management, First Republic Securities Company, and Wells Fargo. 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 through its Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Abby Neeld is a Planning Consultant based in Palm Beach Gardens, Florida, currently working with Fidelity Investments. She assists clients and their families in developing financial plans tailored to their specific goals. Abby emphasizes a personalized, hands-on approach and maintains ongoing communication with clients to ensure their financial strategies remain appropriate through changing life circumstances. Abby joined Fidelity Investments in 2021, initially serving as a Transition Services Case Manager before progressing to the role of Wealth Management Services Case Manager in 2023. In 2026, she became a Planning Consultant, bringing experience from her previous positions to support clients effectively. Outside of her professional work, Abby's personal interests include art, spending time at the beach, engaging in family activities, fitness, outdoor adventures, and caring for pets.

Mista Siagel is a financial advisor at Stifel with 28 years of industry experience. He holds Series 65 and Series 66 credentials and has been with Stifel since 2007. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach incorporates a proprietary methodology developed by its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling to inform allocation and planning analyses.

Alyssa Marazzi is a Financial Consultant at Fidelity Investments. In her role, she works closely with families to understand their personal and financial goals, collaborating to create tailored financial plans. She partners with clients over time, adapting plans as life circumstances change. Alyssa has been with Fidelity Investments since 2020, progressing through several positions including Customer Relationship Advocate, Financial Representative, and Planning Consultant before her current role. Her experience spans client relationship management and financial planning. Outside of her professional work, Alyssa engages in family activities and enjoys hiking, painting, reading, running, and practicing yoga.

Richard Hazzouri is a CFA® charterholder with 24 years of industry experience, currently serving at Morgan Stanley in Palm Beach Gardens, FL. He has been with Morgan Stanley Private Bank, National Association since 2015 and has worked at Morgan Stanley Smith Barney since 2009. Hazzouri serves as a board member for the Boys and Girls Clubs of Northeastern Pennsylvania. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques to support its advisory services.

Kathleen Leavey is a Series 66-licensed financial advisor at UBS Financial Services with 16 years of industry experience. She has been with UBS since 2014, working in Palm Beach Gardens, FL. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, offering fiduciary financial planning and leveraging proprietary research and model-based asset allocations.

William Cornett Jr. is a financial advisor at Morgan Stanley with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley and its affiliated entities since 2007, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a wide range of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models such as Monte Carlo simulations to support its financial planning process.

Cody Norton is a financial advisor with Merrill in Palm Beach Gardens, FL, holding Series 65 and Series 63 credentials and six years of industry experience. Prior to joining Merrill Lynch Pierce, Fenner & Smith Incorporated in 2019, he served in the United States Air Force and worked at IKEA Jacksonville. Norton also serves in the US Air Force Reserve, assisting active and retired personnel with service-related support. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jayson Blake is a financial advisor at J.P. Morgan Securities with a Series 66 credential and one year of industry experience. His prior roles include positions at Fidelity Investments, Benchmark Performance Partners, and Gametime Sports Construction LLC, as well as service in the United States Army. He is employed by both JPMorgan Securities and JPMorgan Bank, where he can offer banking products alongside investment services. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice and customized reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines advisory services with affiliated brokerage and investment management capabilities.

Nicholas Ptak is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and bringing 16 years of industry experience. He has been with J.P. Morgan Securities since 2012 and also has a tenure at JPMorgan Chase Bank, N.A. dating back to 2009. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with due diligence by a manager-solutions team and applies an ESG eligibility framework when recommending investment strategies.

John Hellwig II is a financial advisor at Stifel with 11 years of industry experience. He holds the Series 66 designation and has previously worked at B. Riley Wealth Management and Morgan Stanley. Outside of advisory work, he is a minority investor in an HVAC business where he assists with financial analysis and business finances. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation and financial planning.

Kim Fonseca is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and possessing 43 years of industry experience. She has been with JPMorgan Chase Bank NA and JPMorgan Securities LLC since 2013. Fonseca serves as a director on the executive board of the Boys and Girls Clubs of Palm Beach County, where she participates in managing investments for the organization’s unrestricted funds. 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 delivers advisory services alongside affiliated brokerage and investment management capabilities, operating on a non-discretionary basis with centralized due diligence and an ESG eligibility process.

John Mcnamara is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Linsco/Private Ledger Corp. since 1998. His outside business activities include managing a DBA, McNamara Capital Management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, supporting both discretionary and non-discretionary management with access to model portfolios and research.

Taylor Boyle is a CFP® and Series 66-registered financial advisor with 10 years of industry experience. He has been with Morgan Stanley since 2016, including roles at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. prior to his current position. Morgan Stanley Wealth Management provides a wide range of advisory services to individual and institutional clients, offering tailored financial planning supported by structured processes and various investment tools. The firm manages approximately $2.74 trillion in client assets and serves clients both directly and through corporate financial planning agreements.

Morgan Staudt is a financial advisor with Raymond James & Associates, holding a Series 66 credential and 17 years of industry experience. He has been with Raymond James since 2008. Outside of his advisory work, Staudt has permitted the use of his image to support a family member's personal injury law practice. 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, pension plans, and charitable organizations, offering tailored financial planning and consulting services through various advisory programs and affiliated research resources.