Jeffrey Fishman is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 19 years of industry experience. He has been with Raymond James & Associates since 2016. 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, institutional and pension plans, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Robert Lester is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 33 years of industry experience. His prior roles include positions at Grove Point Advisors, Grove Point Investments, Ameriprise, Stifel, Ryan Beck & Co., and Prudential Equity Group. He also operates Vandelay Financial as a business activity. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice and account management delivered by investment adviser representatives using a range of discretionary and non-discretionary strategies.

Andrew Gilbert is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked in education at Oxbridge Academy and Palm Beach Schools, as well as being self-employed for nine years. 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, managing approximately $1.01 trillion in assets through a large national network of financial advisors and branch offices.

Douglas Cion is a financial advisor with Morgan Stanley in Palm Beach, FL, holding a Series 66 designation and 11 years of industry experience. He previously worked at UBS Financial Services and HighTower Securities. Morgan Stanley Wealth Management serves individual and institutional clients by offering a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

Peter Nardin is a financial advisor with Morgan Stanley in Palm Beach, FL, holding a Series 66 credential and bringing 12 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2016. Outside of his advisory role, he is an investor in Recovery Control Systems, a parcel auditing business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that utilizes structured discovery and firm-approved tools to model client outcomes.

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 in Palm Beach Gardens, FL, holding Series 65 and Series 63 licenses with two years of industry experience. Prior to joining Morgan Stanley in 2023, she held positions at Lululemon and Florida Atlantic University, among others. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer providing a range of advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and investment models. The firm manages approximately $2.74 trillion in client assets and offers services through both direct and corporate financial planning agreements.

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®-certified financial advisor with 24 years of industry experience. He has been with Fidelity in various roles since 2008, currently serving at Fidelity Investments. Outside of his advisory work, he is a joint owner with his spouse of several Hand and Stone Massage and Facial franchise locations in Florida. He works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a systematic investment process combining proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

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.

Alexander Mckee is a financial advisor at Merrill with six years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2019. His prior experience includes roles at Bank of America, N.A., MBF Clearing Corp., AfterLeaseAutoSales, and the University of Miami. 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 plans, corporations, and charitable organizations.

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.

Katrina Timmons is a financial advisor with Raymond James Financial, holding a Series 66 credential and bringing 10 years of industry experience. Her prior roles include positions at Merrill, JP Morgan Chase Bank, Kovack Securities, and Pursuit Wealth Management. Outside of her advisory role, she co-owns Speaker Shield LLC, a business developing a product for the marine industry, and also manages Timmons Catering LLC. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary advisory services using analytical tools to support client goals and maintains specialized programs in municipal finance and SIMPLE IRA advisory services.

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.

Lauren Bergen is a financial advisor with Wells Fargo Clearing in Palm Beach, FL, holding a Series 66 designation and 10 years of industry experience. She previously worked at UBS Financial Services for 10 years before joining Wells Fargo. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions while utilizing research and analytics from Wells Fargo Investment Institute and third-party sources.

Richard Wilt IV is a financial advisor with Merrill in Palm Beach, FL, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Bank of America, the Florida Department of Financial Services, and academic institutions such as Florida State University and Cardinal Newman High School. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies developed by internal teams and third-party managers.

Christopher Guttilla is a financial advisor at Raymond James & Associates with 40 years of industry experience. He holds a Series 63 designation and has been with Raymond James since 2016. Guttilla is also a business owner of ARG Capital and JYC LLC, though he devotes minimal time to these activities. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base that includes individuals, institutional and pension plans, and charitable organizations. The firm offers financial planning and non-discretionary investment consulting, leveraging a range of portfolio management styles and affiliated research resources.

Shane Mc Van is a financial advisor at OSAIC with a Series 65 credential and two years of industry experience. He has worked at several firms including Creative Financial Network and Trinity Wealth Securities. In addition to his advisory role, he is involved in insurance-related business activities through Creative Financial Network and Capella Financial Group. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm employs asset-allocation tools, risk-tolerance assessments, and offers integrated brokerage and advisory services across multiple investment platforms.

Bernardo Arcos is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, he worked for Brother International for 15 years. He is a voting member and Treasurer on the School Advisory Council at Emerald Cove Middle School in Wellington, FL. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm offers a wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.