Ronald Simpson is a financial advisor with Morgan Stanley in West Palm Beach, FL, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He previously worked at UBS Financial Services from 2008 to 2020 before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC in 2020. Outside of his advisory role, he is the owner and sole member of Ronnie C. Simpson, LLC, an investment and technology-related business, and serves as a board member for Solomon Institute Inc., a community organization focused on children and youth. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, including tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers services through both individual agreements and corporate financial planning partnerships.

James Malatino is a financial advisor with Morgan Stanley in Palm Beach Gardens, FL, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2014 and 2015, respectively. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning approach includes structured discovery conversations and firm-approved tools, supporting clients with planning without providing individual security recommendations.

Robert Danion is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America and Merrill Lynch. Danion serves as a board member on the Investment Committee for The King's Academy, a private educational institution, overseeing its endowment fund investments. He is also named successor trustee of the Brown Family Trust and serves as a personal representative and beneficiary for the McIlravy family accounts. J.P. Morgan Securities 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, distribution, and investment management functions, delivering recommendations on a non-discretionary basis.

Christina Schrant is a financial advisor with Raymond James & Associates in Lake Worth, FL, holding a Series 66 designation and seven years of industry experience. Prior to joining Raymond James in 2019, she worked at Wells Fargo Clearing and internationally with LIM France, Devoucoux. She serves on the advisory board of South Florida Divers Inc., where she contributes to social media efforts and member recruitment. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser with approximately $501 billion in assets under management. The firm serves a diverse client base including individuals, institutions, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary solutions through a range of portfolio management styles and affiliated research.

Cameron Mc Donough is a financial advisor with Morgan Stanley in Palm Beach, FL, holding Series 63 and Series 65 licenses and eight years of industry experience. Prior to joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC in 2025, he worked at J.P. Morgan Securities LLC and J.P. Morgan Chase Bank, N.A. from 2017 to 2025, and Eagle Home Mortgage from 2016 to 2017. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Robert Deforest is a financial advisor with UBS Financial Services in Jupiter, FL, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with UBS since 2011. Outside of his advisory work, he is a partner in a real estate venture involving Utah second homes. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including 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 strategies.

Eric Diamond is Vice President and Private Wealth Management Advisor at Fidelity Investments, where he has worked since 2008. In his current role since 2015, he focuses on helping multigenerational families develop personalized wealth strategies that address growth, preservation, and transfer of assets. Eric collaborates with a team of specialists, including an Investment Manager, Advanced Planning members, and a Trust Officer, to deliver comprehensive wealth management services tailored to clients' needs. Prior to his current position, he served as a Senior Account Executive at Fidelity Investments from 2008 to 2015. Outside of his professional duties, Eric enjoys family activities, exploring culinary interests, and playing golf.

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 at LPL Financial with 33 years of industry experience. He holds Series 63 and Series 65 credentials. His prior experience includes roles at Grove Point Advisors, LLC, Grove Point Investments, LLC, Waddell & Reed, Inc., and various insurance agencies. He also operates Vandelay Financial, a DBA associated with his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

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 at Wells Fargo Advisors with five years of industry experience. He holds the Series 66 designation and has been with Wells Fargo entities since 2017, including roles at Wells Fargo Clearing prior to joining Wells Fargo Advisors. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions, offering a broad range of planning options tailored to clients who meet specific net-worth thresholds. The firm integrates advisory services with other financial products and referral channels, delivering recommendations supported by proprietary research and planning tools.

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.