Daniel Finnegan is a financial advisor at Morgan Stanley in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses with 49 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2015. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process includes structured discovery conversations and firm-approved tools, with advisory services delivered through its Financial Advisors and Estate Planning Strategies Group.

Ryan Young is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 licenses and has five years of industry experience. Prior to joining Raymond James, he worked at Morgan Stanley and The Vanguard Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individual and high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Eric Bilger is a financial advisor with Thrivent Investment Management in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses and possessing 34 years of industry experience. He has been with Thrivent Financial For Lutherans and Thrivent Investment Management since 2002. Outside of his advisory work, he serves on the board of Southern Cross Service Dogs, a nonprofit focused on training service dogs for veterans. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering comprehensive, goal-based financial planning without portfolio management for institutional clients. The firm emphasizes holistic planning and allows clients to combine planning with managed-account programs under consolidated billing through its WealthPlan option.

Arnold Peskin is a financial advisor at Morgan Stanley with 57 years of industry experience. He holds Series 63 and Series 66 designations and has been with Morgan Stanley and its affiliated entities since 2009. Peskin serves as a trustee and provides financial advice to the Peskin Family Foundation Trust, which supports college tuition for selected students. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning and utilizing structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides both individual and corporate financial planning services.

Renee Greene is a financial advisor at J.P. Morgan Securities with 8 years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Goldman Sachs for 10 years. 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 searches, and customized performance reporting within a non-discretionary program.

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.

Rimon Attalla is a financial advisor with J.P. Morgan Securities in Lake Worth, FL, holding a Series 66 designation and 13 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2012. Outside of his advisory role, he is a partner in two holding companies for private residences. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research, incorporates ESG criteria, and leverages broader derivatives and commodities capabilities.

Anthony Balto is a financial advisor with Merrill in Palm Beach, FL, holding Series 66 and Series 63 licenses and bringing 12 years of industry experience. His work history includes roles at Merrill, Rexford Capital LLC, Robert Half Account Temps, and WC Realty Group. Merrill, along 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, pension and profit-sharing plans, corporations, and charitable organizations.

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.

William Mc Kenna is a financial advisor with Morgan Stanley in West Palm Beach, FL, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He previously worked at UBS Financial Services from 2011 to 2020 before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC in 2020. Outside of advising, he is the owner and manager of a real estate LLC. Morgan Stanley Wealth Management serves individual and institutional clients by providing 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 offers advisory services that include both direct individual plans and employer-related financial planning agreements.

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 with five years of experience in the financial industry. He currently works at J.P. Morgan Securities and has prior experience with First Republic Investment Management, First Republic Securities Company, and Wells Fargo. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program that focuses on asset allocation advice, investment manager searches, and customized performance reporting. Their process incorporates quantitative and qualitative due diligence and may include ESG considerations.

Jennifer Robinson is a financial advisor at Raymond James Financial with three years of industry experience. She holds the Series 66 designation and is based in Wellington, FL. Outside of her advisory role, she works as an associate at Boynton Financial Group, Inc., providing client support. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and consulting using analytical tools and supports its clients through various advisory programs and institutional services.

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.

Arild Holm is a CFA® charterholder and Series 63 licensee with five years of industry experience. He is currently affiliated with Cambridge Investment Research Advisors and has previously worked at the Abu Dhabi Investment Authority and Apg. Holm is also the owner of Verifien, LLC, a business entity based in Wellington, FL. Cambridge Investment Research Advisors serves a diverse client base including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base through a large network of Financial Professionals and offers access to multiple platforms, proprietary model strategies, and third-party advisers.

Christine Solomon is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has previously managed Solomon Real Estate for 16 years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research, incorporating a forward-looking capital market approach and an ESG eligibility framework.

Melvin Kornegay is a financial advisor at Ameriprise with 31 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. His work history is exclusively with Ameriprise entities since 2016. 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 written recommendation reports and ongoing retirement-income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Mista Siagel is a financial advisor at Stifel with 28 years of industry experience and holds Series 66 and Series 65 designations. He has been with Stifel since 2007. Stifel serves a wide 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 that uses forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial 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.

Joseph Andrews is a Series 66 credentialed advisor currently with J.P. Morgan Securities in Palm Beach Gardens, FL. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2026. His prior roles include positions at Andrews Luther Webb Group and Girard & Associates. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm focuses on non-discretionary asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.