Josh Weissman is a financial advisor with J.P. Morgan Securities in Palm Beach, FL. He holds a Series 66 designation and has been in the industry since 2024, with prior experience at Ameriprise Financial and JPMorgan Chase Bank. 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 through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage and investment management capabilities.

Cameron Purton is a CFP® with eight years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. He previously worked at Ameriprise and Charles Schwab, and he also operates Shining Sea Tax LLC, where he prepares tax returns for clients. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools, supporting implementation through its advisory programs or other providers.

Igor Gissoni is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has been with JPMorgan Chase Bank and J.P. Morgan Securities since 2019. Prior to joining J.P. Morgan, he worked in roles at Sixt Rent A Car, GS Impex, and Paulista Energia. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to inform its recommendations.

Rachel Werdann is a financial advisor at UBS Financial Services with five years of industry experience. She holds a Series 66 designation and previously worked at JPMorgan Securities, LLC and Moore Capital Management LP. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

Valerie Molinaro is a financial advisor with Merrill in Palm Beach, FL, holding a Series 66 designation and 20 years of industry experience. She has been with Merrill since 2007. 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 a range of model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors.

Shannon Kane is a financial advisor with Edward Jones in Lake Worth, FL, holding a Series 66 designation and with seven years of industry experience. She has been with Edward Jones since 2019 and has prior tenure at the firm from 1995 to 2019. Outside of advising, she serves as Vice President of an art business based in Palm Beach Gardens. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Bo Casson is a Series 66 licensed financial advisor with Fidelity Investments in Boynton Beach, FL. He has been with Fidelity since 2025 and has prior experience in educational and community roles, including positions at the University of Florida and local organizations in Boca Raton and Delray Beach. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm combines proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and actively manages oversight and advisory functions across various investment structures.

Adam Eckman is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His prior roles include positions at Bankers Life and Bank of America. 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 plans, corporations, and charitable organizations.

Brandon Hinson is a financial advisor with Edward Jones in North Palm Beach, FL. He holds the Series 66 designation and has six years of experience with Edward Jones and prior roles including positions at Steven Afterburn, Palm Beach State College, and Publix Super Markets. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products, supported by a large national network of financial advisors and branch offices.

Ryan Dietz is a financial advisor with Morgan Stanley in Palm Beach, FL, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. He previously worked at UBS Financial Services for nine years before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Dietz is also the sole proprietor of RD & AF LLC, an entity created to hold private direct investments. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety 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 through Financial Advisors and its Estate Planning Strategies Group.

Brian Beattie is a CFP®-certified financial advisor with 19 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors from 2010 to 2016. He is based in Palm Beach, FL. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics from Wells Fargo Investment Institute alongside third-party data, and offers both brokerage and advisory solutions.

Laura Restrepo Botero is a financial advisor at Fidelity with one year of industry experience. Prior to joining Fidelity, she worked at Enterprise Mobility for one year and competed as a professional golfer on the Epson Tour and Ladies European Tour for nine years. She continues to participate in professional golf tournaments on a part-time basis. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients using a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, with involvement in managing and consulting on fund structures and model portfolios.

Raul Arguello is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and previously worked at Bank of America for 16 years. Raul is based in Palm Beach, FL. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm uses quantitative asset-allocation modeling and centralized due diligence, applying an ESG eligibility framework in its recommendations.

Kristen Bissett is a financial advisor at Morgan Stanley with 16 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at UBS Financial Services for 11 years. Bissett serves on the Board of Directors for the Center for Creative Education and participates in community outreach activities at the Kravis Center performing arts venue in West Palm Beach. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on structured financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers various investment and planning services without providing individual security recommendations within its standalone planning programs.

Alan Fadel is a financial advisor with Morgan Stanley Wealth Management in North Palm Beach, FL, holding Series 63 and Series 65 credentials and having 42 years of industry experience. He has been with Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory work, he is involved with Golf Genius Software Inc., a technology company based in Auburn, Pennsylvania. 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 utilizing firm-approved tools and research to support client outcomes.

Jeffrey Mariner is a financial advisor at Morgan Stanley in West Palm Beach, FL, holding a Series 66 designation with 10 years of industry experience. His prior experience includes roles at RBC Capital Markets, City National Bank, and LPL Financial. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by a structured discovery process and firm-approved planning tools.

Rod Aronson is a financial advisor with Morgan Stanley in Palm Beach, FL, holding Series 63 and Series 65 designations and 36 years of industry experience. He has been associated with various Morgan Stanley entities since 2005, including Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney. Outside of his advisory role, he is the sole proprietor of P.A.T.C.H. LLC, an education-related business based in Palm Beach Shores, Florida. Morgan Stanley Wealth Management serves individual and institutional clients by providing a wide range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that uses firm-approved tools and market modeling techniques.

John Young is a financial advisor with UBS Financial Services in West Palm Beach, FL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with UBS Financial Services since 2009. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers proprietary research and capital markets services.

Hyun Min Cash is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2006. He holds Series 63 and Series 66 designations. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Lawrence Silver is a ChFC®-designated financial advisor with 38 years of industry experience, currently affiliated with Cambridge Investment Research Advisors since 2018. His prior experience includes roles at Voya Financial Advisors and extensive ownership and leadership of independent insurance agencies dating back to 1977. He serves as chairman of the board for the Lake Osborne Estates Civic Association. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a broad network of independent professionals, employing both proprietary and third-party strategies tailored to client objectives.