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 with Merrill in Palm Beach Gardens, FL, holding Series 63 and Series 66 registrations and possessing 43 years of industry experience. He has worked at Merrill since 1982 and has been affiliated with Bank of America, N.A. since 2014. Merrill provides managed account services through the Select Portfolio Solutions program to Bank of America fiduciary clients, offering a range of model-based, discretionary, and tax-aware investment strategies for individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm is integrated with Bank of America’s broader platform, enabling access to a wide set of products and services beyond traditional investment management.

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.

Jennifer Robinson is a financial advisor at Raymond James Financial with two years of industry experience. She holds a Series 66 designation and has been with Raymond James Financial and its affiliate since 2020. Outside of her advisory role, she works as an associate at Boynton Financial Group, providing client support. Raymond James Financial Services Advisors, Inc. serves a broad client base including individual investors, high-net-worth clients, pension plans, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis and firm research to develop tailored recommendations.

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 worked previously at Vision Network, Apg, and the Abu Dhabi Investment Authority. Holm is also the owner of Verifien, LLC, a business entity based in Wellington, FL. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individual investors, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers various financial planning and investment management services through a network of independent financial professionals, utilizing both proprietary and unaffiliated model strategies.

Christine Solomon is a financial advisor with J.P. Morgan Securities in Palm Beach, FL, holding Series 66 and Series 63 licenses and having nine years of industry experience. Prior to her current role, she spent 16 years involved with Solomon Real Estate. J.P. Morgan Securities LLC primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

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.

Todd Dahlstrom is a financial advisor with J.P. Morgan Securities in Palm Beach, FL, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. His prior roles include positions at Deutsche Bank Securities, PNC Wealth Management, and Kipling Capital. Outside of finance, he is active as a musician, creating and performing music since 2015. 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 applying an ESG eligibility framework in its recommendations.

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 at Merrill with six years of industry experience. He holds the Series 65 and Series 63 licenses and has served in the United States Air Force Reserve, assisting retired and active personnel with career and service-related support. Prior to joining Merrill, Norton worked at IKEA Jacksonville and attended the University of North Florida. Merrill 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, charitable organizations, and corporate fiduciaries.

Meade Wallman is a Series 66-licensed financial advisor with Merrill in Palm Beach, FL. He has one year of industry experience, including work at Bank of America and Merrill. Prior to entering the financial industry, his background includes roles outside finance such as positions at United Franchise Group and Original American Kitchen. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base including individuals, high-net-worth clients, and institutional investors.

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.

Luke Bartolf is a financial advisor at UBS Financial Services with two years of industry experience. He holds a Series 66 credential and has held positions at Value View Financial Corp., Palm Beach Atlantic University, and the First Presbyterian Church of North Palm Beach. Outside of finance, he has worked as a golf course desk attendant at Sandhill Crane Golf Course. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor plans based on clients’ goals and risk tolerances.

James Fyda is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 65 and Series 63 licenses and has been with JPMorgan Chase Bank, N.A., and J.P. Morgan Securities LLC since 2017. Prior to this, he was affiliated with the University of Dayton from 2013 to 2017. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services that include asset-allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework when recommending 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.