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.

Todd Dahlstrom is a financial advisor with J.P. Morgan Securities in Palm Beach, FL, holding Series 63 and Series 65 licenses and 20 years of industry experience. His prior roles include positions at Deutsche Bank Securities, PNC Wealth Management, Kipling Capital, and Ameritas Investment Partners. Outside of finance, he is active as a musician, creating, producing, and performing music since 2015. 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. The firm’s advisory process incorporates quantitative and qualitative research and may include ESG criteria as part of 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 with Morgan Stanley, holding Series 63 and Series 65 designations and bringing 43 years of industry experience. He has been with various Morgan Stanley entities since 2000, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through Corporate Financial Planning agreements.

Cody Norton is a financial advisor at Merrill with six years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Merrill Lynch Pierce, Fenner & Smith Incorporated since 2019. Norton is also a member of the U.S. Air Force Reserve, where he assists retired and active personnel with various service-related needs. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Meade Wallman is a financial advisor with Merrill, holding a Series 66 designation and based in Palm Beach, FL. Wallman has one year of industry experience and has previously worked at Bank of America, N.A., United Franchise Group, and held various roles including at the University of Florida and 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Jayson Blake is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan, he worked at Fidelity Investments and Benchmark Performance Partners. He has also served in the United States Army since 2021. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory process combines quantitative and qualitative research to deliver written asset allocation advice and customized performance reporting, with clients maintaining final decision-making authority.

Nicholas Ptak is a financial advisor with J.P. Morgan Securities in Palm Beach Gardens, FL, holding Series 63 and Series 66 designations and bringing 16 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and at JPMorgan Chase Bank, N.A. since 2009. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research supported by centralized due diligence, with offerings that include ESG considerations and derivatives capabilities.

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 with J.P. Morgan Securities in Palm Beach, FL, holding Series 65 and Series 63 licenses and nine years of industry experience. He has worked at JPMorgan Chase Bank, N.A., and J.P. Morgan Securities LLC since 2017. 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 through a non-discretionary program. The firm’s advisory process is supported by centralized due diligence, combining quantitative and qualitative research, and incorporates ESG criteria in its recommendations.

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.

Kim Fonseca is a financial advisor with J.P. Morgan Securities who holds Series 63 and Series 65 designations and has 44 years of experience in the industry. Prior to joining J.P. Morgan in 2013, Kim worked at Morgan Stanley and Citigroup Global Markets. Outside of work, Kim serves as a director on the executive board of the Boys and Girls Clubs of Palm Beach County, where involvement includes overseeing long-term investment recommendations for unrestricted funds. 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 non-discretionary advice around asset allocation, manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research, with access to broad derivatives and commodities capabilities.

Catherine Papanayotou is a Series 66-licensed financial advisor at Merrill with 22 years of industry experience. She has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2007 and has been with Bank of America, N.A. since 2017. Her prior experience includes roles at Morgan Stanley and A. G. Edwards & Sons, Inc. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

John Mcnamara is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 32 years of industry experience. He has worked at Linsco/Private Ledger Corp. since 1998. 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 a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Taylor Boyle is a CFP® and Series 66-registered financial advisor with 10 years of industry experience. He has been with Morgan Stanley since 2016, including roles at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. prior to his current position. Morgan Stanley Wealth Management provides a wide range of advisory services to individual and institutional clients, offering tailored financial planning supported by structured processes and various investment tools. The firm manages approximately $2.74 trillion in client assets and serves clients both directly and through corporate financial planning agreements.

Jay Coleman is a financial advisor at Morgan Stanley in West Palm Beach, FL, holding a Series 66 designation. He began his advisory career in 2025 and has prior experience working in education and municipal roles, including positions at the University of Florida and the Town of Palm Beach. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs, emphasizing tailored financial planning through structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Morgan Staudt is a financial advisor with Raymond James & Associates, holding a Series 66 credential and 17 years of industry experience. He has been with Raymond James since 2008. Outside of his advisory work, Staudt has permitted the use of his image to support a family member's personal injury law practice. 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, institutions, pension plans, and charitable organizations, offering tailored financial planning and consulting services through various advisory programs and affiliated research resources.

Bryce Larson is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. He has 30 years of industry experience, including roles at Cambridge Investment Research Advisors since 2013 and prior work at Larson Financial Strategies, Inc. He serves as vice president and board member of the Moorings of Jupiter HOA. Cambridge Investment Research Advisors serves individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.