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.

Mark Gleckner is a CFP® with 47 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Gleckner holds Series 63 and Series 65 licenses and is based in Palm Beach Gardens, FL. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a broad range of financial products including insurance-related vehicles and bank deposit sweep options.

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.

Balvenie Emma is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2026, she was involved with several businesses including The Snuggliest Bunny, Hive Collections, and Learning Express Toys & Gifts. 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, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Michael Polignone is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds the Series 66 designation and has previously worked at firms including John Hancock and Morgan Stanley. Polignone is also employed by JPMorgan Chase Bank, where he offers deposit and credit products in addition to advisory services. J.P. Morgan Securities 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 investment strategies.

Christopher Zagurski is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 credentials and 24 years of industry experience. He has been associated with various Wells Fargo entities since 2009. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients through a broad menu of planning options tailored to clients meeting certain net-worth thresholds.

Steven Trend is a ChFC® credentialed financial advisor with 39 years of industry experience. He is currently with LPL Enterprise and has held previous roles at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering a range of advisory and brokerage services supported by an integrated platform that includes access to model portfolios, third-party asset management, and affiliated insurance products.

Justin Girard is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 24 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2020 and previously spent ten years with Bank of America and Merrill. Outside of his advisory role, he is a passive investor and partner in Produce IQ Inc., a business-to-business marketplace for fresh produce. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory services with brokerage, distribution, and investment management capabilities.

Russell Earnhart is a financial advisor with Fidelity Investments in Palm Beach Gardens, FL. He holds a Series 66 designation and joined Fidelity in 2026. Prior to this role, his work experience includes various positions across different industries, including healthcare and hospitality. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to a diverse client base, including retail and institutional investors. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to develop systematic model portfolios from mutual funds, ETFs, and ETPs.

Fiene Nagtegaal is a financial advisor at Stifel with one year of industry experience and holds the Series 66 designation. Prior to joining Stifel in 2024, Fiene worked with Pure Barre/Club Pilates and Palm Beach Atlantic University. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm’s investment analysis is based on a proprietary methodology developed by its Investment Strategy Group, which utilizes forward-looking capital market assumptions and probabilistic modeling.

Mary Lee Widder is a financial advisor with Wells Fargo Advisors in Palm Beach Gardens, FL, holding Series 63 and Series 66 credentials and having 19 years of industry experience. She has been with Wells Fargo Advisors since 2015 and also has ongoing involvement with Jusuru International and Powernetrealty.Com. Outside of her advisory role, Widder is an independent distributor for a healthcare product company and serves as a committee member for the Ballenisles Community Association. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services using proprietary research and tools, delivering tailored recommendations across various specialized planning areas.

Ronald Ziembko is a financial advisor with Morgan Stanley in Palm Beach Gardens, FL, holding a Series 66 designation and 18 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015, with prior experience at Citigroup Global Markets dating back to 2007. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a 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.

Kyle Smith is a Series 66-licensed financial advisor with Morgan Stanley, based in Palm Beach Gardens, FL. He has 19 years of industry experience, including roles at Morgan Stanley Private Bank and Citigroup Global Markets. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services that utilize structured discovery processes and firm-approved tools to model client outcomes.

Patrick Nickler is a financial advisor at Ameriprise with 10 years of industry experience. He previously worked for Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC from 2015 to 2024. He serves on the Board of Directors for the Rinker School of Business in West Palm Beach, FL. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Jason Droddy is an Investment Consultant at Fidelity Investments, a role he has held since 2026. In this capacity, he collaborates with clients to assist them in navigating financial decisions and exploring Fidelity strategies that align with their goals and priorities. He provides guidance, shares insights, and supports clients in building financial plans aimed at fostering confidence and clarity. Jason's experience at Fidelity Investments includes roles as a Financial Representative from 2025 to 2026 and as a Financial Services Representative from 2024 to 2025, demonstrating a progressive career within the company. Outside of his professional responsibilities, Jason has interests in fitness, military service, and pets.

Rron Sezairi is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill and Bank of America, he held roles at TD Bank and has been involved in founding and operating an interior renovation and construction business, U.S. & Associates Painting Corp., where he serves as president. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services primarily 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.

Steven Warch is a financial advisor with Merrill in Jupiter, Florida, holding a Series 63 designation and 41 years of industry experience. He has worked at Merrill since 2008 and concurrently at Bank of America, N.A. since 2011. Outside of his advisory work, he is involved with an organization named Home in Hobe Sound, Florida. 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 strategies for a range of clients including individuals, high-net-worth clients, and institutional entities.

David Tivin is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds the Series 65 and Series 66 designations and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2008 and 2010, respectively. In addition to his advisory role, he is also employed by JPMorgan Bank, where he can offer deposit and credit products. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with specialized due diligence and applying an ESG eligibility framework in its recommendations.

Margaret Scaparotti is a financial advisor with Raymond James Financial, holding a Series 63 designation and 28 years of industry experience. She previously worked at Ameriprise Financial Services, Inc. for 11 years before joining Raymond James and Helius Wealth Management, where she also serves in a support role. Raymond James Financial Services Advisors provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm employs analytical tools and risk profiling to tailor recommendations and supports both advisory programs and institutional consulting through an extensive advisor network.

Jessica Malafronte is Vice President and Wealth Planner at Fidelity Investments, where she has been serving since 2018. She has held several roles at Fidelity, including Financial Consultant from 2013 to 2018, Investment Representative from 2012 to 2013, and Financial Representative from 2010 to 2012. Jessica focuses on partnering with clients and their families to develop comprehensive wealth plans aimed at promoting multi-generational financial well-being and addressing their long-term goals. Her professional experience encompasses wealth planning and financial consulting within the investment and financial services industry. Outside of her professional role, Jessica's personal interests include family activities, fitness, food, parenthood, skiing, and traveling.