Mark Tulley is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Wells Fargo Advisors since 2009, including roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and investment solutions tailored to client needs, supported by proprietary research and planning tools.

Robert Donovan is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 45 years of industry experience. He previously worked at UBS Financial Services Inc. for 17 years before joining Wells Fargo in 2025. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

John Kent is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He previously worked for SunTrust Advisory Services and Suntrust Investment Services, Inc. for a decade. Outside of his advisory role, he and his wife own a summer cottage in Ridgeway, Ontario, which they rent seasonally. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and utilizes proprietary research and tools to develop tailored recommendations for clients with varying financial needs.

James Hyatt is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2021. In this role, he works closely with clients to develop investment strategies and retirement plans that align with their individual concerns and objectives. Prior to his current role, James held several positions at Fidelity Investments, including Investment Consultant from 2020 to 2021, Financial Representative from 2018 to 2020, and Customer Relationship Advocate from 2017 to 2018. Before joining Fidelity, he worked as an Insurance Agent at Banks Life & Casualty Co. in 2015. James holds an Arkansas Insurance License and brings experience in financial consulting and investment planning to his work. Outside of his professional career, he engages in various personal interests including family activities, fitness, golf, motorcycles, parenthood, and caring for pets.

Lee Konopka is a financial advisor at Morgan Stanley with 34 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several major firms, including Bank of America, Merrill, UBS Financial Services, and Citigroup Global Markets. He has been with Morgan Stanley and its affiliated entities since 2021. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and investment research. The firm manages approximately $2.74 trillion in client assets and provides services through its Financial Advisors and Estate Planning Strategies Group.

Thomas Lowell is a financial advisor with J.P. Morgan Securities, holding Series 63, 65, and 66 licenses and bringing 43 years of industry experience. He has worked at JPMorgan Securities and JPMorgan Chase Bank since 2018 and previously held roles at Bank of America and Merrill from 2010 to 2018. Outside of his advisory work, Lowell co-chairs an annual golf outing for Friends of Green Chimneys School, an organization that uses animal therapy for children. 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. The firm combines large institutional advisory operations with affiliated brokerage and investment management services, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Lee Curtis is a Series 66 licensed financial advisor with Edward Jones, based in Hobe Sound, FL. He has 19 years of industry experience and has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets.

Quinton Stuard is a Financial Advisor with Merrill Lynch Wealth Management. He specializes in assisting mid- to late-career professionals in navigating complex financial decisions by providing structure, perspective, and disciplined planning. Quinton focuses on long-term planning and behavioral finance to help clients make informed decisions without unnecessary stress. He primarily works with clients on executive compensation, personal retirement planning, and tax minimization. Quinton serves individuals who often seek an additional perspective or validation on their financial choices and is committed to building lasting client relationships. Quinton holds a Personal Investment Advisor (PIA) designation. He earned his High School Diploma from Grace Christian Academy and attended Indiana Wesleyan University without obtaining a degree. Originally from the Midwest, he recently relocated to Jupiter, Florida with his wife and their Goldendoodle. He is involved in the Jupiter Inlet Lighthouse community and has personal interests including fishing, golfing, and surfing.

Michael Cowan is a financial advisor with Wells Fargo Advisors in Palm Beach Gardens, FL, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has worked at Wachovia Securities Financial Network since 2009. Outside of advisory work, Cowan serves as Treasurer of GGI Foundation Inc. and holds ownership positions in multiple investment-related business entities. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, risk management, and niche services such as business-owner transition and special-needs planning. The firm combines proprietary research and planning tools to develop tailored recommendations delivered through meetings and written summaries.

Patrick Tonno is a financial advisor with Merrill in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked at Merrill and Bank of America, N.A. since 2015 and 2016 respectively. Outside of his advisory role, he is the owner of a consulting business based in Jupiter, FL. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Taylor Kazimi is a Financial Consultant at Fidelity Investments, a position held since 2023. Prior to this role, Taylor served as an Investment Consultant at Fidelity Investments in 2022, and as a Financial Representative at the same firm from 2021 to 2022. Taylor's financial career began in 2017 as a Financial Professional at the University of San Diego, a role held until 2021. Taylor specializes in assisting individuals and families with long-term holistic financial planning and point-in-time investment guidance. By collaborating closely with clients, Taylor develops customized strategies tailored to each client's unique financial situation and goals. This approach reflects a commitment to nurturing strong client relationships and addressing complex financial needs and objectives.

Rodney Filasky is a financial advisor at LPL Financial with 39 years of industry experience. He holds the Series 63 designation and previously worked for INVEST Financial Corporation for 23 years before joining LPL Financial in 2018. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment services, including access to third-party asset management and institutional platforms.

Jackson Layton is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he held roles at Manteio Capital and SlateStone Wealth, and has also worked outside the financial sector. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, often delegating management to sub-advisers while maintaining oversight.

Herbert Beron is a financial advisor with Morgan Stanley in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses and having 39 years of industry experience. He has been with Morgan Stanley Private Bank since 2015 and associated with Morgan Stanley Smith Barney since 2009. Beron also serves as a trustee and co-trustee in trust-related activities in Florida. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and modeling techniques.

Douglas Twohill is a financial advisor at UBS Financial Services with 45 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2014. Outside of his advisory role, he owns a horse that he facilitates for his daughter’s equestrian competitions and is working on finishing a novel. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including portfolio management and financial planning. The firm combines institutional trading capabilities with wealth management services and offers proprietary research and integrated capital markets solutions.

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.