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.

Rodney Filasky is a financial advisor with LPL Financial and holds the Series 63 designation. He has 40 years of industry experience, including 23 years at INVEST Financial Corporation prior to joining LPL Financial in 2018. He is based in Palm Beach Gardens, FL. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive operational tools and oversight of over $819 billion in discretionary assets.

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.

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 licenses and bringing 26 years of industry experience. His prior roles include positions at UBS Financial Services and Wells Fargo Investments. He 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 broad range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies.

Mark Gleckner is a CFP® with 48 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. He previously worked at UBS Financial Services from 2002 to 2009. Wells Fargo Advisors is a national securities firm that offers investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Brian Beattie is a CFP® professional with 19 years of experience in the financial services industry. He has worked at Wells Fargo Clearing since 2016, following roles at Morgan Stanley and Citigroup Global Markets. He is based in Palm Beach, FL. 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, utilizing research and analytics to support its investment approach.

Raul Arguello is a financial advisor at J.P. Morgan Securities with a Series 66 designation and two years of industry experience. Prior to his current role, he spent 16 years at Bank of America. 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 advisory program.

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.

Balvenie Emma is a financial advisor with J.P. Morgan Securities holding a Series 66 designation and has one year of industry experience. Her prior work includes roles at JPMorgan Chase Bank, N.A., The Snuggliest Bunny, Hive Collections, and Learning Express Toys & Gifts. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates ESG criteria in its recommendations.

Michael Polignone is a Series 66-licensed advisor with J.P. Morgan Securities, based in Palm Beach Gardens, FL. He has one year of industry experience and previously worked at John Hancock, Morgan Stanley, and several other firms. Since mid-2024, he has also been employed by JPMorgan Chase Bank, enabling him to offer certain banking products alongside securities services. J.P. Morgan Securities provides institutional consulting to plan sponsors, corporations, and endowments through a non-discretionary program focused on asset allocation advice, manager searches, and customized performance reporting. The firm combines quantitative and qualitative research in its advisory process and incorporates ESG considerations in its model portfolios.

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 held roles at J.P. Morgan Securities since 2012 and at JPMorgan Chase Bank, N.A. since 2006. He holds Series 63 and Series 66 designations and is based in West Palm Beach, Florida. 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 and fund searches, and customized performance reporting through a non-discretionary program. The firm’s advisory process combines quantitative and qualitative research, incorporates ESG considerations, and leverages affiliates for implementation and portfolio services.

Lawrence Silver is a ChFC® with 38 years of experience in the financial services industry. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2018 and previously worked at Voya Financial Advisors, Inc. for three years. He is also the owner and president of Insurance Investments & More Inc., an independent insurance agency. Additionally, Silver serves as chairman of the board of the Lake Osborne Estates Civic Association. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individual, institutional, pension, and charitable organizations by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports discretionary and non-discretionary management across multiple platforms and offers proprietary model strategies alongside access to third-party advisers and sub-advisors.

Steven Trend is a financial advisor with LPL Enterprise possessing the ChFC® designation and Series 63 and 65 licenses. He has 39 years of industry experience, including long tenures at Prudential Insurance Company of America and Pruco Securities, LLC. He is based in Palm Beach Gardens, FL. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm uses model-driven investment implementation and offers access to third-party asset managers, financial planning, and affiliated non-securities services such as trustee services and insurance products.

Kolsen Bender is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America/Merrill Lynch. 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 and fund searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research supported by a manager solutions team and includes capabilities in derivatives and commodities.