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.

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.

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.

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.

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.

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.

Christopher Zagurski is a financial advisor with Wells Fargo Advisors who holds Series 63 and Series 66 licenses and has 24 years of industry experience. He has been with Wells Fargo Clearing since 2016 and joined Wells Fargo Advisors Financial Network in 2026. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and investment options, utilizing proprietary research and planning tools to develop tailored recommendations.

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.