John Lacy is a Managing Director and Wealth Management Advisor at Merrill Lynch Wealth Management and the founder of The Lacy Wealth Management Group. He has over 30 years of experience working with ultra-affluent individuals, multigenerational families, corporate entities, and endowments. John specializes in estate planning services, income strategies, and sudden wealth management, and he is also designated as a Sports & Entertainment Advisor by Merrill. He holds a bachelor's degree in Economics from the University of Texas at Austin and has earned the Certified Private Wealth Advisor® (CPWA®) certification, administered by the Investments & Wealth Institute in collaboration with the University of Chicago Booth School of Business. John is involved in several philanthropic and community organizations, including serving as co-chair for "A Night for Nature" benefitting the Fish and Wildlife Foundation Florida. His previous roles include Chairman of the Palm Health Foundation and trustee positions for regional hospitals, as well as support for the Boys and Girls Clubs of Palm Beach County.

Joanna Boynton is a financial advisor with Raymond James Financial in Wellington, FL, holding a Series 63 designation and 27 years of industry experience. She has worked with Raymond James Financial Services, Inc. since 1997 and was previously associated with Clever Girl Concepts, LLC. Outside of her advisory role, she owns and operates Boynton Family Farms, a cattle ranch and tree farm. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, leveraging asset-allocation analysis and firm research, with a significant portion of its advisory business conducted on a non-discretionary basis.

Josh Weissman is a financial advisor with J.P. Morgan Securities in Palm Beach, FL. He holds a Series 66 designation and has been in the industry since 2024, with prior experience at Ameriprise Financial and JPMorgan Chase Bank. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage and investment management capabilities.

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.

Igor Gissoni is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has been with JPMorgan Chase Bank and J.P. Morgan Securities since 2019. Prior to joining J.P. Morgan, he worked in roles at Sixt Rent A Car, GS Impex, and Paulista Energia. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to inform its recommendations.

Patrick Tonno is a financial advisor at Merrill with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Merrill since 2015 and Bank of America since 2016. Outside of his advisory role, he owns a consulting business based in Jupiter, Florida. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, and other institutional investors.

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 who holds a Series 63 designation and has 39 years of industry experience. He previously worked at INVEST Financial Corporation for 23 years before joining LPL Financial in 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting while providing both discretionary and non-discretionary management supported by research and model portfolios.

Valerie Molinaro is a financial advisor with Merrill, holding a Series 66 designation and 19 years of industry experience. She has been with Merrill since 2007 in Palm Beach, FL. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm integrates investment management with the broader Bank of America platform, providing access to a wide set of financial products and services.

Jackson Layton is a financial advisor with Fidelity in Palm Beach Gardens, FL. He holds a Series 66 designation and has recently begun his career in the industry. Layton’s prior work experience includes roles at Manteio Capital and SlateStone Wealth, as well as employment outside the financial sector. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research and quantitative analysis to construct model portfolios. The firm is noted for its use of algorithmic methods, formal advisory roles to registered investment companies, and roles in constructing portfolios for Fidelity Institutional Wealth Adviser.

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 at Edward Jones with six years of industry experience and holds a Series 66 designation. His prior work experience includes roles at Steven Afterburn, Palm Beach State College, and Publix Super Markets. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Ryan Dietz is a financial advisor with Morgan Stanley in Palm Beach, FL, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. He previously worked at UBS Financial Services for nine years before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Dietz 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 variety of advisory programs including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and its Estate Planning Strategies Group.

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.

Brian Beattie is a CFP®-certified financial advisor with 19 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors from 2010 to 2016. He is based in Palm Beach, FL. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics from Wells Fargo Investment Institute alongside third-party data, and offers both brokerage and advisory solutions.

Raul Arguello 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 Bank of America for 16 years before joining JPMorgan Chase Bank, N.A. and J.P. Morgan Securities. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with brokerage, distribution, and investment management capabilities.