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 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 two years of industry experience. He holds a Series 66 designation and previously worked at Bank of America for 16 years. Raul is based in Palm Beach, FL. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm uses quantitative asset-allocation modeling and centralized due diligence, applying an ESG eligibility framework in its recommendations.

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 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.

Jeffrey Mariner is a financial advisor at Morgan Stanley in West Palm Beach, FL, holding a Series 66 designation with 10 years of industry experience. His prior experience includes roles at RBC Capital Markets, City National Bank, and LPL Financial. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by a structured discovery process and firm-approved planning tools.

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 been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2006. He holds Series 63 and Series 66 designations. J.P. Morgan Securities LLC 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 strategies.

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.

Kolsen Bender is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds the Series 66 designation and previously worked at Bank of America/Merrill Lynch for five years. 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 applying an ESG eligibility framework in its recommendations.

Tsun Yen Luo is a financial advisor at Morgan Stanley with 19 years of industry experience. He previously worked at J.P. Morgan Chase Bank and J.P. Morgan Securities Inc. for ten years before joining Morgan Stanley in 2020. Luo holds the Series 66 designation. Morgan Stanley Wealth Management serves individual and institutional clients by providing tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools without providing individual security recommendations as part of its standalone services.

Douglas Braff is a financial advisor with UBS Financial Services in West Palm Beach, FL, holding Series 63 and Series 65 licenses and 43 years of industry experience. He has worked at UBS Financial Services since 2013. Braff serves as a board member at Eaglebrook School in Deerfield, MA. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor investment plans. The firm integrates institutional trading capabilities with wealth management services and offers a broad range of financial products and capital markets activities.

Michelle Ritter is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds a Series 66 designation and previously worked at Citigroup for seven years before joining J.P. Morgan in 2021. 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. The firm combines institutional advisory with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

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.