John Lacy is a Managing Director and Wealth Management Advisor at Merrill Lynch Wealth Management, where he is also the founder of The Lacy Wealth Management Group. With over 30 years of experience, John provides customized wealth planning and asset management strategies primarily focused on ultra-affluent individuals, multigenerational families, corporate entities, and endowments. His approach emphasizes foundational principles summarized in his philosophy, "It All Matters." John specializes in estate planning services, income strategies, and managing sudden wealth. He is a Merrill designated Sports & Entertainment Advisor and holds the Certified Private Wealth Advisor® (CPWA®) certification from the Investments & Wealth Institute, taught in collaboration with the University of Chicago Booth School of Business. John earned a degree in Economics from the University of Texas at Austin. In addition to his professional work, John has been extensively involved in community and philanthropic organizations. He has served as Chairman of the Palm Health Foundation and trustee for multiple regional hospitals. His community activities include support for the Boys & Girls Clubs of Palm Beach County and co-chairing "A Night for Nature," which benefits the Fish and Wildlife Foundation Florida.

Joanna Boynton is a financial advisor with Raymond James Financial in Wellington, FL, holding a Series 63 designation and 28 years of industry experience. She has been with Raymond James Financial Services, Inc. since 1997 and worked at Clever Girl Concepts, LLC from 2010 to 2019. Outside of her advisory work, she is the owner of Boynton Family Farms, LLC, which operates a cattle ranch and tree farm. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, charitable, and institutional clients. The firm offers non-discretionary planning and investment consulting tailored to client goals and supports institutional consulting and portfolio management through a large advisor network.

Josh Weissman is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial before joining J.P. Morgan. He graduated from Florida State University in 2025. 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. The firm’s advisory process combines quantitative screening and qualitative research to build model asset allocations and incorporates an ESG eligibility framework.

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 the Series 66 designation and has worked across multiple roles within JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2019. His background also includes positions at Sixt Rent A Car, GS Impex, and Paulista Energia. 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. The firm employs a centralized due diligence process and incorporates an ESG eligibility framework in its recommendations.

Patrick Tonno is a financial advisor with Merrill in Palm Beach Gardens, FL, holding Series 65 and Series 63 licenses and 11 years of industry experience. He has worked at Merrill and Bank of America since 2015 and 2016, respectively. Outside of his advisory role, he owns a consulting business based in Jupiter, FL. 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, and 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 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.