Elaine Daniels

Jon Veneziano is a Senior Financial Advisor with Merrill Lynch Wealth Management, serving clients in Central Florida since 2003. He holds the designation of Personal Investment Advisor (PIA) and has over 25 years of experience in the financial services industry. In his role, Jon combines traditional financial advice with custom investment strategy development, managing portfolios through a broad selection of Merrill model portfolios and third-party strategies. As a specially qualified Senior Portfolio Advisor, he is able to provide discretionary management of client investment strategies within the Firm’s Investment Advisory Program. His expertise encompasses family wealth management, employee financial health, legacy planning, liquidity management, personal retirement planning, portfolio management services, small business strategies, special needs planning, and sports and entertainment finance. Jon’s approach to wealth management is consultative and objective, focusing on personalized strategies aligned with clients’ long-term goals. Jon holds a Bachelor’s Degree from the University of Hartford. Outside of his professional responsibilities, he participates in community volunteering and dedicates time to personal interests including fishing, golfing, and spending time with his family.

Kyle McLaughlin is a Financial Consultant currently working at Fidelity Investments. In this role, he focuses on educating clients about various financial topics and providing tools and resources to help them make informed decisions. Kyle collaborates with clients to understand their short- and long-term goals and co-creates financial plans that implement various investment strategies. Kyle has been with Fidelity Investments since 2021, progressing through roles including Workplace Planning Consultant and Investment Consultant before becoming a Financial Consultant in 2025. Prior to joining Fidelity, he gained experience as an Account Manager at American Portfolios from 2019 to 2021 and at MassMutual from 2017 to 2019. Outside of his professional work, Kyle's personal interests include beach activities, boating, fishing, fitness, football, and golf.

Kenneth Vargas is a Financial Consultant at Fidelity Investments, a position he has held since 2023. He has extensive experience in the financial services industry, having worked in various roles at Fidelity Investments since 2015, including Portfolio Specialist, Director Retirement Planner, Retirement Planner, and Investment Solutions Representative. Prior to joining Fidelity Investments, he worked as a Financial Representative at The Leaders Group from 2013 to 2015. Throughout his career, Kenneth has developed advanced knowledge of financial markets and focuses on understanding the unique vision of each client. He emphasizes building strong relationships through trust and outstanding customer service. Outside of his professional work, Kenneth has personal interests in baseball, fitness, motorcycles, parenthood, and writing.

Daniel Hughes is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on managing clients' wealth by developing personalized strategies based on a comprehensive understanding of their financial situations and goals. He leverages investment insights from Merrill and banking services from Bank of America to support his clients' financial objectives. Daniel holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He completed his high school education at Wildwood High. His approach centers on helping clients identify what matters most to them and their families to create tailored strategies aimed at pursuing their financial goals.