Tyler Cassidy

Hunter Kelly, CFP® is the founder of Palm Valley Wealth Management.
Hunter has dedicated his career to helping clients achieve genuine financial planning that is advice-driven rather than product-driven. His approach is to take a holistic view of each client's unique story and provide strategic advice based on their goals and values. Hunter spent six years working with clients directly at a large traditional firm, earning his CERTIFIED FINANCIAL PLANNER™ designation along the way. Today, he resides in St. Augustine, Florida with his wife, Emily, and their two children, Lucas and Leah. In his free time, he enjoys grilling, spending time outdoors with his family, and socializing with friends.

Taylor El-Ani is the Vice President, Wealth Planner at Fidelity Investments, a role held since 2024. Taylor's professional journey at Fidelity began in 2013 as a Full Trader and progressed through various positions including Investment Solutions Representative, Retirement Solutions Representative, Client Management Representative, Relationship Manager, and Financial Consultant before assuming the current leadership role. Taylor holds insurance licenses in Arkansas and California. Their approach as a Wealth Planner focuses on partnering with clients and their families to understand their wishes and preferences to build personalized financial plans that address their priorities.

John Lynch is a Financial Advisor with Merrill Lynch Wealth Management. He works with individuals, families, and businesses to develop personalized financial strategies tailored to their unique goals. His client focus includes personal retirement planning, small business strategies, and advising clients in the sports and entertainment sectors. John brings a background in coaching to his advisory practice, emphasizing honest communication and responsiveness. He values the strong relationships he has built throughout his career and leverages a broad network of trusted colleagues to support his clients. His expertise includes planning for education funding, retirement needs, potential healthcare costs, and long-term family objectives. John holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Green Mountain College as well as a Master's Degree from Bloomsburg University. Outside of his professional life, he enjoys a variety of recreational activities such as badminton, billiards, golfing, horseback riding, pickleball, racquetball, skiing, soccer, volleyball, and spending time with his family.

Josiah Gates is a Benefits & Planning Consultant specializing in Executive Services at Fidelity Investments. In his role, he collaborates with employers to help employees understand their executive benefits packages and integrate these benefits into their overall financial plans. Josiah has been with Fidelity Investments since 2020, serving in various capacities including Customer Relationship Advocate, Managed Account Service Support, and currently as a Benefits and Planning Consultant since 2022. His experience spans client support and benefits planning, focusing on empowering clients to pursue their financial goals effectively. Outside of his professional responsibilities, Josiah has interests in baseball, football, outdoor adventures, parenthood, pets, and traveling.

Angel Camacho is a Planning Consultant at Fidelity Investments, a role he has held since 2024. He previously worked as a Workplace Planning Consultant from 2023 to 2024 and as a Workplace Planning Associate from 2022 to 2023 at the same company. His professional focus is on financial planning and education, aiming to address the individual needs of each client. Angel holds insurance licenses in Arkansas and California. Outside of his professional work, he has interests in baseball, golf, music, pets, and traveling.

Marcus Rowe is a Senior Resident Director at Merrill Lynch, specializing in personalized wealth management strategies tailored to clients' unique financial priorities and goals. With expertise spanning education planning, executive compensation, family wealth management, legacy planning, liquidity management, and serving clients in sports and entertainment, he works to deliver flexible and comprehensive financial solutions. Marcus holds professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Marcus earned a Bachelor of Arts degree in Economics with a concentration in Finance from Dartmouth College. He began his career in consumer banking in 2002, transitioned to asset management in 2004, and joined Merrill Lynch’s Wealth Management Group in 2007. His leadership and contributions to the field, especially in nonprofit education, have been recognized by Bank of America and his community peers. Outside of his professional role, Marcus is actively involved in community and nonprofit organizations focused on education and youth development, including Celebration Church, Early Learning Coalition of Duval, Episcopal School of Jacksonville, Malivai Washington Youth Foundation, and United Way Northeast Florida. He has also served on several boards such as City Year, the Episcopal School of Jacksonville Foundation, and Jacksonville Public Education Fund. Marcus is committed to coaching and mentoring young people to help them create positive impacts in their communities.