A headshot of associate Jackie Blue. She has shoulder length blonde hair and is wearing a denim blazer.

Jacquelyn Blue

Jacquelyn Blue is responsible for management oversight and leadership of advisors and client service associates in the Delaware and Florida markets, the portfolio solutions team, and retirement planning services.  She joined the company in 2023.

A headshot of associate Kyla Taylor. She has long black hair pulled back with a black headband, and she is wearing a black collared shirt.

Kyla Taylor

Kyla Taylor supports members of Wealth Planning, Investment Research, and the Advisory Team to ensure the client experience is thoughtful and met with attention to detail. She joined the company in 2023.