Robert Fessler is a Vice President and Financial Consultant at Fidelity Investments. In his role, he assists individuals and families in developing and implementing financial plans that align with their unique goals. His approach integrates investment, income, and legacy planning considerations to create comprehensive strategies. Since 2013, Robert has worked with clients to monitor and update their financial plans through regular communication and collaboration with his team. He is committed to providing ongoing support to ensure plans remain aligned with clients' evolving needs. Outside of his professional work, Robert has interests in food, golf, horseback riding, pets, and traveling.

Elizabeth Kaufmann is a financial advisor at Morgan Stanley with 33 years of industry experience. She holds Series 63 and Series 66 designations and has been with Morgan Stanley Smith Barney LLC since 2016. Based in Palm Beach Gardens, FL, she provides advisory services through a leading global financial institution. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services that include the use of proprietary tools and methodologies to model investment outcomes.

Stacey Rasmussen is a financial advisor with Merrill in Palm Beach Gardens, FL, holding Series 63 and Series 65 designations and bringing 11 years of industry experience. She has been with Merrill since 1999. 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 a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Mary Ann Roberts is a financial advisor at Morgan Stanley with Series 63 and Series 65 licenses and seven years of industry experience. She has worked at various Morgan Stanley entities, including Morgan Stanley Canada Ltd and Morgan Stanley Private Bank, N.A. Her current location is Palm Beach Gardens, Florida. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through direct client relationships and Corporate Financial Planning agreements.

Destiney Constantatos is a financial advisor at Merrill with 11 years of industry experience. She holds a Series 66 designation and has worked at Bank of America and Merrill since 2015. Outside of her advisory role, she owns two entities related to a restaurant and its associated land in Lake Park, Florida. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts.

Tyler Keen is a financial advisor with Ameriprise in Boynton Beach, FL, holding a Series 66 designation and five years of industry experience. His prior roles include positions at JPMorgan Chase & Co., Merrill, and Bank of America. He is also involved in independent insurance brokering, focusing on fixed annuities. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Tania Marrero is a financial advisor with Morgan Stanley in Palm Beach Gardens, FL, holding Series 63 and Series 65 designations and four years of industry experience. Her work history includes roles at Morgan Stanley since 2018, as well as positions outside finance at Fossil Co, Copacabana Cuban Cuisine, and Duffy's Sports Grill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning that utilizes firm-approved tools and modeling techniques.

Lynn Kidd Jr. is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Morgan Stanley and its Private Bank division since 2016. Prior to that, he was employed at Citigroup Global Markets and Citicorp Investment Services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by advanced modeling tools.

Dimitri Chimerakis is a financial advisor with Morgan Stanley in Palm Beach Gardens, FL, holding a Series 66 designation and 10 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he serves on the advisory board of Cognizant Classic in the Palm Beaches, a community recreation organization. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s approach includes structured discovery conversations and planning tools, supported by research from its Global Investment Committee, while offering broad retail and institutional investment services.

Huseyn Balayev is a financial advisor with Merrill, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Bank of America, Morgan Stanley, Thrivent Financial, and Equitable Advisors. Outside of advising, he has been involved with Distribution Goudshop, LLC. Merrill, together 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 individual, high-net-worth, and institutional clients.

Tyler Hogue is a financial advisor at Stifel with a Series 66 designation and one year of industry experience. Prior to joining Stifel, he held positions at Advantage Capital, Veterans United Home Loans, MidwayUSA, and worked at the University of Missouri, Columbia. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Mark Donohue is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley. He is also employed by JPMorgan Bank, where he offers various banking products and services. J.P. Morgan Securities 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 operations with brokerage and investment management capabilities, offering non-discretionary programs supported by in-house manager solutions and centralized due diligence.

David Milowe is a financial advisor with RBC Capital Markets in Palm Beach Gardens, FL, holding Series 63, 65, and 66 licenses with 34 years of industry experience. He has been with RBC Capital Markets since 2009 and also works at City National Bank. Milowe serves on the board of directors for Jewish Family Service, a social service agency. RBC Wealth Management, part of RBC Capital Markets, offers a range of advisory programs and serves individual investors, institutions, and charitable organizations. The firm employs a tailored investment approach using both in-house and third-party managers, providing comprehensive portfolio management, financial planning, and brokerage services.

John Gordon is a financial advisor at LPL Financial with 18 years of industry experience. He holds a Series 66 designation and has previously worked at Merrill, Bank of America, and Wells Fargo Advisors. Outside of his advisory role, he is involved with Dressage Advisors of Palm Beach, a non-investment-related activity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and third-party asset management, supported by a large network of investment adviser representatives.

Corey Brown is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 11 years of industry experience. He has worked at Merrill Lynch Pierce Fenner & Smith, Bank of America, and JPMorgan Chase Bank, where he has been employed since 2020. Brown previously served with the Cancer Alliance of Help and Hope, Inc. from 2017 to 2022. 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 large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Paul Zbytniewski is a financial advisor at Morgan Stanley with 31 years of industry experience. He has held positions at Scottrade, Inc., TD Ameritrade Investment Management, LLC, and TD Ameritrade, Inc. before joining Morgan Stanley in 2020. He holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and 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 incorporating firm-approved tools and modeling techniques.

Chanan Bergman is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and over 30 years of industry experience. He previously worked at Bank of America and Merrill Lynch, Pierce, Fenner & Smith. Bergman is involved with the Jewish Federation of Cleveland as a community leader volunteer on a committee overseeing the organization’s retirement funds. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor client solutions.

Mario Ceasor is a Series 66-licensed advisor at Merrill with six years at the firm and one year with Bank of America, N.A. He has prior experience in education at Cypress Charter School and Charles Rutenberg Realty. Merrill, together 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 accounts.

Benjamin Silberman is a financial advisor with Ameriprise in Port St Lucie, FL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2012. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement who meet specific eligibility criteria, providing tailored Recommendation Reports on income sources, Social Security options, and tax-smart withdrawal strategies. The firm delivers a range of advisory, brokerage, and insurance solutions through affiliated entities, combining research, modeling, and algorithmic tools to support retirement income planning.

Victoria Dorsey is a Planning Consultant at Fidelity Investments, where she collaborates with financial consultants to help clients develop comprehensive financial plans aimed at achieving their investment goals. She focuses on building long-lasting relationships with clients to support their financial success. Victoria joined Fidelity Investments in 2020 and has held several roles within the company, including Financial Representative and Relationship Manager, before becoming a Planning Consultant in 2022. Prior to joining Fidelity, she worked as a Client Service Representative at Bank of America from 2019 to 2020.