Jason Otis is a financial advisor with Morgan Stanley in West Palm Beach, FL. He holds a Series 66 designation and has three years of industry experience. Prior to joining Morgan Stanley, he worked at Bowdoin College and Saint Andrews School. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery conversations and proprietary tools, and it offers a broad range of investment services across retail and institutional markets.

Leslie Sousa is a financial advisor at Raymond James & Associates with 30 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at LPL Financial, Capital City Banc Investments, and INVEST Financial Corp. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional investors, and municipal entities, offering tailored financial planning and consulting services through a variety of investment strategies and affiliated research resources.

Jorge Vasquez is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Morgan Stanley since 2015. Outside of his advisory role, he is involved as a sole proprietor in a real estate business in Boynton Beach, Florida. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm uses structured discovery processes and firm-approved tools to develop financial plans but generally acts in an advisory capacity without providing specific security recommendations within standalone planning services.

Nathaniel Frasier is a financial advisor at Morgan Stanley with five years of industry experience. He holds the Series 66 designation and has previously worked at Merrill, Thompson Creek Wealth Advisors, and Barcadia Baton Rouge. Frasier is involved with the Palm Beach United Way, serving on a committee focused on local business engagement and fundraising. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutions, including comprehensive financial planning supported by firm-approved tools and resources.

Charles Cunningham is a financial advisor with Mass Mutual Investors Services in West Palm Beach, FL, holding Series 63 and Series 65 credentials and 24 years of industry experience. Since 2013, he has been affiliated with MML Investors Services, Lenox Advisors, Inc., and Mass Mutual Life Insurance Company. Outside of his advisory work, he owns a polo team through Nomad Polo, LLC. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals—including high-net-worth clients—business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars.

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.

Jake Lewis is a Series 66-registered financial advisor with J.P. Morgan Securities in Palm Beach, FL. He has one year of industry experience and previously worked at Northern Trust and PricewaterhouseCoopers. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment process.

Thomas Murphy is a financial advisor at Merrill with 27 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His prior experience includes roles at Bank of America, T. Rowe Price, Manning & Napier Advisors, and several other financial firms. 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 various organizations.

Todd Roberts is a financial advisor with Ameriprise, holding a Series 66 designation and four years of industry experience. He previously worked at Raymond James Financial and Raymond James Financial Services, Inc. from 2021 to 2023 and spent eight years at Tempursealy from 2012 to 2020. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet specific asset thresholds, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers recommendations through a centralized consulting team.

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.

Martha Innes is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 designations and bringing 35 years of industry experience. She has worked with Raymond James in various capacities since 2002 and serves on the Seacrest Towers Condominium Association board. Outside of her advisory role, she is associated with Connor Financial Group in a branch support capacity and as an independent contractor advising clients. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse range of clients, including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored, non-discretionary planning using analytical tools and supports clients through advisory programs and strategic consulting with a notable emphasis on municipal finance and retirement plan advisory services.

Margaret Vrane is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds a Series 63 designation and has 36 years of industry experience. She has been with Raymond James Financial Services Advisors, Inc. since 2009 and also serves as an independent contractor financial advisor at Connor Financial Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers non-discretionary planning and consulting tailored to client goals, utilizing advanced modeling tools and supports municipal and public finance work through unique municipal advisor affiliations.

John Olson is a Managing Director and Private Wealth Manager, currently serving as the founder of The Olson Group with offices in New York City and West Palm Beach, Florida. Prior to joining Merrill in 1980, he spent three years working in the audit and tax departments at Price Waterhouse. His role involves dividing his time between these two fully staffed offices to support his team's mission of providing personalized, in-person service to clients across multiple generations of their families. He works alongside his daughter and son-in-law to maintain continuity and build lasting relationships with clients. With over four decades of experience in the financial services industry, John possesses extensive knowledge to navigate diverse market conditions and economic environments. He remains attentive to changes in investment markets, regulations, and macroeconomic policy to provide timely advice and guidance. As the lead strategist on his team, he focuses on delivering tailored portfolio management strategies aligned with clients' unique objectives, time horizons, risk tolerances, cash flow needs, and tax situations. He advocates for long-term planning based on disciplined investment approaches grounded in research and analysis. John earned a Bachelor's degree in accounting from Ithaca College in New York. Outside of his professional responsibilities, he volunteers with organizations such as the Telluride Foundation.

Christian Clinton is a financial advisor with Robert W. Baird & Co. Incorporated, holding the CFP® designation and Series 63 license, and has 26 years of industry experience. His prior firms include Wells Fargo Clearing and A. G. Edwards & Sons, Inc. He is based in West Palm Beach, FL. Robert W. Baird & Co. is a large institutional firm serving individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing manager-traded and model-traded strategies, tax-management, and direct-indexing, supported by internal research and technology including artificial intelligence.

Derek Thornhill is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His previous roles include positions at UBS Securities LLC and RBC Capital Markets Corp. Outside of his advisory work, he has been involved with Thornhill Vineyard Properties, LLC for over two decades. 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering its program on a non-discretionary basis.

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.

Eric Mertz is a financial advisor with Charles Schwab in West Palm Beach, FL, holding a Series 66 license and two years of industry experience. His work history includes roles at Charles Schwab Bank, LPL Financial, and Bud Buddies, LLC. Outside of advising, he is a partner in Excelsior Advertising, a local business providing advertising services to small companies in the West Palm Beach area. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a distinctive operational structure that integrates brokerage, custody, and advisory services.

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.