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.

Tania Marrero is a financial advisor at Morgan Stanley with three years of industry experience. She holds Series 63 and Series 65 licenses. Prior to joining Morgan Stanley in 2021, she worked at Fossil Co and has experience in the hospitality industry with Copacabana Cuban Cuisine and Duffy's Sports Grill. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning through its advisors and estate planning group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques to support its financial planning process.

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.

Lynn Kidd Jr. is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2016. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs, including financial planning and estate planning strategies. The firm uses structured discovery processes and proprietary tools to develop plans, managing approximately $2.74 trillion in client assets.

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.

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.

Huseyn Balayev is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior roles include positions at Morgan Stanley, Thrivent Financial, and Equitable Advisors. Outside of financial advising, he has been involved with Distribution Goudshop, LLC for three years. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services primarily 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 investors.

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.

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.

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.

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 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 CFP® with 25 years of industry experience, currently serving as an advisor at Robert Baird & Co. since 2016. Prior to joining Baird, he worked at Wells Fargo Advisors LLC for seven years. Outside of his advisory role, he is an owner of rental properties. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a range of clients including high-net-worth individuals, families, pensions, corporations, and charitable organizations. The group provides tailored financial planning and portfolio management services, utilizing both in-house and third-party managers across various investment strategies.

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 Series 66-licensed financial advisor with 17 years of industry experience. He currently works at LPL Financial and has held prior positions at Bank of America, Merrill, Wells Fargo Clearing, 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 an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, and institutions. The firm provides financial planning and advisory programs with both discretionary and non-discretionary management, supported by research and model portfolio options.

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.