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.

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 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.

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 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.

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 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.

Charles Cunningham is a financial advisor with MassMutual Investors Services in West Palm Beach, FL, holding Series 63 and Series 65 licenses with 24 years of industry experience. He has been with MML Investors Services and MassMutual Life Insurance Company since 2013 and previously was affiliated with Lenox Advisors, Inc. Outside of his advisory work, he owns a polo team through Nomad Polo, LLC. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, utilizing firm-approved software and collaborative planning processes without discretionary authority over client investments.

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.

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.

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.