Jeffrey Eagle is a financial advisor at Ameriprise with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ameriprise since 2018, following roles at Mora Wealth Management and Mora WM Securities. Outside of his advisory work, he serves on the Board of Directors for Genesis Assistance Dogs, Inc. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Peter Nicoletti is a financial advisor with Stifel, holding Series 63 and Series 66 licenses and possessing 26 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2015. Outside of his advisory work, Nicoletti serves as Chairman of the Board of Opportunity Early Learning and Family Center, a pre-school for working families, and is involved with The Tuscawilla Club in Palm Beach, where he is a Board Member and will serve as President in 2026. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to inform asset allocation and financial planning.

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.

Ronald Wilson is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Raymond James since 2004 and operates an accounting business specializing in tax preparation. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and consulting to client goals.

Stacey Rasmussen is a financial advisor at Merrill with 11 years of industry experience. She holds Series 65 and Series 63 licenses and has been with Merrill since 1999. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies developed by internal and third-party teams, serving individuals, high-net-worth clients, pension and profit-sharing 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 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 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 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.