Michael Comfort is a financial advisor at Stifel with 30 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2010. He holds Series 63 and Series 65 designations and is based in Palm Beach Gardens, Florida. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and state and municipal entities. The firm offers brokerage and investment advisory services, utilizing a proprietary methodology developed by its Investment Strategy Group for investment analysis and allocation guidance.

Christopher Stewart is a financial advisor with Ameriprise in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses and having 30 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Outside of his advisory role, Stewart is involved in independent insurance brokering and serves as an independent contractor managing operations and providing leadership and coaching for a financial team office. Ameriprise is a large institutional firm that offers retirement-income planning services primarily for individuals with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions, using a centralized retirement-income consulting team that employs research and modeling to deliver tailored, tax-efficient income recommendations.

Deniz Kaya is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He has been associated with Bank of America and its Merrill Lynch division since 2017, with some periods of unemployment between 2015 and 2022. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, and various institutional clients. The firm leverages its integration with Bank of America’s broader platform to provide access to a diverse set of products and services beyond typical managed account offerings.

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.

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 in West Palm Beach, FL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Raymond James since 2004 and operates his own accounting and tax preparation business as a CPA. Raymond James Financial Services Advisors, Inc. serves a wide range of clients including individual investors, high-net-worth individuals, pension plans, and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, utilizing comprehensive risk profiling and asset-allocation analysis to provide tailored recommendations.

Stacey Rasmussen is a financial advisor with Merrill, holding Series 65 and Series 63 credentials and having 11 years of industry experience. She has been with Merrill since 1999, accumulating 27 years of experience at the firm. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering various investment strategies that serve individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm integrates access to a broad range of products and services as part of Bank of America’s platform.

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 with Merrill in Palm Beach Gardens, FL, holding a Series 66 designation and bringing 11 years of industry experience. She has been with Bank of America and Merrill since 2015. Outside of her advisory role, she is the owner of two non-investment-related LLCs, including one that holds land for a restaurant business. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, and institutional investors.

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 with Raymond James & Associates, holding Series 63 and Series 65 licenses and 30 years of industry experience. Prior to joining Raymond James in 2022, Sousa worked at LPL Financial, Capital City Banc Investments, and INVEST Financial Corp. She is based in Lake Worth, FL. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets with over 5,400 financial advisors. The firm provides wealth advisory planning and investment consulting to a diverse client base, including high-net-worth individuals, pension plans, corporations, and municipal entities, delivering advice through a combination of non-discretionary planning and firm-sponsored wrap fee programs.

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. He previously worked at Morgan Stanley and Thrivent Financial, among other firms. Outside of advising, he has been involved with Distribution Goudshop, LLC. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.