Lee Hediger is a financial advisor at Provenance Wealth Advisors with over 30 years of industry experience. He holds Series 63 and Series 65 licenses and is a co-founder of Provenance Wealth Advisors. Hediger is also the founder of The Veterans Trust, a nonprofit organization established to assist veterans. Provenance Wealth Advisors provides investment advisory and planning services to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, and charitable organizations. The firm manages over $4 billion in assets, offering tailored portfolio management, financial and retirement planning, and operates with both discretionary and non-discretionary mandates across multiple custodial platforms.

Augusto De Luna is a financial advisor at Provenance Wealth Advisors with 13 years of industry experience. He holds a Series 66 designation and has worked with firms including JP Morgan Securities and Raymond James Financial Services. He is also involved with Flat Six LLC, a support company related to his advisory work. Provenance Wealth Advisors, LLC provides investment advisory and planning services to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $4.44 billion in assets and offers tailored portfolio management and financial planning using a variety of investment strategies and a multi-custodial platform.

Eric Zeitlin is a financial advisor with Provenance Wealth Advisors, holding a Series 63 designation and over 33 years of industry experience. He has worked with PWA Securities, LLC and Raymond James Financial Services, and serves as a managing partner in ZYH LLC, which owns a 50% interest in Provenance Wealth Advisors. Outside of his advisory role, Zeitlin is a committee member of the Miami Foundation's investment advisory committee and serves on the board of The Cove Yacht Basin in Boca Raton. Provenance Wealth Advisors provides investment advisory and planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm manages approximately $4.44 billion in assets and offers tailored portfolio management, financial planning, and retirement planning using a range of investment strategies and a multi-custodial platform.

Joseph Karl is a financial advisor with Provenance Wealth Advisors in Fort Lauderdale, FL, holding a Series 66 designation and 18 years of industry experience. He has worked with Raymond James Financial Services Advisors and Provenance Wealth Advisors since 2012. Karl serves on the boards of the Leadership Broward Foundation and the Fort Lauderdale Chamber of Commerce. Provenance Wealth Advisors provides investment advisory and planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm manages approximately $4.44 billion in assets and offers tailored portfolio management, financial planning, and retirement planning using a multi-custodial platform and both discretionary and non-discretionary mandates.

Todd Moll is a CFP® with 35 years of industry experience, currently serving as an advisor at Provenance Wealth Advisors in Fort Lauderdale, FL. He has been with Provenance Wealth Advisors since 2000 and also owns Todd A. Moll CFA PA, a support company. Moll is involved in business ownership through ZYH Holdings LLC and has experience as a non-variable life insurance agent. Provenance Wealth Advisors provides investment advisory and planning services to individuals, pension plans, trusts, charitable organizations, and other business entities. The firm manages approximately $4.44 billion in assets and offers tailored portfolio management, financial planning, and retirement planning using a variety of strategies and custodial platforms.

Sean Deviney is a financial advisor at Provenance Wealth Advisors with 23 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at Provenance Wealth Advisors since 2005, including prior roles at Raymond James Financial Services and PWA Securities. Deviney serves as Treasurer and Board Member of Memorial Joe DiMaggio Children's Hospital. Provenance Wealth Advisors provides investment advisory and planning services to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, and charitable organizations. The firm manages approximately $4.44 billion in assets and offers tailored portfolio management, financial planning, and consulting using a range of investment strategies across multiple custodians.

Brendan Hayes is a financial advisor at Provenance Wealth Advisors with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Provenance Wealth Advisors and affiliated entities since 1997. Hayes also serves as an insurance agent, selling non-variable insurance through Provenance Wealth Advisors. Provenance Wealth Advisors provides investment advisory and planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm manages approximately $4.44 billion in assets and offers tailored portfolio management and financial planning using a range of investment vehicles and strategies across multiple custodians.

Scott Montgomery is a ChFC® credentialed financial advisor with 38 years of industry experience. He has been with Provenance Wealth Advisors since 2013 and has prior experience at Raymond James Financial Services. Outside of advising, he is the CEO of SRM Wealth Advisors, Inc., a business used for tax purposes and fee processing. Provenance Wealth Advisors provides investment advisory and planning services to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $4.44 billion in assets and offers tailored portfolio management, financial planning, and retirement planning with both discretionary and non-discretionary mandates.

Kevin Hurley is a financial advisor at Provenance Wealth Advisors with two years of industry experience. He holds a Series 65 designation and has previously worked at Slavic Mutual Funds Management Corp. and Xynergy Capital Group. Outside of his advisory role, Hurley consults on 401(k) plan administration and education through Slavic Integrated Administration. Provenance Wealth Advisors provides investment advisory and planning services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm manages approximately $4.44 billion in assets, offering tailored portfolio management and financial planning with both discretionary and non-discretionary mandates.

Thomas Scanlan is a financial advisor at Provenance Wealth Advisors with 25 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Raymond James Financial Services and PWA Securities. Scanlan also operates as an insurance agent selling fixed insurance products. Provenance Wealth Advisors serves individuals, pension plans, trusts, and charitable organizations, managing over $4 billion in assets across discretionary and non-discretionary mandates. The firm offers tailored portfolio management and financial planning, utilizing a range of investment strategies and operating on a multi-custodial platform.

Ryan Whiteman is a financial advisor at Provenance Wealth Advisors with 15 years of industry experience. He holds a Series 66 designation and has previously worked at JPMorgan Securities LLC and Raymond James Financial Services. Outside of advisory work, he is associated with Tupeloaks Farm LLC, which was created for tax reporting purposes related to his firm’s activities. Provenance Wealth Advisors provides investment advisory and planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm manages approximately $4.44 billion in assets and offers tailored portfolio management, financial planning, and retirement planning using a multi-custodial platform and a variety of investment strategies.

William Dahm III is a CFP® with five years of industry experience, currently affiliated with Provenance Wealth Advisors. His prior roles include positions at RBC Capital Markets, Citizens Securities, Inc., and eMoney Advisor LLC. Provenance Wealth Advisors provides investment advisory and planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm manages approximately $4.44 billion in assets and offers tailored portfolio management, financial and retirement planning, utilizing a multi-custodial platform with discretionary and non-discretionary mandates.

Donna Santangelo is a financial advisor with Provenance Wealth Advisors, holding a Series 66 designation and over 41 years of industry experience. She has worked with Raymond James Financial Services Advisors Inc. and PWA Securities, LLC, and has been associated with Provenance Wealth Advisors since 2017. Provenance Wealth Advisors provides investment advisory and planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities, managing approximately $4.44 billion in assets as of December 31, 2025. The firm offers tailored portfolio management and financial planning using a multi-custodial platform and a range of investment strategies including discretionary and non-discretionary mandates.

Shane Phillips is a financial advisor with Provenance Wealth Advisors, holding Series 63 and Series 65 credentials and bringing 14 years of industry experience. He has worked with Provenance Wealth Advisors since 2015 and is also associated with PWA Securities, LLC. Provenance Wealth Advisors provides investment advisory and planning services to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and other entities. The firm manages approximately $4.44 billion in assets and offers tailored portfolio management, financial and retirement planning, employing a range of investment strategies across multiple custodial platforms.

Martha Swain is a CFP® with 25 years of industry experience, currently serving as an advisor at Provenance Wealth Advisors. She has worked at Raymond James Financial Services Advisors INC. and PWA Securities, LLC, and has been with Provenance Wealth Advisors since 2010. Swain also sells long-term care, fixed annuities, and disability insurance through various agencies. Provenance Wealth Advisors, LLC provides investment advisory and planning services to individuals, including high-net-worth clients, as well as pension plans, trusts, and charitable organizations. The firm manages approximately $4.44 billion in assets and offers tailored portfolio management and comprehensive financial planning using a variety of investment strategies across multiple custodial platforms.

William McKenna is a financial advisor with Provenance Wealth Advisors holding the ChFC® designation and Series 63 license. He has 44 years of industry experience, including roles at Raymond James Financial Services and multiple family trust and estate positions. He is also involved in coaching and consulting within the financial services industry. Provenance Wealth Advisors provides investment advisory and planning services to individuals, pension plans, trusts, estates, and charitable organizations. The firm manages approximately $4.44 billion in assets and offers tailored portfolio management and financial planning using a variety of investment strategies and custodial platforms.

Evan Dunayer is a financial advisor at Provenance Wealth Advisors with four years of industry experience. He holds the Series 66 designation and has previously worked at Raymond James Financial Services and RSM US LLP. Provenance Wealth Advisors, LLC provides investment advisory and planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm manages approximately $4.44 billion in assets and offers tailored portfolio management and financial planning with both discretionary and non-discretionary mandates across multiple custodial platforms.

Kathleen Marteney is a financial advisor at Provenance Wealth Advisors with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at the firm since 2014, including prior roles with Raymond James Financial Services Advisors. In addition to advisory services, she receives referral fees for business referred to a CPA firm. Provenance Wealth Advisors provides investment advisory and planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $4.44 billion in assets and offers tailored portfolio management, financial and retirement planning, and portfolio consulting with both discretionary and non-discretionary mandates.