Robert Linck is a financial advisor at Morgan Stanley with 38 years of industry experience. He has worked with Morgan Stanley and its affiliated entities since 2007. Linck holds Series 63 and Series 65 credentials. Outside of his advisory work, he is involved as a member of real estate investment LLCs in Palm Beach, Florida. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. Their planning approach includes structured discovery conversations and firm-approved tools, with a focus on advisory services rather than individual security recommendations.

Peter Lansing is a financial advisor at UBS Financial Services with seven years of industry experience. He holds the Series 66 designation and has worked at UBS since 2018, following two years at SandPointe. Based in West Palm Beach, FL, his career spans both advisory and brokerage roles. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a broad array of capital markets services and proprietary research to tailor strategies to clients’ goals and risk tolerances.

Kerianne Pouncey is a Planning Consultant at the Boca Raton Investor Center with Fidelity Investments since 2026. In this role, she partners with clients to develop comprehensive and sustainable financial plans, focusing on alignment and long-term confidence. She has been with Fidelity Investments since 2023, serving initially as a Financial Representative, then as a Relationship Manager from 2024 to 2025 before assuming her current position. Her experience encompasses client relationship management and financial planning. Outside of her professional work, Kerianne enjoys spending time at the beach, traveling, practicing yoga, and exploring food.

Blake Kortye is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior roles include positions at JPMorgan Chase Bank, N.A. and a brief period at Wake Forest University. J.P. Morgan Securities LLC 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 delivers these services alongside affiliated brokerage and investment management capabilities.

Deanna Fonger is a Series 66 licensed advisor with Wells Fargo Clearing in Palm Beach, FL, where she has worked since 2006. She has 3 years of industry experience. Outside of her advisory role, she is a part owner of Coastal Karma Brewing LLC, a local brewery in Lake Park, FL, where she supports event operations on weekends. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Sean Kiltau is a financial advisor with Wells Fargo Clearing in Palm Beach, FL, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior experience includes positions at Morgan Stanley and Citigroup Global Markets. Additionally, he serves as Vice President of the Catalina Lakes Homeowners Association, overseeing the landscaping committee and substituting for the president when needed. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm combines research from Wells Fargo Investment Institute and external sources to offer diversified investment options within a large-scale advisory and brokerage platform.

James Merritt is a financial advisor at Wells Fargo Clearing with 32 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Merrill, Morgan Stanley, and Morgan Stanley Private Bank. Outside of his advisory role, he coaches soccer at American Heritage School in Del Ray Beach, Florida. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Anne Schoch is a financial advisor with Morgan Stanley in Palm Beach, FL, holding Series 63 and Series 65 licenses with 15 years of industry experience. She has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and provides planning services primarily in an advisory capacity.

Joshua Dewitt is a financial advisor with Wells Fargo Clearing based in Palm Beach, FL, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. He previously worked at Fidelity Personal and Workplace Advisors and Fidelity Investments. Outside of his advisory role, he is involved in foster care through the Florida Department of Children and Families. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm employs research and analytics to guide investment decisions and offers a range of brokerage and advisory solutions.

Robert Watson is a Wealth Management Advisor at Merrill Lynch Wealth Management. In his role, he develops personalized financial strategies tailored to clients' goals, leveraging the investment insights of Merrill and the banking and lending solutions of Bank of America. He focuses on providing lending and credit solutions using a world-class platform. Robert's expertise encompasses Corporate Executive Services, Equity Compensation Services, Family Wealth Management Strategies, Legacy Planning, Liquidity Management, and Retirement Income. His professional designations include CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He earned a Bachelor of Science degree in the Social Sciences from Florida State University and a Master's degree from Strayer University. Robert serves on the Board of Directors for the Rialto Home Association and is a member of the Jupiter Medical Center Planned Giving Advisory Council. He resides in Jupiter, Florida, with his wife Olivia and their two children. Outside of work, he enjoys billiards, chess, golfing, tennis, traveling, and spending time with family and friends.

Heather Helphrey is a financial advisor with Wells Fargo Clearing in Palm Beach, FL, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has been with Wells Fargo Clearing since 2016. Outside of her advisory work, she holds power of attorney responsibilities for family members. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm uses research and analytics to guide investment decisions and offers a range of brokerage and advisory solutions.

Theodore Seton is a financial advisor at Merrill in West Palm Beach, FL, holding Series 63 and Series 65 licenses with 33 years of industry experience. He has been with Merrill since 1994. 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, pension plans, corporations, and charitable organizations.

Quintin Burkhamer is a financial advisor at J.P. Morgan Securities with Series 63 and 65 licenses and five years of industry experience. His prior work includes roles at The Vanguard Group, Triad Advisors, and JPMorgan Chase Bank. J.P. Morgan Securities 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 recommendations.

Thomas Cunningham is a financial advisor at Robert Baird & Co. based in West Palm Beach, FL, holding a Series 66 designation. He has been with Robert Baird & Co. since 2025, with prior experience at firms including 160over90 and Circufiber Inc. The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department, serves individual, corporate, pension, and charitable clients offering a range of financial planning, portfolio management, and brokerage services. The firm utilizes a mix of manager-traded and model-traded strategies, internal research tools including artificial intelligence, and provides municipal advisory services along with other institutional offerings.

William Owens is a financial advisor with Primerica Advisors in Delray Beach, FL, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked with Primerica Advisors since 1998 and has been affiliated with Primerica Financial Services since 1980. Owens is also involved in non-investment related referral activities through Primerica Mortgage, LLC and Primerica Client Services, Inc. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which features model-delivery strategies and select separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and employs a wrap-fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

Shanell Foster is a Series 66-credentialed financial advisor with over 10 years of experience, currently with Thrivent Investment Management and Thrivent Financial since 2015. She serves as President of the Shanell Foster Foundation Inc., a nonprofit focused on expanding educational access and career opportunities for underserved populations, and is a board member of Paths and Gateways, an organization supporting education in rural communities. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing holistic, goal-based financial planning without discretionary portfolio management.

Austin Warrin is a financial advisor with Morgan Stanley in West Palm Beach, FL, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been associated with Morgan Stanley Smith Barney LLC since 2009 and also works with Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides financial planning services that emphasize structured discovery and scenario modeling without offering individual security recommendations as part of standalone plans.

Maximilian Westerman is a Series 66 licensed financial advisor with eight years of industry experience. He has worked at firms including Raymond James Financial Services and Evernia before joining LPL Financial in 2025. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services including financial planning, model portfolio programs, and institutional platforms, supported by a large network of advisors and technology tools for operational and research support.

Christopher Jewell is a financial advisor with Wells Fargo Clearing in Palm Beach, FL, holding Series 63 and Series 65 designations and 42 years of industry experience. He previously worked at Credit Suisse Securities (USA) LLC for 13 years and Pershing LLC for 3 years before joining Wells Fargo in 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and external sources.

Joseph Marciano is a financial advisor with Cambridge Investment Research Advisors in Wellington, FL, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked at Cambridge since 2009 and previously held positions at Cincinnati Analysts, Inc. and Mony Securities Corporation. Outside of his advisory work, he serves as a youth advisor at the Jacksonville Jewish Center and is involved in horse ownership through Marciano Stables LLC. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals, utilizing proprietary and third-party model strategies with flexible implementation across multiple platforms.