Anthony Guadagnino is a CFP® professional with 17 years of industry experience, currently affiliated with Morgan Stanley. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2019 and held prior roles at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services. Based in Palm Beach Gardens, FL, he holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. Their planning process uses firm-approved tools and modeling techniques, delivering a range of investment programs alongside institutional and retail offerings.

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.

John Lipari is a financial advisor with Raymond James Financial Services Advisors, Inc. in North Palm Beach, Florida. He holds Series 63 and Series 65 licenses and has 42 years of industry experience. In addition to his advisory role, he is involved with Lipari & Associates Investment Management and Pecuniam Capital LLC as an owner. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diversified clientele, including individual and high-net-worth clients, pension plans, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and analytical tools to support client goals and is notable for its municipal advisor affiliation and specialized advisory programs.

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.

Russell Bissett is a financial advisor at LPL Financial with 16 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at LPL Financial since 2021, following five years at UBS Financial Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, utilizing model portfolios and research from internal and third-party sources.

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.

Vincent Illuzzi is a financial advisor at Charles Schwab with two years of industry experience. He holds the Series 66 designation and has prior experience at JPMorgan Chase Bank and J.P. Morgan Securities. Charles Schwab serves a large client base of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by due diligence from the Schwab Center for Financial Research.

Sharon Gleckner is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven, incorporates modern portfolio theory, and includes a broader range of financial products than typical large institutional advisers.

Eric Olson is a CFP® with 10 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities. His prior roles include positions at Fidelity Brokerage Services LLC, Northwestern Mutual Investment Services LLC, and Amundi Pioneer Asset Management. Olson is based in Palm Beach Gardens, FL. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Sean Kiltau is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and over 31 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Outside of his advisory work, he serves as Vice President of the Catalina Lakes Homeowners Association, where he runs the landscaping committee and meetings in the president’s absence. 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Steven Goethel is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he assists high net worth individuals, their families, and their businesses in developing wealth management solutions tailored to their unique financial profiles. His approach emphasizes personalized service, taking time to understand each client's investment preferences, risk tolerance, liquidity needs, and long-term objectives. Steven offers recommendations for asset allocation, diversification, and rebalancing, and continuously reviews clients' financial situations to address opportunities in investment, retirement, insurance, and estate planning. He partners with Merrill Private Wealth Management to accommodate strategies exceeding $5 million and manages personalized or defined strategies on a discretionary basis. Steven holds a Bachelor of Business Administration from the AACSB-accredited Coggin College of Business at The University of North Florida, graduating Cum Laude. He possesses multiple FINRA registrations including Series 7, Series 66, and Series 31, along with a license for Life, Health, and Variable Annuities. He has earned professional designations such as CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Residing in Tequesta, Florida with his wife Ali and their two children, Steven enjoys spending time with his family engaging in activities like swimming, boating, and outdoor pursuits. He is an avid fisherman and advocates for conservation efforts to protect waterways for future generations. Steven actively participates in his community through involvement with organizations including the Leukemia & Lymphoma Society, Captains for Clean Water, and Friends of the Everglades.

James Merritt is a financial advisor with Wells Fargo Clearing in Palm Beach, FL, holding Series 63 and Series 65 licenses and having 31 years of industry experience. He previously worked at Morgan Stanley Private Bank, National Association for five years before joining Wells Fargo Clearing in 2020. Outside of his advisory work, he coaches soccer at American Heritage School in Del Ray Beach. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and incorporates a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

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, holding Series 63 and Series 65 licenses and 18 years of industry experience. He previously worked at Fidelity Personal and Workplace Advisors and Fidelity Investments. Dewitt is involved in foster care through the Florida Department of Children and Families. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Karla Sordo is a financial advisor at Fidelity with 14 years of industry experience. She holds a Series 66 designation and has worked at Fidelity Brokerage Services LLC since 2014. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver systematic, model-based investment 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.

Pehrson Szuluk is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and beginning his career in 2026. His prior experience includes roles at JPMorgan Chase Bank, Northwestern Mutual Investment Services LLC, and Morgan Stanley. 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 an ESG eligibility framework. The firm operates within the broader J.P. Morgan organization, offering a range of investment strategies approved through internal review processes.

Heather Helphrey is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has worked at Wells Fargo Advisors and Wells Fargo Clearing since 2009. Outside of her advisory role, she serves as a power of attorney for family members in investment matters. Wells Fargo Advisors is a national firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm provides both brokerage and advisory solutions, managing approximately $671 billion in assets through a large network of advisors.