Don D'adesky is a financial advisor with Raymond James & Associates in Boca Raton, FL, holding a Series 63 designation and 35 years of industry experience. He has been with Raymond James & Associates since 2015. Outside of his advisory role, he is involved as a manager in Prudent Partners, LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Beth Golden is a financial advisor with Morgan Stanley in Boca Raton, FL, holding a Series 63 license and bringing 37 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she assists her husband with a Painting with a Twist franchise during weekends and evenings. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools.

Mayra Alejandra Uribe Quiceno is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at firms including Oppenheimer & Co., Deutsche Bank Securities, and Wells Fargo Clearing Services. Morgan Stanley Wealth Management serves both individual and institutional clients with a variety 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 offers a comprehensive range of investment and financial planning services.

Nick De Sola is a financial advisor with Raymond James & Associates in Boca Raton, FL, holding Series 63 and Series 65 licenses and having one year of industry experience. His prior work includes roles at Hennion & Walsh, Ameriprise Financial Services LLC, and RFM Investment Advisors, as well as experience in education and the service industry. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and investment consulting with a range of portfolio management styles and affiliated research.

Gregg Kleinbaum is a financial advisor at J.P. Morgan Securities with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities and Jpmorgan Chase Bank since 2014. Outside of his advisory role, he is an owner and partner of The Gregg Group LLC, a real estate holding company. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

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.

Adam Boyar is a financial advisor at Ameriprise in Boca Raton, FL, holding a Series 66 designation with 11 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Outside of his advisory role, Boyar owns and manages Boyar Group LLC, an investment-related business. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations, primarily for clients with Ameriprise Managed Accounts.

Lee Oleinick is a financial advisor with UBS Financial Services in Boca Raton, FL, holding a Series 63 designation and 32 years of industry experience. He has been with UBS Financial Services since 2003. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Gabriel Dardik is a financial advisor with LPL Enterprise, holding a Series 66 designation and 22 years of industry experience. He has worked with Prudential Insurance Company of America since 2003 and joined LPL Enterprise in 2024. LPL Enterprise serves a diverse client base that includes individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to various investment and insurance products through an integrated platform combining advisory programs with brokerage and insurance solutions.

Joseph Chevy is a financial advisor at Merrill with six years of industry experience and holds a Series 66 designation. He has worked at Bank of America and Merrill since 2019. 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 and profit-sharing plans, corporations, and charitable organizations.

Dominic Polimeni is a financial advisor at RBC Capital Markets with a Series 66 designation and four years of industry experience. Prior to joining RBC in 2022, he worked at Morgan Stanley and has held roles outside of finance, including positions at Compson Homes and Saint John Paul II Academy. RBC Wealth Management serves a diverse client base ranging from individual investors to institutional clients, offering various wrap fee advisory programs that provide portfolio management, financial planning, and brokerage services. The firm implements tailored strategies through a combination of in-house and third-party investment managers, supported by RBC’s capital-markets capabilities and affiliated asset managers.

Richard Weisshaut is a Wealth Management Advisor with Merrill Lynch Wealth Management, serving clients in the Boca Raton, Florida area. He is also a Portfolio Manager, focusing on wealth management and customized strategies for high net worth individuals and corporations. In his role, he manages personalized and defined investment strategies, which may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies on a discretionary basis. Richard has been with Merrill Lynch Wealth Management since 1981. He provides disciplined, customized advice and service to multiple generations of affluent families, helping them identify financial objectives and implement strategies to meet their goals. He holds a Bachelor of Science in Business Administration, with high honors in Finance, from the University of Florida. His professional designations include Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Richard works alongside his wife, Julianne, who has over 20 years of experience with Merrill Lynch Wealth Management. They reside in Coral Springs, Florida, and enjoy spending time with family and traveling.

Nico Fiume is a CFP® and Series 66 licensed advisor currently with Fisher Investments, bringing 13 years of industry experience. His prior roles include positions at Charles Schwab and TD Ameritrade. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management across various asset classes and employing centralized investment decisions through a committee that integrates quantitative and qualitative research. The firm is notable for its global client base, sub-advisory roles, and tax-aware risk management strategies.

Andrew Pincus is a CFP® professional with 22 years of experience in financial advising. He is currently with Cetera and has previously worked at LPL Financial LLC, Kestra Financial Services, Inc., and has managed Regal Wealth Advisors since 2004. He also sells fixed insurance products as part of his business activities. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services with multiple program structures and custodial relationships.

Richard Lerner is a financial advisor at Wells Fargo Advisors with 19 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at David Lerner Associates, Inc. for 18 years. Outside of his advisory role, he owns West Boynton Wealth Management, a related financial business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, leveraging proprietary research and tools, and integrates advisory services with other financial products and referral channels.

Joel Feiger is a financial advisor at LPL Financial with 23 years of industry experience. He holds the PFS™ designation and Series 63 and 65 licenses. His prior experience includes roles at Kestra Financial Services and Bensman Associates Ltd. He maintains several personal business entities for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, supporting both discretionary and non-discretionary management with access to model portfolios, research, and diverse investment strategies.

Christy Stina is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. Her career includes roles at Merit Financial Advisors, Purshe Kaplan Sterling Investments, UBS Financial Services, and Morgan Stanley. 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 strategies designed by internal and third-party teams, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Robin Hannoun is a CFA® charterholder and holds a Series 66 license, with three years of industry experience. He is currently with Morgan Stanley in Boca Raton, FL, having joined in 2025 after roles at OSAIC, Securities America Advisors, and other financial and real estate firms. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individual and institutional clients, including customized financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers planning services both directly and through Corporate Financial Planning agreements.

Michael Bock is a financial advisor at Wells Fargo Clearing with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bank of America and Merrill. Outside of his advisory role, he serves as co-trustee for his parent's investment trust in Boca Raton, Florida. 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 and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment menu.

Allan Dilone Rodriguez is a financial advisor at Merrill with Series 66 and Series 63 credentials and one year of industry experience. His prior roles include positions at Florida Atlantic University, Foreside Funds Distributors LLC, Polen Capital Management, LLC, and Northwestern Mutual. He is also affiliated with Florida Atlantic University in a non-investment capacity. 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, pension and profit-sharing plans, corporations, and charitable organizations.