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.

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.

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.

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 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.

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.

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.

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.

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.

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.

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.

Anthony Corona III is a CFP® professional with 26 years of experience in the financial services industry. He is currently with LPL Financial and has previously worked at RBC Capital Markets and Morgan Stanley in various capacities. Outside of advisory work, he is a business owner of Automobilia LLC. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by model portfolios, research, and technology solutions.