Nick De Sola is a financial advisor with Raymond James & Associates in Boca Raton, FL, holding Series 63 and Series 65 credentials with one year of industry experience. His prior experience includes roles at Hennion & Walsh, Ameriprise Financial Services, and RFM Investment Advisors, alongside diverse positions in education and the service industry. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management and more than 5,400 financial advisors. The firm serves a wide range of clients, including individuals, pension plans, corporations, and government entities, providing non-discretionary wealth advisory planning, investment consulting, and specialized municipal and public finance services.

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.

Peter Caruso is a CFP® with 33 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors. His career includes nine years with Wells Fargo Clearing and seven years with Wells Fargo Advisors LLC prior to his current role. He holds ownership stakes in wealth management firms in Massachusetts. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions, offering a broad range of planning options including retirement, education, risk management, and specialized services such as business-owner transition and special-needs planning. The firm integrates advisory services with banking and lending products, delivering tailored recommendations through research and planning tools.

Moussa Hanna is a financial advisor at Wells Fargo Advisors with 11 years of industry experience. He has been with Wells Fargo Advisors since 2013 and holds a Series 66 designation. Outside of his advisory work, he serves as a trustee for a family friend in Boca Raton, Florida. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu, including specialized services such as business-owner transition planning and special-needs analysis, using proprietary research and tools to develop tailored recommendations.

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 with Merrill, holding a Series 66 designation and six years of industry experience. He has worked at Bank of America and Merrill since 2019. Prior to his financial services career, he was employed in various roles including positions at Petland and The Black Hammock. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm integrates investment management with Bank of America’s broader corporate platform and offers access to various financial products and services.

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.

Vinay Bharadwa is a financial advisor with Edward Jones in Ft Lauderdale, FL, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

Neetu Tiwari is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. She has held positions at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2017. 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 Kosky is a financial advisor with LPL Financial who has 35 years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes roles at INVEST Financial Corp and the Asset Planning Group, where he has been active since 1993. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Andrew Pincus is a CFP® with 21 years of industry experience currently affiliated with Cetera. He has previously worked at LPL Financial LLC and Kestra Financial Services, Inc., and he manages Regal Wealth Advisors, a financial services firm he has been involved with since 2004. Pincus also holds a role as an insurance agent selling fixed insurance products. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving a diverse client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, overseeing over $256 billion in assets across more than 10,000 advisors.

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.

Lisa Vignola is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and 12 years of industry experience. She has been with Cambridge and its related firms since 2016. Outside of her advisory role, she serves as a board member of the Ignite Empowerment Community Center and also works as a licensed real estate agent. Cambridge Investment Research Advisors serves a broad range of clients, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals, providing tailored strategies across multiple platforms with both proprietary and third-party model options.

Hakeem Muhammad is a Series 66 licensed financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he worked at Merrill for seven years and spent three years with Paramount Residential Mortgage Group. He serves as treasurer for the National Association of Real Estate Brokers (NAREB) of South Florida, where he delivers presentations and manages financial documentation for the nonprofit organization. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with approximately $1.01 trillion in assets under management supported by a large nationwide network of advisors and branch offices. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

Eric Brief is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 33 years of industry experience. His prior work includes roles at Morgan Stanley and Morgan Stanley Private Bank, N.A. He has a partial ownership interest in Tuller Associates dba Ocean Ridge Partners. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.