Peter Caruso is a CFP®-designated financial advisor with Wells Fargo Advisors, bringing 34 years of industry experience. He previously worked at Wells Fargo Clearing from 2016 to 2025 before joining Wells Fargo Advisors in 2025. Caruso holds ownership interests in two wealth management firms, including full ownership of PVCWealth Management. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include retirement, education, and niche areas such as business-owner transition and special-needs planning. Advisors use Wells Fargo research and tools to develop tailored recommendations, with clients deciding how to implement them.

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 23 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers access to financial planning, third-party asset managers, and various affiliated financial 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.

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 with J.P. Morgan Securities, holding Series 63 and Series 66 designations and 18 years of industry experience. She has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2017 and was previously with Merrill from 2010 to 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm focuses on non-discretionary, written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and incorporating ESG eligibility frameworks in its recommendations.

Thomas Kosky is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 35 years of industry experience. He has worked with LPL Financial since 2018 and previously spent nine years at INVEST Financial Corp. Kosky has maintained involvement with Asset Planning Group for over 30 years. 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 and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

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 20 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked for David Lerner Associates, Inc. for 18 years. He also has ownership in West Boynton Wealth Management, a financial-related business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutions by providing investment and fee-based financial planning services. The firm offers a broad range of planning services using proprietary research and tools, with optional implementation through its brokerage and advisory platforms.

Hakeem Muhammad is a financial advisor at Edward Jones with one year of industry experience. He previously worked at Merrill for seven years and Paramount Residential Mortgage Group for three years. Outside of his advisory role, Muhammad serves as treasurer for the NAREB of South Florida, a nonprofit organization where he delivers speeches and presentations to the community and real estate professionals. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and advisory services. The firm is notable for its extensive network of advisors and branch offices, as well as affiliated offerings including trust services and proprietary mutual funds.

Joel Feiger is a financial advisor with LPL Financial in Boca Raton, FL, holding the PFS™ designation along with Series 63 and 65 licenses and over 23 years of industry experience. His prior experience includes roles at Kestra Financial Services, Bensman Associates Ltd, and Northwind Capital, Inc. Outside of his advisory work, he is involved in managing several personal business entities related to tax and investment purposes. 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 broad range of advisory and brokerage services, utilizing various investment strategies supported by proprietary research and technology, and oversees more than $819 billion in discretionary assets through a large network of advisors.

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 four years of industry experience. He is currently a financial advisor at Morgan Stanley in Boca Raton, FL, having joined the firm in 2025. His prior roles include positions at OSAIC, Securities America Advisors, and academic involvement at HEC Paris and the University of Florida. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm utilizes structured discovery processes and proprietary planning tools to create financial plans, managing approximately $2.74 trillion in client assets.

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 63 and Series 66 credentials and one year of industry experience. He has previously worked at Foreside Funds Distributors LLC, Polen Capital Management, LLC, Northwestern Mutual, and Dabomatic Corporation. He is also affiliated with Florida Atlantic University in a professional capacity. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Anthony Corona III is a CFP® professional with 26 years of industry experience. He is currently with LPL Financial and has previously worked at firms including RBC Capital Markets, Morgan Stanley, Merrill, and UBS Financial Services. Outside of his advisory role, he is the owner of Automobilia LLC, a business unrelated to investment activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions, offering a range of advisory and brokerage services supported by advanced research tools and a broad platform of financial products.