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.

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 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.

Trudy Gayle is a financial advisor with Morgan Stanley in Boca Raton, Florida, holding a Series 66 designation and four years of industry experience. She has been with Morgan Stanley since 1999. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools such as the Global Investment Committee’s Secular Return Estimates and Monte Carlo simulations in its financial planning process.

Jenny Rothstein is a financial advisor with Charles Schwab, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has been with Charles Schwab since 2000 and Charles Schwab Bank since 2005. Rothstein serves as a fiduciary member of the Investment Advisory Committee at Temple Beth El, overseeing the execution of the investment policy for the organization’s assets. Charles Schwab & Co., Inc. serves primarily 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 provides a combination of non-discretionary advisory guidance and access to discretionary separately managed accounts, with a distinctive integrated operational structure supporting a large client base.

Alex Tuttle is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise Financial, Mass Mutual Investors Services, and Richard D Daugelli and Associates. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research to build model asset allocations, with an emphasis on a non-discretionary program where clients retain final decision-making authority.