Kyle Ricker is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he focuses on helping families make educated financial decisions. Since joining in 2012, he has applied a disciplined, goals-based wealth management process to assist clients in building and preserving their wealth for current and future generations. His expertise areas include family wealth management strategies, personal retirement planning, portfolio management services, tax minimization, and retirement income. As a CERTIFIED FINANCIAL PLANNER (CFP) practitioner, Accredited Estate Planner (AEP), and Personal Investment Advisor (PIA), Kyle emphasizes understanding each client's financial situation and concerns. He offers recommendations for asset allocations aligned with clients' risk tolerance and goals and engages in conversations on estate planning services, investments, and tax minimization strategies. He holds a Bachelor's Degree from the University of Delaware and is proficient in English and German. Kyle is actively involved in his community, participating in organizations such as Clothing Our Kids and The American Cancer Society, and serves on professional groups including the Beebe HealthCare Charitable Gift Planning Advisory Council and the Southern Delaware Estate Planning Council. He enjoys adventure sports, reading, running, and spending time with his wife and children in the beach area, where they also engage in coaching youth sports and volunteer activities.

Megan Hocker is a financial advisor at Merrill with 10 years of industry experience and holds a Series 66 designation. She has worked at Merrill since 2015 and has been with Bank of America, N.A. since 2021. Merrill, along 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.

Mark Brennan is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 licenses and has 38 years of industry experience. He has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools including Monte Carlo simulations to model financial outcomes.

Joseph Schroen is a financial advisor at Cetera with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Cetera Advisors LLC since 2013. Schroen is also the owner and president of CFS Tax Solutions, a tax and Medicare consulting business. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with access to model portfolios, third-party money managers, and various program structures.

Karynne Antol serves as a Wealth Management Advisor at Merrill Lynch Wealth Management. She provides a range of financial services including investment and portfolio management, tax minimization strategies, estate and wealth transfer planning, college education planning, retirement income planning, and advisory services tailored for corporate executives, small businesses, and non-profit organizations. The approach emphasizes guiding clients through both short-term and long-term financial needs with a disciplined, coordinated strategy aimed at helping clients preserve and grow their assets. The advisor draws on more than three decades of experience in the financial services industry and utilizes the resources of Merrill Lynch to address the unique circumstances of each client. Karynne’s educational background includes a bachelor's degree from San Diego State University, and she holds the Personal Investment Advisor (PIA) designation. She has been actively involved in community organizations such as the Foundation of La Jolla High School.