Scott Erickson is a financial advisor at Wells Fargo Advisors with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Advisors since 2020, following roles at Wells Fargo Clearing and Merrill. He owns and manages Shadowstone Wealth Management LLC, an investment-related business based in Lawrenceville, NJ. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser serving individuals, trusts, and institutions, offering a broad range of financial planning and investment services tailored to clients who meet specific net-worth thresholds.

Lisa Kautz is a Wealth Management Advisor with Merrill Lynch Wealth Management, where she has been serving clients since 1998. She supports clients through a defined discovery process to develop strategic plans tailored to their short-term, mid-term, and long-range financial goals. Lisa and her team provide services including investment guidance, retirement income planning, education funding strategies, generational wealth transfer consulting, and support through significant life events such as divorce or job transitions. Her expertise covers areas such as college education planning, divorce transition planning, family wealth management strategies, LGBT wealth planning, socially responsible investing, special needs planning, women and wealth, tax minimization, and retirement income. Lisa holds professional designations including Accredited Domestic Partnership Advisor (ADPA), Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Lisa earned a Master's Degree from Simmons Graduate School of Management and a Bachelor's Degree from the University of Massachusetts. She also draws on her background as a small business owner and trained educator to work effectively with clients. Outside of work, Lisa enjoys boating, music, reading, spending time with her family, and watching movies.

Austin Hicks is a financial advisor at Ameriprise with six years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2020. Prior to his advisory role, he held positions in the hospitality sector. He serves as President of the FGCU Naples Alumni Chapter Board of Directors. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Marilyn Black is a financial advisor with RBC Capital Markets, LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. Her prior roles include positions at Stifel Nicolaus, Wells Fargo Clearing, Morgan Stanley, and Citigroup Global Markets. Outside of finance, she owns a horse breeding and sales business and serves on the Driven Women Event Planning Committee for the Porsche Club of America Chicago Region. RBC Wealth Management serves a diverse client base, including individual and institutional investors, offering tailored portfolio management and advisory services through various wrap fee programs. The firm integrates in-house and third-party investment managers with options for customized rebalancing, tax management, and responsible investing.

Thomas Lenci Jr. is a financial advisor at LPL Financial with 48 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. Prior to joining LPL Financial in 2025, he spent several decades at Northwestern Mutual, including roles at Northwestern Mutual Investment Management and Northwestern Mutual Wealth Management Company. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing various portfolio programs and third-party subadvisors.

Henry Gabelmann is a CFP® with 40 years of industry experience, currently serving at Morgan Stanley in Naples, FL. He has been with Morgan Stanley since 2013 and also works with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and market simulations to support its services.

Salvatore Petralia is a CFP®-certified financial advisor with 38 years of industry experience, currently affiliated with LPL Financial since 1995. He operates in Naples, FL. 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 portfolios, and institutional platforms, with a focus on both discretionary and non-discretionary strategies supported by technology and extensive product offerings.

Christi Staib is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. She has worked at LPL Financial since 2010, following prior roles at Merrill and Morgan Stanley DW Inc. Staib is also an author outside of her advisory work. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered by a large network of investment adviser representatives using a range of strategies and technology tools.

Bruce Ballard is a Wealth Management Advisor at Merrill Lynch Wealth Management. He holds the CERTIFIED FINANCIAL PLANNER® certification, along with credentials as a Personal Investment Advisor and in Sports & Entertainment. Bruce focuses on comprehensive wealth management and advanced strategies, including alternative investments. With over 30 years of experience, Bruce provides customized strategies addressing various financial areas such as retirement planning, education planning, estate planning, trusts, life and long-term care insurance, investment management, cash management, and business financial strategies. His expertise encompasses equities, fixed income, mutual funds, IRAs, 401(k) plans, and various corporate and business strategies. Bruce graduated from the University of Illinois in 1981 with a Bachelor of Science degree in Finance. Outside of his professional work, he spends time with his wife and three daughters and enjoys fishing, boating, and hunting.

Terry Mccullough is a financial advisor with Cetera, holding a Series 66 credential and 26 years of industry experience. He has been with Cetera and its affiliated entities since 1999 and operates Mccullough and Associates LLC, providing tax, audit, and management advisory services. He serves as chairman of the board of Old Missouri Bank/JamesMark Bancshares and treasurer of the Old Naples Association, a homeowners association. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through multiple program structures, with assets under management exceeding $256 billion.

Kyle Chudom is a financial advisor with Morgan Stanley in Naples, FL, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. He has worked at Morgan Stanley since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he serves as a director for Karma 4 Change, a foundation focused on making donations to nonprofit organizations. Morgan Stanley Wealth Management provides a wide range of 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 employs a structured planning process using firm-approved tools and economic modeling techniques.

Christopher Civale is a CFP®-certified financial advisor with 39 years of industry experience. He has been with Ameriprise since 2005, currently serving clients in Naples, FL. Ameriprise provides retirement-income planning services primarily to individuals approaching or in retirement with significant investable assets. The firm integrates research, modeling, and tax-efficiency analysis to deliver written recommendation reports, supported by a centralized consulting team and algorithmic tools, focusing on Ameriprise-managed accounts.

Edward Brown is a financial advisor with UBS Financial Services in Naples, FL, holding Series 63 and Series 65 licenses and 33 years of industry experience. He has been with UBS Financial Services since 2010. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Christopher Harvey is a CFP®-certified financial advisor with Charles Schwab, based in Naples, FL, and has 16 years of industry experience. He has worked with Charles Schwab and Charles Schwab Bank since 2009 and 2011, respectively. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a blend of non-discretionary and discretionary managed accounts, financial planning, and custody services supported by a large-scale, integrated operational structure.

Brian Bell is a financial advisor with Merrill in Naples, FL, holding Series 63, 65, and 66 licenses and bringing 30 years of industry experience. He has worked at Bank of America, N.A. and Merrill since 2009. Merrill serves a diverse client base including individuals, retirement plans, corporations, charities, and institutional clients. The firm offers a range of investment management programs, discretionary portfolio management, and brokerage services, supported by its integration with Bank of America affiliates and a focus on managed account and manager-selection capabilities.

Lorleta Langevin is a financial advisor at Wells Fargo Advisors with 26 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Wells Fargo Advisors since 2018, following roles at Wells Fargo Clearing and Prudential Equity Group. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce.

Wayne Baller is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and over 40 years of industry experience. He worked at UBS Financial Services for 15 years before joining Wells Fargo Clearing in 2016. Outside of his advisory work, Baller serves as a board member for the Fort Sumter House HOA and is involved in songwriting and creative management through his ownership of John Galt Productions, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm combines research and analytics with a broad product platform, supporting both brokerage and advisory solutions.

Jonathan Traub is a financial advisor at UBS Financial Services with 21 years of industry experience. He has been with UBS since 2009 and holds a Series 66 designation. UBS Financial Services Inc. serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research to tailor investment strategies to clients’ goals and risk tolerances.

Robert Di Giacomo is a financial advisor at UBS Financial Services with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2008. Outside of his advisory role, he serves as President of the Wilmington West Rotary Club and is a member of the Board of Trustees at Nativity Preparatory School of Wilmington. UBS Financial Services 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 financial plans and portfolio management to clients’ goals and risk tolerances.

Joshua Leppo is a financial advisor with Wells Fargo Advisors in Naples, FL, holding a Series 66 designation and having 10 years of industry experience. He has been with Wells Fargo subsidiaries since 2016. Outside of his advisory role, he coaches athletes in health and wellness through Ionic CrossFit. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutions, offering a broad planning menu that includes cash-flow, retirement, education, and niche services such as business-owner transition and special-needs analysis. The firm utilizes Wells Fargo research and planning tools to develop tailored recommendations delivered through meetings and written summaries.