Jeffrey Walker is a financial advisor at Morgan Stanley with seven years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2019. Outside of finance, he is listed as an officer of a geological and geospatial services company, though he has no active involvement in the business. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets through structured planning processes and diverse investment offerings.

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.

Christina Zalewski is a Financial Advisor with Merrill, specializing in assisting successful individuals, families, executives, and business owners in making informed financial decisions throughout various stages of life. She focuses on creating holistic wealth plans that support clients' personal, family, and charitable goals. Christina's approach to wealth management goes beyond investment management to include retirement planning, tax-efficient strategies, liquidity planning, estate considerations, and long-term legacy objectives. As a CERTIFIED FINANCIAL PLANNER® professional and Certified Exit Planning Advisor (CEPA®) designee, Christina is particularly dedicated to helping business owners with growth, succession planning, retirement readiness, and the transition of their businesses. She helps entrepreneurs understand how their business value fits into their broader financial picture, ensuring thoughtful planning tailored to each client's unique priorities. Christina holds a Bachelor's Degree in Psychology from Northeastern University and an MBA in Finance and Organizational Leadership from Chatham University. She is also designated as a Personal Investment Advisor (PIA). Beyond her professional work, Christina supports organizations such as Food for the Hungry, the Kaitlyn Eckelberry Memorial Foundation, and the Pittsburgh Children's Foundation. Her personal interests include golfing, ice hockey, spending time with family, traveling, and yoga.

Barry Marks is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in creating personalized wealth management strategies that take into account each client’s unique financial picture and goals. He provides access to investment insights from Merrill as well as banking and lending solutions from Bank of America. Barry holds a master's degree from the University of Chicago and a bachelor's degree from Northwestern University. He holds the Personal Investment Advisor (PIA) professional designation. He emphasizes a one-on-one approach in developing financial strategies tailored to help clients pursue their long-term objectives. In addition to his professional work, Barry is involved in community service and volunteers with local organizations. His personal interests include baseball, tennis, and traveling.

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.

Stephanie Petrosini is a financial advisor at Morgan Stanley with 19 years of industry experience. She has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. Outside of her advisory role, she participates in survey and focus group activities through various companies in Naples, Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning and advisory programs supported by structured planning tools and a broad range of investment services.

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.

Nicholas Schaefer is a financial advisor at Edward Jones in Naples, FL, holding Series 63 and Series 66 designations with 12 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Shofolarin Da Silva is a Financial Advisor at Merrill Lynch Wealth Management, where he is part of an award-winning team serving high net worth families and individuals in the Suburban Philadelphia market. He advises medical professionals, athletes, business owners, and affluent families on various aspects of their financial lives, including retirement planning, wealth management, tax minimization, and investment strategies. Prior to his career in wealth management, Da Silva worked in the medical field, which informs his ability to communicate complex financial information clearly and effectively to his clients. Da Silva holds a Bachelor's Degree from Saint Joseph's University and has completed an Accredited Certificate Program at Temple University. He holds several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He brings a disciplined and focused approach to his practice, influenced by his background in athletics. In addition to his professional work, Da Silva is involved in community initiatives such as Big Brothers Big Sister of America and Tri State Black Men in Medicine. He is dedicated to financial literacy education and empowering youth in Philadelphia to make informed financial decisions. Da Silva enjoys various personal interests, including basketball, cooking, fishing, football, golfing, music, soccer, spending time with family, and tennis.

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.

Jeffrey Leach is a financial advisor with Morgan Stanley in Naples, FL, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and 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, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s financial planning approach uses structured discovery and modeling tools but does not include individual security recommendations as part of standalone plans.

Jennifer O'Dell is a financial advisor with Morgan Stanley in Naples, FL, holding a Series 66 designation and 18 years of industry experience. She has worked in various roles at Morgan Stanley and its affiliated entities since 2007, including positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through Corporate Financial Planning agreements with employers.

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.

Louis Pelliccioni Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 41 years of industry experience. His prior work includes roles at Wells Fargo Clearing and Prudential Equity Group. Outside of his advisory work, he is the author of the book *DON'T CHOKE HOW ATHLETES CAN BECOME WINNERS* and is involved in publishing, speaking, and online courses through Yes You Can Succeed LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advanced operational tools.

Rajib Mukherjee is a financial advisor with Merrill in Naples, FL, holding a Series 66 designation and seven years of industry experience. He has worked at Bank of America, N.A., and Merrill since 2016. Mukherjee is also the owner and treasurer of Cozy Sparks LLC, a limited liability company not related to investment advisory services. 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, offering model-based and discretionary investment strategies for a range of clients including individuals and institutions.

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.