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 at RBC Capital Markets with 22 years of industry experience. She has held positions at Stifel Nicolaus, Wells Fargo Clearing, and Wells Fargo Advisors before joining RBC Capital Markets in 2018. Outside of her advisory work, she owns Stars and Stripes Farm, LLC, 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, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers advisory and brokerage services tailored to client risk profiles, utilizing both in-house and third-party investment managers and providing various program structures and specialized investment options.

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.

Mark Pittman is a CFP® professional with 42 years of experience in the financial services industry. He has been with Wells Fargo Advisors since 2023 and previously worked within Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2023. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services for clients meeting a net-worth threshold, including specialized areas such as business-owner transition and sports & entertainment planning.

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 credentials and bringing 41 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Prudential Equity Group, LLC. Outside of his advisory work, he is the author of a book titled *DON'T CHOKE HOW ATHLETES CAN BECOME WINNERS* and is involved in various publishing, speaking, and online success coaching activities 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 wide range of financial planning and investment management services, leveraging extensive advisory resources and technology tools while overseeing over $819 billion in discretionary assets.

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.

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.