Shams Deitrick is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. His prior experience includes over a decade at Raymond James & Associates before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using proprietary tools and analyses.

Todd Sylvester is a Wealth Management Advisor and founder of the Duddingston Sylvester Group at Merrill Lynch Wealth Management. He brings over two decades of experience advising senior executives and their families on managing, preserving, and stewarding their wealth. His expertise includes executive and equity compensation, such as stock options, restricted stock units, performance awards, and employee stock purchase plans. Todd also focuses on long-term wealth planning, family wealth management strategies, liquidity management, personal retirement planning, and retirement income. Todd began his career in wealth management in 1999 at UBS, gaining experience in corporate stock management and benefits consulting. He later served as Senior Vice President and Wealth Advisor at Morgan Stanley before joining Merrill Lynch in 2014. He holds a Bachelor's degree in Finance from Saint John's University and maintains professional designations as a Certified Exit Planning Advisor (CEPA) and Personal Investment Advisor (PIA). Outside of his professional work, Todd has held volunteer leadership roles, including serving on the Board of the Children’s Home Society of Minnesota and the Lutheran Social Services of Minnesota Foundation Board, where he served as Chair, Treasurer, and committee member. He grew up in Grand Rapids, Minnesota, and currently lives in Orono with his wife and two children. In their free time, Todd and his family enjoy exploring the mountains of Montana.

Benjamin Sansaver is a Financial Solutions Advisor (FSA) with Merrill Lynch Wealth Management. In his role, he works with clients to develop personalized investment strategies that reflect their individual goals and priorities. He also provides access to Bank of America products for banking and lending needs. Benjamin holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of Montana System. His approach focuses on understanding what matters most to clients and their families to create tailored financial plans.