T. Naples is a financial advisor at Morgan Stanley with 27 years of industry experience. He has been with the firm since 2011, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Outside of his advisory work, Naples serves as a board member for the Atrium Villas condominium association in Hudson, Ohio. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and offers financial plans based on structured discovery and firm-approved tools.

Donald Rhodes is a financial advisor with Merrill in Charleston, SC, holding Series 63 and Series 66 designations and 13 years of industry experience. He has been with Merrill and Bank of America, N.A. since 2016. Merrill, together 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 individuals, high-net-worth clients, and various institutional investors.

Andrew Heinold is a CFP® certificant with 21 years of industry experience, currently practicing at Edward Jones since 2004. He holds Series 63 and Series 65 licenses. Outside of his advisory role, Heinold is involved in real estate through ownership of Lawnboys Properties, LLC. Edward Jones is a wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and maintaining extensive affiliated capabilities beyond traditional advisory services.