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.

Evans Connelly Jr. is a financial advisor at UBS Financial Services with 38 years of industry experience. He has been with UBS since 1989. He holds Series 63 and Series 65 designations. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and advisory products.

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.

Michael Nigro is a financial advisor with Mass Mutual Investors Services, holding Series 63, 65, and 66 designations and bringing 35 years of industry experience. He has been with MML Investors Services, Inc. and Mass Mutual Life Insurance Company since 1998. In addition to his advisory role, Nigro teaches retirement planning courses at various universities. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive financial planning, asset management, and educational seminars, focusing on collaborative, goal-driven strategies without discretionary investment authority.

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.

Philip Wieloch is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at Calton & Associates, Inc., Capital Financial Services, Inc., and operating his own firm, Phil Wieloch Financial, since 2002. He also owns insurance businesses serving senior clients in Connecticut and Florida. 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 various financial planning and asset management solutions, leveraging both proprietary research and third-party strategies, supported by a large network of investment adviser representatives.

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.

Patrick Greene is a financial advisor at Ameriprise in Naples, FL, holding a Series 66 designation with one year of industry experience. Prior to joining Ameriprise, his work history includes roles outside the financial industry such as positions at United Staging and Rigging, Trader Joe’s, and Buckley Associates. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing advice focused on retirement income planning, utilizing proprietary research, third-party data, and algorithmic tools.

Donald Selinger is a financial advisor at Morgan Stanley with 23 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley since 2017, and previously held roles at Bank of America and Merrill Lynch. Outside of his advisory work, he is a sole proprietor of a rental property business in Rye, New York. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning that utilize structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and specialized planning groups.

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.

Philip Dannunzio is a financial advisor with LPL Financial in Naples, FL, holding Series 65 and Series 63 registrations and one year of industry experience. His prior work includes roles at Humor Resources LLC, Original Investment Family Limited Partnership, and various entrepreneurial ventures in design and consulting. Outside of advising, he is involved with Humor Resources LLC, a business activity noted in his background. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement participants, banks, trust companies, and institutions. The firm offers diverse financial planning and investment solutions, including model portfolios, third-party asset management, and institutional platforms, supported by advanced research and operational tools.