Kevin Hildenbrand is a financial advisor with Wells Fargo Clearing who holds a Series 66 designation and has 27 years of industry experience. He previously worked at Morgan Stanley DW Inc. for seven years before joining Wells Fargo in 2016. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides a range of brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Pamela Mitchell is a CFP® with 18 years of industry experience, currently with Raymond James & Associates since 2023. She previously worked at UBS Financial Services for 16 years. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension and profit-sharing plans, and charitable and governmental entities, offering financial planning and consulting services with a range of portfolio management styles and affiliated research resources.

Peter Renaghan is a financial advisor with Morgan Stanley in Naples, FL, holding Series 63, 65, and 66 designations and bringing 44 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is an officer of the Fiddlers Cove Association, a recreational organization in North Falmouth, Massachusetts, and supports the National Guard Association of the United States. Morgan Stanley Wealth Management serves individuals and institutional clients with a wide range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and firm-approved tools, including scenario modeling, to provide financial advice without recommending individual securities as part of standalone planning.

Richard Walker Sr. is a financial advisor with Raymond James Financial in Naples, FL, holding the PFS™ designation along with Series 63 and Series 66 licenses. He has 26 years of industry experience, including over a decade at Raymond James Financial and affiliated entities. Outside of his primary advisory role, he provides tax preparation services as an independent contractor and serves as an acting trustee for a trust account. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm emphasizes tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized programs in municipal advisory and employer SIMPLE IRA consulting.

Morgan Manierre is a Financial Advisor with Merrill Lynch Wealth Management who partners with successful individuals, families, and retirees to develop customized wealth strategies. His focus areas include retirement planning, portfolio management, wealth transfer, and preserving clients' lifestyles. Morgan utilizes a goals-based approach to help clients make informed financial decisions. A native of Naples, Florida, Morgan graduated from Southern Methodist University in 2022 and holds the Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA) designations. He draws on his deep understanding of Southwest Florida to address the specific opportunities and challenges faced by retirees and affluent families in the area. Outside of his professional work, Morgan enjoys fitness, writing music, and staying active in the Naples community. His personal interests include adventure sports, biking, cooking, hiking, music, rock climbing, skiing, skydiving, surfing, and spending time with his family.

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.

Alexander Dall is a Senior Financial Advisor at Merrill Lynch Wealth Management who specializes in retirement plan consulting for corporate and nonprofit retirement plans, including 401(k) and 403(b) plans. He works with plan trustees to help them meet their fiduciary responsibilities by leveraging his experience in investment consulting, plan design, and participant engagement. Alexander provides goals-based wealth management services to affluent families, executives, and business owners through the Cate Brunton Luc Group. His areas of focus include family wealth management strategies, portfolio management, socially responsible and ESG investing, special needs planning, corporate investment strategy, tax minimization, and retirement income. He holds a bachelor's degree from Indiana University Bloomington's Kelley School of Business and earned the Chartered Retirement Plan Counselor (CRPC) professional designation. Alexander is an active member of the Penrod Society and the Riley Advisors Council. He is involved with community organizations such as Our Lady of Grace Monastery and Third Phase, Inc. Outside of his professional work, he enjoys basketball, biking, boating, cooking, fishing, golfing, hiking, traveling, and spending time with family.

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.

Collin Minor is a financial advisor at OSAIC in Bonita Springs, FL, with three years of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining OSAIC in 2024, he worked at Woodbury Financial Services and Legacy Investment Services. In addition to his advisory role, Minor serves as Director of Business Development at Advisor Controls, focusing on growing and retaining client relationships. OSAIC serves retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization, supporting various investment strategies and maintaining multiple custodial and legacy program arrangements.

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.

Kenneth Wise II is a CFP®-credentialed financial advisor with 11 years of industry experience, currently practicing at Wells Fargo Advisors in Bonita Springs, FL. He previously worked at UBS Financial Services for nine years. Kenneth is also engaged with Florida Gulf Coast University in an active capacity. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options tailored to clients meeting a net-worth threshold, utilizing proprietary research and tools to deliver customized recommendations.

Louis Eliasof is a financial advisor with Mass Mutual Investors Services in Bonita Springs, FL, holding the CFP® and Series 63 designations and bringing 35 years of industry experience. His career includes roles at METLIFE Securities Inc and MassMutual Life Insurance Co. Outside of his advisory work, he is an independent insurance agent specializing in fixed insurance products. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm’s approach emphasizes collaborative, annual financial planning engagements using firm-approved analytical tools, with optional implementation through separate brokerage or insurance arrangements.

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.