Stephen Braun Jr. is a financial advisor at Morgan Stanley with Series 63 and Series 65 credentials and 45 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. Based in Naples, FL, Braun has extensive experience within the firm’s wealth management divisions. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and models to assist clients, while generally acting in an advisory capacity without providing individual security recommendations.

Hc Willenbrock III is a financial advisor with UBS Financial Services in Naples, FL, holding a Series 63 designation and bringing 42 years of industry experience. He has been with UBS since 2013 and serves as an arbitrator on the NYSE Arbitration Panel, including roles with FINRA and the NYSE. Additionally, he chairs the Junior Golf Committee for the Colorado Golf Association. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and a range of investment products. The firm combines institutional trading capabilities with wealth management and delivers advisory services supported by proprietary research and model-based asset allocations.

Robert Cunningham is a Wealth Management Advisor with Merrill Lynch Wealth Management. He brings close to 50 years of experience in financial advising, having transitioned from a career as a chemical engineer to finance after earning his MBA. Robert began his financial advisory career with an investment banking firm in Detroit and has since specialized in delivering personalized wealth management strategies tailored to each client’s unique needs. His areas of expertise include college education planning, corporate benefits, divorce transition planning, retirement income, tax minimization, portfolio management services, and consulting for defined contribution plans. Robert holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned a Bachelor's degree from Adrian College and a Master of Business Administration from Wayne State University. In addition to his professional commitments, Robert serves on the Board of Trustees for Adrian College and is involved with Leader Dogs for the Blind. His personal interests include football, golfing, spending time with his family, traveling, and watching movies.

Christina Linares is a financial advisor at Merrill with one year of industry experience and holds a Series 66 designation. She has worked at Merrill since 2022 and previously held positions at Bank of America, Florida Southwestern State College, and various retail and hospitality firms. Linares serves as a board member for The Together Project Corp., a nonprofit supporting low-income families in Southwest Florida. 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 institutions.

David Scharf is a financial advisor with Morgan Stanley in Naples, FL, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning. The firm’s approach involves structured discovery conversations and firm-approved planning tools, with plans utilizing various modeling techniques to project outcomes.

Frank Palulis is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. In addition to his advisory role, he owns Merriweather Money Management. 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, pension plans, corporations, and institutions. The firm provides tailored, non-discretionary planning and employs analytical tools to model potential outcomes, supporting implementation through advisory programs or other providers.

James Shelden Jr. is a financial advisor at Morgan Stanley with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Citigroup Global Markets and Morgan Stanley Smith Barney before joining Morgan Stanley Private Bank, National Association. Outside of his advisory role, he serves as treasurer for the 19th Fairway Homeowners Association. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and access to extensive investment resources. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools, including Monte Carlo simulations and secular return estimates, to support clients' financial goals.

Ana Munro is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at Morgan Stanley. Her prior work includes over a decade at Fifth Third Securities before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC in 2021. Outside of her advisory role, she manages several rental properties in Naples, Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides tailored financial planning and a range of advisory programs backed by structured planning tools and the Global Investment Committee’s analyses.

Brian Strachan is a financial advisor with Morgan Stanley who holds Series 63, 65, and 66 licenses and has 38 years of industry experience. He has been associated with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a wide range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as Secular Return Estimates and Monte Carlo simulations to model financial outcomes.

Kimberlee Clark is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and nine years of industry experience. Her prior work includes roles at Ameriprise Financial Services, Inc., Royal Alliance Associates, Inc., and NWF Advisory. She is also the owner of a support company for her Raymond James practice. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutions, employing a non-discretionary approach tailored to client goals through analytical modeling and risk profiling.

Susan Erb is a financial advisor with Merrill in Naples, FL, holding Series 63 and Series 65 licenses and 18 years of industry experience. She has worked at Merrill since 2008 and has been with Bank of America, N.A. since 2011. 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, pension plans, corporations, and charitable organizations.

Wesley Gallegos is a financial advisor with Raymond James Financial, holding a Series 66 designation and 10 years of industry experience. He previously worked at Edward Jones for six years before joining Raymond James and managing Gallegos Wealth Management since 2022. Outside of advising, he is a partner responsible for managing his branch office. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using various analytical tools and supports municipal and public finance work through a municipal advisor affiliation.

Newlin Archinal is a CFP® professional with 18 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. He is a co-owner and managing partner of 4Rivers Wealth Management, a private entity that facilitates securities, advisory, and insurance business. His prior experience includes roles at Commonwealth Financial Network and BPU Investment Management. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial wellness services through a network of independent Financial Professionals, utilizing multiple custody platforms and both discretionary and non-discretionary investment strategies.

Leila Gestwicki is a financial advisor at Merrill with 19 years at the firm and nine years of industry experience. She holds a Series 66 designation and is based in Naples, FL. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Spencer Gauta is a financial advisor at Wells Fargo Advisors with Series 63 and Series 65 credentials and four years of industry experience. Prior to joining Wells Fargo Advisors in 2024, he worked at Northwestern Mutual Wealth Management Company and related entities from 2022 to 2024. Outside of his advisory role, he owns AI Secretary LLC, a company focused on developing real-time note-taking software for audio and video calls. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering investment and fee-based financial planning services that cover a broad range of needs including retirement, education, risk, and wealth-transfer planning. The firm employs Wells Fargo research and planning tools to develop tailored recommendations, with clients choosing whether and how to implement them through various brokerage or advisory programs.

Sheri Warfield is an Investment Consultant who works with individuals and families to navigate the complexities of investing. She collaborates with clients to explore their foundational key values and co-create investment plans aimed at addressing family needs, preserving wealth, and maintaining desired lifestyles in retirement. Sheri seeks to develop relationships of trust with her clients. Sheri's professional experience includes serving as a Planning Consultant at Fidelity Investments from 2021 to 2025. Prior to that, she held the positions of Senior Relationship Manager from 2018 to 2021 and Relationship Manager from 2012 to 2018, both at Fidelity Investments. She also worked as a Client Service Associate at Morgan Stanley from 2008 to 2012. Her personal interests include gardening, visiting museums, and attending theater.

Douglas Wilson is a financial advisor at Morgan Stanley with 43 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020, and previously spent 11 years with UBS Financial Services. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and analysis from its Global Investment Committee. The firm manages approximately $2.74 trillion in client assets and offers services that include both direct individual plans and corporate financial planning agreements.

Uri Holmes III is a financial advisor with Wells Fargo Advisors in Dublin, OH, holding Series 63 and Series 66 credentials and 32 years of industry experience. He has been with Wachovia Securities Financial Network since 2009. Outside of his advisory role, he owns Eagle Wealth Advisors LLC, a practice he operates on a part-time basis. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to client needs, using proprietary research and tools, and integrates advisory services with various financial products and referral channels.

Sander Bleustein is Vice President Private Wealth Management Advisor, working with ultra-high net worth clients and their families to address their most important financial planning goals and objectives. He has held the position of Vice President in Advanced Planning at Fidelity Investments from 2015 to 2025 and served as Vice President and Regional Planning Consultant at Fidelity Investments from 2012 to 2015. Prior to that, he worked as a Financial Advisor, Executive Director, and Managing Director at various financial services firms, including Morgan Keegan & Company, UBS Financial Services Inc., Legg Mason Wood Walker, and others, accumulating extensive experience in financial planning and advisory roles since 1984. His career spans several decades, during which he has developed expertise in private wealth management and advanced financial planning. Outside of his professional work, Sander engages in family activities, fitness, golf, hiking, traveling, and volunteering.

Andrew Devito is a financial advisor with Morgan Stanley in Naples, FL, holding Series 63 and Series 65 licenses and possessing 30 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a broad range of advisory programs to individuals and institutional clients, providing tailored financial planning through dedicated advisors and specialized estate planning groups. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and economic modeling.