Amy Haig

Christine Smith is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over 30 years of experience in the financial services industry. She specializes in developing personalized financial strategies that address wealth accumulation, preservation, and transfer. Her approach includes portfolio development, liability management, tax minimization, and asset preservation, with a focus on ensuring a lifetime retirement income stream. Christine offers customized wealth management planning services such as asset allocation, cash flow and liability management, education funding strategies, retirement planning, individual wealth preservation, insurance planning, trust and estate planning, and business solutions including group benefit plans, 401k, transition and succession planning, cash management, and lending. She collaborates with clients' tax accountants and attorneys to provide comprehensive financial guidance. A lifelong resident of Doylestown, Pennsylvania, Christine holds a Bachelor's Degree from Gettysburg College and is a Personal Investment Advisor (PIA). Outside of her professional role, she enjoys skiing, boating, and traveling with her husband and three children, all of whom are active in their community.

William Sisco is a Wealth Management Advisor with Merrill Lynch Wealth Management. He works closely with individuals and business owners to simplify financial complexities by identifying and prioritizing goals, then creating and implementing strategies to help clients pursue and achieve what matters most to them. His client focus includes college education planning, legacy planning, personal retirement planning, socially responsible investing, tax minimization, retirement income, and services for endowments, foundations, and non-profits. Bill holds the professional designations of Chartered Financial Consultant (ChFC), Certified Financial Planner (CFP), and Personal Investment Advisor (PIA). He earned a Bachelor of Arts degree in history from Rutgers, The State University of New Jersey in 1987. Outside of his professional role, Bill is active in his community. He serves on the Citizens Advisory Council for the Little Egg Harbor School District, coaches children's soccer, and is an adult leader for The South Jersey Council of the Boy Scouts of America. He also participates in Atlantic County 4-H. Bill and his wife, Jennifer, reside in Little Egg Harbor, New Jersey with their two children. His personal interests include biking, boating, soccer, and spending time with family.

Roger Mussa is a Wealth Management Advisor and Founding Partner of Mussa-Weiner Wealth Management at Merrill Lynch Wealth Management. With over 28 years of industry experience, he helps clients nationwide address key financial concerns including wealth growth and preservation, tax mitigation, family legacy planning, asset protection, and charitable giving. His team employs a consultative, time-tested wealth management process to deliver personalized strategies that extend beyond investments, supporting clients through complex financial environments. Roger holds a Bachelor's degree from Ramapo College of New Jersey, where he majored in International Business with minors in Spanish and Italian. He has earned several professional designations: Certified Private Wealth Advisor® (CPWA®), Retirement Management Advisor® (RMA®), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Roger is actively involved with the Investments & Wealth Institute, serving on its Board of Directors and designation committees. He also participates in community and professional organizations such as the Assumption Catholic Regional School Advisory Board, Atlantic Cape Community College Foundation Board, and the Boy Scouts of America. Beyond his professional commitments, Roger engages in community activities including coaching soccer and contributing to diversity and inclusion initiatives at Merrill. He is multilingual in Portuguese, Spanish, Italian, French, and English. Roger lives in Galloway, NJ with his wife Megan, their three children, and their dog.

Brian Zorda is a Senior Vice President and Wealth Management Advisor with Merrill Lynch Wealth Management and co-founder of Branch-Zorda Wealth Management. He holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification awarded by the Certified Financial Planner Board of Standards, Inc., and the Accredited Domestic Partnership Advisor (ADPA®) designation. Brian began his career in the financial services industry in 2001 with the banking arm of a major European financial firm, transitioned to wealth management in 2003, and joined Merrill Lynch Wealth Management in 2008. Brian focuses on helping clients balance detailed investment analysis with broader, disciplined investment strategies. He oversees investment manager analysis and selection to develop customized asset allocation strategies aligned with clients' risk tolerance, resources, and objectives. His expertise includes advising business owners on employer retirement plan options for self-employed individuals and small businesses, as well as addressing estate planning and wealth transfer considerations. Brian serves clients across various areas including executive compensation, legacy planning, socially responsible investing, and services for nonprofits and endowments. He graduated with honors from Siena College. Brian lives in New York City with his wife, Lindsey, and their two children. Outside of his professional responsibilities, he enjoys traveling, spending time at the beach, and creating new family experiences. Brian has been named to the Forbes "Best-in-State Wealth Advisors" list for 2022 through 2025 and, as part of Branch-Zorda Wealth Management Group, to the Forbes "Best-in-State Wealth Management Teams" list for 2023 through 2025.

Skye Gibson is a Wealth Management Advisor at Merrill Lynch Wealth Management. Since joining Merrill in 2010, he has assisted clients from diverse backgrounds in addressing their financial needs and those of their loved ones. Skye focuses on helping clients identify and prioritize their financial goals through a disciplined approach that incorporates both long- and short-term strategies. He emphasizes personalized attention and works with clients to develop actionable timelines tailored to their specific objectives. Skye holds several professional designations, including Certified Financial Planner (CFP), Certified 401(k) Professional (CkP), Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor’s degree in accounting from the University of Delaware and a Master’s degree in business administration from Syracuse University. In addition to his professional work, Skye has been involved in community organizations such as the Hunger Foundation of Southern Ocean County and the Hackensack Meridian Southern Ocean Medical Center Foundation as a past volunteer. He also participates in South Jersey NFL Flag Football, Stafford Recreation Basketball, and Stafford Travel Basketball. Skye resides in Stafford Township with his wife, their four children, and three dogs. His personal interests include reading, golf, basketball, and casual fishing with his father.