Philip Goldstein

Timothy McNamara is a Wealth Management Advisor with Merrill Lynch Wealth Management. Since beginning his career in financial services in 2011 and joining Merrill Lynch in 2016, Tim has worked closely with clients through the Yanoski, McGee & McNamara Wealth Management Group. His focus includes retirement planning, helping clients maintain their standard of living and independence in retirement, as well as advising on education funding, legacy, philanthropy, and tailored wealth strategies. Utilizing the resources available at Merrill Lynch and Bank of America, Tim and his team provide personalized financial planning and portfolio management aimed at achieving long-term client success. Prior to his financial advisory role, Tim spent over eight years in the mortgage industry, including owning and operating a mortgage brokerage business for more than three years. He holds a Bachelor’s degree in Marketing from Saint Joseph's University (2002) and an MBA with a concentration in Finance and Investments from Marywood University (2008). Tim is registered with FINRA Series 7 and Series 66, licensed as an insurance producer in Pennsylvania and Florida, and earned the CERTIFIED FINANCIAL PLANNER® designation in 2018. Tim resides in Factoryville, Pennsylvania with his wife Lauren, an elementary school teacher, and their three children. He is active in his community, volunteering with nonprofit organizations and coaching high school basketball. His personal interests include baseball, basketball, fishing, football, golfing, music, reading, spending time with family, traveling, and watching movies.

Gregory Rosetti is a Senior Financial Advisor with Merrill Lynch Wealth Management. He began his career with Merrill Lynch in 2019, focusing on understanding, planning, and assisting clients through a process designed to help them achieve their financial goals. He designs customized personal financial strategies for families and individuals, aiming to provide clients with the best life possible within their available resources. Before joining Merrill Lynch, Gregory worked in Manhattan for ten years in the financial industry and spent an additional three years in the insurance industry. He earned a bachelor's degree in Finance from Saint Joseph's University in 2004 and holds FINRA Series 7 and Series 66 registrations, along with the Personal Investment Advisor (PIA) designation. Gregory resides in Glenburn, Pennsylvania, with his wife, Brook, and their sons, Daniel and Christopher. He is involved in community organizations including Girls on the Run, the Marworth Advisory Board, and the Waverly Community House.

Kristin Mccann is a Senior Financial Advisor with Merrill Lynch Wealth Management. She partners with clients to develop personalized wealth management strategies that reflect their unique financial goals and changing market conditions. Kristin emphasizes a collaborative approach that goes beyond investment portfolios, focusing on defining what matters most to each client as they prepare for various life stages. Her expertise centers on guiding clients through seven key life priorities: family, finances, health, home, leisure, work, and giving. With an understanding that financial journeys are rarely linear, she assists individuals in navigating life’s changes while maintaining alignment with their long-term objectives. Kristin holds professional designations as a CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Kristin earned a high school diploma from Bishop Hannan and a bachelor’s degree from Marywood University. Outside of her professional work, she enjoys drawing, sketching, painting, photography, golfing, reading, and spending time with her family.

Jordan Ubertini is a Senior Financial Advisor at Merrill Lynch Wealth Management and the founder and leader of The Ubertini Group, a boutique wealth management team. Since beginning his career in wealth management in 2007, Jordan has developed personalized strategies for a select group of multi-generational families, entrepreneurs, corporate executives, and founders. His advisory practice focuses on aligning clients' financial plans with their unique goals, values, and priorities. In addition to serving private clients, Jordan’s team provides investment consulting services for nonprofit organizations and institutional retirement clients, utilizing philanthropic and retirement benefits platforms offered by Merrill and Bank of America. Jordan holds the Chartered Retirement Planning Counselor™ (CRPC™) designation awarded by the College for Financial Planning and the Certified Plan Fiduciary Advisor® (CPFA®) designation from the National Association of Plan Advisors. He earned a Bachelor of Science in Finance with a minor in International Business Studies from the University of Delaware’s Alfred Lerner College of Business and Economics. Jordan has been recognized on Forbes’ “Best-in-State Next Generation Wealth Advisors” list in 2019, 2023, and 2024. He is a former member of Merrill’s Next-Gen Leadership Council, collaborating with firm leadership to help shape the future of wealth management. Active in his community, Jordan serves as a director for the Wayne Highlands Little League and has held leadership roles with the Honesdale Rotary and the Honesdale Area Jaycees. He resides in Northeastern Pennsylvania with his wife, Chelsey, and their four children. His personal interests include adventure sports, biking, golfing, music, and spending time with his family.

Ryan Mcgee is a Senior Financial Advisor with Merrill Lynch Wealth Management. In his role, he focuses on personal retirement planning, portfolio management services, and retirement income solutions tailored to clients' individual goals. Ryan holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Susquehanna University. He emphasizes connecting all aspects of a client's financial life to help prioritize and pursue meaningful objectives. Outside of his professional work, Ryan enjoys biking, fishing, football, hiking, traveling, and spending time with his family.