William Sisco

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.

Charles Buono is a Financial Consultant at Fidelity Brokerage Services, LLC, a position he has held since 2021. He brings over 20 years of experience in the financial services industry to his role. Prior to joining Fidelity, Charles worked as a Financial Advisor at AIG Retirement Services from 2018 to 2021, and as Vice President of Retirement Services at Principled Advisors from 2008 to 2018. His earlier roles include Relationship Manager at Oppenheimer Funds from 2007 to 2008 and Client Service Representative at ADP Retirement Services from 2003 to 2007. Throughout his career, Charles has focused on retirement services and financial advising, utilizing his extensive experience to help clients identify and achieve their short-term and long-term financial goals. He employs a personalized approach to cultivating, implementing, and maintaining financial plans that align with what matters most to his clients. Outside of his professional work, Charles has interests in comedy, golf, movies, and parenthood.

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.

Amy Haig is a Wealth Management Advisor with Merrill Lynch Wealth Management, based in the Toms River, NJ office since 1992. She has 32 years of experience in the financial services industry, specializing in managing personal and business finances, as well as assisting clients with estate planning in collaboration with their accountants and attorneys. Amy holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She earned a bachelor's degree from Gettysburg College and a master's degree from the University of North Carolina at Chapel Hill. Outside of her professional work, Amy lives on Long Beach Island with her husband and two children. She participates in community volunteer activities, reflecting her commitment to the Merrill tradition of serving the communities where she works.

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.