Kevin Munnell

Jamie Tabaka is a Senior Financial Advisor with Merrill Lynch Wealth Management, based in the State College office. She joined Merrill Lynch in 2018 following a career in the automotive industry, where she gained experience in client care and business leadership. In her role as a financial advisor, Jamie focuses on helping individuals and families develop personalized financial plans that address their unique goals and priorities throughout various life stages. Her client focus areas include college education planning, family wealth management strategies, employee financial health, legacy planning, personal retirement planning, portfolio management services, and women and wealth. Jamie holds a Bachelor’s degree in Media Studies with a focus on Criminal Law and a minor in Business from Pennsylvania State University, where she is a lifetime member of the Alumni Association. Her professional credentials include the Certified Plan Fiduciary Advisor (CPFA) designation, Certified Divorce Financial Analyst (CDFA) certification, Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). She applies her background and expertise to provide clients with transparent, empathetic guidance designed to simplify financial complexities and build trust. Outside of her professional work, Jamie is active in the community and supports the Bob Perks Cancer Assistance Fund. She lives in the State College area with her husband and two daughters.

Olivia Reid is a Senior Financial Advisor at Merrill Lynch Wealth Management. She joined Merrill in 2019 after earning her bachelor's degree in Finance from the Smeal College of Business at The Pennsylvania State University, where her studies included security analysis, portfolio management, economics, and accounting. Olivia specializes in family wealth management strategies, managing new wealth, personal retirement planning, women and wealth, and retirement income. Her approach centers on understanding her clients, their families, and financial situations to develop customized and flexible wealth management plans aligned with their goals and changing market conditions. She holds professional designations as a CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) and Personal Investment Advisor (PIA). Outside of her professional role, Olivia enjoys cooking, reading, and spending time with her family.

Adam Fiore is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has been a financial advisor since 2011. He began his career at Merrill Lynch after gaining five years of management experience operating his family’s multi-generational business. Adam focuses on helping individuals, families, and business owners achieve their financial goals through customized strategies, including retirement and education planning, trust and estate planning, and tax minimization. He works collaboratively with clients’ CPAs and attorneys and employs a disciplined wealth management process rooted in established investment principles. Adam holds the CERTIFIED FINANCIAL PLANNER™ and Certified Plan Fiduciary Advisor® designations, along with the Personal Investment Advisor and Retirement Accredited Financial Advisor credentials. He is a member of the Financial Planning Association. He earned a bachelor’s degree in Finance from West Virginia University’s College of Business & Economics in 2006, with a focus on security analysis, portfolio management, economics, and accounting. Residing in Hollidaysburg with his wife and daughter, Adam enjoys spending time outdoors, cooking, playing golf, and engaging in music. He is involved with the Keystone Girls Softball League in his community.

Robert Radzwich is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been with Merrill since 2000 and works with families, individuals, and institutions to develop long-term financial strategies that align with their goals. Robert’s approach involves comprehensive communication to understand client needs and to deliver purposeful financial guidance aimed at improving their quality of life. Robert holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Retirement Planning Counselor™ (CRPC), Certified Plan Fiduciary Advisor® (CPFA), Personal Investment Advisor (PIA), Retirement Benefits Consultant (RBC), and Sports & Entertainment Accredited Wealth Management Advisor™ (SE-AWMA). He earned both a Bachelor of Science and a Master of Science in Exercise Physiology from The Pennsylvania State University. His client focus areas include education planning, family wealth management strategies, retirement income, and services for defined benefit and contribution plans. Outside of his professional role, Robert participates in community activities and is involved with The Pennsylvania Pink Zone and the Nittany Mountain Bike Association. He enjoys adventure sports such as biking, hiking, and running, and spends time with his family.

Eric Gaspich is a Financial Advisor at Merrill Lynch Wealth Management in the State College Branch. He works with affluent individuals, families, business owners, and executives to develop personalized financial strategies aimed at growing, preserving, and transitioning wealth. His client focus areas include family wealth management strategies, legacy planning, managing new wealth, special needs planning strategies, tax minimization, and retirement income. Eric specializes in crafting tailored financial plans and investment strategies that align with clients' unique goals, whether planning for retirement, building generational wealth, or achieving specific financial milestones. He provides ongoing guidance to adjust strategies as clients' lives and markets evolve, helping to support their families and the legacy they want to build. He holds a Bachelor's Degree from the Pennsylvania State University System and has earned professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Eric is fluent in English and American Sign Language (ASL). His personal interests include gardening, golfing, music, reading, spending time with his family, and traveling.

Matthew Shetler is the Senior Resident Director of the State College office at Merrill Lynch Wealth Management. He has been in the financial services industry since 2006 and rejoined Merrill Lynch Wealth Management in 2013. In his role, he serves both as a financial advisor and as a leader, providing investment strategy and guidance for a portfolio of managed accounts. Prior to his current position, he worked at Credit Suisse in New York City, where he advised and traded clients' portfolios, focusing on domestic and international equities as well as listed options. Matthew holds a Bachelor of Science degree in Finance from The Pennsylvania State University. He has earned several professional designations, including Chartered Financial Analyst (CFA), CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Certified Exit Planning Advisor (CEPA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He is also a board member of the Centre Region Estate Planning Council. He is involved in the local community through participation in programs such as the Tides Program. Matthew resides in the State College area with his wife Lauren and their three children, Sloane, Benjamin, and Vivian.