Lacy Phelps

Lisa Morrison is a Wealth Management Advisor with more than 38 years of experience at Merrill Lynch Wealth Management. She is known for building relationships that span two and three generations of client families across more than 25 states. Lisa’s approach emphasizes proactive financial planning, addressing clients’ likely challenges in advance to support their financial health and emotional wellbeing. Her areas of expertise include executive compensation, equity compensation services, family wealth management strategies, legacy planning, retirement income, and socially responsible investing. Lisa holds multiple professional certifications, including CERTIFIED FINANCIAL PLANNER® (CFP®), Chartered Retirement Planning Counselor™ (CRPC™), Certified Plan Fiduciary Advisor® (CPFA®), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). She graduated summa cum laude with a Bachelor’s degree in Business Administration from Centenary College. Lisa serves as Immediate Past President and current Trustee of the Greater Middlesex-Somerset Estate Planning Council, leveraging a nationwide network of subject matter experts to benefit her clients. She is active in her community through volunteer coordination for Girls on the Run and membership in the Glen Gardner Women’s Club. Lisa resides in Glen Gardner with her husband and has two adult sons. Her personal interests include biking, boating, gardening, hiking, reading, traveling, and yoga.

Sean McGee is a Wealth Management Advisor with Merrill Lynch Wealth Management. He specializes in managing client wealth by developing a deep understanding of each individual’s financial picture through a personalized planning process. Mr. McGee structures accounts and allocates investments to align with clients' risk levels, objectives, time horizons, and liquidity needs, and actively manages portfolios through dynamic decision making in changing markets. As one of a limited group of Senior Portfolio Managers, Mr. McGee is qualified to manage investments directly without delegation, offering discretionary management using his own Personalized and Defined Strategies, which often include individual stocks and exchange traded funds. His client focus areas include executive compensation, family wealth management, liquidity management, retirement planning, tax minimization, and retirement income. He also assists clients with home financing, securities-based lending, and banking needs through Bank of America, N.A. Mr. McGee holds a Bachelor of Science in Mechanical Engineering from Lehigh University and an MBA from the University of Virginia’s Darden Graduate School of Business Administration. He holds several professional designations including Chartered Financial Analyst (CFA), CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His community involvement includes past leadership roles such as Chair of the Reunion Committee at Lehigh University, Board Member at Raritan Valley Community College Foundation, and Vice President of the Board of Trustees for the Hunterdon Art Museum. Outside of his professional work, he enjoys biking, photography, swimming, and traveling.

Tyler Jordan is a Planning Consultant at Fidelity Investments, a position he has held since 2025. Prior to this role, he served as a Relationship Manager at Fidelity Investments from 2024 to 2025 and as a Financial Representative from 2023 to 2024. Tyler focuses on helping clients develop clear and confident financial plans by building long-term relationships based on trust and proactive service. He works closely with clients to anticipate their needs and adjust financial and retirement plans as circumstances and markets change. Outside of his professional work, Tyler enjoys fitness, hiking, skiing, and traveling.

Mike Dolloff is the Vice President and Executive Planning Consultant at Fidelity Investments, a position he has held since 2021. He has been with Fidelity Investments since 2009, serving in various roles including Vice President Financial Consultant and Account Executive. Prior to joining Fidelity, Mike held positions at Morgan Stanley Smith Barney and Merrill Lynch. His professional experience spans over two decades in the financial services industry, providing expertise in financial consulting and planning. Mike holds a California Insurance License, supporting his ability to serve clients' insurance needs. Mike emphasizes experience, dedication, and integrity in his approach to client relationships, noting that clients choose Fidelity for its brand, ethics, and access, and work with him for his personal commitment.