Joseph Burgoyne

Robert Moriggia is an Investment Consultant who works with individuals and families to build trusted, long-term relationships centered on their financial goals and evolving needs. He emphasizes listening first, providing clear and thoughtful guidance, and tailoring strategies to each client's situation. His approach focuses on consistent communication and transparency to ensure clients feel informed and confident in their decisions. Robert's professional experience includes roles as a Financial Analyst at JPMorgan Chase from 2024 to 2025 and as a Private Client Banker at JPMorgan Chase from 2022 to 2024. This background has contributed to his expertise in financial analysis and client banking services. Outside of his professional work, Robert has interests in fitness, football, military service, parenthood, reading, and traveling.

James Krakowski is a Senior Financial Advisor at Merrill Lynch Wealth Management. He brings over 20 years of experience in financial services, focusing on a comprehensive approach to managing wealth that begins with understanding each client's goals and values. James specializes in areas such as family wealth management strategies, legacy planning, liquidity management, managing new wealth, portfolio management services, small business strategies, individual and corporate investment strategy, tax minimization, and retirement income. Before his current role, James served as a Vice President and Wealth Management Private Banker at Wells Fargo Private Bank. He holds a Bachelor's Degree from Montclair State University and has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). James emphasizes collaboration with clients to define what matters most as they prepare for various life stages, addressing key life priorities such as family, finances, health, home, leisure, work, and giving. Outside of his professional work, James enjoys baseball, basketball, chess, football, golfing, running, and spending time with his family. He resides in Brielle, New Jersey with his wife and two children.

Patrick Preston is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has developed expertise in creating personalized financial strategies that address the complex needs of individuals, families, and businesses. Patrick emphasizes a client-centered approach, aligning his services with the principle that "the client's needs come first." He collaborates with a team of specialists and coordinates with clients' attorneys and accountants to integrate investment management with tax minimization, wealth transfer, and estate planning. Patrick joined Merrill Lynch Wealth Management in 1991 after earning his bachelor's degree from the University of North Carolina at Greensboro, where he was a student-athlete on the men’s soccer team. He was promoted to Resident Director of the Freehold office in recognition of his client commitment and service delivery. Patrick holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Residing in Freehold with his three children, Patrick actively contributes to the community through board memberships and volunteer work with organizations such as the YMCA of Western Monmouth, Graeme Preston Foundation for Life, Freehold Soccer League, and the Lake Topanemus Park Commission. His personal interests include gardening, golfing, traveling, and spending time with his family.

Russ McNamara is the Vice President and Executive Planning Consultant at Fidelity Investments, a position he has held since 2016. He brings a comprehensive approach to his work, focusing on understanding his clients' objectives to help them develop personalized financial plans. Prior to his current role, he was a Vice President and Financial Consultant at Fidelity Investments from 2009 to 2016. His professional experience includes roles as Vice President and Branch Manager as well as Investment Specialist at Charles Schwab & Co. between 1995 and 2004, and Financial Consultant at Merrill Lynch from 1991 to 1995. He holds a California Insurance License. Outside of his professional duties, Russ enjoys family activities, fitness, golf, hiking, movies, and traveling.

Joann Polis is a Wealth Management Advisor with Merrill Lynch Wealth Management, where she has worked since 2001. She collaborates closely with colleagues to develop and implement investment strategies for clients, focusing on personalized wealth planning to help individuals achieve their financial goals. Joann’s expertise areas include college education planning, divorce transition planning, family wealth management strategies, personal retirement planning, portfolio management services, women and wealth, and retirement income. She holds a Personal Investment Advisor (PIA) designation and earned a Master’s Degree from Monmouth University and a Bachelor’s Degree from Gettysburg College. Residing in Middletown, New Jersey, Joann balances her professional career with family life alongside her husband and three daughters. She is committed to community involvement and volunteers her time whenever possible. In her leisure time, she enjoys boating, dancing, practicing yoga, and spending time with family and friends.