Jordan Ubertini

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.

Dylan Moran is a Financial Advisor with Merrill Lynch Wealth Management, specializing in goals-based financial planning and strategic alignment of financial resources. He assists clients in navigating complex financial challenges such as college education planning, family wealth management, retirement income strategies, and small business financial planning. Dylan’s approach centers on understanding clients' unique goals, risk tolerance, time horizons, and liquidity needs to develop personalized financial strategies. He holds a Bachelor's Degree from Sacred Heart University and professional designations including CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). Dylan draws upon his experience and personal interests in sports like hockey and golf, applying lessons of patience, strategy, and adaptability to his advisory role. Outside of work, he enjoys adventure sports, boating, fishing, football, golfing, ice hockey, ice skating, skiing, traveling, and spending time with his family. He is committed to helping clients build confidence in their financial future while supporting the life they envision.

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.

Ronald Coltrane Jr serves as the Resident Director for Merrill's Wilkes-Barre Office. With over 15 years of experience in the financial services industry, he specializes in wealth management, banking, financing, and private placement investment management. As a Senior Financial Advisor and qualified Portfolio Manager, Ronald focuses on goals-based planning to help clients achieve their financial objectives through personalized wealth management strategies, including family wealth management, retirement planning, portfolio management, and tax minimization. Ronald holds a Bachelor of Arts degree in English from Pennsylvania State University and an MBA with a concentration in Finance from the Jay S. Sidhu School of Business and Leadership at Wilkes University. He maintains the designation of Personal Investment Advisor (PIA). Committed to community involvement, Ronald actively participates in local organizations and values spending time with his family.

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.