Andrew Lavelle

James Barron is a Benefits & Planning Consultant specializing in Executive Services. In this role, he collaborates with clients to develop customized financial plans that address their individual short- and long-term goals. He emphasizes building strong relationships with clients and their families to maintain trust and reliability. James has professional experience as an Investment Solutions Representative at Fidelity Investments from 2021 to 2024, a Broker at Charles Schwab from 2020 to 2021, and an Associate Advisor at New Horizons Wealth Management from 2017 to 2019. He holds insurance licenses in Arkansas and California.

William Adolph is a Senior Financial Advisor at Merrill Lynch Wealth Management. Since joining Merrill Lynch in 1995, he has provided wealth management services to high-net-worth families, corporate executives, business owners, and entrepreneurs. His areas of expertise include college education planning, divorce transition planning, family wealth management strategies, retirement income, tax minimization, and investment consulting for defined contribution plans. Bill holds several professional designations, including Chartered Retirement Planning Counselor™ (CRPC™), Certified 401(k) Professional (C(k)P®), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned a bachelor's degree in international politics from Pennsylvania State University. Bill is also a member of the Penn State Varsity "S" Club and serves as a mentor for student-athletes through the Penn State Teammates for Life program. He and his wife, Barbra, reside in Media, Pennsylvania, with their three children. Bill enjoys fishing, golfing, hunting, reading, running, skiing, surfing, woodworking, and spending time with his family. Recognized for his professional achievements, he has been named to the Forbes "Best-in-State Wealth Advisors" list multiple times, including in 2024.

Brian Aguilar is a Vice President and Financial Consultant at Fidelity Investments. In his current role, he assists clients with retirement planning, asset allocation, income strategies, estate planning considerations, and addressing family and legacy needs. He works closely with clients to support their financial goals throughout various life events. Brian has held positions as a Vice President and Financial Consultant at Charles Schwab from 2015 to 2019, and as a Vice President and Branch Manager at E*Trade Financial from 2006 to 2015. His professional experience spans over a decade in financial consulting and branch management. Outside of his professional career, Brian has interests in beach activities, fitness, pets, and tennis.