Kyle Fogarty

Catherine Coleman is a Financial Advisor at Merrill Lynch Wealth Management. She holds the designation of Personal Investment Advisor (PIA) and has earned a Bachelor's Degree from Montclair State University. Catherine focuses on assisting women and families in managing their financial affairs by simplifying complex financial matters and handling detailed aspects of financial management. Her approach is centered on providing clients with reliable support and fostering informed, empowered decision-making. Catherine aims to build trusted relationships that allow clients to feel confident and alleviate the day-to-day burdens of financial management.

Damon Matzek is a Financial Advisor at Merrill Lynch Wealth Management. He brings nearly 20 years of experience in the financial services industry, focusing on helping successful individuals pursue their financial goals through personalized strategies. Damon emphasizes understanding his clients' needs and aspirations to develop tailored plans that aim to alleviate financial burdens and give clients back valuable time. Before entering financial services, Damon began his career in the Food and Hospitality Industry, where he gained experience working with diverse teams to deliver exceptional customer service. This background informs his approach to client relationships and service. He holds a Bachelor's Degree from Columbia University and has earned professional designations including Chartered Financial Consultant (ChFC), Certified Financial Planner (CFP), and Personal Investment Advisor (PIA). Outside of his professional life, Damon is an avid runner and spends time on the road pursuing this interest.

Preksha Vijaywargi is a Financial Consultant currently working at Fidelity Investments since 2020. She has experience in developing customized financial strategies tailored to individual client goals, emphasizing personalized conversations to understand client situations and provide transparency in decision-making. Her professional background includes roles as a Financial Advisor Trainee at Merrill Lynch in 2019, Senior Advance Wealth Manager at HSBC India from 2014 to 2018, and Premier Wealth Manager at HSBC India from 2012 to 2014. She holds a California Insurance License. Outside of her professional work, Preksha has interests in cooking and baking, social events with friends, movies, outdoor adventures, traveling, and yoga.

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.

Karen Ostarticki is a Senior Financial Advisor with Merrill Lynch Wealth Management. She specializes in personal retirement planning, portfolio management services, socially responsible and values-based investing, women and wealth, tax minimization, and retirement income strategies. Karen works closely with clients to understand their values and financial goals, helping them make informed decisions to achieve lifestyle and retirement objectives. She also assists with managing concentrated stock positions, transition events such as retirement, inheritance, or business sales, and coordinates with clients' attorneys, accountants, and other advisors on comprehensive financial and legacy planning. Karen holds a Bachelor's Degree from West Virginia University and has earned the Personal Investment Advisor (PIA) designation. She is actively involved in professional and community organizations, serving as Membership Director for the Central New Jersey chapter of LPGA Amateurs, and participating in local Chambers of Commerce and Leadership Morris Class of 2022. Residing in Bedminster, New Jersey, Karen maintains an active lifestyle and values family and faith as central to her daily life. She is the mother of Sebastian, a graduate of The Wharton School of Business at the University of Pennsylvania.