Our clients and community value us for both our personal approach as well as our background experience. Our clients are amazing but do not always have the time and energy to go it on their own. We help bridge family and business conversations, and align our clients paths with their intended priorities. We have backgrounds in institutional investments, and consulting financial advisors, but we are perpetually students as well as surrounding ourselves with amazing professional alliances to help support our clients and community in every way we can. Growing up, my parents were owners of a small business that did paving and excavation services. I was able to work summers and through college and miss operating equipment. Same time I saw many of their challenges through each stage of ownership. I love helping business owners and consultants bridge their investments and behavior in alignment with their prioritized goals and intent. Working at an institutional asset manager and broker dealer allowed me to spend countless hours with amazing financial professionals (advisors, portfolio managers, economists and strategists). There is alot to learn in good times, and even more to learn in challenging times. We try to bring a long term vision and healthy perspective to meetings where clients are the ones driving to their goals with the full support of our firm and every resource we have.

I am a fee-only, advice-only investment advisor and financial planner. My mission is to provide great advice at a fair price to support each client’s purpose in life. I am a CFP® Practitioner and CFA® Charterholder. As Founder and Principal Advisor at IndiePlan™, I am committed to our fiduciary duty by providing independent holistic advice and education that puts clients’ interests first. I entered the advisory business after a thirty-year career in financial services. I am a former Head of Index Governance and Chairman of the US Index Committee at S&P Dow Jones Indices, where my job was to oversee major benchmarks like the S&P 500®. Prior to that, I held a variety of positions - from designing indexes and assisting leading asset management firms to working on a portfolio management team that served institutional clients. My interest in investing and financial planning is long standing. I enjoy helping others as they save, invest, and plan for their future, or as they prepare for transitions like retirement, a health challenge, a second career, starting a new business, furthering their education, or taking extended leave. At IndiePlan™ we strive to meet clients where they are in their journey. We provide independent, holistic, tailored advice at a fair price.

Anand Thakkar is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in helping busy professionals, business owners, and families develop coordinated, tax-aware financial strategies that align with their personal and long-term goals. Anand works closely with clients through personalized wealth management approaches, including college education planning, retirement income design, estate and legacy planning, tax minimization, and managing new wealth. With expertise in equity compensation strategies, concentrated positions, insurance and risk management, and philanthropic planning, Anand supports clients facing major financial events such as business sales, IPOs, and wealth transfers. He combines Merrill Lynch's investment insights with the banking and lending solutions of Bank of America to deliver comprehensive financial planning. Anand holds the Personal Investment Advisor designation and has completed executive education at Harvard Business School, in addition to earning a Bachelor's degree from Wayne State University. Anand is also committed to community involvement, volunteering with local organizations. Outside of work, he enjoys basketball, tennis, music, and reading. His approach emphasizes building one-on-one relationships to provide tailored, actionable financial strategies designed to help clients achieve their financial objectives.

Eric Aiello is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management, where he is a team member of the RLA Group. He holds the CERTIFIED FINANCIAL PLANNER® (CFP) designation, along with credentials as a CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Eric has provided financial advice for over 22 years, focusing on portfolio and wealth management strategies tailored to high net worth individuals, families, foundations, and corporate retirement plans. As part of the RLA Group, Eric collaborates closely with clients to develop portfolio solutions that align with their financial goals and concerns. His expertise includes family wealth management, legacy planning, retirement income, services for endowments and non-profits, and managing transitions related to new wealth. The team aims to build long-term relationships grounded in trust, guiding clients through significant life events such as retirement and generational wealth transfer. Eric’s professional accomplishments include recognition on the 2024 Forbes “Best-in-State Wealth Management Teams” list and the 2022 Forbes “Best-in-State Wealth Advisors” list as a member of the RLA Group. Eric earned a Bachelor of Arts degree from Gettysburg College and a Master of Business Administration from Iona College. Outside of his professional work, he enjoys playing golf, as well as baseball, basketball, football, skiing, and soccer. He spends his leisure time traveling and with his wife Daniela and their children, Marco and Kara.

Gregory Goodman is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has more than 21 years of experience in the financial services industry, focusing on designing innovative strategies to help clients prepare for future financial needs. Greg emphasizes a comprehensive approach to wealth management, beginning with understanding each client's priorities and goals to create personalized plans that coordinate various aspects of their financial lives. Greg holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER™ (CFP), Certified Investment Management Analyst® (CIMA), Chartered Retirement Planning Counselor™ (CRPC), and Personal Investment Advisor (PIA). He is a member of the Investments & Wealth Institute™ and earned his bachelor's degree from Carnegie Mellon University. Greg's expertise includes family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, and retirement income. Outside of his professional work, Greg is involved in coaching recreational youth sports. He resides in Franklin Lakes, New Jersey, with his wife and children.

William Cooney is a Vice President and Financial Consultant currently working at Fidelity Investments since 2013. He has over 30 years of experience in the financial services industry, with a career that includes roles at Merrill Lynch, Morgan Stanley, and Dreyfus Service Corporation. Throughout his career, he has navigated significant market events such as the dot-com bubble, the post-9/11 bear market, the 2008 financial crisis, and the COVID-19 recession. His extensive experience has provided him with insights into market cycles and client needs, enabling him to educate clients on maintaining their financial plans during periods of volatility. Prior to his current role, he served as Vice President and Financial Consultant at Merrill Lynch and Morgan Stanley, and as a Financial Adviser at Merrill Lynch and Dreyfus Service Corporation.

Jeffrey Bryan is a Senior Financial Advisor with Merrill Lynch Wealth Management. He leads all portfolio and investment management activities for Tellis Bryan Wealth Management, delivering tailored risk and investment management solutions for institutions, charities, foundations, endowments, as well as high net worth individuals, families, and legacy trusts. With more than 35 years of experience managing money for institutional and private wealth clients, Jeff joined Merrill in 2016 after serving 11 years as a Director and Senior Portfolio Manager at BlackRock. Prior to that, he was a Senior Vice President and Senior Portfolio Manager at The Private Bank at Bank of America, where he managed over $5 billion in assets for the bank’s most complex and sizable client relationships. Jeff’s expertise includes constructing and managing comprehensive investment and credit portfolios through advanced asset allocation and risk modeling systems, overseeing risks related to highly concentrated assets, and managing complex trust and estate planning strategies. He has also lectured extensively across the country to professional investor and client groups. Jeff earned bachelor's degrees in Finance and Economics from the University of Missouri and holds the designation of Personal Investment Advisor (PIA). Outside of his professional work, he enjoys fishing, hiking, and music.

Alexander Recchia is a Senior Financial Advisor with Merrill Lynch Wealth Management. Since joining Merrill in 2013, he has worked directly with individuals and businesses, helping them achieve their financial goals through tailored strategies. His client base includes private business owners, corporate executives, physicians, CPAs, attorneys, retired couples, widows, and multiple generations of families across the nation. Alexander’s expertise encompasses education planning, employee benefits, family wealth management, legacy planning, retirement income, small business strategies, and portfolio management. He focuses on guiding clients through pivotal life transitions such as retiring, selling a business, divorce, and wealth transfer, emphasizing the importance of estate planning alongside diversified investments. His approach centers on developing personalized plans that align with each client’s unique perspectives and priorities. He holds a Bachelor’s Degree from Salve Regina University and the Personal Investment Advisor (PIA) designation. Outside of his professional work, Alexander is involved in community organizations including Habitat for Humanity, Healing the Children, and the Knights of Columbus. His personal interests include cooking, fishing, golfing, hiking, photography, and spending time with his family.

Angena Lee is a Financial Consultant currently working at Fidelity Investments since 2021. She also holds a position as a Financial Advisor Trainee at Merrill Lynch, a role she has maintained since 2021. Her prior experience includes serving as a Financial Professional at AXA Advisors from 2018 to 2020 and as a Lead Sales Representative at Liberty Mutual Insurance from 2014 to 2017. Angena focuses on providing personalized financial attention tailored to her clients' changing financial situations. She emphasizes staying current with clients' milestones to maintain or adjust their financial plans accordingly. Additionally, she participates in new groups and organizations to contribute her time and resources, expand her network, and grow her client base. Outside of her professional work, Angena enjoys concerts, family activities, fitness, photography, and yoga.