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.

Andrew Lavelle is a Senior Financial Advisor at Merrill Lynch Wealth Management, based in the Greater Philadelphia area. He serves a national clientele consisting of high-achieving professionals, including executives, business owners, and real estate investors. Andrew and his team provide comprehensive wealth management services focused on integrating portfolio management, lending strategies, tax mitigation, and estate planning into cohesive, personalized plans. Andrew specializes in areas such as college education planning, family wealth management strategies, liquidity management, philanthropic planning, small business strategies, individual and corporate investment strategy, and tax minimization. He holds the Personal Investment Advisor (PIA) designation and supports clients through significant financial events such as liquidity events, real estate acquisitions, and managing taxable assets. As a Certified Exit Planning Advisor (CEPA), he assists business owners with transition planning including sales, recapitalizations, and succession. He earned both a Bachelor's degree and a Master of Business Administration (MBA) from the University of Scranton. Andrew is involved in community initiatives including the Military Support & Assistance Group (MSAG) at Bank of America. His team has been recognized on the Forbes "Best-in-State Wealth Management Teams" list for Pennsylvania in 2023, 2024, and 2025.

Mary Thompson is a Senior Financial Advisor at Merrill Lynch Wealth Management, where she has been serving clients since 2006. She guides clients through a disciplined wealth management process, developing strategies tailored to their goals and priorities—such as home purchases, education funding, divorce transitions, retirement security, and legacy planning. Mary's approach involves aligning investment strategies with clients’ liquidity needs, risk tolerance, and time horizon, and may include sustainable or impact investing to reflect clients’ values. In addition to individual wealth management, Mary collaborates with business owners and plan sponsors to establish and manage employee benefit plans. She holds the Retirement Benefits Consultant (RBC) designation, which is among the highest within the firm for retirement plan services, helping clients meet fiduciary responsibilities and providing employee education for retirement readiness. Mary also holds the Chartered Retirement Planning Counselor™ (CRPC), Certified Plan Fiduciary Advisor™ (CPFA), and Chartered SRI Counselor™ (CSRIC) designations. Mary earned her bachelor's degree from The Pennsylvania State University. She lives in Wayne, Pennsylvania with her husband and three children. She is actively involved in her community as a volunteer in her children’s schools and a member of Saint Katharine of Siena Roman Catholic Church.

Paul Mc Kirgan is a Senior Financial Advisor at Merrill Lynch Wealth Management with over twenty-eight years of experience in the securities industry, including twenty-six years at Merrill Lynch. He focuses on educating clients to help them make informed investment choices tailored to their individual situations. Paul works collaboratively within the BME Group, which emphasizes a team-oriented approach to investing and personalized financial planning. His areas of expertise include education planning, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, socially responsible and ESG investing, women and wealth, individual and corporate investment strategy, tax minimization, and retirement income. Paul holds the Personal Investment Advisor (PIA) designation. Paul earned a High School Diploma from Sacred Heart High School and an Associate's Degree from Westchester Community College. He resides in Carmel, New York, with his wife and two daughters. Outside of work, he is an avid New York Yankees fan and enjoys baseball, fishing, music, tennis, and spending time with his family. He also supports various community-sponsored charities and events.