Jay Weiner serves as a Senior Resident Director at Merrill in the Atlantic County, New Jersey office. He is a CERTIFIED FINANCIAL PLANNER® professional, designated by the Certified Financial Planner Board of Standards, Inc., and holds FINRA series 3, 7, 9, 10, and 66 registrations along with health and life insurance licenses. Jay joined Merrill Lynch Wealth Management in 1998 and has developed a practice focused on building long-term financial advisory relationships tailored to each client’s unique investment goals, risk tolerance, time horizon, and liquidity needs. His expertise encompasses employee benefits planning, personal retirement planning, portfolio management services, individual and corporate investment strategy, and retirement income. Through Merrill, Jay provides a broad range of financial strategies and investment services with a particular emphasis on retirement planning, supported by firm specialists and BofA Global Research. He is also a CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Jay holds a bachelor’s degree from the University of South Florida. Beyond his professional career, Jay is involved in community activities and serves on the Atlantic City Education Foundation Board of Trustees. He is a past president of Congregation Beth Judah in Ventnor, New Jersey, and supports environmental efforts with Clean Ocean Action. Jay resides in Margate, New Jersey, with his wife and three children. His personal interests include cooking, gardening, pickleball, running, tennis, and spending time with his family.

Adam Goldman is a Wealth Management Advisor and Managing Director at Merrill Lynch Wealth Management, leading the Goldman Group. He provides personalized wealth management counseling to affluent individuals, families, business owners, and professionals. His practice focuses on areas such as retirement income planning, portfolio management, family wealth strategies, education planning, divorce transition planning, socially responsible and ESG investing, and investment consulting for defined contribution plans. Adam began his career at Merrill as a high school intern and has been with the firm since graduating from Dickinson College in 1990. He also completed a certificate program in international economics at Cambridge University. He holds several professional designations, including Certified Divorce Financial Analyst® (CDFA), Chartered Retirement Planning Counselor™ (CRPC), Certified Investment Management Analyst® (CIMA), and Certified Plan Fiduciary Advisor™ (CPFA). Residing with his wife Emily in Lafayette Hill, PA, Margate, NJ, and Boca Raton, FL, Adam supports charitable organizations such as the Burn Prevention Foundation, Jewish Relief Agency, and Southern Jersey Family Medical Centers. His personal interests include running, pickleball, audiobooks, chess, fishing, music, reading, traveling, and watching movies.

James Kelly is a Senior Financial Advisor with Merrill Lynch Wealth Management. He focuses on portfolio management services, sports and entertainment, tax minimization, and retirement income. James provides personalized wealth management strategies designed to help clients pursue their long-term financial goals. With 45 years of experience as a conservative advisor, James holds the Professional Investment Advisor (PIA) designation. He earned a Bachelor's Degree from LaSalle University and a Master's Degree from Webster University. Committed to the communities he serves, James volunteers with local organizations. His personal interests include antiquing, gardening, music, and reading.

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.

Andrew Heckenberger is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in providing wealth management strategies tailored to meet the unique needs of his clients. His client focus areas include corporate executive services, divorce transition planning, family wealth management strategies, institutional investment consulting, services for endowments, foundations, and non-profits, liquidity management, personal retirement planning, philanthropic planning, portfolio management services, and retirement income. Mr. Heckenberger holds a Bachelor's Degree from The Catholic University of America and has earned the Personal Investment Advisor (PIA) designation. Based in Philadelphia, PA, he supports wealthy families in the Philadelphia region as well as notable local not-for-profit organizations, offering a hands-on approach to managing both investments and expectations. He also provides cash management services to local companies. Born and raised in Allentown, PA, Mr. Heckenberger enjoys spending time with his family and pursuing personal interests such as baseball, basketball, cooking, football, golfing, music, surfing, 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.