Scott Cox is a Senior Financial Advisor based in Princeton, NJ, and serves as the business manager for the Barry Team at Merrill Lynch Wealth Management. He joined the Barry Team in 2008, bringing with him a decade of experience from Merrill’s Retirement Services group. Scott’s expertise includes servicing 401(k), pension, and stock option plans, providing a focused perspective on retirement and equity compensation strategies. Scott holds a Bachelor's degree and an MBA in Finance from Rutgers University, where he graduated cum laude. He holds the professional designations of Certified Equity Professional (CEP) and Personal Investment Advisor (PIA). Fluent in English and Spanish, Scott works with a variety of clients, including senior corporate executives, founders, business owners, and entrepreneurs across the United States. Residing in Whitehouse Station, NJ, Scott lives with his wife, Rishita, and their two daughters, Jiyana and Anaya. Outside of his professional role, he enjoys exercising, traveling, learning about different cultures, and is a fan of the New York Giants, Rangers, and Yankees.

Tara Pardo is a Financial Consultant at Fidelity Investments, bringing three decades of experience in the financial services industry. She began her career at Goldman Sachs, where she served as Vice President of Equity Sales from 1992 to 2018. Following that, she was a Senior Relationship Manager at Lord Abbett from 2018 to 2022 before joining Fidelity in 2023. Throughout her career, Tara has focused on helping clients with wealth planning and financial strategies. She emphasizes collaborating with clients to create, implement, and monitor plans that align with their individual goals. Her work at Fidelity leverages the firm's resources to assist clients in making informed decisions for their financial futures.

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.

Matthew Duhaime is a Planning Consultant at Fidelity Investments. In this role, he utilizes Fidelity's Relationship Model to identify clients' goals and concerns, assists in constructing retirement analyses, and collaborates with clients to build financial plans based on those analyses. Matthew has held various positions at Fidelity Investments, including Relationship Manager from 2024 to 2025 and Financial Representative from 2023 to 2024, as well as earlier experience as a Financial Representative at Fidelity in 2013-2014. Prior to his current tenure at Fidelity, he worked as a High Net Worth Consultant at TIAA from 2014 to 2017. He holds a California Insurance License. Outside of his professional duties, Matthew enjoys biking, hiking, music, running, skiing, and swimming.

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.

Christopher Marzella is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been in the financial services industry since 1998 and joined Merrill Lynch in 2012. He focuses on developing strategies and providing advice for individuals, their families, and their businesses by understanding their short- and long-term financial objectives. Chris has experience in helping clients manage concentrated stock positions and addressing challenges related to significant transition events such as retirement, inheritance, or the sale of a business. He also provides access to Bank of America for clients' commercial banking and financing needs and collaborates with clients' attorneys, accountants, and other advisors on estate planning services. Chris holds the Personal Investment Advisor (PIA) designation and earned a High School Diploma/GED from Baruch College. Chris resides in East Brunswick with his wife, Lisa, and their two daughters, Nicolette and Alexandra.

Sidharth Chadha is a Planning Consultant at Fidelity Investments, a role he has held since 2023. He has been with Fidelity since 2020, progressing through positions including Financial Representative and Relationship Manager. Prior to joining Fidelity, he worked as a Client Solutions Consultant at Vanguard from 2018 to 2020. In his approach to financial advising, Sidharth emphasizes building and deepening strong relationships with clients to understand their unique needs. This enables him to assist clients in pursuing their financial goals by knowing and understanding their distinct backgrounds, situations, and motivations. His focus is on helping clients achieve financial peace of mind and comfort.

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.

Noriko Suzuki is an International Wealth Advisor at Merrill Lynch Wealth Management. She provides clients with a comprehensive approach to managing their wealth, emphasizing the importance of understanding each client’s unique financial goals. Leveraging investment insights from Merrill and banking resources from Bank of America, she addresses various aspects of clients’ financial lives. Noriko holds a Bachelor's Degree from Boston University and a Master's Degree from New York University. She has earned the Professional Investment Advisor (PIA) designation and is fluent in both English and Japanese.