Peter Corbin is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been serving clients since 2001. He focuses on working with a select number of affluent families and businesses, providing advice on retirement planning, estate planning, investment, and financing needs. He manages personalized investment strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment options, aligning asset management and planning solutions with clients' defined goals. With over 30 years of experience, Peter has expertise in areas such as divorce transition planning, employee benefits, personal retirement planning, liquidity management, and portfolio management services. He earned a Bachelor's degree from Fordham University and a Master's degree from New York University. He holds professional designations including Certified 401(k) Professional (CKP), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Peter is involved in community organizations such as the Seton Hall University Stillman School of Business Customer Experience Program Advisory Board, the Terry Waters Property Owners Association, and The Community Chest of Englewood, Englewood Cliffs and Tenafly. He resides in Englewood Cliffs, New Jersey with his wife and has two daughters. His personal interests include biking, boating, football, golfing, reading, spending time with his family, and watching movies.

Branden Minuth is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been in the financial services industry since 1996 and joined Merrill Lynch in 2011. Branden focuses on developing personalized wealth management strategies for individuals, families, and businesses by understanding their short- and long-term financial goals. His approach emphasizes listening closely to clients' needs to create strategies that adapt to changing market conditions and support clients' unique objectives. Branden holds multiple professional designations, including Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned his high school diploma from Bay City Western. Prior to his financial career, Branden served six years as a Navy SEAL. He currently serves on the board of Michigan's Military and Space Heroes Museum. Outside of work, Branden enjoys skydiving, fishing, skiing, and spending time with his wife and two sons in Midland, Michigan.

Erica Gambardella is a Wealth Management Advisor at Schwartz, Gambardella & Associates, operating within Merrill Lynch Wealth Management. In her role, she focuses on in-depth planning strategies and employs a goals-based wealth management process. Erica evaluates each client's unique goals and needs, integrating their family values and life priorities to develop customized wealth management plans and appropriate investment strategies. She utilizes Merrill's advanced platforms and technology to consistently review portfolio progress, supporting clients in prioritizing and pursuing their most important financial goals. Erica's areas of expertise include family wealth management strategies, endowments, foundations and non-profits, legacy planning, LGBT wealth planning, managing new wealth, personal retirement planning, socially responsible and values-based investing, women and wealth, tax minimization, and retirement income. She holds the CERTIFIED FINANCIAL PLANNER® (CFP®) and CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) designations, among others, and graduated from Villanova University with a Bachelor of Business Administration in Marketing and Real Estate. Outside of her professional pursuits, Erica enjoys cooking, golfing, skiing, tennis, traveling, and spending time with her family.