Egg Harbor Township, NJ Hingston Ave Office

Paul Oakley is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over 35 years of experience in financial services. His expertise encompasses retirement income planning, tax-efficient investing, portfolio management, and services tailored for endowments, foundations, non-profits, defined benefit plans, and small business strategies. Paul also focuses on employee financial health, liquidity management, managing new wealth, and serves clients in the sports and entertainment sectors. Paul holds a Bachelor’s degree in Political Science from Rutgers University and has a background in Securities Law and Compliance. He maintains several professional designations, including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), Retirement Benefits Consultant (RBC), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Outside of his professional work, Paul serves as President of the Lisa Oakley Memorial Foundation, a non-profit organization funding cancer research and patient care in the South Jersey and Philadelphia area. He resides in Egg Harbor Township and enjoys baseball, music, reading, swimming, and writing in his personal time.

John Bove is a financial advisor at Merrill with a Series 66 designation and five years of industry experience. He has been with Merrill since 2019 and also works with Bank of America, N.A. since 2020. Prior to his current roles, he was associated with Stockton University and Ernest and Sons from 2016 to 2020. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jay M. Weiner is a Senior Resident Director at Merrill in the Atlantic County, New Jersey office. He has been with Merrill since 1998 and holds several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Jay holds FINRA series 3, 7, 9, 10, and 66 registrations, along with health and life insurance licenses. He earned his bachelor's degree from the University of South Florida. Jay focuses on developing long-term financial advisory relationships tailored to the unique circumstances of each client. He promotes a systematic approach to investing that aligns with clients' investment goals, risk tolerance, time horizon, and liquidity needs. His expertise areas include employee benefits planning, personal retirement planning, portfolio management services, individual and corporate investment strategy, and retirement income. Through Merrill, Jay provides a wide range of financial strategies and investment services, emphasizing retirement planning, supported by firm specialists and top-rated research. In addition to his professional work, Jay is actively involved in the community. He is a member of the Atlantic City Education Foundation and the Marjorie & Lewis Katz Jewish Community Center. He served as Past President of Congregation Beth Judah in Ventnor, New Jersey, and participates in the Clean Ocean Action initiative. Jay resides in Margate, New Jersey, with his wife and three children. His personal interests include cooking, gardening, golfing, pickleball, spending time with family, and tennis.

Marissa Waszak is a financial advisor at Merrill with 10 years of industry experience. She holds the Series 66 designation and has been with Merrill since 2016. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary strategies for a wide range of clients, including individuals, high-net-worth clients, and institutional accounts.

Kurtis Finkel is a Wealth Management Advisor at Merrill Lynch Wealth Management and a member of The Finkel Group. He holds the designation of CERTIFIED FINANCIAL PLANNER® professional and Personal Investment Advisor (PIA). Kurt started his tenure with The Finkel Group in 2012, contributing to a legacy dating back to the 1970s when his grandfather began his career with the firm. Kurt holds a bachelor's degree in economics and an MBA in entrepreneurship and marketing, both from Rollins College in Winter Park, Florida. His primary focus is on helping clients understand their financial circumstances and ensuring that investment strategies align with their goals and risk profiles. He and The Finkel Group work with a select number of clients to serve as the key resource for each client's unique financial needs. Kurt is based in Linwood, New Jersey. His client focus areas include college education planning, corporate executive services, divorce transition planning, family wealth management strategies, retirement income, portfolio management, and institutional and corporate benefit services. Outside of his professional work, Kurt enjoys boating, fishing, golfing, scuba diving, soccer, and spending time with his family.

Joseph Somers is a Wealth Management Advisor with Merrill Lynch Wealth Management. Since joining Merrill in 1997, he has focused on evolving client interactions from transactional to designing financial approaches tailored to clients' goals. His expertise includes family wealth management strategies, legacy planning, and personal retirement planning. Joseph holds the CERTIFIED FINANCIAL PLANNER (CFP) certification and the Certified Investment Management Analyst (CIMA) designation. He also holds additional credentials including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor's degree from the University of Delaware with a focus on finance and a minor in economics. Joseph leads the Somers Gibson Group, which integrates investment insights from Merrill and banking services from Bank of America to address a wide range of client financial needs. He emphasizes using Merrill's latest technologies to assist clients and simplify their financial lives. Active in his community, Joseph is a member of the Rotary Club of Somers Point and volunteers on his church's finance committee. He resides in Egg Harbor Township, New Jersey with his wife and two children and enjoys hiking, skiing, and spending time with his family.

Jordan Weiner is a Financial Advisor at Merrill Lynch Wealth Management. In this role, he works with individuals, families, and professionals to develop personalized financial strategies. He focuses on integrating investments, retirement planning, and clients' broader financial situations into coordinated plans that support their long-term goals. Utilizing Merrill's investment capabilities alongside the resources of Bank of America, Jordan assists clients in navigating important life decisions and managing financial risks. Jordan's areas of expertise include college education planning, divorce transition planning, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, philanthropic planning, portfolio management services, tax minimization, and retirement income. He holds the Professional Investment Advisor (PIA) designation and earned a bachelor's degree from the Pennsylvania State University System. Jordan is fluent in English and Spanish. Outside of his professional work, Jordan enjoys biking, boating, cooking, fishing, gardening, golfing, music, reading, surfing, and spending time with his family.

Owen Haugan is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior roles include positions at Reich Asset Management, Renault Winery, and various educational institutions. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Lauren Reed is a financial advisor at Merrill with 12 years of industry experience. She holds a Series 66 credential and has been with Merrill since 2013. Reed is also a committee member of the Cape May County Special Services Special Education foundation and serves on the Board of Education for CMCSSSD and Cape May Tech School District. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, corporations, and charitable organizations.

David Herron is a financial advisor at Merrill with 11 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Merrill since 2016. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jaclyn Ackerson is a financial advisor at Merrill with 19 years of industry experience. She holds the Series 66 designation and has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2009. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Marny Keller is a financial advisor with Merrill, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. She has been with Merrill since 2016. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Timothy Greiner is a Senior Financial Advisor with Merrill Lynch Wealth Management, serving clients since 1998. He works in both New Jersey and Florida throughout the year, providing personalized financial guidance and portfolio management services. Timothy focuses on assisting select individuals, corporate executives, nonprofit organizations, small business owners, and retirees in growing and preserving their wealth. With 30 years of experience in the securities industry, Timothy is a registered Financial Advisor since 1994 and a graduate of Guilford College in Greensboro, North Carolina, where he earned his bachelor's degree in 1988. He holds the Personal Investment Advisor (PIA) designation and emphasizes acting in a fiduciary capacity by putting his clients' best interests first. His expertise includes wealth management strategies, retirement planning, portfolio analysis, trust administration, estate planning, college 529 planning, corporate retirement plans, and tax minimization. Timothy's approach involves understanding each client's unique life priorities to create personalized financial plans tailored to their risk tolerance, time horizon, and investment goals. He values transparency in services and fee structures, fostering trust and accountability in client relationships. Outside of his professional work, he has been involved with several nonprofit organizations in South Jersey. His personal interests include biking, boating, gardening, golfing, music, and reading.

Stephan Moonesar is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has nearly 14 years of experience serving clients, focusing on wealth planning, asset management, and business development. Prior to joining Merrill Lynch in 2013, Stephan worked on Wall Street in New York City as an equities trader and stockbroker, beginning his career during the 2008 financial crisis. This experience has informed his approach to guiding clients through challenging financial times. Stephan holds a Bachelor's degree in Finance from Fairleigh Dickinson University and holds professional designations including CERTIFIED FINANCIAL PLANNER™ and Certified Plan Fiduciary Advisor®. His expertise includes college education planning, corporate benefits, family wealth management, managing new wealth, personal retirement planning, portfolio management services, and socially responsible investing. Outside of his professional role, Stephan resides in Egg Harbor Township, New Jersey, with his wife and children. He is involved in community organizations such as the Boys and Girls Club and the Atlantic City Rescue Mission, and he volunteers his time in local high schools. Stephan also has an interest in classic and modern automobiles and motorsports.

John Mc Laughlin is a CFP® with four years of industry experience, currently serving as a financial advisor at Merrill since 2026. His prior experience includes roles at Hartford Funds Distributors and The Vanguard Group. He also has a diverse work background that includes positions outside the financial sector. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.