Press Release

1792 Wealth Advisors Welcomes James L. Cady as SVP, Partner, Wealth Advisor, RJFS and Alanna Marrero as Senior Registered Client Associate, RJFS

New Red Bank Office Opens to Serve Monmouth County

Red Bank, NJ — November 18, 2025 — 1792 Wealth Advisors, an independent practice of Raymond James, is proud to announce the addition of James L. Cady as SVP and Partner, and Alanna Marrero as Senior Registered Client Relations Specialist. Their arrival marks the opening of 1792 Wealth Advisors’ new satellite office in Red Bank, New Jersey, further expanding the practice’s footprint and commitment to personalized financial guidance.

With over 30 years of experience, James Cady has built a reputation for helping high-net-worth families, business owners, and corporate executives make informed financial decisions. His approach centers on crafting forward-looking strategies tailored to each client’s goals, time horizon, and risk tolerance. James previously held leadership roles at Alden Investment Group, Cantella & Co. Inc., Oppenheimer & Co., and Merrill Lynch. With this move, James and his team gain the full support of 1792 Wealth Advisors, while continuing to serve his clients on the Raymond James platform.

Joining James is Alanna Marrero, a seasoned client service professional who will serve as Senior Registered Client Associate. Alanna plays a vital role in ensuring operational excellence and delivering dependable, high-touch service to clients. Her career began at Oppenheimer & Co. Inc.’s New York headquarters and has included international and regional leadership roles.

“We are thrilled to welcome James and Alanna to 1792 Wealth Advisors,” said Bob Milligan, Managing Partner and Founder. “James’ depth of experience and Alanna’s client-first approach are a perfect fit for our practice. Opening a new office in Red Bank with this dynamic team is a major milestone, and we’re excited about the opportunities ahead.”

James, a lifelong resident of Monmouth County, lives in Fair Haven with his wife Stephanie and their three children. Alanna, also a New Jersey native, resides with her husband Justin and their two children, Lyla and Luke.

“I’m incredibly excited to join 1792 Wealth Advisors and help launch our Red Bank office,” said James Cady. “This move allows me to continue building meaningful relationships and guiding clients through their financial journeys with the support of a practice that shares my values. I’m thrilled to help Bob grow the Red Bank location with other like-minded advisors who are seeking the benefits of partnered independence.”

About 1792 Wealth Advisors

1792 Wealth Advisors is a premier wealth management practice whose advisors serve clients in a supported independence partnership structure. Together with the partnership and affiliation of Raymond James, 1792 is able to offer advisors industry-leading resources, technology and support while providing the flexibility, control and autonomy to serve clients in their unique way. Founded in 2017, 1792 primarily serves the Northeast and is rapidly expanding into new markets driven by a “client first” collaborative culture, an enhanced equity structure for advisors, and unique support ecosystem that enhances the client experience.

For more information, visit Join1792.com or https://www.raymondjames.com/1792wealthadvisors.

About Raymond James Financial Services

Raymond James Financial Services, Inc. (RJFS), member FINRA/SIPC, supports independent financial advisors nationwide. Since 1974, RJFS has built a reputation for strength, integrity, and advisor empowerment. The firm’s total client assets are approximately $1.73 trillion as of September 30, 2025. Learn more at www.raymondjames.com.

Contact:

1792 Wealth Advisors

360 Mount Kemble Ave., 3rd Floor

Morristown, NJ 07960-6834

973-866-5270

Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. 1792 Wealth Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.