Reshma Patel is a financial advisor at Merrill with 15 years of industry experience. She holds a Series 66 designation and has been with Bank of America and Merrill since 2011. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party teams.

Dylan Moran is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in delivering personalized financial strategies aimed at helping clients pursue their financial goals and manage investment risk. His areas of expertise include college education planning, family wealth management strategies, retirement income planning, small business strategies, and portfolio management services. Dylan's approach centers on understanding what matters most to his clients and aligning their financial resources through disciplined, goals-based planning. He holds a Bachelor's Degree from Sacred Heart University and has earned professional designations including CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). Outside of his professional work, Dylan enjoys a variety of adventure and recreational activities such as boating, fishing, skiing, and spending time with his family. He is also engaged in community activities and aligns with organizations committed to social and professional responsibility.

Tracey Mitchell is a financial advisor with Merrill, holding a Series 66 designation and over one year of industry experience. She has worked at Merrill Lynch and Bank of America, with a combined tenure of nearly two decades at these firms. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Laura Dunn is a financial advisor with Merrill in Wilkes Barre, PA, holding Series 63 and Series 66 credentials and 18 years of industry experience. Her prior roles include positions at Bank of America, EI Capital Distributors, and CION Securities. 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, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, and institutional entities.

William Stella is a Wealth Management Advisor with Merrill Lynch Wealth Management. He is a CERTIFIED FINANCIAL PLANNER® practitioner on the Koehl, Youngman, Levy and Rosenthal Wealth Management Group, a team based in Wilkes-Barre. The team focuses on building client relationships and providing support tailored to each client's unique financial goals and values. They offer services such as investment management, liquidity event strategies, trust and estate planning, customized credit and lending, and philanthropy, leveraging Merrill's resources alongside their collective experience. Will received both his Bachelor of Science Degree in Accounting and his Master of Business Administration from the University of Scranton, completing the dual degree within five years. He holds the CERTIFIED FINANCIAL PLANNER® certification and the Personal Investment Advisor designation. Will joined Merrill in 2015 and serves as a Relationship Manager and investment committee member for his group, contributing to client strategies based on factors like risk tolerance and market conditions. He is a graduate of the Leadership Wilkes-Barre Core Program and serves on the boards of the Cody Jude Barasse Memorial Foundation and the St. Joseph’s Center Foundation.

Stacey Wyandt is a Senior Financial Advisor with Merrill Lynch Wealth Management. She has over 20 years of experience providing wealth management services to affluent families, accomplished professionals, and successful business owners. Stacey focuses on helping clients develop personalized wealth management plans that align with their life priorities and goals. Her areas of expertise include college education planning, family wealth management strategies, managing new wealth, personal retirement planning, women and wealth, tax minimization, and retirement income. Stacey holds a Bachelor's Degree from Indiana University of Pennsylvania and is a Personal Investment Advisor (PIA). She is also involved with professional and community organizations such as Shriners International - Irem Shriners, Wyoming Valley YMCA, and Wyoming Valley YMCA Camp Kresge. Outside of her professional work, Stacey enjoys cooking, golfing, hunting, reading, and spending time with her family.

Charles Youngman is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing over 25 years of experience in the field. He specializes in areas such as college education planning, corporate executive services, divorce transition planning, liquidity management, managing new wealth, and retirement income. His practice emphasizes personal client service combined with long-term investment planning, aiming to understand clients' financial goals and provide straightforward advice. Charles holds the Chartered Retirement Planning Counselor (CRPC) designation and the Personal Investment Advisor (PIA) credential. He earned a Bachelor's Degree from Shippensburg University. His professional affiliations include serving as a Dallas Borough Councilman and as a member of the Board of Trustees for the Greater Wyoming Valley YMCA. He has been involved in his community through various roles and has a background as a former business owner. His client-focused approach is supported by a disciplined investment management process designed to provide peace of mind to his clients.

Mathew Shaffer is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined the firm in 2012 and specializes in estate planning, business succession planning, family wealth preservation, growth, and transition. His client focus includes family wealth management strategies, legacy planning, personal retirement planning, philanthropic planning, portfolio management services, and small business strategies among others. Mathew holds the CERTIFIED FINANCIAL PLANNER™ certification awarded by the Certified Financial Planner Board of Standards, Inc., as well as the Certified Exit Planning Advisor designation from the Exit Planning Institute. He earned his bachelor's degree from Dickinson College. His professional designations also include Personal Investment Advisor, Sports & Entertainment, and Sports & Entertainment Accredited Wealth Management Advisor. He is actively involved in his community, serving on the boards of the American Cancer Society, Children's Service Center, and the Wyoming County Chamber of Commerce. Mathew resides in South Abington Township with his wife Nicole and their three children, Jordan, Logan, and Emma. Outside of his professional role, he has interests in baseball, basketball, cooking, football, golfing, refereeing, and spending time with his family.

Christopher Nixon is a financial advisor with Merrill, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Avantax Advisory Services, Baker Tilly US LLP, and Lawrence Cable and Company, LLP. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Stephen Rosenthal is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been employed since 1997. He brings over 26 years of experience in wealth management, business financing, and corporate retirement plans. Stephen's professional designations include CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He is a qualified Portfolio Manager who manages personalized and defined strategies on a discretionary basis. Stephen focuses on areas such as liquidity event strategies, trust services, estate planning services, retirement plan consultation, corporate benefits, corporate executive services, divorce transition planning, personal retirement planning, and portfolio management services. He holds a bachelor's degree in Accounting from the University of Pittsburgh. In addition to his professional work, Stephen is actively involved in various community organizations. He has served as past president of the Osterhout Free Library, is a board member of the Jewish Home of Eastern Pennsylvania, and serves on the Board of Trustees of Wyoming Seminary College Preparatory School. He is also a member of the Westmoreland Club.

John Joseph Gustin is a Financial Advisor with Merrill Lynch Wealth Management, having joined the firm in 2019. He specializes in retirement and estate planning, family wealth preservation, and business succession strategies. John Joe works closely with local nonprofit organizations throughout the greater Scranton/Wilkes-Barre area. He holds a Bachelor's Degree from The University of Scranton and has earned the Personal Investment Advisor (PIA) designation. John Joe is involved in his community, serving on two local nonprofit boards and coaching baseball. He also acts as a guardian for an elderly family member with dementia. He resides in Scranton, PA. John Joe focuses on providing personalized wealth management by understanding clients' financial goals and developing flexible strategies suited to changing market conditions. His approach includes leveraging investment insights and banking solutions to help clients pursue their objectives through comprehensive financial planning.