Blue Bell, PA Norristown Rd Office

Michael Lesher is a financial advisor with Merrill, holding Series 66, Series 63, and Series 65 licenses and 13 years of industry experience. He has worked at Merrill since 2019 and previously held roles at Northwestern Mutual Wealth Management Services LLC, Northwestern Mutual Investment Services LLC, Anthony Stanley, and LPL Financial. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Nathaniel Coleman is a financial advisor at Merrill with 11 years of industry experience. He holds a Series 66 designation and has worked at both Merrill and Bank of America, N.A. since 2014 and 2015 respectively. Outside of his advisory role, he participates in the Financial Literacy Center of Lehigh Valley, where he educates students on the benefits of using banking services and the basics of the financial system. Merrill 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, and institutional investors.

Johanna Walters is a Wealth Management Advisor at Merrill Lynch Wealth Management. Since joining Merrill in 1998, she has worked with C-suite executives, successful entrepreneurs, and multigenerational families, providing investment analysis, wealth management strategies, and estate planning services. Her client-focused approach aims to help individuals and families make informed financial decisions tailored to their unique needs. Johanna graduated magna cum laude from Temple University with a major in finance and business law. She holds the Series 7 and Series 66 FINRA registrations and is licensed as an agent for life, accident, and health insurance. Her professional designations include CERTIFIED FINANCIAL PLANNER (CFP), Chartered Life Underwriter (CLU), and CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), among others. She has also attended the University of North Carolina. Beyond her professional career, Johanna serves as a board member of Women's Animal Center, America's first animal shelter. She also supports Wissahickon Trails in its mission for improved water quality, environmental education, and land conservation. Johanna and her husband, Brian Sweeney, reside in Blue Bell, PA, and enjoy horseback riding, skiing, and hiking.

Anthony Firrantello is a Financial Advisor and Senior Portfolio Advisor at Merrill Lynch Wealth Management. In his role, he collaborates with clients to develop personalized strategies aimed at achieving their short-, mid-, and long-term financial goals. Anthony provides guidance on various financial matters, including investing, retirement planning, and saving for unexpected events, with access to specialized banking and lending solutions through Bank of America. His areas of expertise include college education planning, family wealth management, legacy planning, tax minimization, and small business strategies, among others. As a Senior Portfolio Advisor, he manages custom investment strategies on a discretionary basis, utilizing a range of Merrill Lynch model portfolios and third-party investment options. Anthony holds professional designations such as Accredited Asset Management Specialist (AAMS), Accredited Wealth Management Advisor (AWMA), and Chartered Retirement Planning Counselor (CRPC). He graduated from Downingtown East High School. Outside of his professional work, he spends time with his family, to which he is married with two daughters, and engages in activities including billiards, cooking, fishing, golfing, hiking, hunting, reading, traveling, and watching movies.

Ryan Harris is a financial advisor with Merrill in Blue Bell, PA, holding Series 65 and Series 66 credentials and 19 years of industry experience. He has been with Merrill since 2009 and recently began working with Bank of America in 2026. Outside of advising, he is the sole owner of a rental property in Feasterville, PA. 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Theresa Mc Donough is a financial advisor with Merrill, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. She has been with Merrill since 1997. 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, retirement plans, corporations, and charitable organizations.

Brooke Blanche is a financial advisor with Merrill in Blue Bell, PA, holding a Series 66 designation and having one year of industry experience. Prior to joining Merrill, Brooke worked at Merrill Lynch Wealth Management and has a background that includes teaching Pilates at The Move, a studio in Boston, Massachusetts. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Pascale Abi Khattar is a financial advisor at Merrill with 19 years of industry experience. She holds the Series 66 designation and has worked at Merrill since 2007 and at Bank of America, N.A. 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, retirement plans, corporations, and charitable organizations.

Michael Geoghegan is a financial advisor at Merrill with Series 63 and Series 65 credentials and six years of industry experience. His prior roles include positions at Bank of America, The Vanguard Group, Northwestern Mutual, and Go-Page Corporation. 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 individual and institutional clients.

Marcus Hernandez is a financial advisor at Merrill with Series 63 and Series 66 credentials and 25 years of industry experience. He has worked at Merrill since 2009 and at Bank of America, N.A. since 2011. 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.

Megan Bailey is a Senior Financial Advisor at Merrill Lynch Wealth Management. She began her career at Merrill in 1995 and holds FINRA Series 66 and Series 7 registrations. Megan is licensed as an agent for Life, Accident and Health Insurance. In 2007, she earned the Chartered Retirement Planning Counselor™ designation, and in 2018, she obtained the Certified Plan Fiduciary Advisor® designation. She also holds the Personal Investment Advisor (PIA) and Retirement Benefits Consultant (RBC) designations. In her role, Megan conducts portfolio reviews, oversees investment proposal and strategy implementation, assists with investment analysis, and coordinates intergenerational planning. She focuses on the design and implementation of retirement plan services and provides access to Merrill’s investment insights to address all aspects of clients' financial lives. Megan works with clients to create customized wealth management approaches that can adapt to changing needs and market conditions. Originally planning to be a teacher, she applies her skills in educating clients and simplifying the investment process. Megan holds an Associate's Degree from Montgomery County Community College. She lives in Fort Washington, PA with her husband, two children, and five dogs. Megan is an equestrian who enjoys spending time with her horses, Navaro and Spider. In her spare time, she also enjoys Broadway musicals and reading fiction novels.

Patrick Dinan is a financial advisor with Merrill in Blue Bell, PA, holding a Series 66 designation and 10 years of industry experience. He has been with Bank of America, N.A. and 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Kevin Kindig is a financial advisor at Merrill with nine years of industry experience. He holds Series 63 and Series 66 registrations. His prior experience includes roles at The Vanguard Group and Mercer, as well as a position at The Pennsylvania State University - Great Valley Campus. 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 individual and institutional clients.

Louis Spinelli is a Wealth Management Advisor based in suburban Philadelphia with Merrill Lynch Wealth Management. He leads The Spinelli Policare Group, which advises affluent families on various financial matters including asset allocation, education funding, retirement income planning, tax minimization strategies, and estate planning services. Louis began his financial services career in 2002 after earning a bachelor's degree in finance from Villanova University. He advises high net worth investors and corporate retirement plans, and holds professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR® (CPFA), and Retirement Accredited Financial Advisor (RAFA). His client focus areas include college education planning, executive compensation, family wealth management strategies, legacy planning, philanthropic planning, and values-based investing. Louis resides in Whitemarsh Township with his wife, Maria, and their young son, Vincent. His personal interests include basketball, reading, and spending time with his family.

Casey Urkuski is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Prior to joining Merrill, Casey worked at Jefferson for seven years. He serves as a board member for Perkiomen Valley Youth Wrestling, where he helps organize home meets and assists with tournament registration. 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, pension and profit-sharing plans, corporations, and charitable organizations.