Camp Hill, PA Office

Darlene Michelson is a Senior Financial Advisor at Merrill Lynch Wealth Management. She began her career in the financial services industry in 1995 and joined Merrill in 2009. Her practice focuses on investment and retirement income planning strategies, as well as estate and insurance coordination, with the objective of assisting clients in wealth accumulation, preservation, and transfer. Darlene works primarily with high-net-worth individuals to develop customized strategies for asset allocation, portfolio management, liability management, tax minimization, and asset preservation. Her client focus areas include college education planning, family wealth management strategies, legacy planning, LGBT wealth planning, managing new wealth, personal retirement planning, portfolio management services, women and wealth, and retirement income. As a qualified Portfolio Advisor and Personal Investment Advisor (PIA), she recommends a variety of investment strategies, including those managed by Merrill and approved third parties. Darlene holds a bachelor's degree from Bloomsburg University. Outside of her professional role, she enjoys cooking, football, and gardening.

Wesley Miller is a Senior Financial Advisor with Merrill Lynch Wealth Management. He joined Merrill Lynch in 2017 and has over two decades of experience in the financial industry, including 17 years in New York City prior to his current role. Wesley provides clients with comprehensive financial advice, focusing on financial and investment strategies, liquidity planning, estate and wealth transfer strategies, cash management, and strategic tax loss harvesting. He holds a bachelor's degree in Economics from La Salle University and earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification in 2019. Wesley is also a Personal Investment Advisor (PIA). He is active in his local community, leading volunteer outreach initiatives through his church's Mission Outreach program. Outside of work, he enjoys spending time with his family, hiking, fishing, golfing, traveling, and living on a farm in Adams County with his wife and their dogs.

Stephen Brindle is a Wealth Management Advisor with Merrill Lynch Wealth Management, specializing in comprehensive wealth management planning for high net worth individuals and families. He focuses on developing customized strategies aligned with clients' goals and priorities, covering areas such as college education planning, family wealth management, legacy planning, personal retirement planning, philanthropic planning, portfolio management services including socially responsible and ESG investing, as well as tax minimization. Stephen began his financial advisory career with Merrill in 2008. He holds a bachelor's degree in finance from James Madison University with a concentration in European business and a minor in environmental studies. In 2011, he earned the Certified Financial Planner (CFP) certification and holds a Personal Investment Advisor (PIA) designation. His approach centers on understanding clients' life priorities, risk tolerance, investment personality, time horizon, and liquidity needs to design and implement personalized wealth management strategies. He is active in his local community, volunteering with the Central Pennsylvania Food Bank and serving as a board member of Friends of Fort Hunter. Outside of work, Stephen enjoys adventure sports, fishing, gardening, hiking, music, photography, traveling, volleyball, and spending time with his family.

Brian Fields serves as the Resident Director at Merrill's Camp Hill office. With over 45 years of experience in business and finance, including 25 years as a financial advisor, he joined Merrill in 2019. Brian's previous roles include work at Legg Mason, Morgan Stanley, and RBC Wealth Management in Lemoyne, PA, as well as positions in corporate finance with Giant Food Stores and Ahold USA as a Controller. He holds a Bachelor's Degree in Accounting from The Ohio State University and an MBA from Penn State University. Brian is a CERTIFIED FINANCIAL PLANNER® professional and a Personal Investment Advisor, focusing on areas such as college education planning, retirement income, tax minimization, and small business strategies. He is dedicated to helping families and business owners plan for their financial futures by developing personalized financial strategies. Brian is involved with the Financial Planning Association of Central Pennsylvania and volunteers with the Mechanicsburg North Rotary and the Ohio State University Alumni Association of Central PA. He has been married for over 41 years and enjoys football, golfing, hiking, reading, and spending time with his family.

Thomas Wertz is a Senior Vice President and Wealth Management Advisor at Merrill Lynch Wealth Management. He co-founded the Wertz Eberts Group and has been with Merrill since 1991, bringing over 30 years of experience to his role. He and his team focus on creating wealth management strategies to build, preserve, and distribute wealth by understanding clients' goals, risk tolerance, time horizon, and liquidity needs. Thomas holds a Bachelor's Degree from Indiana University of Pennsylvania and has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). His expertise includes college education planning, legacy planning, liquidity management, managing new wealth, tax minimization, and retirement income. He resides in Enola with his wife, Holly, and their three children. Thomas's personal interests include biking, football, golfing, hiking, music, and reading.

John Hallahan is a Senior Financial Advisor with Merrill Lynch Wealth Management. He joined Merrill in 1995 following his graduation from Lynchburg College with a bachelor's degree in business. In his role, John helps clients develop personalized wealth management strategies that are tailored to their financial situations and goals, taking into account changing market conditions. John’s expertise covers a range of areas including college education planning, legacy planning, liquidity management, small business strategies, tax minimization, and retirement income. He focuses on building a comprehensive understanding of each client’s financial picture and priorities, and leverages investment insights from Merrill as well as banking and lending solutions from Bank of America to address diverse financial needs. In addition to his professional work, John participates in community volunteering, reflecting the Merrill tradition of engagement in the communities served. Outside of work, he enjoys fishing, golfing, hunting, and spending time with his family. John holds the Personal Investment Advisor (PIA) designation.

Vladan Serdar is a Senior Financial Advisor at Merrill Lynch Wealth Management. He began his financial services career in 2006 at Merrill Lynch after graduating from Bethany College with a bachelor's degree in managerial economics. Over nine years, he held various roles including operations representative, client associate, business systems administrator, and administrative manager assistant, gaining a comprehensive understanding of the financial services industry. Vladan's expertise includes college education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, tax minimization, and retirement income. He is a Personal Investment Advisor (PIA) and is fluent in Serbian and English. Vladan is involved with professional organizations such as the Camp Hill Lion Foundation and Sigma Nu, and actively participates in community organizations including Bethesda Mission, Camp Hill Lion Foundation, and Central PA Food Bank. Originally from Serbia, Vladan immigrated to the United States at a young age and became a U.S. citizen in 2012. He resides in Camp Hill, Pennsylvania, with his wife and two children. He enjoys coaching his children's basketball and baseball teams and spending time with his family.

Thomas Madden is a Senior Financial Advisor with Merrill Lynch Wealth Management. He provides wealth management services to working and retired professionals in central Pennsylvania and across the United States. His approach includes developing strategies for creating, growing, preserving, and distributing wealth in the most tax-advantaged manner. Mr. Madden collaborates closely with clients’ other trusted advisors and offers access to estate planning and trust services through Bank of America Private Bank. Mr. Madden’s areas of expertise encompass family wealth management strategies, institutional and corporate benefit services, personal retirement planning, portfolio management, individual and corporate investment strategies, and retirement income. He follows Merrill’s tradition of community involvement by volunteering with local organizations. A native of central Pennsylvania, Mr. Madden graduated from Bishop McDevitt High School in Harrisburg and earned a Bachelor of Science degree in Petroleum and Natural Gas Engineering from Pennsylvania State University. He holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of work, Mr. Madden enjoys basketball, golfing, and spending time with his family.

Maya Madden is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. Prior to joining Merrill, she held various roles in educational and entertainment organizations, including Bryn Mawr College, Bishop McDevitt High School, and Hershey Entertainment and Resorts. 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 a combination of model-based and discretionary investment strategies for individuals, institutions, and charitable organizations.

Denise Pautz is a financial advisor with Merrill in Camp Hill, PA, holding Series 63 and Series 65 licenses and having 24 years of industry experience. She has been with Merrill Lynch 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kaia Sword is a Wealth Management Advisor at Merrill Lynch Wealth Management. She specializes in a range of client focus areas including education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, socially responsible and values-based investing, women and wealth, and tax minimization. Kaia began her career at Merrill Lynch Wealth Management in 2018. She holds a Bachelor of Science degree in Psychology from Pennsylvania State University, earned in 2015. In 2021, she obtained her CERTIFIED FINANCIAL PLANNER™ certification. Additionally, she holds the Personal Investment Advisor (PIA) designation. Kaia also earned an Associate's Degree from Harrisburg Area Community College and completed her high school education at Central Dauphin High School. Outside of her professional work, Kaia is involved in community organizations such as the Capital Area Greenbelt Association and South Central PA Climbers. She has a range of personal interests including adventure sports, gymnastics, hiking, music, photography, rock climbing, running, skiing, traveling, and yoga.

Jarod Howe is a Financial Advisor with Merrill Lynch Wealth Management, serving as a member of The Wertz-Eberts Group. The team collectively brings over 90 years of professional experience and focuses on personalized and practical strategies to help clients navigate their financial goals. Jarod works to connect all aspects of clients' financial lives to prioritize and pursue the goals that matter most to them. His areas of expertise include legacy planning, personal retirement planning, tax minimization, and retirement income. Jarod holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and Personal Investment Advisor (PIA) designation. He earned a Master's Degree from the University of Georgia and a Bachelor's Degree from Cabrini University. Outside of his professional work, Jarod has been involved with the Cabrini Men's Lacrosse Team and the Cumberland Valley Youth Lacrosse Club. His personal interests include football, golfing, hunting, music, skiing, and traveling.

David Saurman is a Wealth Management Advisor with Merrill Lynch Wealth Management, serving clients from the Camp Hill, Pennsylvania office since 2005. He brings extensive experience in financial and insurance services and is licensed with Series 6, 7, 31, 63, and 65 FINRA registrations, as well as life, accident, and health insurance licenses. David holds the Chartered Retirement Planning Counselor (CRPC™) designation and is a Senior Portfolio Advisor qualified to build and manage custom investment strategies, including discretionary management through the firm's Investment Advisory Program. He works closely with high net worth clients and businesses, focusing on retirement, estate, insurance planning, and a range of wealth management strategies such as socially responsible investing and legacy planning. David earned a Bachelor’s degree in Finance and Economics with a concentration in Financial Investments and Planning from Indiana University of Pennsylvania. He is part of the CS Group and CS & Associates teams, which specialize in addressing diverse wealth management needs for high net worth individuals. His professional credentials also include the Personal Investment Advisor designation. David is actively involved in his community, coaching youth sports through Dillsburg Youth Baseball and Upward Sports. He previously served on the Downtown Daily Bread Advisory Board. Outside of his professional and community roles, David enjoys spending time with his family, boating, fishing, golfing, traveling, and participating in outdoor activities. He resides in Dillsburg, Pennsylvania with his wife, four children, and pets.

Matthew J. Frye, CFP®, CPFA®, serves as a Wealth Management Advisor at Merrill Lynch Wealth Management. Since joining Merrill in 2009, he has specialized in providing tailored financial, estate, and wealth planning solutions for high-net-worth clients. Matthew offers expertise in areas such as divorce transition planning, family wealth management strategies, institutional investment consulting, legacy planning, and retirement income solutions. Matthew earned his Bachelor's degree in Public Administration from Shippensburg University in 2005. He previously worked at Sherwin-Williams from 2005 to 2009, during which time he was recognized as Manager of the Year in 2008. In 2014, he attained the CERTIFIED FINANCIAL PLANNER® designation, further cementing his qualifications. His team's performance has been recognized with inclusion in Forbes Best-in-State Wealth Management Teams list in multiple years. Originally from Central Pennsylvania, Matthew is active in his community, volunteering with organizations such as the Central PA Food Bank, Habitat for Humanity, the Salvation Army, and the Humane Society of Central PA. Outside of his professional life, he enjoys family activities and outdoor sports including biking, hiking, camping, and running.

Damian Foster is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has been serving clients since 1995. He applies a disciplined investment approach that centers on understanding the long- and short-term financial goals of his clients. Damian utilizes his professional experience alongside the resources available at Merrill to develop practical financial solutions tailored to individual needs. Damian’s expertise spans a range of client focus areas, including college education planning, divorce transition planning, family wealth management strategies, personal retirement planning, portfolio management, small business strategies, investment strategy for individuals and corporations, tax minimization, and retirement income planning. He holds several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Damian earned his Bachelor's degree from Indiana University of Pennsylvania. In addition to his professional commitments, Damian is involved in his community through organizations such as the Lebanon City Biddy Basketball and the Lebanon City Civil Service Commission. Outside of work, he enjoys basketball, gardening, music, reading, running, and spending time with his family.