Lynchburg, VA Enterprise Dr Office

Branden Brooks is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has over three decades of experience in wealth management, serving multiple generations of client families. Prior to joining Merrill Lynch in 2007, Branden spent fifteen years with A.G. Edwards. He focuses on a holistic approach to financial planning, working with individuals and affluent families—including those with special needs children—to help set realistic goals and keep clients informed about their progress. Branden holds several professional designations, including CERTIFIED FINANCIAL PLANNER™ (CFP), Chartered Advisor in Philanthropy (CAP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned a Bachelor’s degree in Political Science from California State University, Fullerton, and an MBA in Personal Financial Planning from Indiana Wesleyan University. Outside of his professional work, Branden resides in Lynchburg with his wife Joslyn and their six children. His personal interests include golfing, hiking, racquetball, skiing, table tennis, and tennis.

John Hoskins II is a Senior Resident Director with over 30 years of experience in the financial services industry. He provides personalized wealth management strategies, helping clients pursue their long-term goals through tailored financial plans. His approach includes leveraging investment insights from Merrill and banking solutions from Bank of America. John's expertise includes college education planning, personal retirement planning, and portfolio management services. He holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He earned a bachelor's degree from West Virginia University and a High School Diploma from E C Glass in Lynchburg, Virginia. Committed to community involvement, John participates in the Old City Cemetery/Southern Memorial Association. Outside of work, he enjoys a variety of interests including antiquing, fishing, gardening, genealogy, hiking, horseback riding, reading, table tennis, woodworking, and spending time with his family.

Jared Srsic is a Financial Advisor at Merrill Lynch Wealth Management. He assists professionals, individuals nearing retirement, those changing jobs, and clients who have recently inherited assets. Jared works closely with clients during significant life transitions, providing guidance and creating personalized strategies that align investments, retirement planning, and overall financial objectives. His expertise includes liquidity management, personal retirement planning, small business strategies, and retirement income. Jared takes a disciplined approach to wealth management, aiming to bring clarity and confidence to complex financial decisions. He collaborates one-on-one with clients to define goals and develop portfolio strategies, adjusting plans as circumstances evolve. Jared holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations, and earned his Bachelor's Degree from Lynchburg College. Outside of his professional work, he enjoys adventure sports, camping, cooking, spending time with his family, traveling, and watching movies.

Jonathan Letchworth is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Prior to joining Merrill in 2023, he worked at Liberty University and has held positions at Moughons ACE Hardware and Mathews Yacht Club. 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.

Elizabeth Wiley is a financial advisor at Merrill with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Merrill since 2016. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Kelly Letchworth is a Wealth Management Advisor and Senior Portfolio Advisor with The Hoskins Group, a team recognized as a 2024 Forbes Best-in-State Wealth Management team. She is part of a group of six professionals providing comprehensive wealth management services to individuals and families, focusing on creating personalized financial strategies that align with clients' values and life stages. Kelly's expertise includes family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, and serving women and wealth clients. As a Certified Financial Planner® and Certified Plan Fiduciary Advisor®, she holds Series 7 and Series 66 FINRA registrations and is licensed in Virginia for Life and Health Insurance. She earned her Bachelor's Degree in Financial Planning from Liberty University. Outside of her professional work, Kelly enjoys spending time with her husband, son, and their two dogs, frequently attending baseball games together. Her personal interests also include cooking, antiquing, interior decorating, reading, and traveling.

Robert Hoskins is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has over 17 years of experience in the financial services industry, focusing on helping clients accumulate, build, preserve, and distribute wealth. His expertise includes family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, women and wealth, tax minimization, and retirement income. He holds a Bachelor's Degree from Lynchburg College and a Personal Investment Advisor (PIA) designation. Robert is a member of the Society of the Cincinnati and is involved in community activities, including volunteering with New Covenant Schools. Robert was born and raised in central Virginia and lives on a small farm outside of Lynchburg with his wife and three children. His personal interests include antiquing, chess, fishing, genealogy, horseback riding, music, singing, wood working, spending time with his family, and traveling.

Jeremy Marcum is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he provides personalized wealth management strategies tailored to individual client goals. With over a decade of experience in finance, Jeremy helps individuals, families, and businesses build financial strength and stability through transparent guidance and discretionary investment strategies. He leverages Merrill’s resources, model portfolios, and third-party strategies to create balanced portfolios that align with clients’ unique objectives, including areas such as college education planning, family wealth management, retirement planning, tax minimization, and socially responsible investing. Jeremy holds the Personal Investment Advisor (PIA) designation and earned his high school diploma from George Washington High School. He also attended Marshall University without obtaining a degree. Committed to community engagement, he participates in volunteer activities with organizations like United Way. Outside of his professional role, Jeremy enjoys spending time with his wife Heather, their four children, and grandson. His personal interests include baseball, basketball, camping, fishing, football, golfing, music, singing, softball, and family time, all of which inspire his dedication to helping clients secure their financial futures.