Wyomissing, PA Berkshire Blvd Office

Dallas Smoker is a Series 66-credentialed financial advisor at Merrill with six years of industry experience. He has worked at Merrill since 2019 and previously held roles at Lancaster Mold Inc. and Eby's Store of Honey Brook. 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 a range of clients including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations.

James Geosits is a financial advisor with Merrill in Wyomissing, PA, holding Series 63 and Series 65 credentials and over 43 years of industry experience. He has been affiliated with Merrill since 1981 and also works with Bank of America, N.A. since 2011. Outside of advising, he owns a construction LLC focused on townhouse development. 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 a range of clients including individuals, high-net-worth clients, and institutional investors.

Melanie Hnatishion is a Wealth Management Advisor at Merrill Lynch Wealth Management, where she serves individuals, families, and corporate retirement plans. In her role, she works closely with clients and their other professional advisors to develop coordinated financial strategies that adapt as goals and circumstances evolve. Melanie has been in the financial services industry since 2012. She holds several professional designations, including Certified Investment Management Analyst (CIMA), Certified Divorce Financial Analyst (CDFA), Chartered Retirement Planning Counselor (CRPC), CERTIFIED FINANCIAL PLANNER (CFP), Certified Plan Fiduciary Advisor (CPFA), Certified 401(k) Professional (C(k)P), and she is a designated Bank of America Retirement Benefits Consultant. She received her bachelor's degree from Thomas Jefferson University in 1995. Based in Reading, Pennsylvania, Melanie lives with her son. Her client focus areas include college education planning, corporate retirement plan services, divorce transition planning, employee financial health, personal retirement planning, portfolio management, women and wealth, and retirement income. She has personal interests in golfing, ice hockey, racquetball, and tennis.

Rebekah Minnich is a Senior Financial Advisor at Merrill Lynch Wealth Management, where she has been serving clients since 2014. With a career in the financial services industry that began in 2004, Rebekah focuses on delivering personalized financial strategies tailored to each client's unique needs and objectives. Her expertise includes family wealth management strategies, personal retirement planning, portfolio management services, and addressing the financial needs of women. Rebekah holds a Bachelor's Degree from Kutztown University and the Professional Investment Advisor (PIA) designation. She is dedicated to providing a complete client experience that supports individuals in achieving their financial goals. Outside of her professional work, Rebekah enjoys music, reading, traveling, spending time with her family, and watching movies.

Cali Keller is a financial advisor with Merrill based in Wyomissing, PA, holding a Series 66 designation and eight years of industry experience. She has worked at Merrill since 2013 and has also been associated with Bank of America, N.A. since 2024. 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 a range of clients including individuals, high-net-worth clients, and charitable organizations.

James Middleton is a financial advisor at Merrill with 28 years of industry experience. He holds the Series 66 designation and has worked at Merrill since 1998. Middleton also has experience with Bank of America, where he has been employed 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.

James Geosits II is a financial advisor at Merrill with seven years of industry experience. He holds the Series 66 designation and previously worked at Bayshore Ford from 2016 to 2019. Outside of his advisory role, he is involved in manufacturing and selling soap through an LLC and has experience buying and selling used automobiles through separate business ventures. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Anastasios Plevrakis is a Senior Financial Advisor with Merrill Lynch Wealth Management. He joined Merrill in 1999 following his graduation from Pennsylvania State University and has since focused his practice on portfolio construction and retirement planning. His approach involves developing personalized financial strategies tailored to each client's goals, emphasizing capital accumulation, retirement planning, and income distribution. Plevrakis holds the Chartered Retirement Planning Counselor™ (CRPC) designation earned in 2008, as well as the Personal Investment Advisor (PIA) credential. He collaborates with his clients' CPAs and attorneys to address income tax minimization and estate and inheritance tax considerations as part of a comprehensive retirement planning process. He maintains a commitment to providing ongoing counsel and service to enhance client relationships throughout retirement. Born and raised in Berks County, Pennsylvania, Plevrakis currently resides in Wernersville, PA, with his wife Allison and daughter Ariana. In addition to his professional work, he dedicates time to volunteering in the community. His personal interests include spending time with family, playing tennis, and traveling.

John Minnich is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has been assisting clients since 2005. With over 20 years of experience in financial services, John adopts a comprehensive, goal-based approach to wealth management. His services encompass investment management, lending, insurance strategies, education planning, retirement income, and legacy planning. In addition to client relationship management, he also contributes to business development efforts within his team. Throughout his career, John has been recognized by various industry publications for his accomplishments. He has been named to Barron's Top 1,200 Financial Advisors for multiple consecutive years, Forbes 'Best-in-State Wealth Advisors,' and On Wall Street's Top 40 Advisors Under 40, among other accolades. He began his financial services career in 2003 and has consistently focused on providing clients access to opportunities that extend beyond day-to-day portfolio management. John earned a Bachelor's degree in Finance and Accounting from Kutztown University in Pennsylvania. He holds several professional designations, including Chartered Financial Consultant (ChFC), Certified Financial Planner (CFP), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment (SE). John resides in Sinking Spring, Pennsylvania, where he enjoys playing golf and basketball and spending time with his two daughters. He is also involved with the Wilson School District and supports the Shriners Children's Hospital.

Adam Green is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. Before joining Merrill, he held various roles including multiple positions at Franklin & Marshall College, as well as experience at Fulton Bank and Fairfax County Park Authority. Merrill, together with its affiliate Managed Account Advisors LLC (MAA), 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.

Mark Maggs is a Wealth Management Advisor at Merrill Lynch Wealth Management and founder of Maggs & Associates. He has been a financial advisor since 1993 and currently serves as part of Merrill's Peer-to-Peer National Faculty. Mark provides financial advice and guidance to business owners, professionals, executives, and retirees, with a focus on long-term wealth building and comprehensive balance sheet management. Mark holds a Bachelor's degree from Bloomsburg University and has earned several professional designations including Certified Investment Management Analyst (CIMA), Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). His expertise encompasses areas such as divorce transition planning, executive compensation, family wealth management strategies, institutional and corporate benefit services, personal retirement planning, portfolio management services, investment strategy, tax minimization, and retirement income. Mark is actively involved in his community, supporting various local organizations including Prospectus Berco and United Way as a Tocqueville member. He values longstanding client relationships and applies a caring approach to his work, emphasizing personal availability and understanding clients' needs. His professional achievements include recognition on Forbes' "Best-in-State Wealth Advisors" list for five consecutive years and placement on Barron's "America's Top 1,200 Financial Advisors" list.

Alexandra Litrenta is a Senior Financial Advisor at Merrill Lynch Wealth Management. She joined Merrill's Wyomissing office in 2014, initially working as a Client Associate before advancing to her current role as a senior financial advisor with The Kennedy Group. Alexandra focuses on a goals-based approach to wealth management, assisting clients in areas including liquidity management, managing new wealth, personal retirement planning, women and wealth, and retirement income. Alexandra earned a Bachelor's Degree in Psychology from LaSalle University in 2012. She holds several professional designations, including Certified Plan Fiduciary Advisor (CPFA) from the National Association of Plan Advisors, Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Alexandra’s background also includes collegiate athletics, having competed at the Division I level as a member of LaSalle’s Women's Volleyball Team. She resides in Wyomissing, Pennsylvania, with her husband. Alexandra has been active in the local community and served as the Head Women's Volleyball Coach at Albright College in Reading, Pennsylvania, for ten years. Her personal interests include antiquing, cooking, spending time with her family, and volleyball.

Courtany Heckman is a financial advisor at Merrill with 16 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at M&T Securities and M&T Bank. 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 to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Matthew Langdon is a Senior Financial Advisor at Merrill Lynch Wealth Management and a senior partner in the Weeber/Langdon Team. He brings 18 years of experience in the financial services industry, having joined Merrill Lynch in 2008. In his role, he focuses on business development, primarily acquiring new client relationships and directly shaping and implementing new strategies. Matt services high net worth individuals, families, and businesses, providing expertise in areas including corporate benefits, divorce transition planning, family wealth management strategies, retirement income, philanthropic planning, and portfolio management services. He holds series 7 and 66 FINRA registrations, life and health insurance licenses, and professional designations including Chartered Retirement Planning Counselor (CRPC), Certified 401(k) Professional (C(k)P), and Certified Plan Fiduciary Advisor (CPFA). He earned his bachelor's degree in accounting from Pennsylvania State University. Matt resides in Berks County, Pennsylvania with his wife Renee and their four children. He enjoys spending time with his family, boating, offshore fishing, and is involved in community activities such as volunteering with youth sports and serving on boards including Berks Catholic High School and John Paul II Board of Directors. He is also a PIAA wrestling official and a member of the United Way Investment Committee.

Megan O Brien is a financial advisor at Merrill with nine years of industry experience. She holds a Series 66 designation and has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2017, alongside roles at Bank of America N.A. and Albright College. 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 range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.