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Zack Warringer is a Wealth Management Advisor at Merrill Lynch Wealth Management. He provides wealth management strategies tailored to high net worth clients and institutions by assessing their risk tolerance, time horizon, liquidity needs, and investment objectives. With over 20 years of experience, Zack holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Certified Private Wealth Advisor (CPWA), and Certified Plan Fiduciary Advisor (CPFA). He earned an Associate's Degree from the State University of New York at Ulster and a Bachelor's Degree from Thomas Edison State College. Outside of his professional work, Zack is married with two daughters. He spends his free time golfing, volunteering, and being with his family.

Glenn Fels is a Wealth Management Advisor affiliated with Merrill Lynch Wealth Management. Since 1985, he has provided investment and planning services to individuals, families, and businesses, specializing in areas such as retirement planning, education funding, wealth accumulation and preservation, estate planning, and executor and trust administrative services. He also offers access to consumer banking, lending, long-term care, life insurance, and a range of investment options. For business clients, Glenn designs services including cash management, group benefit plans, commercial banking, leasing, financing, investment banking, and succession planning. With over thirty-nine years of experience, Glenn serves high net worth individuals, private business owners, and corporate executives. He collaborates with clients’ other professional advisors to develop customized, dynamic strategies that address financial objectives while minimizing portfolio volatility. His approach emphasizes integrity, attentiveness, and experience to build long-term, trusted relationships. Glenn holds a Bachelor’s degree from Rider University and has earned professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is a member of the Bucks County Estate Planning Council. Glenn was recognized in Forbes’ Best-in-State Wealth Advisors list in 2022, 2023, and 2024. Raised in Huntingdon Valley, Pennsylvania, he currently resides in Bucks County, Pennsylvania, and his personal interests include football, golfing, hiking, music, reading, and swimming.

Scott Demouth is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he leads a team of eight financial professionals focused on providing comprehensive advice and guidance across all aspects of clients’ financial lives. He and his team emphasize a goals-based, tax-sensitive approach to wealth management, retirement income planning, legacy strategies, and risk management, aiming to deliver personalized service with transparency and discipline. With over 33 years of experience in the financial services industry, Scott joined Merrill Lynch in 1998 after spending 12 years on Wall Street. Prior to his current role, he held positions at Donaldson, Lufkin & Jenrette and Barclays Capital, providing trading and investment strategies to institutional clients and managing proprietary capital. Scott holds multiple professional designations including Certified Investment Management Analyst® (CIMA®), Certified Plan Fiduciary Advisor® (CPFA®), and Chartered Retirement Planning Counselor™ (CRPC™). He earned a bachelor's degree from Fordham University and completed additional coursework at the Wharton School of Business. Outside of his professional responsibilities, Scott is actively involved in local youth sports, having served as a coach and board member for 16 years. He enjoys skiing, golfing, running marathons, cooking, traveling, and spending time with his family. He resides in Yardley, Pennsylvania with his wife Carolyn.

Brandon Roche is a Wealth Management Advisor with Merrill Lynch Wealth Management, specializing in providing goals-based wealth management services to high net worth individuals, retirees, small businesses, foundations, and private and public companies. Since beginning his career in 2017, Brandon has offered structured recommendations and implementations of customized financial solutions tailored to clients’ risk tolerance, time horizon, liquidity needs, personal investment objectives, and associated costs. His client focus includes corporate executive services, executive and equity compensation, family wealth management strategies, legacy planning, liquidity management, retirement planning, and portfolio management. Brandon holds professional designations as an Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned a bachelor's degree from Coastal Carolina University. Outside of his professional work, Brandon enjoys spending time with family and friends and is an avid golfer. He participates in community volunteering activities in line with Merrill’s tradition of community engagement. Brandon serves clients primarily in the Greater New York and Philadelphia areas and is committed to helping them develop personalized financial strategies designed to pursue their long-term goals.

Christopher Brown is a Senior Financial Advisor with Merrill Lynch Wealth Management. He brings over 25 years of experience in capital markets and institutional trading to his practice, focusing on delivering personalized financial strategies that align with each client's individual goals, risk tolerance, and circumstances. His client focus areas include college education planning, executive compensation, portfolio management, tax minimization, and retirement income. Mr. Brown holds a bachelor's degree from Purdue University and holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He is a board member of the MAGIC Charities Foundation and is fluent in both English and Spanish. Outside of his professional work, he is an avid outdoor sports enthusiast with interests in adventure sports, marathon running, and skiing. He resides in New Hope, Pennsylvania with his wife and three children.