Duane Roth

Here’s the long version summed up in five bullets: 1) I started off in finance working at a regional bank, SunTrust, helping people with more transactional needs like opening home equity lines, loans, checking accounts, money market accounts, etc. 2) I found that I really enjoyed finance because it brought numbers to life, but I wanted to build deeper, lasting relationships with clients so I moved into wealth management / financial planning at Morgan Stanley (then Smith Barney) 3) I was recruited to move to Merrill Lynch/Bank of America as the world seemed to be falling apart. I thought I was moving to a more secure financial institution…ha! 4) As I watched what seemed to be the demise of modern finance and capitalism with it, I stumbled onto Biblical stewardship via Crown Financial and Financial Peace University 5) After seeing a different approach to personal finance, I started Metanoia Financial to provide Biblically-based financial planning and advice

Anthony Lyons is a Financial Consultant at Fidelity Investments, where he works alongside a team of financial professionals to provide guidance aimed at helping clients achieve peace of mind and live with purpose. He focuses on actively listening to clients' concerns and suggesting courses of action to support their financial goals. Anthony has held various roles in the financial services industry since 2016, including positions as a Financial Advisor at PNCI and Edward Jones, Private Wealth Advisor at Regions Bank, and Vice President-Planning & Development Manager at Arvest Wealth Management. His experience spans several organizations, reflecting a broad background in financial consulting and wealth management. Outside of his professional work, Anthony has interests in baseball, cars, football, and social events with friends.

Timothy Warner is a Wealth Management Advisor with Merrill Lynch Wealth Management. He began his financial services career in 2003 and holds the CERTIFIED FINANCIAL PLANNER® (CFP) certification as well as the Personal Investment Advisor (PIA) designation. Tim has experience spanning the banking and insurance industries and works with private sector executives, military personnel, and civil service members. His team offers a range of wealth management programs and strategies focused on helping clients develop personalized financial roadmaps. Tim’s areas of expertise include family wealth management strategies, legacy planning, philanthropic planning, portfolio management, retirement income, tax minimization, and socially responsible investing. He emphasizes a comprehensive approach to managing wealth that begins with listening to clients and assisting them in making informed decisions to meet their long-term financial goals. Tim and his team at Merrill Lynch act as primary contacts for clients, providing ongoing support across all aspects of their financial lives. Timothy Warner earned a Bachelor's Degree from Mid-Continent University and also attended the University of Illinois System and Rend Lake College. He lives in Mascoutah, Illinois with his wife and three daughters. Both he and his wife were raised in the Rend Lake area. Tim is involved with the Ainad Shriners and First Baptist Church O'Fallon, IL. His personal interests include adventure sports, scuba diving, skiing, traveling, and spending time with his family.

Andrew Sharon is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in providing both short- and long-term institutional-style strategies tailored to complex and unique financial situations. Utilizing the extensive resources of Merrill Lynch and Bank of America, Andrew delivers personalized wealth management approaches focused on helping clients achieve their financial goals, with particular expertise in areas such as family wealth management, retirement income, legacy planning, and portfolio management. Andrew holds a Bachelor's degree from Northwestern University and an MBA from Washington University in Saint Louis. He holds the Personal Investment Advisor (PIA) designation and is affiliated with professional organizations including Arch Grants and the Washington University Hatchery. In addition to his professional work, Andrew is engaged in community service through involvement with the American Jewish Committee, Jewish Community Relations Council, and Kids In The Middle. Outside of his professional pursuits, Andrew enjoys a variety of personal interests including baseball, cooking, football, golfing, ice hockey, music, spending time with family, tennis, traveling, and watching movies. His approach to financial advising emphasizes understanding clients’ life priorities to develop personalized plans that align with their goals and aspirations.