Robert Morris

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. He has been providing financial advice and guidance to clients since beginning his career in 2008. Stephen focuses on wealth management planning for high net worth individuals and families, emphasizing a personalized approach that aligns with clients’ life priorities, risk tolerance, and financial goals. Stephen holds a bachelor’s degree in finance with a European business concentration and an environmental studies minor from James Madison University. He earned the CERTIFIED FINANCIAL PLANNER™ (CFP) certification in 2011 and carries the Personal Investment Advisor (PIA) designation. His expertise includes college education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management, socially responsible and ESG investing, and tax minimization. Beyond his professional role, Stephen serves on the Friends of Fort Hunter Board and is involved with the Humane Society of Harrisburg Area. He enjoys adventure sports, fishing, gardening, hiking, music, photography, traveling, volleyball, and spending time with his family.

Thomas Wertz is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management. He joined Merrill in 1991 and co-founded the Wertz Eberts Group, where he and his team develop wealth management strategies tailored to clients’ goals, risk tolerance, time horizon, and liquidity needs. Their focus includes college education planning, legacy planning, liquidity management, tax minimization, retirement income, and managing new wealth. With over 30 years of experience, Thomas works closely with individuals, families, and businesses to build, preserve, and distribute wealth while delivering attentive and personalized service. He holds a Bachelor's Degree from Indiana University of Pennsylvania and has earned the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) professional designations. Thomas lives in Enola with his wife, Holly, and their three children.

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