Ryan Hutchison

WELLth Financial Planning employs cutting-edge strategies to solve challenges relating to debt, budgeting, investments, education planning, retirement, and taxes while focusing on helping our clients build healthy relationships with money. Our specialty is creating early retirement plans, adhering to many principles of the "FIRE" (Financial Independence, Retire Early) philosophy. Our clients have big dreams of working on their terms and pursuing career passions as well as personal pursuits. Our evidence-based investment strategies are both proprietary and award-winning, offered in tandem with our financial planning service or alone. With powerhouse investment credentials, WELLth also has the ability to work around complex situations, such as large single stock positions or a high degree of tax sensitivity. We lean on experience gained from managing $200 million of assets at other firms as well as over a decade of formal education and training. Give us a call today and become your best financial self!

Richard Williams is a Senior Financial Advisor at Merrill Lynch Wealth Management. In his role, he provides financial guidance and investment advice to clients, helping them manage and grow their wealth. He holds the Personal Investment Advisor (PIA) designation, reflecting his expertise in personal investment strategies. Richard earned his bachelor's degree from St Francis University. No additional personal interests or community involvement information has been provided.

Ryan Purvis is a Senior Financial Advisor with Merrill Lynch Wealth Management. He provides private wealth management services to individuals, families, and businesses, assisting clients with investment management, estate planning, and wealth preservation. Ryan and his team utilize Merrill’s global resources to develop personalized financial strategies that address complex client needs in various market conditions. Ryan's expertise spans a broad range of financial services, including risk assessment, asset management strategies, estate and trust issues, and financial education for the children of affluent clients. He also works extensively with business owners, offering customized financial solutions encompassing retirement plans, cash management, lending resources, and investment strategies tailored to clients’ risk tolerance, time horizon, liquidity needs, and overall goals. He holds a Personal Investment Advisor (PIA) designation and earned a Bachelor’s degree from Lehigh University as well as a Doctorate from the University of Pittsburgh School of Law. Ryan is active in community volunteer work and has personal interests in fishing, hiking, skiing, soccer, and traveling.

Casey Shultz is a Financial Advisor at Merrill Lynch Wealth Management, where he joined in August 2022. He specializes in delivering tailored wealth planning strategies for individuals and organizations, helping clients meet their current and long-term financial objectives. Casey emphasizes a personalized approach to financial planning, recognizing the unique circumstances and goals of each client. His expertise includes divorce transition planning, education planning, personal retirement planning, small business strategies, investment strategy, and tax minimization. Prior to joining Merrill, Casey had over ten years of experience in union roles, including positions as a railroader at CSX Transportation and transportation manager at US Steel Corporation. He also worked as a Banker for PNC Financial Services directly before his current role. Casey holds a Bachelor’s degree in Finance and an MBA from Excelsior College in Albany, NY, and has earned the Chartered Retirement Planning Counselor™ designation, as well as the CERTIFIED FINANCIAL PLANNER™ and Personal Investment Advisor credentials. He is fluent in English and Spanish. Outside of his professional work, Casey is involved with the Westmoreland Food Bank and the Westmoreland Symphony Orchestra. He enjoys baseball, bowling, cooking, football, golfing, music, and spending time with his family. Casey lives with his wife Leah and their son, Xander.

Daria Collins is a Senior Financial Advisor at Merrill Lynch Wealth Management. She has been with Merrill since 1999, initially joining after a career in office administration within the corporate and arts industries. With over 20 years supporting a financial advisory practice before becoming an advisor, Daria utilizes her extensive experience to assist clients in achieving their financial goals. Her expertise includes college education planning, family wealth management, legacy planning, liquidity management, managing new wealth, retirement planning and income, portfolio management, and addressing the unique needs of women and wealth. Daria is known for building strong relationships with clients and their families to provide personalized strategies that align with their perspectives and priorities. Daria holds a Bachelor of Science degree in Business Administration from Indiana University of Pennsylvania. She earned the Personal Investment Advisor (PIA) designation. Alongside her husband John and their two children, she actively supports local education and music organizations in the Plum and Pittsburgh, Pennsylvania areas, as well as animal and human health and well-being causes.