Hey there, I'm Ryan Greiser. With over a decade in the financial industry, my mission is clear: to empower my clients across the USA to take control of their financial futures. At my firm, we offer a comprehensive range of services tailored to your needs. Whether you're seeking financial education to boost your money management skills, personalized financial planning to achieve your goals, or expert investment management, we've got you covered. We keep it simple, free from jargon, and always prioritize your financial well-being. I take pride in being recognized as a Top 100 Financial Advisor by Investopedia, and my insights have been featured in leading financial publications such as MarketWatch, Fortune, NerdWallet, Bloomberg, CNBC, and CBS News, among others. What truly motivates me is helping our clients navigate the complexities of finance in a way they actually understand. When you're ready, don't hesitate to reach out to see how we can elevate your financial game. In the meantime, get to know me better by checking us out on social media or tuning into our podcast at → https://www.masteryourmoney.finance/podcast

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.

Gregory Michaels is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in wealth management strategies tailored to clients’ individual goals, including college education planning, family wealth management, liquidity management, new wealth management, personal retirement planning, women and wealth, and retirement income. Gregory and his team leverage over 30 years of combined experience to provide personalized financial planning, investment advice, and money management services. He holds a Bachelor's Degree from Rider University and professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Gregory emphasizes a client-centric approach, working one-on-one with clients to develop flexible financial strategies aligned with long-term objectives. Outside of his professional role, he spends time with his wife and two children, enjoying activities such as football, traveling, dining, wine tasting, and socializing with friends.

Matthew Jankowski is a Senior Financial Advisor with Merrill Lynch Wealth Management, where he has worked since 2001. Over the course of his career, he has advised clients on a variety of financial complexities including unwinding concentrated stock positions, stock option strategies and exercise, pension planning, long-term compensation planning, and implementing tax-efficient investment strategies. His group employs a goals-based, client-centric approach, acting in the best interests of clients with a product-agnostic, fee-based methodology focused on controlling taxes, risks, and fees. Mr. Jankowski holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification and the Personal Investment Advisor (PIA) designation. He earned a bachelor's degree from Delaware Valley College. In 2018, he was named to Forbes’ "America’s Top Next-Generation Wealth Advisors" list, an acknowledgment based on comprehensive criteria including client retention, industry experience, credentials, and assets managed. He lives in Doylestown with his wife, Ali, and their three dogs. Outside of his professional responsibilities, Mr. Jankowski enjoys spending time with family and friends, as well as playing golf when time permits.

Dexter Quime Uban is a Financial Solutions Advisor (FSA) with Merrill Lynch Wealth Management. In his role, he works directly with clients to define their financial goals and develop portfolio strategies tailored to meet those objectives. He provides ongoing advice and adjusts plans as clients' situations evolve to help them manage various financial priorities. Dexter holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He earned a Bachelor's Degree from Southern New Hampshire University. His expertise encompasses helping clients address complex financial needs such as saving for education, retirement planning, healthcare funding, and managing competing financial demands. He is involved in the community through participation with organizations such as Founders Academy and Weston Elementary.

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.