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.

Scott Cox is a Senior Financial Advisor based in Princeton, NJ, and serves as the business manager for the Barry Team at Merrill Lynch Wealth Management. He joined the Barry Team in 2008, bringing with him a decade of experience from Merrill’s Retirement Services group. Scott’s expertise includes servicing 401(k), pension, and stock option plans, providing a focused perspective on retirement and equity compensation strategies. Scott holds a Bachelor's degree and an MBA in Finance from Rutgers University, where he graduated cum laude. He holds the professional designations of Certified Equity Professional (CEP) and Personal Investment Advisor (PIA). Fluent in English and Spanish, Scott works with a variety of clients, including senior corporate executives, founders, business owners, and entrepreneurs across the United States. Residing in Whitehouse Station, NJ, Scott lives with his wife, Rishita, and their two daughters, Jiyana and Anaya. Outside of his professional role, he enjoys exercising, traveling, learning about different cultures, and is a fan of the New York Giants, Rangers, and Yankees.

Christopher Marzella is a Senior Financial Advisor with Merrill Lynch Wealth Management, where he has been since 2012. He works closely with individuals, families, and businesses to develop strategies aligned with their short- and long-term financial goals. His expertise includes managing concentrated stock positions, navigating key life transition events such as retirement, inheritance, or business sales, and coordinating with clients’ attorneys, accountants, and other advisors on matters like estate planning. Additionally, Christopher provides access to Bank of America services for clients' commercial banking and financing needs. Christopher holds a Personal Investment Advisor (PIA) designation and earned his High School Diploma/GED from Baruch College. He resides in East Brunswick with his wife, Lisa, and their two daughters, Nicolette and Alexandra.

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.

Eric Trimble is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has over 20 years of experience in the financial services industry and joined Merrill Lynch in November 2008. Eric works closely with affluent families, high net worth individuals, and closely-held businesses to develop customized financial strategies. His approach involves personal consultations to set quantifiable goals, prioritize client needs, and implement tailored plans using a variety of financial instruments. Eric collaborates with clients’ tax advisors and estate planning attorneys to help ensure their financial affairs are well-managed. His areas of focus include college education planning, divorce transition planning, family wealth management, retirement planning, portfolio management, small business strategies, investment strategy, tax minimization, and retirement income. Eric holds a Bachelor of Arts degree in Business Administration from Lafayette College and is a member of the Investments & Wealth Institute™. He also carries the designation of Personal Investment Advisor (PIA). In addition to his professional work, Eric is involved in his community through organizing fundraisers for the Hearing Loss Association of America.

Theresa Walker is a Senior Financial Advisor with Merrill Lynch Wealth Management, where she has been providing financial guidance since 1982. She specializes in developing wealth management strategies tailored to individual client needs. Theresa works closely with clients to identify their primary financial goals, such as education funding, retirement planning, and trust services, and crafts strategies aimed at building, managing, and preserving wealth for current and future generations. Leveraging the investment resources of Merrill Lynch and the banking capabilities of Bank of America, Theresa is able to address various aspects of her clients’ financial lives. She also collaborates with a Wealth Management Lending Officer from Bank of America, N.A., who provides personalized home financing advice designed to complement overall financial strategies. Theresa holds the Personal Investment Advisor (PIA) designation and earned her high school diploma from Saint Maria Gorretti High School in Philadelphia, Pennsylvania.

David Briggs is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on developing personalized financial strategies that align with clients’ short-, mid-, and long-term goals. David works closely with clients to address areas such as retirement income, college education planning, family wealth management, legacy planning, tax minimization, philanthropic planning, and managing new wealth. He also supports women and wealth and leverages resources from Bank of America specialists for banking, credit, home financing, and small business solutions. David holds a Bachelor's Degree from Rutgers College and has earned the Personal Investment Advisor (PIA) designation. He communicates fluently in English and Spanish, allowing him to serve a diverse clientele. David is also actively involved in his community as a member of the Isles Board of Trustees. Outside of his professional work, David enjoys biking, fishing, hiking, music, painting, pickleball, skiing, surfing, yoga, and spending time with his family.