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!

Myah Irick is a Private Wealth Advisor at Merrill Private Wealth Management, where she leads the Irick Group. She specializes in providing wealth planning strategies for successful executives, sports and entertainment professionals, individuals and families experiencing sudden wealth, as well as nonprofits and foundations. Myah helps clients align their wealth with their values to create comprehensive wealth and investment plans. Prior to joining Merrill in January 2020, Myah served as an Executive Director at JPMorgan Private Bank and held senior roles at PNC Wealth Management and Columbia University. She holds a B.A. from Lewis & Clark College, an M.A. from Columbia University, and a joint international M.B.A. with honors from Brown University and Instituto de Empresa. Additionally, she has a certificate in Financial Planning from Northwestern University and the Chartered Financial Consultant (ChFC) designation. Myah is active in community and professional organizations, serving on boards such as the Carnegie Science Center, Girls Inc., and the United Way. She is a strategic partner to The Advanced Leadership Institute and the Miss USA Organization, motivated by her experience as Miss Oregon in 2003 to promote educational opportunities for women. Myah is also a frequent speaker on topics including managing sudden wealth, values-based investing, family governance, and strategic philanthropy.

Michael Duckworth is a Private Wealth Advisor and Managing Director within Merrill Private Wealth Management. He is a founding member of The Duckworth Haggerty Group, a private wealth management team based in Pittsburgh that serves a national clientele. Michael and his team provide specialized support and planning tailored to the complex financial needs of successful business executives and entrepreneurs. Their services include investment management, liquidity event strategies, trust and estate planning, customized credit and lending through Bank of America, philanthropy, and family wealth dynamics and governance. The team also has significant experience addressing financial planning challenges faced by families with a member who has a medical disability, severe illness, or special needs. Michael joined Merrill in 2008 after 15 years of experience in the private client advisory group of a large commercial bank. He holds a bachelor's degree from the University of Pittsburgh and holds the Personal Investment Advisor (PIA) professional designation. He has been recognized multiple times by Barron's as one of the "Top 1,200 Advisors in America" and by Forbes as a "Best-in-State Wealth Advisor," reflecting his sustained commitment to his clients and professional excellence. Outside of his professional responsibilities, Michael has served as the immediate past President of the Board of Directors for the Children's Museum of Pittsburgh. He lives north of Pittsburgh with his wife Tracy and their three children. His personal interests include hiking, reading, running, traveling, and spending time with his family.

Gennaro Disilvio is a Private Wealth Advisor at Merrill Private Wealth Management. In his role, he focuses on understanding clients' goals, future needs, and risk appetite to act as a steward of their capital. As both a Private Wealth Advisor and Portfolio Manager, he employs active management strategies aimed at achieving maximum risk-adjusted returns while adapting to market changes and inefficiencies. He manages personalized or defined investment strategies on a discretionary basis, which may include individual stocks and bonds, model portfolios, and third-party investment strategies. Gennaro's expertise extends to serving a variety of clients, including families, institutions, endowments, foundations, and non-profits. He utilizes Merrill’s resources, such as an inventory of investment-grade fixed income securities and secondary market presence, to help clients maintain liquidity under challenging conditions. He also provides professional oversight related to fiduciary responsibilities and guidance concerning Investment Policy Statements. His client focus covers a broad range of areas, including family wealth management, institutional investment consulting, liquidity management, socially responsible investing, and tax minimization. He holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Duquesne University. Outside of his professional work, Gennaro has an interest in adventure sports, basketball, billiards, football, golfing, ice hockey, music, skiing, and traveling.

Brad Chiesa is a Private Wealth Advisor with Merrill Private Wealth Management, specializing in assisting business owners and entrepreneurs with complex wealth management needs following significant liquidity events or business sales. His practice emphasizes exit planning and liquidity strategies, investment management, trust and estate planning, customized credit and lending solutions through Bank of America, philanthropy, and family wealth governance. Brad also offers expertise in supporting families facing medical disabilities, severe illness, or special needs. With over a decade of experience as a commercial lender at large domestic banks, including Wells Fargo and Bank of America, Brad brings a broad perspective to financial advisory services, combining lending, cash management, and investment banking knowledge. He focuses on helping clients navigate the complexities of structuring sales, investing proceeds, wealth preservation, and legacy planning to align with long-term goals. Brad holds the Certified Exit Planning Advisor (CEPA) designation and earned a Bachelor of Science in Business Administration from the University of Pittsburgh. Brad is involved with The Challenge Program and lives in South Fayette with his family. Outside of work, he enjoys biking, cooking, football, golfing, music, and soccer.

Jason Fox is a Financial Consultant at Fidelity Investments, where he assists clients and their families in identifying, organizing, and prioritizing their financial goals. He has been in this role since 2024. He has held several positions in the financial services industry, including Senior Financial Consultant at TD Ameritrade from 2017 to 2023, Financial Consultant at Citizens Securities in 2017, Financial Advisor roles at Morgan Stanley from 2016 to 2017 and Edward Jones from 2015 to 2016, as well as Investment Services Partner at PNC Investments from 2013 to 2015. Outside of his professional work, Jason is interested in family activities, football, golf, and parenthood.

Brett Allen serves as a Senior Financial Advisor with Merrill Lynch Wealth Management, where he and his team at Yanders & Associates assist clients in building, managing, and preserving their wealth. With more than nine years of industry experience, Brett specializes in delivering personalized financial planning, wealth management, and investment strategies tailored to the unique goals of individuals and businesses. His client focus includes Corporate Executive Services, Divorce Transition Planning, Portfolio Management Services, Women and Wealth, and Sports & Entertainment. Brett holds a Bachelor's Degree from the Pennsylvania State University System and has earned several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He participates in professional and community organizations such as 100 Black Men of Western PA, Family House, Inc., the Kappa Scholarship Endowment Fund of Western PA, and the Penn State Alumni Association. His community involvement includes volunteering with Family House, Inc. and the Greater Pittsburgh Community Food Bank. Outside of his professional work, Brett enjoys baseball, basketball, football, golfing, music, and spending time with his family. He approaches financial advising with a philosophy centered on understanding clients’ life priorities to create personalized plans that reflect what matters most to them, beyond just market considerations.

Luke Adams is a Financial Consultant at Fidelity Investments, where he collaborates with clients and their families to grow and protect their wealth, make informed investment decisions, and simplify their financial lives. He has been with Fidelity since 2017, progressing through multiple roles that have provided him with comprehensive experience in financial planning and client support. His career at Fidelity began as an intern in 2017, followed by positions as a Financial Representative, Relationship Manager, Planning Consultant, and Investment Consultant before assuming his current role. Through these roles, Luke has developed expertise in financial planning and investment consulting. Outside of his professional work, Luke is interested in beach activities, fitness, football, golf, running, and traveling.

Shannon Cully is a Senior Financial Advisor with Merrill Lynch Wealth Management. She specializes in helping clients integrate all aspects of their financial lives to identify and pursue priorities that matter most to them. Her approach includes assisting clients in articulating both short- and long-term financial goals and recommending strategies tailored to support those objectives. Shannon combines personalized advisory services with investment insights from Merrill and banking resources through Bank of America. Shannon began her career at Merrill in 2017 after earning an MBA from Lehigh University. She holds a bachelor’s degree in Biometry and Statistics from Cornell University, where she was also a member of the Division I women’s lacrosse team. Prior to joining Merrill, she coached lacrosse at Lehigh University. Shannon’s professional designations include Chartered Financial Consultant (ChFC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of her professional role, Shannon is involved with community organizations such as Catholic Charities, the Cornell Alumni Association, and the Lehigh Alumni Association. In her free time, she enjoys outdoor activities including boating, skiing, running, hiking, and swimming, as well as spending time with her family and engaging in sports and board games.