Dylan Moran is a Financial Advisor with Merrill Lynch Wealth Management, specializing in goals-based financial planning and strategic alignment of financial resources. He assists clients in navigating complex financial challenges such as college education planning, family wealth management, retirement income strategies, and small business financial planning. Dylan’s approach centers on understanding clients' unique goals, risk tolerance, time horizons, and liquidity needs to develop personalized financial strategies. He holds a Bachelor's Degree from Sacred Heart University and professional designations including CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). Dylan draws upon his experience and personal interests in sports like hockey and golf, applying lessons of patience, strategy, and adaptability to his advisory role. Outside of work, he enjoys adventure sports, boating, fishing, football, golfing, ice hockey, ice skating, skiing, traveling, and spending time with his family. He is committed to helping clients build confidence in their financial future while supporting the life they envision.

Ronald Coltrane Jr serves as the Resident Director for Merrill's Wilkes-Barre Office. With over 15 years of experience in the financial services industry, he specializes in wealth management, banking, financing, and private placement investment management. As a Senior Financial Advisor and qualified Portfolio Manager, Ronald focuses on goals-based planning to help clients achieve their financial objectives through personalized wealth management strategies, including family wealth management, retirement planning, portfolio management, and tax minimization. Ronald holds a Bachelor of Arts degree in English from Pennsylvania State University and an MBA with a concentration in Finance from the Jay S. Sidhu School of Business and Leadership at Wilkes University. He maintains the designation of Personal Investment Advisor (PIA). Committed to community involvement, Ronald actively participates in local organizations and values spending time with his family.

William Stella is a Wealth Management Advisor with Merrill Lynch Wealth Management based in Wilkes-Barre. He is a CERTIFIED FINANCIAL PLANNER® practitioner and a member of the Koehl, Youngman, Levy and Rosenthal Wealth Management Group. In this role, he helps clients simplify their financial lives by focusing on building strong relationships that align with their goals and values. William works closely with clients to develop individualized strategies by considering their risk tolerance, time horizon, liquidity needs, and market conditions. William joined Merrill in 2015 and contributes to the Youngman, Rosenthal & Shaffer Wealth Management Group’s investment committee. Prior to his current role, he completed a dual Bachelor of Science and MBA degree in Accounting at the University of Scranton within five years. He holds the CERTIFIED FINANCIAL PLANNER® certification as well as the Personal Investment Advisor (PIA) designation. In addition to his professional work, William is engaged in community service through his board memberships with the Cody Jude Barasse Memorial Foundation and the St. Joseph’s Center Foundation. He is also a graduate of the Leadership Wilkes-Barre Core Program, Class of 2017.

Stacey Wyandt is a Senior Financial Advisor with Merrill Lynch Wealth Management. She has over 20 years of experience providing wealth management services to affluent families, accomplished professionals, and successful business owners. Stacey focuses on helping clients develop personalized wealth management plans that align with their life priorities and goals. Her areas of expertise include college education planning, family wealth management strategies, managing new wealth, personal retirement planning, women and wealth, tax minimization, and retirement income. Stacey holds a Bachelor's Degree from Indiana University of Pennsylvania and is a Personal Investment Advisor (PIA). She is also involved with professional and community organizations such as Shriners International - Irem Shriners, Wyoming Valley YMCA, and Wyoming Valley YMCA Camp Kresge. Outside of her professional work, Stacey enjoys cooking, golfing, hunting, reading, and spending time with her family.

Charles Youngman is a Wealth Management Advisor at Merrill Lynch Wealth Management, bringing over 25 years of experience in wealth management planning, business financing, retirement and estate planning services. His practice emphasizes personal client service combined with long-term investment planning, focusing on understanding clients' financial goals and the steps needed to achieve them. His approach includes a disciplined investment management process and straightforward advice for clients' peace of mind. He holds the Chartered Retirement Planning Counselor (CRPC) designation as well as the Personal Investment Advisor (PIA) credential. Charles earned a Bachelor's Degree from Shippensburg University. His client focus areas include college education planning, corporate executive services, divorce transition planning, liquidity management, managing new wealth, and retirement income. In addition to his professional work, Charles is active in his community, serving as a Dallas Borough Councilman and as a member of the Board of Trustees for the Greater Wyoming Valley YMCA. He resides in Dallas, Pennsylvania.

Mathew Shaffer is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been serving clients since 2012. He specializes in estate planning, business succession planning, family wealth preservation, growth, and transition. Mathew works with a team that collaborates with businesses, business owners, and wealthy families to understand their financial goals, invest and manage their wealth efficiently, and plan for the creation of multi-generational wealth. Mathew holds several professional designations, including the CERTIFIED FINANCIAL PLANNER™ certification, the Certified Exit Planning Advisor designation, and credentials in Sports & Entertainment wealth management. He earned his bachelor's degree from Dickinson College. His expertise extends to areas such as family wealth management strategies, legacy planning, philanthropic planning, portfolio management, and tax minimization. He is actively involved in his community, serving on the boards of organizations such as the Children's Service Center, Wyoming County Chamber of Commerce, and the American Cancer Society. Mathew also contributes to various organizations including the Seven Loaves Soup Kitchen, Abington Youth Basketball, and the American Heart Association. He resides in South Abington Township with his wife, Nicole, and their three children.

Stephen Rosenthal is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has been employed since May 1997. He brings over 26 years of experience in wealth management, business financing, and corporate retirement plans. In his role, Stephen focuses on wealth management planning, investment management, and corporate retirement plans, offering services that include portfolio management, corporate benefits, executive services, divorce transition planning, and personal retirement planning. Stephen is a qualified Portfolio Manager and a Retirement Benefits Consultant. He manages personalized investment strategies that may involve individual securities, Merrill model portfolios, and third-party strategies, applying a disciplined and customized approach to help clients meet their financial goals. He holds professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned a Bachelor's degree in Accounting from the University of Pittsburgh. Stephen is actively involved in his community, serving as a Board member of Wyoming Seminary College Preparatory School and The Jewish Home of Eastern Pennsylvania. His past leadership roles include serving as President of the Osterhout Free Library, Seligman J. Strauss Lodge #139 B'Nai B’rith, and the Wyoming Seminary Alumni Counsel. He is also a graduate of the 2003 Core Leadership Wilkes Barre Program.