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

Hi, I’m Alan Rhode, Founder and CEO of Modern Wealth, an independent, fee-only fiduciary specializing in financial planning and business advisory services. I focus on helping entrepreneurs and small business owners align their personal, financial, and business goals to create a life filled with purpose, passion, and success. I’m able to achieve this by integrating Financial Planning, Wealth Management, Value Acceleration Methodology™, Exit Planning, and Life Planning into a personalized strategy that is tailored to every client. With over a decade of experience and active memberships in the CFP Board, The Investment and Wealth Institute, The Value Growth Company, The Exit Planning Institute, and the Kinder Institute of Life Planning, I’ve helped individuals, families, and businesses navigate their financial journeys with confidence. I’m honored to be recognized as a Top 100 Financial Advisor, with my insights featured in Yahoo Finance, Morningstar, ETF.com, The New York Times, MarketWatch, Markets Insider, ABC, NBC, and Fox Business. As a Penn State University graduate with a Bachelor of Science in Finance, I’ve also earned top industry credentials, including CFP® Pro, Certified Private Wealth Advisor® from Yale School of Management, Certified Value Growth Advisor® from the Value Growth Community, Certified Exit Planner® from the Exit Planning Institute, and Registered Life Planner® from the Kinder Institute of Life Planning. Beyond helping people grow their wealth, grow their businesses, optimize financial plans, or plan their exits, I love embracing life’s adventures. You’ll often find me auto-cross racing, cheering for Philly sports, working out, or relaxing on the beach. I also enjoy sipping a rare bourbon or full-bodied Cabernet and, most importantly, making memories with my family and friends—they’re my world. I live in Blue Bell, PA, with my wife Jamie, daughter Joey, and our Goldendoodle, Enzo. Whether you’re looking to build, grow, or transition your wealth, I’m here to help you create a plan that aligns with your goals and the life you want to live.

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.

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.

Daniel Loftus is a Financial Advisor and Portfolio Manager with the Lewis Rosenwald Loftus Group at Merrill Lynch Wealth Management in Doylestown, Pennsylvania. He has over 20 years of financial industry experience, most of which has been at Merrill Lynch. Daniel’s practice focuses on a range of client needs including college education planning, family wealth management strategies, legacy and philanthropic planning, retirement income, and socially responsible investing. He works closely with clients undergoing significant life transitions, such as selling a business, retirement, or career advancement, aiming to help them understand financial decision points to support their long-term goals. Daniel holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP®), Certified Investment Management Analyst (CIMA®), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC™), Chartered SRI Counselor (CSRIC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned his bachelor's degree in Finance from the University of Scranton and completed a Master of Business Administration (MBA) at LaSalle University. He is also a member of the Bucks County Estate Planning Council. Daniel grew up in and currently resides in Doylestown, Pennsylvania, with his wife, Ellen, and their three children. Outside of his professional duties, he is active in the community through the Doylestown Athletic Association and enjoys running, golfing, coaching youth basketball teams, biking, swimming, and spending time with his family.

Garren Nowicki is a Wealth Management Advisor with Merrill Lynch Wealth Management, specializing in providing financial guidance across multiple areas including education planning, family wealth management, retirement income, and portfolio management services. Since transitioning into wealth management in 2000, Garren has focused on helping clients develop personalized strategies involving portfolio analysis, asset allocation, annuities, mutual funds, and both individual and corporate investment approaches. Garren graduated from Pennsylvania State University and holds several professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He previously worked as an actuary with PricewaterhouseCoopers and Ernst & Young before committing to his career in wealth management. Garren has also been recognized on the 2023 Forbes “Best-in-State Wealth Advisors” list. He maintains active involvement in organizations such as the Pennsylvania State University Alumni Association, Nittany Lion Club, and THON. Outside of his professional life, Garren engages in community activities with Upper Makefield Youth Baseball and Softball as well as the Yardley Makefield Soccer Club. He enjoys spending time with his wife and four children, frequently participating in or watching soccer. Additional personal interests include baseball, football, skiing, volleyball, interior decorating, traveling, and watching movies.