Hi, I'm Dr. Jay. My wife and I are Childfree, and it has a big impact on how we structure our finances. I started Childfree Wealth because I know that most financial advice assumes you have kids, and I wanted our community to have access to financial planning that is designed to meet our unique needs. I grew up broke. No one taught me how to manage money. I earned my first million by the time I was 21, but without knowing how to manage and invest it, I’d spent it before I was 25. I know how hard it can be to manage your money, especially if you haven’t been taught the foundational principles of financial planning. I’m excited to share my knowledge with you to help you create a financial plan that supports the vision you have for your life. I’ve been a life and business coach for over a decade. I have a PhD in Adult Learning from the University of Connecticut, an MBA from SCSU, and I am a Fee-Only, Flat-Fee, Fiduciary; a CERTIFIED FINANCIAL PLANNER™; and a Childfree Wealth Specialist®. I’m also the author of the book Portraits of Childfree Wealth®, the upcoming book The Childfree Guide to Life and Money, and the co-host of the Childfree Wealth® podcast. Listen to Jay's podcast here: https://childfreewealth.buzzsprout.com/

Cody Tellis is a Senior Financial Advisor with Merrill Lynch Wealth Management and the founder of The Tellis Group, established to provide a unified source for comprehensive wealth management. With over 25 years of experience across the private and public sectors, Cody's professional background combines business ownership, banking, tax planning, and law. This diverse experience equips him to address the unique opportunities and challenges associated with significant wealth. Cody holds a Juris Doctorate Degree from Trinity Law School and a Master’s Degree from St. Thomas University, enhancing his ability to offer informed financial insights to his clients. His areas of focus include tax-sensitive trust and estate planning services, financial services for nonprofits, business succession planning, individual and corporate captive insurance, college education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, portfolio management services, and tax minimization. Cody does not provide legal or tax advice in his role with Merrill and advises clients to consult appropriate professionals for these services. Outside of his professional life, Cody enjoys music, spending time with his family, and traveling.

Brett Mccarthy is a Wealth Management Advisor with Merrill Lynch Wealth Management. He specializes in working with affluent families and business owners, focusing on areas such as college education planning, executive compensation, LGBT wealth planning, managing new wealth, personal retirement planning, portfolio management services, women and wealth, and tax minimization. Brett and his team take a holistic approach to help clients define their financial goals and employ disciplined strategies to pursue those objectives. Brett holds a Bachelor's Degree from Clarkson University and has completed an Accredited Certificate Program at the University of Pennsylvania. He maintains professional designations including Certified Investment Management Analyst (CIMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). In his personal life, Brett enjoys biking, boating, camping, fishing, golfing, hunting, music, pickleball, traveling, and spending time with his family. He and his wife Miranda have been married for 33 years and have three grown sons, one of whom works alongside him on their team. Brett is involved with several professional organizations, including Wounded Warrior, Women's Shelter, Harry Chapin Food Bank, and Habitat for Humanity.

John Morris is a Private Wealth Manager at Merrill Private Wealth Management. He joined Merrill Private Wealth in 2021 after serving as a Senior Banker at J.P. Morgan's Private Bank in the Nashville office, where he advised high-net-worth clients on investment management, lending, family office services, estate planning, and trusts. With over 30 years of experience in professional investment management and private wealth management, John has held key positions including Partner at GenSpring Family Offices, Executive Vice President at SunTrust Banks, and Market Executive at Bank of America. He began his career with Bankers Trust Company in New York. His client focus areas include family wealth management strategies, liquidity management, managing new wealth, and tax minimization. John holds a Bachelor's degree from Syracuse University and an MBA from Columbia Business School. He is a Personal Investment Advisor (PIA) and serves as a Director for the nonprofit organization Bunker Labs. John lives with his wife, Mariann, and they have three sons. His personal interests include boating, football, and spending time with his family.

Eric Klindt is a Private Wealth Advisor with Merrill Private Wealth Management. He began his career with Merrill in 1994 and specializes in asset allocation, manager search and selection, and the implementation of portfolio strategies tailored for high-net-worth individuals and families, as well as endowments and foundations. Eric also oversees investment direction and manages discretionary portfolios within his team. Eric earned a Bachelor of Science in Business Administration from the University of Tennessee-Knoxville. In June 2002, he obtained the Certified Investment Management Analyst (CIMA) designation through the Investments & Wealth Institute, in conjunction with the Wharton Business School Executive Education program. Additionally, he holds the Personal Investment Advisor (PIA) designation. Between 2010 and 2013, Eric was named to Barron’s annual list of the “Top 1,000 Financial Advisors” in the United States, and he was recognized from 2014 through 2022 on Barron’s “Top 1,200 Financial Advisors” list. Outside of his professional work, Eric enjoys various athletic activities along with those of his three children.

Ross Asher is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he focuses on understanding clients' priorities to develop strategies aimed at achieving their short-, mid-, and long-term financial objectives. Ross provides guidance across a range of areas including investing, retirement planning, and unexpected expenses, and offers access to Bank of America specialists for banking, credit, home financing, and small business solutions. Ross holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Washington State University. His approach centers on uncovering what matters to clients and their families to create tailored financial strategies.

Anthony Milliano is a Financial Solutions Advisor at Merrill Lynch Wealth Management. In his role, he focuses on understanding clients' priorities to assist in developing strategies tailored to their short-, mid-, and long-term financial goals. His services include support with general investing, retirement planning, and preparing for unexpected financial needs. He also coordinates with Bank of America specialists to offer clients additional banking, credit, home financing, and small business solutions. Anthony holds a Bachelor's Degree from the University of Mississippi and has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). He is involved in community activities such as Habitat for Humanity and participates in the University of Mississippi Financiers Club and Real Estate Club.

Joseph Krysh is a Financial Advisor with Merrill Lynch Wealth Management, based in Northeast Ohio. He specializes in providing customized financial advice and strategies tailored to the specific needs of individuals, families, and business owners. His practice emphasizes a holistic approach that begins with understanding clients personally to organize, simplify, and optimize their wealth, with the goal of reducing stress and allowing clients to focus on their priorities. Joseph’s areas of expertise include corporate benefits, executive compensation, family wealth management strategies, personal retirement planning, portfolio management, tax minimization, and institutional consulting. He holds the FINRA Series 7 and Series 66 registrations, as well as the Ohio Life & Health insurance certification, and is a Personal Investment Advisor (PIA). He earned a bachelor’s degree in finance with a concentration in computer science from the University of Dayton, where he was active in Sigma Alpha Epsilon fraternity, serving as president and on the executive board. A native of Cleveland, Ohio, Joseph is a graduate of St. Edward High School. Outside of his professional work, he enjoys spending time with family and friends, playing golf, boating, engaging in outdoor activities, and visiting local movie theaters. Banking products are provided through Bank of America and its affiliated banks.

Aaron Solomon is a Senior Financial Advisor with Merrill Lynch Wealth Management. He holds several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Aaron earned a Bachelor's Degree from Middle Tennessee State University. His credentials reflect a focus on fiduciary responsibilities, personal investment management, and retirement planning.