Meridian Wealth Partners, LLC

Daniel Scholl is a financial advisor at Meridian Wealth Partners, LLC with 15 years of industry experience. He holds Series 65 and Series 66 licenses and has worked previously at Wilmington Trust, the State of Delaware, and Schroder Investments. Meridian Wealth Partners serves individuals, trusts, estates, retirement plans, charitable organizations, and corporations, managing approximately $1.26 billion for nearly 700 clients. The firm uses a long-term, diversified investment approach based on modern portfolio theory and the efficient-market hypothesis, primarily utilizing ETFs, mutual funds, and fixed-income securities.

David Campbell is a financial advisor at Meridian Wealth Partners, LLC, holding Series 63 and Series 65 licenses. He has experience at Meridian Bank and Fulton Financial Corporation, spanning over a decade in the financial industry. Meridian Wealth Partners serves individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm manages diversified portfolios using modern portfolio theory and efficient-market hypothesis principles, tailoring allocations to client objectives and risk tolerances.

Peter Derby is a financial advisor at Meridian Wealth Partners, LLC with five years of industry experience. He holds a Series 65 designation and previously worked at Drucker & Scaccetti, PC for three years before joining Meridian in 2018. Meridian Wealth Partners, LLC is a registered investment adviser serving individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm manages approximately $1.26 billion for around 697 clients through a team of nine advisors, employing a long-term, diversified investment approach based on modern portfolio theory and the efficient-market hypothesis.

Anthony Perhacs is a financial advisor at Meridian Wealth Partners, LLC with a Series 65 credential and two years of industry experience. His prior work includes roles at Altice USA and Hardy Construction, as well as teaching experience at Saint Joseph's University and Roxbury High School. Meridian Wealth Partners, LLC serves individuals, trusts, estates, retirement plans, charitable organizations, and corporations, managing approximately $1.26 billion across about 697 clients. The firm employs a team of nine advisors and utilizes a long-term, diversified investment approach based on modern portfolio theory and the efficient-market hypothesis.

Brian Kohute is a CFA® charterholder with 25 years of industry experience. He has been with Meridian Wealth Partners, LLC since 2017 and previously worked at Mutual Securities, Inc., American Portfolios, and HJ Wealth Management LLC. Outside of his advisory role, he operates as an independent insurance agent and is involved in banking and pension plan consulting activities. Meridian Wealth Partners, LLC serves individuals, trusts, estates, retirement plans, charitable organizations, and corporations, managing approximately $1.26 billion for nearly 700 clients. The firm employs a long-term, diversified investment approach based on modern portfolio theory and efficient-market hypothesis, offering customized financial planning, discretionary management, and retirement-plan services through a team of nine advisors.

Marlon Rose is a financial advisor with Meridian Wealth Partners, LLC and holds a Series 65 credential. He has one year of industry experience, including prior roles at Villanova University and Gentell. Meridian Wealth Partners serves individuals, trusts, estates, retirement plans, charitable organizations, and corporations, managing approximately $1.26 billion for nearly 700 clients. The firm uses modern portfolio theory to build diversified, long-term portfolios primarily composed of ETFs, mutual funds, and fixed-income securities, tailoring allocations to client goals and risk tolerances.

Daniel Mccusker is a CFP® with 25 years of industry experience, currently serving as an advisor at Meridian Wealth Partners, LLC since 2017. He previously worked at American Portfolios Financial Services, Inc. and HJ Wealth Management, LLC. He is also an insurance consultant. Meridian Wealth Partners, LLC is a registered investment adviser that serves individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm manages approximately $1.26 billion for about 697 clients through a team of nine advisors, employing a long-term, diversified investment approach based on modern portfolio theory and efficient-market hypothesis.

Kenneth Ambrogi is a financial advisor with Meridian Wealth Partners, LLC, holding a Series 65 designation and eight years of industry experience. He has been with Meridian Wealth Partners since 2017 and previously worked at Meridian Bank for one year. Meridian Wealth Partners is a registered investment adviser serving individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm manages approximately $1.26 billion for about 697 clients through a team of nine advisors, using a long-term, diversified investment approach based on modern portfolio theory and efficient-market hypothesis.

William Tatlonghari is a financial advisor with Meridian Wealth Partners, LLC and holds a Series 65 credential. He has one year of industry experience, including prior roles at SEI Investments Company and Meridian Bank. Meridian Wealth Partners, LLC serves individuals, trusts, estates, retirement plans, charitable organizations, and corporations, managing approximately $1.26 billion for nearly 700 clients through a team of nine advisors. The firm uses modern portfolio theory and the efficient-market hypothesis to build diversified, long-term portfolios tailored to client goals and risk tolerances.

Heather Tracey is a financial advisor at Meridian Wealth Partners, LLC with 23 years of industry experience. She holds a Series 65 designation and has worked at Meridian since 2017, with prior roles at American Portfolios Financial Services, Inc. and HJ Wealth Management LLC. Outside of her advisory work, she is involved in jewelry sales through Origami Owl. Meridian Wealth Partners serves individuals, trusts, estates, retirement plans, charitable organizations, and corporations, managing approximately $1.26 billion across about 697 clients. The firm employs a team-based approach, using modern portfolio theory and efficient-market hypothesis to create diversified, long-term portfolios tailored to client goals and risk tolerances.