Stephen J. Brindle has been providing clients with financial advice and guidance since he began his career with Merrill in 2008. Steve holds a bachelor’s degree in finance from James Madison University with a European business concentration and environmental studies minor. In 2011, he earned the CFP® certification awarded by the Certified Financial Planner Board of Standards, Inc. Steve was named to the Forbes “Best-in-State Next-Generation Wealth Advisors” list in 2022 and 2023* (published annually July - Sept. Rankings based on data as of March 31of current year) and Forbes "Best-in-State Wealth Advisors" 2023 and 2024** Steve is active in the local community and leads outreach efforts through the Responsible Citizens Committee in the Harrisburg office. Outside of Merrill, he enjoys spending time with family, hiking, mountaineering, fly fishing, volleyball, traveling, photography, and serving on the Fort Hunter board. Steve and his wife, Christine, reside in Clarks Valley with their two children, Emerson and Avery, and dog, Teddy.

*Source: The Forbes “Top Next-Generation Wealth Advisors” list, published annually July - Sept. Rankings based on data as of March 31of current year.

Data provided by SHOOK® Research, LLC. Forbes “Top Next Generation Wealth Advisors” ranking. SHOOK considered advisors born in 1983 or later with a minimum 4 years as an advisor. Advisors have: built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures: telephone and in-person interviews to measure best practices, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of Forbes and not representative nor indicative of any one client’s experience, future performance, or investment outcome and should not be construed as an endorsement of the advisor. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC **Source: The Forbes “Best-in-State Wealth Advisors” list, published on April 4, 2023. Rankings based on data as of June 30, 2022. Data provided by SHOOK® Research, LLC. Data as of 6/30/22. Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Rankings are based on the opinions of Forbes and not representative nor indicative of any one client’s experience, future performance, or investment outcome and should not be construed as an endorsement of the advisor. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC. Community involvement is an integral part of how we live our lives and interact with clients. We are enthusiastically involved with volunteering and fundraising for many organizations such as Fort Hunter and the Humane Society of the Harrisburg Area.  We are proud of our involvement in such organizations dedicated to improving our local community.