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Brett Stahl, Anthony Mampieri and Merit Advisors LLC are not affiliated with or endorsed by the Social Security Administration or any government agency.
This presentation should not be used as a basis for legal and/or tax advice. In any specific case, the parties involved should seek the guidance and advice of their own legal and tax counsel. Estate planning is done in conjunction with your estate planning attorney, tax attorney, and/or CPA.
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Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Merit Advisors, LLC is not affiliated with the U.S. government or any governmental agency. 3572664 - 12/25
Click here to register, seats are limited and registration is required -->
Tuesday, May 27th @ 6:30 PM or
Thursday, May 29th @ 6:30 PM
Saskatoon Steaks, Fish, and Wild Game
681 Halton Rd Suite #3, Greenville, SC 29607
Navigating Retirement Can Be Challenging ... We Are Here To Help
Enjoy a night out (plus complimentary dinner!) and learn how to prepare for your Retirement! Please join us and learn how you can work toward your goals amidst taxes, inflation, and market turmoil.
Tuesday, May 27th @ 6:30 PM or
Thursday, May 29th @ 6:30 PM
Saskatoon Steaks, Fish, and Wild Game
681 Halton Rd Suite #3, Greenville, SC 29607
Strategies to develop an income plan to help manage longevity risk
Strategies to help decrease your IRS retirement fees (taxes) without sacrificing net income
Ways to help fund your trust and other legacy planning vehicles
How to calculate your total taxes in retirement accounts such as IRAs and 401Ks – it's more than you think
Strategies to legally help minimize estate tax burdens and preserve your legacy
Ways to help defuse the tax time bomb in your retirement accounts
Planning with Purpose: A Deep Dive into Taxes and Legacy
Enjoy a night out (and dinner on us!) and discover ways to maximize your income, minimize risks, and build a lasting legacy.
Thursday, January 15th, 2026
@ 12:00 PM or 6:00 PM
Located in Polaris Fashion Place
1570 Polaris Pkwy
Columbus, OH 43240
Thursday, January 15th, 2026
@ 12:00 PM or 6:00 PM
Located in Polaris Fashion Place
1570 Polaris Pkwy
Columbus, OH 43240
Phone: 614-686-3748
Email: info@meritadvisorsllc.com
Website: www.meritadvisorsllc.com
Seats are limited. Registration is required.
Anthony J. Mampieri
Sr. Financial Advisor
With a unique background in finance and entrepreneurship, Anthony crafts comprehensive strategies to help his clients pursue their ideal retirements.
Anthony is especially committed to help others create tax-efficient strategies, to help them avoid the mistakes he made upon selling his landscaping enterprise in 2014 — mistakes that prompted him to become a vigorous learner of tax issues and strategies. After spending years studying characteristics of wealth accumulation, he considers it his mission to help educate clients on the principles of growing, preserving and transferring wealth.
A financial professional who is licensed to offer insurance and investment products and services, Anthony came to Merit Advisors in 2018 after working as an advisor for Goldberg, Clouse & Edgell from 2014 to 2017. He has passed the Series 7 and 66 securities exams. He graduated in 1997 with a bachelor’s degree in finance from Miami University in Oxford, Ohio.
Anthony advises clients to focus less on their day-to-day returns and more on leaning into income strategies that can serve as a “roadmap that can help you achieve all your goals and dreams in retirement.” He also believes it is imperative to have strategies to help minimize taxes in retirement.
Anthony and his wife, Leeanne, have been married for more than two decades and have four wonderful children: Luca, Vincent, Cristiano and Talia. The family lives in Pickerington, Ohio, and has a chocolate labrador retriever named Charlie.
When he isn’t working, Anthony enjoys watching his children in their various activities, spending time with his family at the neighborhood park or pool, taking walks, golfing with friends and clients, and joining Leeanne for an occasional date-night dinner and glass of wine.
Brett Stahl
Lead Financial Advisor
After witnessing his parents face retirement challenges, Brett developed a deep understanding of what matters most to retirees — clarity, confidence and a comprehensive strategy that helps supports the life they envision. This personal connection drives his holistic approach to serving clients in or near retirement, helping to ensure they are prepared for every stage of their financial journey.
Brett believes in crafting personalized retirement strategies that go far beyond investments. He focuses on retirement income and investment strategies, tax-efficient withdrawal planning, legacy planning, and creating comprehensive financial roadmaps designed to empower his clients.
He holds Ohio Life, Accident and Health Insurance licenses and has passed the Series 65 securities exam. Brett earned his Bachelor of Science in Business Administration and Marketing from The Ohio State University.
“Whether it’s our team here at Merit Advisors or someone else, find a team that can help you plan for the many challenges of retirement by offering your family a comprehensive approach.”
Brett and his wife, Heidi, grew up in Hilliard, Ohio, but have called Dublin home for 33 years. Their family includes their two children, Michaeli and Nicholas, and their Golden Retriever, Elo. Brett is closely involved in his community through his wife’s YogaSix Dublin Yoga Studio, which they opened together in 2020 amidst the pandemic with the desire to create a safe space for connection and wellness in Dublin’s Bridge Park area.
