Samuel Pasquale is a financial advisor at LPL Enterprise with 35 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining LPL Enterprise, he worked at Osiac Wealth, Inc and New Century Financial Group, LLC. He also serves as president of Far Hills Financial Group, a corporation engaged in soliciting and servicing group and individual insurance products. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and other entities through a large network of investment adviser representatives. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers access to third-party asset managers and wrap programs.

Rajpreet Saran is a Financial Advisor with Merrill Lynch Wealth Management. He provides individualized financial planning and investment advice, focusing on helping clients pursue their unique financial goals through carefully tailored strategies. His client focus areas include divorce transition planning, employee benefits planning, family wealth management, investment consulting for defined contribution plans, portfolio management, and small business strategies. Rajpreet holds a Bachelor's Degree in Business Administration from the University of Southern California. He is a CERTIFIED FINANCIAL PLANNER (CFP) and a Personal Investment Advisor (PIA). His approach to wealth management views it as an art dedicated to assisting individuals and families in realizing their visions for the future and achieving financial well-being. Outside of his professional role, Rajpreet enjoys playing tennis and pickleball and spending time with his family. His personal philosophy centers on uncovering what matters most to clients and their families in order to create meaningful financial plans aligned with their values and aspirations.

Michael Fama is a Senior Financial Advisor specializing in personalized wealth management strategies. He works with clients to develop flexible financial plans that align with their individual goals and adapt to changing market conditions. As part of Merrill Lynch Wealth Management, Michael provides access to investment insights from Merrill and banking and lending solutions through Bank of America. Michael holds the Professional Investment Advisor (PIA) designation and earned a Bachelor's Degree from Rider University. He is committed to working closely with clients one-on-one to help them pursue their long-term financial objectives. In addition to his professional role, Michael participates in community volunteer activities, reflecting the Merrill tradition of engaging with the communities served.

Isha Doshi is a Financial Advisor with Merrill Lynch Wealth Management and a member of Warringer DeGrazia Dudek & Associates, a Forbes Best-in-State Wealth Management Team recognized in 2025 and 2026. She holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Supported by senior advisors and Merrill's resources, Isha provides personalized financial guidance to individuals and families, helping them make informed decisions aligned with their goals and values. Isha's expertise encompasses areas such as divorce transition planning, education planning, employee benefits planning, family wealth management strategies, employee financial health, legacy planning, personal retirement planning, portfolio management services, women and wealth, and retirement income. She is committed to building long-term partnerships that empower clients to navigate financial decisions with clarity and confidence. She earned a Bachelor of Science in Business Administration from Drexel University. Fluent in English, Gujarati, and Hindi, Isha is also involved with the American Heart Association as part of her community engagement. Outside of work, she enjoys cooking, dancing, music, photography, reading, singing, spending time with family, swimming, traveling, and watching movies.

Cristian Landry is a Financial Advisor at Merrill Lynch Wealth Management. He applies the values of integrity, service, and excellence from his previous career as an Air Force veteran to support individuals and families in managing their financial decisions. Cristian assists clients in achieving their financial goals by providing thoughtful planning and personalized advice. He holds a Bachelor's Degree from Southern New Hampshire University and maintains professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Cristian's expertise encompasses retirement preparation, wealth building, and navigating various financial challenges. Outside of his professional role, Cristian is involved with community organizations such as Special Olympics Pennsylvania and the Women's Resource Center to End Domestic Violence. His personal interests include billiards, boating, camping, fishing, gardening, and hiking.

Stephen Kamnitsis is a financial advisor with LPL Financial in Warren, NJ, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He worked previously at National Planning Corporation for 11 years before joining LPL Financial in 2017. Outside of his advisory role, he is a partner and CFO at Adelphi Financial LLC, a tax preparation and accounting firm. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a variety of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Maria Christodoulou is a Senior Financial Advisor with Merrill Lynch Wealth Management. She specializes in providing personalized wealth management strategies to meet the diverse financial goals of her clients. Her approach focuses on full understanding of clients' financial priorities and leveraging resources from Merrill and Bank of America to offer comprehensive investment and banking solutions. With more than 30 years of experience in the financial services industry, Maria works closely with high-net-worth individuals and families. She develops customized investment strategies and financial plans that encompass asset allocation, retirement income, tax minimization, and estate planning. Her areas of expertise include education planning, family wealth management, legacy planning, socially responsible and ESG investing, as well as retirement and small business strategies. Maria holds a Bachelor's Degree from Rutgers and the Personal Investment Advisor (PIA) designation. She is multilingual, fluent in French, Greek, and English. Dedicated to community involvement, Maria mentors youth and participates with organizations such as Habitat for Humanity. In her personal time, she enjoys gardening, painting, and writing.

Jason Zheng is a financial advisor at Merrill with Series 66 and Series 63 licenses and two years of industry experience. His prior roles include positions at JPMorgan Chase Bank, Wells Fargo, and Bank of America. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Lawrence Solomayer is a financial advisor at Wells Fargo Advisors with 19 years of industry experience. He holds the Series 66 designation and has previously worked at firms including Merrill, Avantax, and Cetera Wealth Services. Outside of his financial career, he assists customers at Grape Expectations, a wine-making school. Wells Fargo Advisors provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options supported by proprietary research and tools. Their services include specialized planning areas such as business-owner transitions and special-needs analysis.

Edward Megargee is a Wealth Management Advisor with Merrill Lynch Wealth Management, specializing in helping clients grow and preserve their wealth for retirement, education expenses, charitable giving, and other individual and family goals. He serves primarily individuals in the Princeton area, emphasizing face-to-face meetings to enhance communication and client satisfaction. Edward applies a disciplined process that begins with understanding each client’s specific needs and priorities, aiming to simplify complex financial situations through well-designed strategies. With over 35 years of professional experience in the financial industry, Edward combines an MBA in finance with multiple professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He works alongside his partner utilizing Merrill’s wealth planning tools to provide clear presentations and solutions to clients, supporting them through various life events such as divorce, loss of a loved one, special needs circumstances, business transactions, and retirement planning. Edward holds a Bachelor's degree from Rutgers University, a Master’s degree from Monmouth University, and a High School Diploma from Ocean City High School. Outside of his professional work, he enjoys biking, gardening, hiking, reading, skiing, and spending time with his family.

Pierce Hyldahl is a financial advisor with Equitable Advisors in Annandale, NJ, holding a Series 66 designation and five years of industry experience. His prior work includes roles at Robert Half and Ramapo College of New Jersey. He has been involved with the YMCA for six years. Equitable Advisors serves individuals ranging from non-high-net-worth to high-net-worth clients, as well as pension plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs, utilizing both proprietary and third-party solutions delivered through a network of Investment Adviser Representatives.

Maria Artemiou is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. She has worked at Merrill since 2021 and previously held a position at Bessemer Trust in 2019. Outside of finance, she spent four years associated with Rutgers Business School. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients using model-based and discretionary investment strategies developed by internal and third-party managers. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Leslie Shenkler is a financial advisor with LPL Financial in Princeton, NJ, holding CFP®, Series 63, and Series 65 designations and bringing 27 years of industry experience. Prior to joining LPL Financial in 2022, Leslie worked at UBS Financial Services for 10 years, Merrill for 6 years, and Citigroup Global Markets for 4 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by proprietary research and technology tools.

Vincent Pace is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and 21 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously spent 12 years with Metlife Securities Incorporated. Outside of his advisory role, he is also an agent with Vincent Pace/TVP LLC, engaging in insurance brokerage across individual and group life, health, property, and casualty lines. Mass Mutual Investors Services, LLC is an SEC-registered investment adviser and broker-dealer subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, goal-oriented financial planning using firm-approved analytical tools and a range of investment and educational programs.

Robert Hall is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He previously worked at Edward Jones for ten years before joining Ameriprise in 2019. In addition to his advisory role, Hall is involved in independent insurance brokering, specializing in term life insurance with AIG. Ameriprise offers a retirement-income planning service targeted at individuals with substantial investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

James Silvester is a financial advisor with Mass Mutual Investors Services holding Series 63 and Series 65 licenses and two years of industry experience. He has worked at Mass Mutual Investors Services and MassMutual Life Insurance Co since 2022 and previously held roles at Ryan O'Shurak State Farm and Green Power Energy. Outside of advisory work, Silvester is engaged in outside insurance sales as an insurance broker specializing in life, disability, long-term care, fixed annuities, and health insurance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements supported by advanced analytical tools and also delivers event-driven planning services such as divorce and estate-settlement planning.

William Daniel is a financial advisor with Equitable Advisors, holding a Series 66 designation and 22 years of industry experience. He has been with Equitable Advisors since 2004 and previously worked at Axa Advisors, LLC. Outside of his advisory role, Daniel serves as Chief Ministry Officer for Hospital Ministries International, overseeing charitable work in India. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm emphasizes client information gathering and risk assessment to match clients with advisory models or discretionary managers, utilizing both proprietary and third-party investment solutions.

Cheng Ji is a financial advisor with LPL Enterprise, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Enterprise, Cheng worked at The Prudential Insurance Company of America, Pruco Securities LLC, and Jnz Capital. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through its network of investment adviser representatives. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and a range of non-securities products and services.

James Schubert is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked with Morgan Stanley and its affiliates since 2007, including roles at Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management provides advisory programs to individual and institutional clients, emphasizing tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers a range of investment and advisory services through its expansive platform.

Claudia Peppard is a financial advisor with RBC Capital Markets in Princeton, NJ. She holds a Series 66 designation and has seven years of industry experience, including prior roles at UBS Financial Services and Synergy. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services, tailoring strategies to clients’ risk profiles through a mix of in-house and third-party investment managers.