Laura Cook is a financial advisor with Raymond James & Associates in Princeton, NJ, holding Series 63 and Series 66 licenses and possessing 26 years of industry experience. She has been with Raymond James & Associates and its affiliated entities since 2007, with a one-year break serving as a homemaker. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a diverse client base including individuals, institutions, pension plans, and municipal entities. The firm offers financial planning and advisory services that emphasize tailored, non-discretionary consulting supported by extensive research and a range of portfolio management strategies.

Sam Abell is a financial advisor at Fidelity with five years of industry experience. He previously worked at Merrill for two years and FedEx for three years. Abell holds a Series 66 designation. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios composed of mutual funds, ETFs, and ETPs.

Thomas Buckley is a financial advisor at Merrill with 20 years of industry experience. He holds a Series 66 designation and has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 1992. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies developed by internal and third-party managers.

Thomas Griffiths is a financial advisor with Merrill, holding a Series 66 designation and over 22 years of industry experience. He has been with Merrill since 2003. Outside of his advisory role, he works as a travel agent with Journey with CP LLC. 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, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutions.

Floyd Carl is a financial advisor with STIFEL, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2009. Outside of his advisory role, Carl is active in several nonprofit and community organizations, including serving on boards and committees for groups such as the Leukemia & Lymphoma Society of Philadelphia, Advancing Opportunities of NJ, and Penn State University Libraries. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, providing brokerage and investment advisory services. The firm’s investment approach is supported by a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to inform asset allocation and financial planning analyses.

Peter Barlow is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Raymond James & Associates since 2007. Outside of his advisory role, he acts as trustee for his disabled son’s Special Needs Trust. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering tailored financial planning and consulting services supported by a broad range of portfolio management styles and affiliated research.

Felix Menezes is a financial advisor at Equitable Advisors with 32 years of industry experience. He has held his current position since 1999 and previously worked at AXA Advisors, LLC. Outside of his advisory role, he is also involved in property management as the owner of a rental condominium. Equitable Advisors serves individuals, institutional clients, and retirement plans by providing financial planning and asset management services. The firm utilizes a variety of advisory models, including third-party managed programs, and offers a range of investment options while providing ERISA fiduciary services for qualified plans.

Wilford Lawrence is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career at Merrill Lynch in 2008 after working at Wachovia Securities. Wil holds the CERTIFIED FINANCIAL PLANNER® (CFP) certification, as well as designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned his bachelor's degree from Saint Joseph's University in Philadelphia. Wilford’s professional focus is on developing deep, personal relationships with a select group of individuals and families who have achieved financial success. His expertise spans corporate benefits, education planning, family wealth management, legacy planning, liquidity management, portfolio management, tax minimization, retirement income, and strategies tailored for sports and entertainment clients. Wilford emphasizes creating personalized, goals-based wealth management plans designed to help clients enjoy the results of their hard work while navigating changing market conditions. Residing in Medford, New Jersey, Wilford lives with his wife Jackie, their two children, Rowan and Ford, and their dog, Rudy. An avid Philadelphia sports fan, he actively participates in his children’s sports activities and values spending quality time with his family. Wilford is also engaged in community service through volunteering, reflecting a commitment aligned with Merrill’s tradition of community involvement.

Jacqulynn Arimenta is a financial advisor at Merrill with 31 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Merrill since 1994. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individual, high-net-worth, institutional, and charitable clients using model-based and discretionary investment strategies developed by internal and third-party managers.

Jeffrey Purvis II is a financial advisor with Merrill in Pennington, NJ, holding a Series 66 designation and eight years of industry experience. He has been with Merrill for ten years. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Caitlin Smajda is a financial advisor at Merrill with eight years of industry experience and holds a Series 66 designation. She has been with Merrill since 2013 and previously worked at Rider University from 2015 to 2017. 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 supported by internal and third-party managers for a diverse client base including individuals, high-net-worth clients, and institutional accounts.

Steven Walker is a Wealth Management Advisor with Merrill Lynch Wealth Management. He focuses on designing and creating customized financial strategies to help individuals and families plan for the future and achieve their life goals. Steven emphasizes a commitment to understanding clients' interests, passions, and personal situations to provide services that go beyond typical financial recommendations. Beginning his career in 1993 as a whitewater river guide, Steven developed skills in working with diverse individuals toward a common goal. He has since translated these experiences into over 20 years in the financial services industry, guiding successful individuals in pursuit of their goals. As a CERTIFIED FINANCIAL PLANNER® professional, he listens to understand clients' needs and aspirations, using his resources to develop personalized strategies to define and accomplish those goals. His expertise includes areas such as college education planning, family wealth management strategies, legacy planning, and retirement income. Steven holds a Bachelor's Degree from Syracuse University. He has earned several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of work, he is an avid cyclist and participates in community efforts like the Anchor House Foundation, which supports homeless and at-risk youth.

Danielle Escobar is a Senior Financial Advisor with Merrill Lynch Wealth Management. She has over eight years of experience in the financial services industry, focusing on wealth management, investment analysis, and portfolio design. Danielle works closely with clients to understand their financial goals and priorities, developing clear strategies to help them achieve those aims. She emphasizes a thorough understanding of each client's financial situation as well as their long-term vision. Before joining Merrill in 2021, Danielle spent more than two and a half years as an Investment Analyst with Wells Fargo Advisors and served as a Valuation Analyst and Advisory Support Consultant with Hartford Funds from 2016 to 2019. Her areas of focus include college education planning, executive compensation, family wealth management strategies, LGBT wealth planning, personal retirement planning, philanthropic planning, special needs planning strategies, women and wealth, sports and entertainment, and retirement income. Danielle earned a Bachelor of Science in Finance and International Business from Cabrini University, where she graduated Magna Cum Laude and participated in the Honors Program and Semester at Sea. She completed her MBA with a concentration in Finance and Strategic Management from Villanova University. She is a Personal Investment Advisor (PIA) and a member of the Semester at Sea Alumni. Danielle resides in Philadelphia and enjoys playing soccer, traveling, and following professional sports teams.

David Gash is a financial advisor with Merrill, holding Series 63 and Series 66 designations and 28 years of industry experience. He has been with Merrill since 2010. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Vincent Notte is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 65 registrations and bringing 33 years of industry experience. He has been with Osaic Wealth, Inc. since 1996 and also maintains a role in insurance sales through a sole proprietorship. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers both brokerage and advisory services using a multi-advisor platform with an investment process focused on model-based asset allocation and portfolio optimization.

Rohit Mehrotra is a financial advisor at Edelman Financial Engines with 20 years of industry experience and holds a Series 66 designation. He has worked at several firms including JPMorgan Securities LLC, Silicon Valley Bank, and First Citizens Investor Services. Outside of his advisory role, Mehrotra serves on the boards of the McCarter Theatre and Big Brothers Big Sisters Independence Region, as well as advisory councils for Rutgers Health Leadership and the Tuck School of Business. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines proprietary modeling with planner delivery and online tools, offering both discretionary and non-discretionary investment options with a focus on diversified model portfolios and long-term strategies.

Francesco Mollo is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been part of the financial services industry since 2006 and joined Merrill Lynch in 2010, bringing years of independent financial advising and investment experience. Francesco primarily works with real estate investors and business owners to develop long-term wealth management strategies. He specializes in services for defined benefit and defined contribution plans, employee financial health, liquidity management, managing new wealth, personal retirement planning, portfolio management services, small business strategies, tax minimization, and retirement income. Francesco collaborates closely with clients' attorneys and accountants to address financial, retirement, education, tax, trust, and estate matters, including wealth transfer and business succession strategies. His team also focuses on tax deferral strategies for business and property owners seeking to liquidate real estate holdings or business interests. Francesco earned a bachelor's degree in economics from Rowan University. He holds several professional designations, including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He is an active member of his community and the Sons of Italy in the Cherry Hill, New Jersey area. Francesco enjoys golfing, ice hockey, skiing, soccer, spending time with his family, and traveling.

Thomas Honan is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and has worked with firms including Allied Wealth Partners and Minnesota Life Insurance Co. Outside of finance, he has been involved in a catering business making and serving pizza. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across a broad investable universe.

Martin Lutschaunig is a CFP®-certified financial advisor with 33 years of industry experience. He is currently with Raymond James Financial Services Advisors, Inc., having joined in 2024 after ten years at Janney Montgomery Scott. Outside of his advisory work, he serves as a director and investment committee chair for Bucks County Contributionship. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and encourages implementation through its advisory programs or other providers, with a notable affiliation supporting municipal and public finance advisory work.

Nicholas Herbert is a financial advisor at Merrill with 16 years of industry experience. He holds a Series 66 designation and previously worked at Janney Montgomery Scott for 14 years before joining Merrill in 2022. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.