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.

Justin Syers is Vice President, Wealth Planner at Fidelity Investments. In this role, he works closely with clients to develop comprehensive wealth strategies that align with their values, priorities, and long-term objectives. He partners with Fidelity to leverage the company's planning and investment capabilities and support clients through various stages of wealth management. Justin has held several positions in the financial industry, including Financial Consultant at Fidelity Investments from 2016 to 2024 and Investment Management Associate at BlackRock from 2011 to 2016. His professional experience encompasses wealth planning and investment management. Outside of his professional work, Justin has interests in family activities, fitness, food, music, pets, and traveling.

Patricia Vance is a Series 66 credentialed financial advisor with Merrill, where she has worked since 1992, totaling 34 years at the firm and 28 years of industry experience overall. She is based in Pennington, NJ. 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 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 teams and third-party managers.

William Corcoran Jr. is a financial advisor with Ameriprise, holding Series 63 and Series 65 designations and possessing 19 years of industry experience. His career includes roles at H.D. VEST Securities and Capital Planning Associates of the Greater Del Val before joining Ameriprise Financial Advisors Inc. and subsequently Ameriprise. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, delivering written Recommendation Reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Brady Stephens is a Series 66 licensed financial advisor at Merrill with one year of industry experience. His prior roles include positions at Barton Associates, Costco Wholesale, and the Arizona Cardinals, among others. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Cara Cospito is a financial advisor at Merrill with 28 years of industry experience. She has been with Merrill since 1996 and holds the Series 63 and Series 66 designations. 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 a range of clients including individuals, high-net-worth clients, and institutions.

Ryan Britton is a financial advisor with Merrill and holds a Series 66 designation. He has three years of industry experience, including prior roles at Bank of America N.A. and Renaissance. Outside of finance, he is also a musical performer who occasionally streams on Twitch. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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.

Eric Budhan is a financial advisor at Merrill with Series 63 and Series 66 credentials and seven years of industry experience. He has worked at Merrill since 2018 and at Bank of America, N.A. since 2021. Prior to his financial services career, he was employed at Maggiano's Little Italy and Inland Group. 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.

David Kerwick is a Series 66 licensed advisor at Merrill with 14 years of industry experience. He has been with Merrill since 2008 and is based in Pennington, NJ. 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 strategies developed by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Anthony Cacace is a financial advisor with Merrill, holding a Series 66 designation and 15 years of industry experience. He has been with Merrill and Bank of America since 2014. 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 a range of clients including individuals, high-net-worth clients, and charitable organizations.

Scott Blackburn is a financial advisor at Merrill with 36 years of industry experience. He has been with Merrill since 1987 and holds Series 63 and Series 65 credentials. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary strategies constructed by internal teams and third-party managers.

Ronald James is a financial advisor with Merrill, holding a Series 66 designation and 13 years of industry experience. He has been with Merrill since 2011. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Maria Artemiou is a financial advisor at Merrill with one year of industry experience. She holds the Series 66 designation and has prior work history that includes Bessemer Trust and a role at Buffalo Wild Wings. Maria was also affiliated with Rutgers Business School for four years. 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 a range of individual and institutional investors.

Rosalie Litz is a financial advisor at Merrill with 11 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2015. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party teams.

Leslie Shenkler is a CFP®-certified financial advisor with 27 years of industry experience. She is currently with LPL Financial, where she has worked since 2022, and previously spent 10 years with UBS Financial Services. LPL Financial is a registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management and a variety of model portfolios and research sources.

Sonia Hasemeyer is a Senior Financial Advisor with Merrill Lynch Wealth Management. She has worked in financial services since 1988, beginning her career in Private Client Services as a Vice President International Trust Officer. Since joining Merrill Lynch in 2005, Sonia has held several roles including International Financial Advisor, Assistant Vice President, Financial Solutions Advisor, Bank Team Financial Advisor, and currently Senior Financial Advisor. Her areas of expertise include family wealth management strategies, personal retirement planning, portfolio management services, small business strategies, women and wealth, as well as individual and corporate investment strategy. Sonia is a Personal Investment Advisor (PIA) and is fluent in both Spanish and English. She earned her High School Diploma/GED from Pima Community College. Sonia resides in Tucson with her husband and two children. She prioritizes giving back to the community where she lives and works, supporting local schools, charities, and communities. In her spare time, she enjoys outdoor activities such as skiing, spending time with family, traveling, and watching movies.

Jeffrey Heinel is a financial advisor at LPL Financial with 40 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Ic Advisory Services, Inc. and The Investment Center, Inc. He is also involved with SOCIUS, LLC, a real estate rental business. LPL Financial is a registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a variety of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Patrick Watson Jr. is a financial advisor at Merrill with 11 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2018, with prior roles at AllianceBernstein Investments, Inc. and T. Rowe Price. Outside of advising, he owns a limited liability company focused on breeding and selling dogs. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.