Matthew Pron is a Senior Financial Advisor with the Pron Wealth Management Group at Merrill Lynch Wealth Management in Princeton, New Jersey. He joined Merrill in 2016 and works with individuals, families, and business entities to provide wealth management solutions including portfolio management, financial strategy, liquidity solutions, banking needs, and legacy planning. Before his career in financial advising, Matthew served five years in the United States Marine Corps, including deployments in Guantanamo Bay, Cuba, the Middle East, and the South Pacific. After an honorable discharge in 2014, Matthew graduated magna cum laude from Drexel University with a Bachelor of Science degree in Finance. He holds the Personal Investment Advisor (PIA) designation and is involved in professional and community organizations such as the Drexel Veteran's Alumni Network and the Marine Corps Law Enforcement Foundation. Matthew currently resides in Fairless Hills, PA with his wife Katie and their two sons, Calvin and Carson. Outside of his professional work, Matthew participates in activities like golfing at The Union League Golf Club at Torresdale and spending time with his family. He also serves as the President of Drexel's Veteran Alumni Network, mentoring veterans transitioning from military service to higher education and new career paths.

Matthew Chin is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 30 years of industry experience. His career includes prior roles at Merrill, Morgan Stanley, and Citigroup Global Markets. He also serves as an administrator for his father's estate. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm offers a broad range of brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third-party sources.

Stuart Saules is a Financial Advisor with The Carle Group at Merrill Lynch Wealth Management. He works closely with clients to develop personalized, full-service wealth management plans aimed at helping them take control of their financial lives. Stuart embraces a team approach, leveraging the combined experience of his colleagues and the resources of Merrill Lynch and Bank of America to provide comprehensive financial guidance. Stuart’s expertise includes retirement planning, education funding, tax-efficient strategies, and estate planning considerations. His approach centers on understanding clients’ unique goals and priorities—whether personal, familial, or business-related—and creating strategies tailored to those needs. He helps families and businesses build financial confidence for generations by formulating focused, risk-appropriate long-term plans that evolve with changing market conditions and client circumstances. He holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Western Michigan University. Outside of his professional role, Stuart enjoys boating, fishing, football, golfing, ice hockey, music, pickleball, reading, spending time with his family, and traveling.

Matthew Ramirez is a financial advisor with Merrill, holding a Series 66 designation and beginning his career in 2026. Prior to joining Merrill and Bank of America, he has experience working in various roles outside of finance, including positions at OMD USA, Hearts & Science, and Sunoco. 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, and other organizations.

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.

Pietro Ruggeri is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. He has worked at Mass Mutual Investors Services and MassMutual Life Insurance since 2019, and previously held roles at Allied Wealth Partners, Securian Financial Services, and Minnesota Life Insurance Company. Outside of his advisory work, Ruggeri is involved in insurance through Gryphon Assurance and manages Ruggeri Financial Group LLC. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars with a structured approach that includes collaborative planning and use of firm-approved analytical tools.

Daniel Williams is a financial advisor at Equitable Advisors with nine years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 66 licenses. His prior experience includes roles at JPMorgan Chase Bank, Santander Bank, and Uber. Outside of finance, he is a member of Pup on the Run LLC, where he is responsible for building and managing the company website on a volunteer basis. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a range of advisory programs, including firm-sponsored and third-party models, and offers ERISA fiduciary services through credentialed representatives.

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.

Meghna Shah is a financial advisor at Merrill with nine years of industry experience. She holds a Series 66 designation and has been with Merrill and Bank of America, N.A. since 2016. She is a co-owner of an outside family investment business in New Jersey. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

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.

Douglas Frew is a financial advisor at LPL Financial with 14 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at UBS Financial Services and Merrill. Frew also operates Frew Wealth Management LLC, a separate business entity related to tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

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.

Otto Arias Jr. is a financial advisor at Edward Jones with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Edward Jones since 2020. Prior to that, he spent nine years at BNY Mellon Capital Markets and 26 years at The Bank of New York Mellon. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a variety of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices across the United States.

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.

David Tardiff is a Financial Consultant who partners with clients to provide tailored financial guidance aligned with their unique investment goals and objectives. He brings extensive experience from his previous roles in the financial services industry. David's professional background includes positions at Fidelity and Vanguard. From 2021 to 2024, he worked as a Planning Consultant at Fidelity. Prior to that, he held multiple roles at Vanguard from 2007 to 2021, including Senior Internal Sales Executive, Flagship Advice Chief of Staff, Retail Sales Supervisor, Investment Specialist, and Client Relationship Associate. Outside of his professional career, David has personal interests in beach activities, cars, football, running, and traveling.

David Watson is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. His career includes roles at Mass Mutual Investors Services and Metlife Securities prior to joining Raymond James in 2024. 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, charitable organizations, and municipal entities, providing financial planning, non-discretionary investment consulting, municipal advisory services, and institutional consulting through specialized divisions.