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.

Karlie Lorenz is a Wealth Management Advisor at Merrill Lynch Wealth Management. She holds the Certified Plan Fiduciary Advisor (CPFA) designation as well as the CERTIFIED FINANCIAL PLANNER (CFP) certification, reflecting her commitment to comprehensive financial planning. Karlie emphasizes building meaningful, long-term relationships with clients by understanding their personal values and financial goals. Her practice focuses on comprehensive planning that addresses cash flow, tax strategy, investment positioning, liquidity needs, and multigenerational planning. She provides services including investment advisory, retirement and education planning, insurance strategies, and trust considerations. Karlie aims to be a consistent, thoughtful partner, helping clients navigate life's transitions and market cycles with clarity and confidence. A graduate of James Madison University, Karlie is involved in community organizations such as First Choice Home Health and Hospice, Make Your Mark on Madison, and UrbanPromise Trenton. She enjoys spending time with her family, gardening, cooking, and outdoor activities.

Brady Stephens is a Series 66-licensed advisor with Merrill in Pennington, NJ. He has been with Merrill since 2025 and previously held roles at Barton Associates, Costco Wholesale, and the Arizona Cardinals, among others. Stephens has experience across multiple industries including sports and retail. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Neal Oberto is a CFP®-certified financial advisor with 11 years of industry experience, currently with OSAIC since 2023. He previously worked at FSC Securities Corp for eight years. Outside of his advisory role, he is also licensed as a life insurance agent and assists with financial planning activities under James R. Potoka. OSAIC serves a diverse client base including individual and institutional investors, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs a range of asset-allocation tools and supports both discretionary and non-discretionary portfolio management across multiple investment types.

Cara Cospito is a financial advisor with Merrill in Princeton, NJ, holding Series 63 and Series 66 licenses and 28 years of industry experience. She has been with Merrill since 1996. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm integrates its services with Bank of America’s broader platform, providing access to a wide range of products and additional financial services.

Ryan Britton is a financial advisor at Merrill with three years of industry experience and holds the Series 66 designation. He has worked previously at Renaissance and Xtend Healthcare and is currently affiliated with Bank of America N.A. Outside of his advisory role, Britton engages in livestreaming on Twitch as a musical performer. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Annie Zou is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, she worked at Barnes & Noble, Inc. and has experience in real estate through Pembroke Real Estate, LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and maintaining a large network of financial advisors and branch offices nationwide.

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 with Merrill based in Pennington, NJ, holding Series 63 and Series 66 credentials and seven years of industry experience. His work history includes roles at Merrill since 2018 and Bank of America, N.A. since 2021. Prior to his financial services career, he worked at Maggiano's Little Italy and Inland Group. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

David Kerwick is a Series 66 designated financial advisor with Merrill, based in Pennington, NJ. He has 14 years of industry experience and has been with Merrill since 2008. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base including individuals, high-net-worth clients, and institutional investors. The firm’s integration with Bank of America provides access to a wide range of products and services beyond typical investment management.

Anthony Cacace is a financial advisor at Merrill with 15 years of industry experience. He holds a Series 66 designation and has worked at Bank of America and Merrill since 2014. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies across a broad client base, including individuals, high-net-worth clients, and institutional fiduciaries. The firm is integrated with Bank of America’s broader platform, providing access to a wide range of products and services.

Scott Blackburn is a financial advisor at Merrill with 36 years of industry experience. He has been with Merrill since 1987. His credentials include the Series 63 and Series 65 designations. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Ronald James is a financial advisor at Merrill with 13 years of industry experience. He holds the Series 66 designation and has been with Merrill since 2011. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies. The firm serves a broad client base including individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations.

Maria Artemiou is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. She has worked at Merrill since 2019 and has prior experience at Bessemer Trust and in the hospitality sector. She also spent several years affiliated with Rutgers Business School. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Rosalie Litz is a Series 66-licensed financial advisor at Merrill with 11 years of industry experience, all of which she has spent with her current firm. She is based in Pennington, NJ. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

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.

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.

Charles Hill is a Wealth Management Advisor with Merrill Lynch Wealth Management. He began his career in 1992 and has been a part of The Hill Group since 2000, working alongside his brother Jeff. Charles emphasizes the integration of health and wealth in guiding clients toward long, rewarding lives and meaningful legacies. He holds several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP®), Chartered Retirement Planning Counselor™ (CRPC™), Certified Plan Fiduciary Advisor® (CPFA®), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Charles earned a Bachelor of Science degree in Business Administration from the University of Rhode Island. His expertise spans legacy planning, managing new wealth, personal retirement planning, portfolio management services, socially responsible investing, tax minimization, and retirement income strategies. Charles is active in his community, residing in Yardley, Pennsylvania with his wife, Liza, and their four children. He volunteers with Habitat for Humanity, coaches local youth sports, and participates in the Kiwanis Club of Washington Crossing Yardley. His personal interests include fishing, gardening, skiing, and spending time with his family.

David Schimpf is a financial advisor with Primerica Advisors and holds Series 63 and Series 65 licenses. He has 20 years of industry experience and has been with Primerica since 2005. In addition to his advisory role, he is involved in sales of loan products and home security services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates with nearly 3,700 advisors and manages approximately $15.5 billion in assets, delivering advisory services through model-based strategies developed by unaffiliated asset managers.