Joshua Cohen is a Senior Financial Advisor at Merrill Lynch Wealth Management, based in the Bridgewater, New Jersey branch office. He has been with Merrill Lynch since 2005 and has more than a decade of experience providing tailored investment guidance. In his role, Joshua serves as a qualified Portfolio Manager, offering both traditional advice and actively managing personalized or defined investment strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment options. He is also involved in managing clients’ portfolios on a discretionary basis through the Firm's Investment Advisory Program. Joshua’s expertise spans a variety of client focus areas including college education planning, executive compensation, family wealth management, legacy planning, retirement income, socially responsible and ESG investing, tax minimization, and investment consulting for defined contribution plans. 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 Benefits Consultant (RBC). He earned a Bachelor’s degree from Muhlenberg College, graduating with honors. In addition to his professional responsibilities, Joshua is a member of the Jewish Community Center Board. He resides in Bridgewater, NJ with his wife and three children. Outside of work, he enjoys adventure sports, biking, chess, gardening, hiking, ice skating, skiing, traveling, watching movies, and spending time with his family.

Naftali Yusufov is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 licenses and four years of industry experience. He has worked at J.P. Morgan Securities since 2021 and concurrently at JPMorgan Chase Bank, N.A. since 2019. His earlier experience includes roles in marketing and community service. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates ESG considerations, supported by affiliates offering implementation and portfolio services.

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.

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.

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.

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.

Michael Tancorra is a financial advisor with Equitable Advisors in Woodbridge, NJ, holding Series 65 and Series 66 licenses and bringing 15 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors LLC, since 2010. Outside of his advisory role, he serves on the board of the Horizon Boys & Girls Club of Lodi/Hackensack, assisting with operations and budgeting. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management services through a network of Investment Adviser Representatives and third-party program sponsors.

Mary Vitiello Hughes is a financial advisor with Equitable Advisors in Woodbridge, NJ, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has been with Equitable Advisors since 2014, including time at its predecessor AXA Advisors. Equitable Advisors serves individuals across wealth levels, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management services. The firm employs a variety of advisory models, often implemented through third-party managers and LPL-sponsored programs, and offers a range of investment options including mutual funds, ETFs, separately managed accounts, and select alternative investments.

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.

Patrick Morris is a financial advisor at Equitable Advisors with 44 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to and during his tenure at Equitable Advisors since 1999, he was affiliated with AXA Advisors, LLC. Outside of his advisory role, Morris serves as chairman and main organizer of the Rutgers Greg Schiano Charity Golf Classic, a charitable event. Equitable Advisors provides financial planning, retirement consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a network of Investment Adviser Representatives and third-party asset managers to deliver a range of advisory programs without sponsoring its own wrap fee program.

David Lynch is a financial advisor with Equitable Advisors in Woodbridge, NJ, holding a Series 66 designation and 19 years of industry experience. He has been with Equitable Advisors since 2006, including its predecessor Axa Advisors, LLC. Lynch previously established an LLC intended for tax purposes, which remains dormant. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and a range of asset management programs. The firm delivers services through a network of Investment Adviser Representatives and relies on third-party asset managers and advisory programs to implement a variety of investment solutions.

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.

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 Meindl Jr. is a financial advisor at Cetera with 11 years of industry experience. He holds the Series 66 designation and has worked at BlackRock Investments, LLC from 2014 to 2025 before joining Cetera in 2025. Since 2020, he has also been a wealth management advisor with King Financial Network. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, employer-sponsored retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with both discretionary and non-discretionary investment options.