Mary Vitiello Hughes is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has been with Equitable Advisors since 2014, following six years at AXA Advisors, LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement-plan support, and access to asset management through LPL programs and a broad range of third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage services tailored to client goals, risk tolerance, and time horizon.

Steven Mako is a financial advisor at Fidelity with six years of industry experience. He has previously worked at Ameriprise Financial Services and held roles at Iona College and Pelham Bay and Splitrock Golf Course. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as an adviser to multiple registered investment companies.

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.

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.

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 as well as Series 63 and Series 65 licenses. Prior to his current role, he worked at Axa Advisors, LLC from 1999 to 2020. Outside of his advisory work, he serves as chairman and main organizer of the Rutgers Greg Schiano Charity Golf Classic. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model, tailoring services based on client goals, risk tolerance, and time horizon.

David Lynch is a financial advisor with Equitable Advisors in Woodbridge, NJ, holding a Series 66 designation and 18 years of industry experience. He has been with Equitable Advisors since 2006, including time when the firm operated as Axa Advisors, LLC. Lynch previously established an LLC for tax purposes, which remains open but inactive. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement plan support, and access to asset management through LPL programs and various third-party asset managers. The firm employs a hybrid referral and implementation model, providing both advisory and brokerage/insurance services tailored through a client intake process.

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.

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.

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.

William Daniel is a financial advisor with Equitable Advisors in Somerset, NJ, holding a Series 66 designation and 21 years of industry experience. He has been with Equitable Advisors since 2004 and previously worked at AXA Advisors, LLC. Outside of his advisory role, he serves as Chief Ministry Officer for Hospital Ministries International, overseeing charitable work in India. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals and risk tolerance.

John Dunleavy is a financial advisor at LPL Enterprise with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including The Prudential Insurance Company of America, Bank of America, Merrill, Royal Alliance Associates, and Lakota Capital Advisors. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model wealth portfolios, third-party asset management, and a range of brokerage and insurance products through its integrated platform.

Jesse Alijewicz is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and 16 years of industry experience. He has worked at Cetera since 2019 and previously held roles at J.P. Morgan Securities and JPMorgan Chase Bank NA. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with diverse portfolio management options and reports over $256 billion in assets under management across more than 10,000 advisors.

Nicholas Pontoriero is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been associated with Linsco Private Ledger since 2006. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Danielle Veloso is a financial advisor with LPL Enterprise holding a Series 66 designation and seven years of industry experience. She previously worked at Pruco Securities, LLC, and has managed administrative and financial operations at The Garback Agency, where she is also involved in payroll and bookkeeping. Veloso holds a non-practicing CPA designation. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering a range of advisory and brokerage services supported by model portfolios, third-party asset managers, and insurance products through an integrated platform.

Dave Lalla is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with LPL Financial since 2009. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research and multiple investment strategies.

Ashley Gunther is a financial advisor at LPL Enterprise with one year of industry experience. She holds the Series 66 designation and has prior work history at Truist Advisory Services, Truist Investment Services, Truist Bank, BB&T Bank, and PNC Bank. Additionally, she is involved in a non-variable insurance agency business in Cherry Hill, NJ. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products through its integrated platform.

Brooke Mcgeehan is a financial advisor at RBC Capital Markets with 21 years of industry experience. She holds the Series 66 designation and has worked at RBC Capital Markets since 2005, with prior experience at City National Bank from 2016 to 2025. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs and tailors investment strategies based on clients’ Advisory Risk Profiles, utilizing a mix of in-house and third-party managers.

Kenneth Shine is a financial advisor with Ameriprise, holding a Series 63 designation and 35 years of industry experience. He has been with Ameriprise and its related entities since 2005. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, delivering written recommendations that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to support its clients and emphasizes the use of Ameriprise-managed accounts within its advisory approach.