Michael Tancorra is a financial advisor with Equitable Advisors in Woodbridge, NJ, holding Series 65 and Series 66 credentials and 15 years of industry experience. He has worked with Equitable Advisors since 2010, including its predecessor Axa Advisors LLC. Outside of his advisory role, he serves as a board member of the Horizon Boys & Girls Club of Lodi/Hackensack, assisting with operations and budgeting. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating primarily through LPL-sponsored programs and endorsed TAMPs.

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.

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.

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.

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.

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.

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.

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.

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.