Joshua Brantley is a financial advisor at Merrill with 11 years of industry experience. He holds a Series 66 designation and has been with Merrill since 2013. Located in Jacksonville, FL, he serves clients through Merrill's extensive institutional platform. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies supported by internal and third-party managers for individuals, high-net-worth clients, and various institutional entities.

David Kistner is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and 16 years of industry experience. He has been with Bank of America and Merrill Lynch since 2010. Outside of his advisory role, he owns Pinewood Restorations, a business focused on refinishing and repurposing antique furniture. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions, with portfolio implementation tailored to various investor needs.

Michael Mason II is a Financial Advisor with Merrill Lynch Wealth Management, working with individuals and business owners to simplify complex financial decisions and build strategies that strengthen personal wealth and business outcomes. He delivers guidance in retirement planning, wealth management, portfolio design, and planning support for individuals, families, and businesses. He holds the designations of CERTIFIED FINANCIAL PLANNER® professional, Chartered Retirement Planning Counselor™ designee, and Personal Investment Advisor. Michael earned his Bachelor's Degree from The Baptist College of Florida and his Master of Business Administration from Jacksonville University. His approach involves understanding clients' full financial picture, identifying priorities such as retirement readiness or education funding, and designing tailored strategies to help clients pursue their financial goals with clarity and confidence. Michael lives in Jacksonville, Florida, where he is a trustee and member of several area councils with the JAX Chamber. He enjoys playing kickball, pickleball, traveling, and spending time with his family while remaining active in his community.

Lee H Ellis is a Wealth Management Advisor at Merrill Lynch Wealth Management, specializing in providing advice, guidance, and strategies for individuals and families navigating the complexities of asset management. He focuses on client areas such as college education planning, family wealth management strategies, retirement income, and socially responsible investing, among others. Lee works to create flexible wealth management strategies aligned with his clients' values and goals, emphasizing one-on-one communication to understand individual and family objectives. Lee began his career with Merrill in 2006, initially serving as an Investor Services Advisor in Jacksonville, Florida, before relocating to the New York City Park Avenue Office as a Financial Advisor. During his time in New York, he completed a Master’s Degree at Columbia University, taught at Columbia, contributed to The New Yorker website, and served as an Editorial Assistant in The New Yorker’s Fiction Department. In 2017, he returned to Pensacola, Florida, to work with his father, Tommy Ellis, with whom he helped build Ellis & Associates, focusing on high-net-worth individuals and businesses. He holds a Bachelor’s Degree from Stetson University and a Master’s Degree from Columbia University. Lee is a CERTIFIED FINANCIAL PLANNER® (CFP) and a Personal Investment Advisor (PIA). He is multilingual, speaking French, English, and Spanish, and participates in community activities as a board member of the Pensacola Symphony Orchestra. Lee’s personal interests include baseball, biking, chess, cooking, golfing, hiking, reading, traveling, writing, and spending time with his family.

Zachary Burnett is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and 14 years of industry experience. He has been with Bank of America, N.A. and Merrill since 2012. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Bridget Monahan is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. She has been with Merrill and Bank of America since 2026. Outside of her advisory role, she has been involved with several yacht clubs, including the Florida Yacht Club and the Carolina Yacht Club. 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 a range of clients including individuals, high-net-worth clients, pension plans, and charitable organizations.

Rhina Pecunia Romero is a financial advisor at Merrill with eight years of industry experience, including two years as a designated Series 66 professional. Her work history includes positions at Merrill since 2018, as well as prior roles at Platzer Swergold, Levine, Sojourn, and One Ten Thai. Merrill, along 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 plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal teams and third-party managers.

Ethan Williamson is a financial advisor at Merrill with a Series 66 credential and no prior industry experience. Before joining Merrill in 2025, he held positions at The State Board Administration, South State Bank, Miller Electric Company, and worked in educational roles at Florida State University, Montverde High School, and Apopka High School. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services 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 managers.

Benjamin Buchanan is a Financial Advisor at Merrill Lynch Wealth Management and a member of the Chappell-Walker Group, a team of financial professionals providing wealth management strategies to affluent households and business owners. He joined the group in 2024, focusing on guiding business owners through pre- and post-exit liquidity events, as well as advising ultra-high-net-worth individuals and families. Benjamin graduated from Florida State University in 2020 with dual degrees in Psychology and Finance. He also holds the CERTIFIED FINANCIAL PLANNER® (CFP) certification and a Personal Investment Advisor (PIA) designation. His expertise includes executive compensation, family wealth management strategies, institutional consulting, legacy planning, liquidity management, and personal retirement planning. Outside of his professional role, Benjamin serves on the board of Community Hospice and Palliative Care of Jacksonville. He enjoys biking, golfing, hiking, music, skiing, spending time with his family, and traveling.

Jason St Germaine is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in providing financial advice and wealth management services to his clients. His role involves helping individuals and families manage their financial portfolios and plan for their financial futures. Jason's professional experience centers on financial advisory within a prominent wealth management firm. He applies his expertise to assist clients in making informed financial decisions aligned with their goals. His work includes strategies related to investment management, retirement planning, and asset allocation. Further details regarding Jason's education, credentials, personal interests, or community involvement have not been provided.

Vahid Tahmasebi Rad serves as a Client Experience Advisor with Merrill Lynch Wealth Management. In this role, he engages with clients to assess their current financial situations and to introduce them to solutions offered through Merrill and Bank of America. His focus is on supporting clients as their financial needs evolve. Vahid holds the Professional Investment Advisor (PIA) designation and has completed the Accredited Certificate Program from Kaplan Financial Education. His approach emphasizes helping clients identify their priorities and creating strategies to pursue their financial objectives.

Ryan Chesler is a financial advisor at Merrill with 12 years of experience at the firm and holds a Series 66 designation. He is based in Jacksonville, FL, and has a total of five years of industry experience. 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 managers.

Jared Anderson is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. He has worked at Bank of America and Merrill since 2021. Outside of finance, he has experience at Regatta Bay Golf and Yacht Club. 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, institutions, and charitable organizations.

Alba Jaundoo is a financial advisor at Merrill in Jacksonville, FL, with 15 years of industry experience. She holds Series 63 and Series 66 credentials and has worked previously at Morgan Stanley and Wells Fargo Clearing. Jaundoo serves as a board member of Rooting for Joy Inc., a nonprofit focused on promoting joy, gentleness, and kindness through community and nature. 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, and institutions.

Sarah Drinkall is a financial advisor at Merrill with 11 years of industry experience. She holds the Series 66 designation and has been with Merrill since 2004. 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 high-net-worth individuals and charitable organizations.

Cherie Anderson is a Senior Financial Advisor with Merrill Lynch Wealth Management. She has over three decades of experience in the financial services industry, beginning her career in 1985. Cherie managed her practice at Metlife for 25 years before joining Merrill Lynch in 2017. Throughout her career, she has focused on providing personalized financial strategies tailored to her clients' long-term goals, emphasizing integrity and client trust. Her areas of expertise include college education planning, legacy planning, managing new wealth, personal retirement planning, portfolio management services, women and wealth, and retirement income. Cherie holds the Personal Investment Advisor (PIA) designation and completed her high school education at Ramona High School. She is committed to helping clients navigate complex insurance and investment issues through an educational approach, which has resulted in many long-standing client relationships. Cherie is actively involved in her community, volunteering and fundraising for organizations such as New Life Church SRB, STW Ministries, and Impact Ministries International. Her personal interests encompass boating, gardening, golfing, scuba diving, singing, yoga, and spending time with her family.

William Courtney Jr. is a financial advisor at Merrill with 38 years of industry experience. He holds a Series 63 designation and has worked at Merrill since 1988, including 15 years affiliated with Bank of America. Outside of his advisory role, he serves as a co-trustee of the C Joint Living Trust. 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 a range of clients including individuals, high-net-worth investors, and institutions.

Kristy Hobbs is a financial advisor at Merrill with 26 years of industry experience. She holds the Series 66 designation and has been with Merrill since 2003. 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.

Gary Slaven Jr. is a financial advisor at Merrill with 27 years of industry experience. He holds the Series 66 designation and has been with Merrill since 1999. 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 plans, corporations, and charitable organizations.

Devon Eberling is a Client Experience Advisor at Merrill Lynch Wealth Management. In this role, Devon works with clients to understand their financial situations and introduces them to solutions available through Merrill and Bank of America. Devon aims to empower clients with knowledge and tools to manage their financial lives effectively. Devon focuses on helping clients manage competing financial priorities, such as buying a home, saving for college, caring for elderly parents, and preparing for healthcare needs. By working one-on-one with clients, Devon helps define financial goals and develop portfolio strategies designed to reach those goals. Devon provides ongoing advice and adapts portfolio strategies as clients' situations evolve. Devon holds the Personal Investment Advisor (PIA) designation and completed a High School Diploma/GED at A Philip Randolph Academies of Technology.