Samantha Vadnais is a financial advisor at Merrill with a Series 66 designation and 11 years of experience, all with Merrill in Jacksonville, FL. 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 designed for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michael Brady is a Series 66–registered financial advisor with Merrill in Jacksonville, FL. He has seven years of industry experience, having worked at Bank of America and Merrill since 2019 and previously at Paya Services from 2013 to 2018. 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.

Donald Sanders is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and 20 years of industry experience. He has been with Merrill since 2006. 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 offers model-based and discretionary investment strategies supported 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.

Jason Bishop is a financial advisor at Merrill in Jacksonville, FL, holding a Series 66 designation with 18 years of industry experience. He has been with Merrill Lynch 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. The firm offers model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Stephen Ensley is a Financial Advisor with Merrill Lynch Wealth Management, specializing in providing comprehensive wealth planning services. Since 2016, he has worked with high net worth clients, including business owners, key executives, attorneys, physicians, entrepreneurs, and retirees. His expertise encompasses investments, personal and business planning, estate planning and trusts, commercial and residential lending, executive compensation, and corporate advisory services. He holds a Bachelor's Degree from Trinity Baptist College and holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Stephen's client focus areas include college education planning, personal retirement planning, liquidity management, tax minimization, corporate executive services, and investment consulting for defined contribution plans among others. Outside of his professional responsibilities, Stephen is involved with Junior Achievement of Florida. His personal interests include baseball, basketball, boating, football, golfing, reading, running, spending time with his family, tennis, and writing.

Diana Newlyn is a financial advisor with Merrill, holding a Series 66 designation and 17 years of industry experience. She has been with Bank of America and Merrill since 2010. 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, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with a range of model-based and discretionary investment strategies.

Tina Barnes is a financial advisor at Merrill with 14 years of industry experience. She holds the Series 66 designation and has previously worked at Wells Fargo and owned a British import grocery and gift retail store called The Corner Shop. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Tara Harris Josephs is a financial advisor at Merrill with 40 years of industry experience. She has been with Merrill since 1982. Outside of her advisory work, she has a home design business she plans to develop as a hobby after retirement. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jeremiah Paradis is a financial advisor at Merrill with 9 years of industry experience. He holds Series 65 and Series 66 licenses. His prior experience includes ten years at Financial Transition Services and thirteen years at TMCC. 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 and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Joshua Jacobson is a Financial Advisor with Merrill Lynch Wealth Management. He specializes in executive compensation, family wealth management strategies, and personal retirement planning. Joshua utilizes a structured, goals-based approach to wealth planning, aiming to manage risk appropriately while pursuing clients' financial objectives. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) professional designations. Joshua earned his Bachelor's Degree from the University of North Florida. Outside of his professional work, Joshua enjoys football, golfing, and spending time with his family.

Hunter Chappell Walker is a Financial Advisor at Merrill Lynch Wealth Management. He joined Merrill Lynch in 2022 after working as a supply chain operations and finance analyst for a major U.S. retailer. Hunter is a member of the Chappell Walker Group, a team with over 250 years of collective experience dedicated to assisting affluent households and business owners with their wealth management needs. Hunter holds a Bachelor of Business Administration in Finance and a Master of Science in Business Analytics, both from The University of Georgia. He is also a Personal Investment Advisor (PIA) and is bilingual in English and Spanish. His approach focuses on understanding clients' unique financial goals to develop customized strategies that leverage Merrill's investment resources and Bank of America's banking services. In addition to his professional work, Hunter serves on the Alumni Association Board of The Bolles School, where he graduated, and participates in the Angels for Allison community initiative. He resides in the Jacksonville area with his wife Abigail and their Goldendoodle, Rosie.

Allison Mulgrew is a Series 66-registered financial advisor with Merrill, based in Jacksonville, FL, and has 14 years of industry experience. She has been with Merrill since 2010. Outside of her advisory role, she serves as a board member for the North Florida School for Special Education, assisting with their planned giving program. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.

Denise Getsy is a financial advisor at Merrill with 27 years of industry experience. She holds Series 63 and Series 65 credentials 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Zachary Pero serves as a Client Experience Advisor at Merrill Lynch Wealth Management. In this role, he works with Merrill clients to understand their current financial situations and introduces them to solutions available through Merrill and Bank of America. He holds the Professional Investment Advisor (PIA) designation, complementing his experience in assisting clients to identify their financial goals and develop strategies to pursue them. Zachary earned an Associate's Degree from Genesee Community College and a High School Diploma from Batavia High School. His professional philosophy focuses on helping clients uncover what matters to them and their families to support the creation of financial strategies aligned with their objectives.

Eric Grodan is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in estate and wealth planning strategies, focusing on pre-liquidity tax minimization for business owners preparing to exit their companies. Eric advises high net worth families, business owners, and real estate developers on legacy planning, philanthropic planning, family wealth management, and managing new wealth. Eric holds a Bachelor's degree from Michigan State University, a Juris Doctorate from Southwestern University School of Law, and a Master's degree in the Laws of Taxation from Loyola Law School. He also holds the Personal Investment Advisor (PIA) designation and maintains Series 7 and 66 FINRA registrations. Although he has an extensive background as a transactional attorney, Eric does not provide tax or legal advice in his role with Merrill. In addition to his professional responsibilities, Eric has served as past president of the Los Angeles Estate Planning Counsel and as a board member of the Starlight Children’s Foundation. His personal interests include scuba diving, tennis, and traveling.

David Baker is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 65 designations and having 38 years of industry experience. He has been with Merrill since 1988 and has worked at Bank of America since 2009. Outside of his advisory role, he serves as an advisory board member for the Catholic Foundation, a charitable organization in Jacksonville. 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.