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Chris H

Series 63, Series 66

Jacksonville, FL

Merrill

Chris Hnatusko is a financial advisor at Merrill with 10 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Bank of America, N.A. and 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
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Cameron L

Series 66

Jacksonville, FL

Merrill

Cameron Lang is a financial advisor at Merrill with nine years of industry experience. He holds a Series 66 designation and has worked at several firms, including Bank of America, Citibank, and Empower. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services 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.

Tax-loss harvesting Active portfolio management Wealth management
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Adam N

Series 66

Jacksonville, FL

Merrill

Adam Nicholas is a Series 66 licensed financial advisor with Merrill in Jacksonville, FL, with 12 years of industry experience. He has been with Bank of America and Merrill since 2014. Outside of his advisory role, he occasionally sells items from his personal fossil collection as a hobby. 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, and institutions.

Tax-loss harvesting Active portfolio management Wealth management
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Samuel L

Series 63, Series 66

Jacksonville, FL

Merrill

Samuel La Fevers is a financial advisor at Merrill with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with both Merrill and Bank of America, N.A. since 2015 and 2017, respectively. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
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Sean P

Series 66

Jacksonville, FL

Merrill

Sean Paul Jr. is a financial advisor with Merrill, holding a Series 66 designation and three years of industry experience. His work history includes positions at Merrill since 2020 and Bank of America since 2023, as well as earlier roles outside the financial sector. 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 and profit-sharing plans, corporations, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
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Ryan W

Series 66

Jacksonville, FL

Merrill

Ryan Wolf is a financial advisor with Merrill based in Jacksonville, FL. He holds the Series 66 designation and has 11 years of industry experience, including his current tenure at both Bank of America, N.A. and Merrill since 2015. 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 and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
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Jason H

Series 63, Series 65

Jacksonville, FL

Merrill

Jason Hardesty is a financial advisor with Merrill based in Jacksonville, FL, holding Series 63 and Series 65 credentials and 11 years of industry experience. His prior work includes roles at Bank of America, MML Investors Services, MassMutual, and AXA Advisors. Outside of his advisory career, Hardesty manages and works as a bartender at a restaurant/bar. 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, and institutional investors.

Tax-loss harvesting Active portfolio management Wealth management
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Matthew O

Series 63, Series 66

Jacksonville, FL

Merrill

Matthew Owten is a financial advisor at Merrill with Series 63 and Series 66 credentials and one year of industry experience. His work history includes roles at Bank of America, Merrill, Region Bank, Fidelity Investments, and Navy Federal Credit Union. 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, pension plans, corporations, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
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Juan B

Series 66

Jacksonville, FL

Merrill

Juan Bustos is a Private Wealth Advisor with Merrill Private Wealth Management, specializing in serving clients within the Spanish-speaking markets in the USA and internationally. He has over 15 years of experience providing tailored financial strategies to meet the unique needs of individual and corporate clients across borders. Juan earned both his bachelor's and master's degrees in finance and economics from ITESM University, Mexico City, which equipped him with a strong understanding of global financial markets and wealth management. His areas of expertise include family wealth management strategies, international wealth management, institutional investment consulting, portfolio management, executive compensation, and tax minimization. Juan holds the Personal Investment Advisor (PIA) designation and is fluent in English and Spanish, allowing him to effectively navigate different cultural and financial environments. Outside of his professional role, Juan enjoys playing tennis, traveling, and volleyball.

Wealth management
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Michael B

Series 66

Jacksonville, FL

Merrill

Michael Brown is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at both Bank of America and Merrill since 2016. Prior to his finance career, he was employed at Publix SuperMarkets from 2013 to 2017. 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 a range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
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Michael S

Series 66

Jacksonville, FL

Merrill

Michael Smulcheski is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and 14 years of industry experience. He has worked at Bank of America and Merrill Lynch since 2012. Outside of his advisory role, he serves as a power of attorney for a family member. 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.

Tax-loss harvesting Active portfolio management Wealth management
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Brian H

Series 66

Jacksonville, FL

Merrill

Brian Howe is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and possessing 23 years of industry experience. He 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. The firm offers model-based and discretionary strategies designed by internal and third-party teams, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
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Eric G

Series 66

Jacksonville, FL

Merrill

Eric Garrett is a financial advisor at Merrill with nine years of industry experience. He holds the Series 66 designation and has been with Merrill since 2017. 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.

Tax-loss harvesting Active portfolio management Wealth management
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Matthew S

Series 66

Jacksonville, FL

Merrill

Matthew Sherwin is a Series 66-credentialed financial advisor with Merrill, based in Jacksonville, FL, and has nine years of industry experience. He has been with Merrill and Bank of America since 2017. Outside his advisory role, he has held positions at the University of North Florida and Florida State College of 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. The firm offers both model-based and discretionary investment strategies for a range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
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Dennis L

Series 66

Jacksonville, FL

Merrill

Dennis Leili is a financial advisor at Merrill with 16 years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2009, with a brief tenure at Gwfs Equities, Inc./Empower in 2022. Based in Jacksonville, FL, Leili's career includes over a decade at Bank of America, N.A. 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, pension plans, corporations, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
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Tristin E

Series 66

Jacksonville, FL

Merrill

Tristin Effinger is a financial advisor with Merrill, holding a Series 66 designation and 11 years of industry experience. Tristin has worked at Merrill since 2014 and has been with Bank of America, N.A. since 2019. 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 institutional investors.

Tax-loss harvesting Active portfolio management Wealth management
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Kevin G

Series 66

Jacksonville, FL

Merrill

Kevin Glick 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 N.A. and Merrill since 2010. Outside of his advisory role, he is involved in managing several family-owned rental properties. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Tax-loss harvesting Active portfolio management Wealth management
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Jason M

Series 66

Jacksonville, FL

Merrill

Jason Minteer is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and 14 years of industry experience. He has been with Merrill and Bank of America since 2012. Outside of his advisory role, Minteer owns two rental properties. 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 individual and institutional clients.

Tax-loss harvesting Active portfolio management Wealth management
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Anita H

Series 66

Jacksonville, FL

Merrill

Anita Hymes is a financial advisor at Merrill with a Series 66 credential and three years of industry experience. She has worked at Merrill and Bank of America since 2022 and previously spent eight years at Novitas Solutions Inc. Hymes serves as secretary for a Florida-based nonprofit focused on food services for the homeless. 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, and institutions, supported by trading, account administration, and custody services.

Tax-loss harvesting Active portfolio management Wealth management
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David B

Series 66

Jacksonville, FL

Merrill

David Bahena is a financial advisor at Merrill with 15 years of industry experience. He holds the Series 66 designation and has been with Bank of America, N.A. and 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
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