Joseph Grayson is a financial advisor at Merrill in Jacksonville, FL, holding a Series 66 credential with 10 years of industry experience. He has been associated with both Merrill and Bank of America, N.A. since 2016. Outside of his advisory role, he is involved in family-held and business partnership ventures, including Grayson Capital Holdings LLC and SGK Capital Management, focusing on managing family assets and real estate opportunities in Florida. 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.

Sydney Pasterczyk is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. Before joining Merrill and Bank of America in 2026, Sydney held positions at Fidelity Investments and Finalis and has experience associated with the University of Alabama and the Episcopal School of Jacksonville. Sydney was also involved with the NorthRiver 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Carrie Anderson is a Series 66 licensed financial advisor at Merrill with 10 years of industry experience. She has worked at Bank of America, N.A. since 2016 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 offers model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Craig Livingston is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and 15 years of industry experience. He 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Ryan Osborne is a financial advisor at Merrill with 13 years of industry experience. He holds a Series 66 designation and 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies constructed by internal and third-party teams.

Richard Landry is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. His career includes roles at Fidelity Brokerage Services from 2011 to 2022 and at Bank of America and Merrill since 2022. 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 various institutional investors.

Joshua Manikowski is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 licenses and having 7 years of industry experience. He has worked at Merrill and Bank of America since 2019 and previously at Northwestern Mutual Investment Services and Northwestern Mutual Life Insurance Company. Outside of advising, he is the general partner and managing member of Dalinar Holdings LLC, a real estate management company. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Brian Wilson is a financial advisor at Merrill with 22 years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2004 and Bank of America, N.A. since 2011. Merrill, together with its affiliate Managed Account Advisors LLC (MAA), 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.

Kenny Rosales Sanchez is a financial advisor with Merrill, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Thrivent Financial and Bank of America. Outside of finance, he is the owner of UTOPIA SHOP LLC, a business established for his daughters while they attend university. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Alexandria Siegner is a financial advisor with Merrill, holding a Series 66 designation and two years of industry experience. She previously worked at VyStar Credit Union and the University of North Florida, among other roles. Merrill, alongside its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

David Clark is a financial advisor at Merrill with 14 years of industry experience. He holds a Series 66 designation and has worked at both Bank of America, N.A. and Merrill since 2012. 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 and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Stephanie Kluge is a financial advisor at Merrill with 21 years of industry experience, holding a Series 66 designation. She has been with Merrill since 2005. 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 variety of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Ariel Montes is a financial advisor at Merrill with 14 years of industry experience. He holds a Series 66 designation and has worked at both Merrill and Bank of America N.A. since 2010 and 2012, respectively. 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 supported by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jesus Adkins is a financial advisor at Merrill with Series 63 and Series 66 licenses and one year of industry experience. His prior work includes roles at Bank of America, Citigroup, Compass, and Fidelity Investments, as well as nine years of service in the United States Navy. 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.

David Aghamalian is a financial advisor at Merrill with 14 years of industry experience. He holds a Series 66 designation and has been with Merrill and Bank of America since 2012. Outside of his advisory role, he owns a boat and RV storage business in Saint Augustine, Florida. 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.

Edward Clohessey is a financial advisor at Merrill with 12 years of industry experience. He holds a Series 66 designation and has worked at Bank of America and Merrill since 2014. Outside of his advisory role, he owns a sole proprietorship 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jake Perna is a financial advisor at Merrill with Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Merrill and Bank of America in 2026, he worked at Fidelity Investments from 2024 to 2026. Outside of finance, he has experience working with the United States Tennis Association. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Camren Duncan is a financial advisor at Merrill with six years of industry experience. He holds the Series 66 designation and has worked at Merrill and Bank of America since 2019. Outside of his advisory role, he streams video games on Twitch under a gamer tag, where he occasionally receives donations from viewers. 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.

Gregory Entzi is a financial advisor at Merrill with 13 years of industry experience. He holds a Series 66 designation and has been with Merrill and Bank of America, N.A. since 2012. 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.

Ryan Meyers is a financial advisor at Merrill with 15 years of industry experience. He holds a Series 66 designation and has worked at both Merrill and Bank of America, N.A. since 2011 and 2013, respectively. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.