Matthew Hylton is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. He has worked at Merrill since 2021 and previously held roles at Bank of America, Amazon.com, 7-Eleven, and Retail Product Solutions. 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, and institutional accounts, supported by internal Chief Investment Office teams and third-party managers.

Brian Miller is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and 12 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Logan Elfreich is a Series 66 credentialed financial advisor with 12 years of experience. He has worked at Bank of America, N.A. and Merrill 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Colin Jones is a financial advisor at Merrill with 12 years of industry experience. He holds a Series 66 designation and has been with both Bank of America, N.A. and Merrill since 2014. Merrill, together 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 Chief Investment Office teams and third-party managers.

Santiago Martinez is a financial advisor at Merrill with five years of industry experience and holds the Series 66 designation. His work history includes roles at Bank of America and Merrill since 2021, as well as prior positions in both financial services and hospitality. 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 various institutional investors.

Pedro Diaz is a financial advisor at Merrill with Series 63 and Series 66 credentials and three years of industry experience. His prior work includes roles at Bank of America and Popular Bank, as well as experience in the food service industry. He has also worked at the University of Puerto Rico and Levittown Baptist Academy. 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.

Michael Bohannon is a financial advisor at Merrill in Jacksonville, FL, holding a Series 66 designation with 19 years of industry experience. He has been with Merrill since 2007. 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 plans, corporations, and charitable organizations.

Elijah Bray is a financial advisor at Merrill in Jacksonville, FL, holding Series 63 and Series 66 licenses with one year of industry experience. His prior work includes roles at Fidelity Investments, the Department of Defense Finance and Accounting Service, and four 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Mark Lumpa is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 credential and 11 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 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.

James Harkey is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has worked at Merrill since 2005 and Bank of America, N.A. 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 strategies for a range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Colin Chamberlain is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and 10 years of industry experience. He has been affiliated with Merrill and Bank of America since 2011. Outside of his advisory role, he is the sole owner of a rental property and operates a family-related LLC to manage child care payments. 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 a range of clients including individuals, high-net-worth clients, and institutional plans.

Sean Wheelahan is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and nine years of industry experience. He 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, offering model-based and discretionary strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Herbert Reed Jr. is a financial advisor at Merrill with 11 years of industry experience. He holds a Series 66 designation and has worked at both Bank of America, N.A. and Merrill since 2016. Outside of advising, he is involved in property preservation through his ownership of STREED LLC, a general contracting business. 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.

Zachary Fletcher is a financial advisor at Merrill with Series 63 and Series 66 credentials and three years of industry experience. He previously worked at Citigroup Global Markets Inc. for three years before joining Merrill. 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.

David Eliasen is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and over 22 years of industry experience. He has been with Merrill since 2013 and concurrently with Bank of America, N.A. 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 investment strategies for a range of clients including individuals, high-net-worth clients, and institutional investors.

Christopher Hamm is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Bank of America and Merrill Lynch for 15 years. Outside of his advisory work, he owns Pen and Page Publications, a small part-time business that publishes low and medium content books through Amazon Kindle Direct Publishing. 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.

Colton Weaver is a financial advisor at Merrill with 10 years of industry experience. He holds a Series 66 designation and has been with Merrill since 2015 and Bank of America since 2016. 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.

Stanley Soud is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 licenses and 14 years of industry experience. His prior employment includes roles at Bank of America N.A., Select Portfolio Servicing, and Digital Risk. Outside of financial advising, he works as a 1099 contractor for Uber, providing ridesharing services. 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 both model-based and discretionary investment strategies for a range of individual and institutional investors.

Joseph Roccia is a financial advisor at Merrill with 12 years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2006 and at Bank of America, N.A. 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jacob Materia is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His prior work includes roles at Cantor Fitzgerald and Gallagher, as well as positions outside finance in hospitality and education. 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 institutional investors.