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Trenton B

Series 66

Jacksonville, FL

Merrill

Trenton Barnett is a financial advisor at Merrill with 13 years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2013 and Bank of America, N.A. since 2019. Outside of his advisory role, he is the owner of Minzon Enterprises, LLC, a limited liability company based in Jacksonville, 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 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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John H

Series 66

Jacksonville, FL

Merrill

John Hernandez is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He previously worked for Banco Popular Dominicano for ten years before joining Merrill in 2022. 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, pension plans, corporations, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
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Ankita P

Series 63, Series 66

Jacksonville, FL

Merrill

Ankita Pandey is a financial advisor at Merrill with seven years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Bank of America since 2020 and Merrill Lynch since 2018. She is a co-owner of a family rental property business in Jacksonville, 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, offering both 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 Y

Series 66

Jacksonville, FL

Merrill

Ryan Yount is a financial advisor at Merrill with 14 years of industry experience. He holds a Series 66 designation and has been with Bank of America and Merrill since 2012. Outside of his advisory role, he has obtained a Saltwater Products license that allows him to sell fish, though he does not currently operate a related 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Tax-loss harvesting Active portfolio management Wealth management
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Paul M

Series 66

Jacksonville, FL

Merrill

Paul Moulton is a financial advisor at Merrill with 14 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2012 as well as Bank of America, N.A. since 2013. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through its 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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Aidan A

Series 66

Jacksonville, FL

Merrill

Aidan Adamany is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He has been with Merrill since 2022. His prior work includes roles outside the financial industry, such as positions at Prent Thermoforming and the Rockford Park District. Merrill 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.

Tax-loss harvesting Active portfolio management Wealth management
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Michael H

Series 66

Jacksonville, FL

Merrill

Michael Harki is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Merrill since 2017 and previously worked at Dodds Wealth Advisors from 2015 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, offering model-based and discretionary 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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Dylan C

Series 66

Jacksonville, FL

Merrill

Dylan Combs is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. His prior work includes positions at Bank of America, N.A. and healthcare organizations such as Dedicated Senior Medical Centers of Florida and Jencare Senior Medical Centers. 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 a range of 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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Jacquelyn W

Series 66

Jacksonville, FL

Merrill

Jacquelyn Wicklund is a financial advisor at Merrill with 15 years of industry experience. She holds a Series 66 designation and has been with Bank of America and Merrill since 2011. Outside of her advisory role, she co-manages an online wedding ring business and is involved with a limited liability company established for that purpose. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to fiduciary clients of Bank of America 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.

Tax-loss harvesting Active portfolio management Wealth management
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Christopher J

Series 66

Jacksonville, FL

Merrill

Christopher Johnson is a financial advisor with Merrill, holding a Series 66 designation and bringing 11 years of industry experience. He has worked at Merrill since 2014 and is also affiliated with Bank of America. Outside of his advisory role, Johnson co-owns an embroidery and monogramming business with his wife and serves as a board member and coach for a local softball team. 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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Ryan P

Series 66

Jacksonville, FL

Merrill

Ryan Pesce is a financial advisor at Merrill with three years of industry experience. He holds a Series 66 designation and previously worked at Carrington Mortgage Services and TIAA Bank. Outside of his advisory role, he is a co-owner of a family rental property in Jacksonville, Florida. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services for 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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Grant B

Series 66

Jacksonville, FL

Merrill

Grant Bigilin is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He previously worked at Bank of America and has a background in education, having spent several years teaching at local high schools. Outside of his advisory role, he coaches baseball at the Episcopal School of Jacksonville and Cannons Baseball United. 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 institutional accounts.

Tax-loss harvesting Active portfolio management Wealth management
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Kyle M

Series 66

Jacksonville, FL

Merrill

Kyle Martinez is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and 11 years of industry experience. He has worked at Bank of America and Merrill since 2015. 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 (SPS) Program. The firm offers model-based and discretionary 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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Paul B

Series 66

Jacksonville, FL

Merrill

Paul Bruns is a financial advisor at Merrill with 13 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 is associated with the Bruns Family Trust. 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 strategies developed by internal and third-party managers.

Tax-loss harvesting Active portfolio management Wealth management
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George S

Series 63, Series 66

Jacksonville, FL

Merrill

George Salvatore is a financial advisor at Merrill with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Merrill since 2014 and Bank of America, N.A. since 2019. 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. The firm provides 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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Alex E

Series 66

Jacksonville, FL

Merrill

Alex Eberle is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and nine years of industry experience. He has worked at Merrill since 2016 and Bank of America, N.A. since 2019. Outside of his advisory role, he serves as Treasurer for the North Florida Deadbird Rugby Foundation Inc., where he assists with bookkeeping and supporting rugby activities at the University of North 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 institutional investors.

Tax-loss harvesting Active portfolio management Wealth management
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Christian B

Series 66

Jacksonville, FL

Merrill

Christian Barlow is a financial advisor at Merrill with five years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2020, with additional experience at Citigroup Global Markets and Bank of America. Prior to his finance career, he was employed in the hospitality industry and has a background working at the University of North 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. 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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Robert D

Series 66

Jacksonville, FL

Merrill

Robert Ditore is a financial advisor at Merrill with 15 years of experience and holds a Series 66 designation. He has been with Merrill since 2011 and also works 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. 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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Dylan M

Series 66

Jacksonville, FL

Merrill

Dylan Mc Kee is a financial advisor with Merrill in Jacksonville, FL. He holds the Series 66 designation and has one year of industry experience. Prior to Merrill, he was employed at Bank of America, Mariner Wealth Advisors, and ran McKee Risk Management. Outside of his advisory roles, he has a background that includes membership at Menauhant 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, utilizing model-based and discretionary strategies crafted by internal and third-party managers.

Tax-loss harvesting Active portfolio management Wealth management
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Daniela G

Series 63, Series 66

Jacksonville, FL

Merrill

Daniela Giraldo is a financial advisor at Merrill with two years of industry experience. She holds Series 63 and Series 66 licenses. Prior to joining Merrill in 2026, she worked at Empower Financial Services, Inc., Florida Funding, LLC, and several other financial institutions. 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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