Melinda Andrew is a financial advisor at Merrill with six years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Prudential Investment Management Services LLC and Prudential Insurance Company of America. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services 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 investors.

Charles Rivenbark Jr. is a financial advisor with Merrill, holding Series 63 and Series 66 credentials and 11 years of industry experience. He has worked at Merrill since 2014 and at Bank of America, N.A. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Daniel Knight is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work includes roles at Bank of America and various positions in the hospitality and arts sectors, including time at Coopers Hawk Winery & Restaurant and the National Museum of Wildlife Art. 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 institutional investors.

Francois Rodriguez is a financial advisor at Merrill with 25 years of industry experience. He holds the Series 63 and Series 66 designations and has worked with Merrill and Bank of America N.A. since 2006 and 2011, respectively. Rodriguez also serves as an executor and successor trustee in a related outside business activity. 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 a range of individual and institutional clients.

Jacob Eckmann is a financial advisor at Merrill with a Series 66 designation and one year of experience. His background includes service in the United States Air Force from 2018 to 2026 and four years at the University of North 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, pension plans, corporations, and charitable organizations.

Pemron Burrows is a financial advisor at Merrill with Series 63 and Series 65 licenses and four years of industry experience. His career includes roles at Bank of America, Trinity Wealth Securities, and Florida Financial Advisors. He also has a background that includes work in the gaming and retail sectors, as well as educational positions. 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 a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Christopher Goodman is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and 10 years of industry experience. He has worked at Bank of America, N.A. and Merrill since 2016. Outside of his advisory role, he is associated with a non-investment-related activity in Orange Park, FL. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jessica Dorais is a financial advisor at Merrill with nine years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Merrill since 2015, with additional roles at Fidelity Investments and Bank of America. Her background also includes ownership of a tree removal and stump grinding business. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies developed by internal and third-party managers.

Quoc Bui is a financial advisor at Merrill in Jacksonville, FL, with 11 years of industry experience. He holds the Series 66 designation and has been with Merrill and Bank of America 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.

David Zavoyski is a financial advisor at Merrill with 19 years of industry experience. He holds a Series 66 designation and has been with Merrill since 2007, working 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Chassidy Wendell is a Senior Financial Advisor with Merrill Lynch Wealth Management, specializing in personalized wealth management strategies to help clients pursue their long-term financial goals. With 15 years of experience as a professional trader, Chassidy has developed expertise in financial market risks, asset allocation, diversification, and portfolio management tailored to individual investor objectives. Chassidy’s client focus areas include college education planning, executive and equity compensation services, family wealth management strategies, defined benefit plan services, retirement income planning, and individual and corporate investment strategy. Chassidy holds a Bachelor's Degree from the University of Michigan and maintains the Personal Investment Advisor (PIA) designation. Fluent in both Spanish and English, Chassidy is actively involved in the University of Michigan Crew Team and participates in community activities through Compass Church. Residing in the Chicago suburbs with wife Julie and their three children, Chassidy values communication, diverse perspectives, and enjoys a variety of personal interests including biking, cooking, football, painting, running, scuba diving, skiing, traveling, and volleyball.

Joseph Storey is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and one year of industry experience. He is the founder and owner of Twinny LLC, an online apparel 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, and institutional investors.

Barbara Kinsey is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. Her career includes roles at Bank of America and TIAA-CREF. 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.

Adam Mclellan is a financial advisor at Merrill with 19 years of industry experience. He has held his current role since 2014 and holds Series 63 and Series 66 designations. The firm, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. Merrill offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jon Noble is a financial advisor at Merrill with 28 years of industry experience. He has been with Merrill since 1998 and holds the Series 63 and Series 66 designations. 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, and various institutions.

Evan Alvarado is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. He previously worked in various roles outside the financial sector, including positions at TEKsystems and Yelp Inc. 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, and institutions.

Barry Krugliak is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 designations and 12 years of industry experience. He has worked at Merrill and Bank of America, N.A. since 2014 and 2015, 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, and other organizations.

Jacqueline Siegmann is a financial advisor at Merrill in Jacksonville, FL, holding Series 63 and Series 66 licenses with seven years of industry experience. She has worked at Merrill Lynch, Pierce, Fenner & Smith since 2022 and previously spent six years at VyStar Credit Union. 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.

Andrew Keller is a financial advisor at Merrill with 13 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2011, as well as at Bank of America, N.A. since 2017. He is based 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Eric Cordes is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and 13 years of industry experience. His background includes positions at Wells Fargo Advisors and Bank of America. 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 a range of clients including individuals, high-net-worth investors, and institutions.