Jeff Braley Jr. is a financial advisor at Merrill with 13 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Merrill since 2012 and Bank of America since 2018. Outside of his advisory work, he performs as a singer in a band called Don't Call Me Shirley. 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 a range of model-based and discretionary investment strategies supported by internal and third-party managers for individual, high-net-worth, corporate, and institutional clients.

James Young is a financial advisor at Merrill based in Jacksonville, FL. He holds a Series 66 designation and has three years of industry experience. His prior work experience includes roles at Bank of America, UBS, Nexa Mortgage, PennyMac, and Groutworks 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Stephanie Krig is a financial advisor at Merrill with 12 years of industry experience. She holds Series 63 and Series 66 designations and has been with Merrill since 2014, 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Carol Laxner is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 65 licenses and 23 years of industry experience. She previously worked at PNC Wealth Management before joining Merrill and Bank of America in 2015. Outside of her advisory role, Laxner serves on the Parent Advisory Committee and as League Director for the Upward Basketball youth league at St. Barnabas Episcopal School in Deland, 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 supported by internal and third-party managers for individuals, high-net-worth clients, and institutional investors.

Christopher Goodwyn 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, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies developed by internal and third-party managers. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, implementing a range of strategic and tactical asset allocation approaches.

Kai Walker is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 designations and over 25 years of industry experience. He previously worked at Bank of America Securities and has been with Merrill in two separate periods totaling more than 28 years. Outside of his advisory role, he serves as a committee member for the Alzheimer's Association and as a personnel committee member at Neptune Baptist Church. 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.

Matthew Van Ormer is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he leads a wealth advisory team serving individuals, families, and institutions. His primary focus is helping clients grow and preserve their wealth through personalized financial strategies tailored to their long-term goals. Matthew’s expertise includes professional investment management with allocations to private equity, hedge funds, and real assets. He also provides guidance on credit and lending needs, social security filing strategies, tax minimization, estate planning, philanthropic account options, and access to private banking services. His client focus areas include family wealth management, managing new wealth, personal retirement planning, portfolio management, and small business strategies. He holds a Bachelor’s degree from Grand Valley State University and professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Matthew is involved in his community through coaching varsity golf at Christian Unified High School and participation in organizations such as the Torrey Pines Men’s Club, Bank of America Community Volunteers, and Hope for San Diego. His personal interests include golfing, reading, rock climbing, skiing, and tennis.

Tyler Bryant is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. His work background includes roles at Walmart, CVS Health, and various other companies, as well as involvement with Fat Mamaz LLC. 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.

Marella Flynn Le Cates is a financial advisor at Merrill with 9 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2009. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Marcus Brooks is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, he worked at Bank of America and has diverse work experience spanning the sports, retail, and education sectors. 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.

Max Woelfer is a financial advisor at Merrill with a Series 66 designation and has been in the industry since 2023. His prior experience includes roles at Bank of America and time as a full-time student. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for a range of clients including individuals, high-net-worth clients, and institutions. The firm employs model-based and discretionary investment strategies managed by internal and third-party teams.

Bradley Chard is a financial advisor at Merrill with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at both Merrill and Bank of America, N.A. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Charles Grau is a financial advisor at Merrill in Jacksonville, FL, holding a Series 66 designation with 11 years of industry experience. He has been with Merrill Lynch Pierce Fenner & Smith 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies developed by internal and third-party managers.

William Lowry Jr. is a financial advisor at Merrill in Jacksonville, FL, holding a Series 66 credential with one year of industry experience. His work history includes roles at Bank of America, Merrill Lynch, and several insurance and mortgage firms. Outside of finance, he has operated Tony L Woodworking LLC since 2021. 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 plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

John Morrissey is a financial advisor at Merrill with 11 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Merrill and Bank of America since 2017, following two years at Fidelity Brokerage Services. 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 supported by internal and third-party managers for individual, high-net-worth, and institutional clients.

Alexander Stearley is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 credentials and nine years of industry experience. He has worked at Merrill since 2016, including its affiliate Bank of America, N.A. 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 institutional investors.

Gregory Mericle is a financial advisor at Merrill with 33 years of industry experience. He has been with Merrill Lynch, Pierce, Fenner & Smith, Inc. since 1999. He holds Series 63 and Series 66 licenses. 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.

Allison Jordan is a Series 66 credentialed advisor at Merrill with 28 years of experience at the firm. She has an additional 2 years in the industry. Outside of her advisory role, she is a part owner and president of a family business that manages 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 individuals, high-net-worth clients, and institutional investors.

William Kral is a financial advisor at Merrill with a Series 66 designation and five years of industry experience. He has worked at Merrill since 2020 and previously spent 15 years at Dalton Agency. 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.

Benjamin Beatty is a financial advisor at Merrill in Jacksonville, FL, holding Series 63 and Series 66 licenses with 20 years of industry experience. He has worked at Bank of America N.A. and Merrill since 2014. 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 and profit-sharing plans, corporations, and charitable organizations.