Joshua Bailey is a financial advisor at Merrill in Jacksonville, FL, holding a Series 66 designation with three years of industry experience. His prior work includes roles at Bank of America, N.A., and involvement with the Baltimore County Board of Elections. He has also been engaged with Croustille Cafe. 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.

Kenneth Connolly is a financial advisor with Merrill based in Jacksonville, FL, holding a Series 66 designation and four years of industry experience. His prior work includes roles at University of North Florida and CharterSchools USA. 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.

Douglas Hawk is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 credential and 21 years of industry experience. He has been with Merrill since 2005. Outside of his advisory role, Hawk serves as the Minister of Music for New Beginnings Ministries of Jacksonville, Inc. 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.

Jason Langieri is a Series 66–licensed financial advisor with Merrill in Jacksonville, FL, and has 13 years of industry experience. He has been associated with Bank of America and Merrill since 2012. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Marla Dozier is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 registrations and nine years of industry experience. She has worked at Merrill since 2016 and concurrently serves at Bank of America, N.A. since 2019. Outside of her advisory role, she is the owner and president of MKD Design, LLC, a decorated apparel 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 offers model-based and discretionary investment strategies and serves a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Aileen De Los Santos is a financial advisor at Merrill with 4 years of industry experience and a Series 66 designation. She has been with Merrill since 2004. 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 diverse client base including individuals, high-net-worth clients, and institutions.

Katherine Rash is a financial advisor at Merrill with 28 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2024. Her prior experience includes roles at Citigroup, Bank of America/Merrill Lynch, and Ameriprise. Merrill, along 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 with model-based and discretionary investment strategies.

Jeremy Costa is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and over 21 years of industry experience. He has been with Merrill since 2004. Outside of his advisory role, he serves as a co-trustee for an irrevocable living trust. 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.

Janeesha Copeland is a financial advisor at Merrill with 15 years of industry experience. She holds a Series 66 designation and has worked at Merrill and Bank of America, N.A. since 2010 and 2013, respectively. Outside of her advisory role, she owns and finances a tree service 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Ryan Douget is a financial advisor at Merrill with three years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2022. Outside of his advisory role, he has experience in the beverage industry, including a position at St Augustine Distillery. 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.

Jany Barros Tovar is a financial advisor at Merrill with a Series 66 credential and four years of industry experience. Prior to joining Merrill, Jany held roles at Italian Terrazzo & Tile Co. of Brevard, LLC, JCA–Jewish Community Alliance, Inc., and Editora Positivo S.A. 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 organizations.

Julie Pham is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Her prior work includes several roles at Arizona State University and Greenway High School. 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, pension plans, corporations, and charitable organizations.

Bryan Treadway is a financial advisor at Merrill with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Merrill since 2004 and Bank of America, N.A. since 2015. Outside of his advisory role, he serves as an officer for Treadway Rental Properties, LLC, where he monitors rental income. 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.

Christopher La Torre is a Financial Advisor at Merrill Lynch Wealth Management, specializing in serving successful individuals, entrepreneurs, business owners, and C-suite executives across Florida. He focuses on empowering first-generation immigrants and entrepreneurs by providing personalized financial strategies in areas such as family wealth management, international wealth management, legacy planning, liquidity management, retirement income, and small business strategies. Christopher aims to simplify complex financial systems, helping clients build wealth, manage investments, plan for the future, and preserve assets with a commitment to education and cultural awareness. Born and raised in Peru, Christopher earned a degree in Hospitality Management from Universidad De San Martin De Porres before relocating to Miami where he pursued a Bachelor’s Degree in Finance from Florida International University. His professional journey includes experience at Bank of America and Merrill Lynch, where he obtained his Series 7 and 66 FINRA registrations. He earned the Chartered Retirement Planning Counselor™ (CRPC™) designation in 2020 and holds a Florida 2-15 Life, Health, and Variable Annuity License. Christopher is bilingual in English and Spanish and leverages his background as a first-generation immigrant to bring a unique perspective to his financial advisory practice. Outside of his professional role, Christopher advocates a balanced lifestyle through various physical activities including running, yoga, Pilates, and high-intensity training. He has a history of competitive swimming and continues to pursue fitness as a source of balance and stress relief. His personal philosophy centers on making financial planning accessible, understandable, and impactful for every client he serves.

Matthew Murray is a financial advisor with Merrill in Jacksonville, FL. He holds a Series 66 designation and has 11 years of industry experience, including roles at Bank of America, N.A. since 2015 and Merrill since 2013. 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.

Sarah Van Vliet is a financial advisor at Merrill with 18 years of industry experience. She holds the Series 66 designation and has worked at Merrill Lynch, Pierce, Fenner & Smith, Incorporated since 2007 and at Bank of America, N.A. since 2013. 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.

John Gilligan is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and bringing four years of industry experience. He has been with Merrill since 2017 and previously worked at Colonial Life Insurance for one year. 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.

Andrew Klanjac is a financial advisor at Merrill with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Merrill since 2017, having previously been with Fidelity Brokerage Services from 2014 to 2017. Outside of his advisory role, he is co-owner of a family business unrelated to investment activities. 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 individual, high-net-worth, and institutional clients.

Michelle Gilmore is a financial advisor at Merrill with 28 years of industry experience. She has been with Merrill since 1998 and holds the Series 63 and Series 66 credentials. 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.

Thomas Occhiogrosso is a financial advisor with Merrill based in Jacksonville, FL, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with Merrill Lynch and Bank of America since 2010 and has also worked with TRO Group 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 investment strategies for individuals, high-net-worth clients, and various institutional investors.