John Roberson is a Series 66 licensed financial advisor with 22 years of industry experience, currently practicing at Merrill in Jacksonville, FL. He has been with Merrill since 2003. 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 a range of clients including individuals, high-net-worth investors, and institutional entities.

Michael Anderson is a financial advisor at Merrill with 13 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2012, alongside a current role at Bank of America, N.A. since 2022. Merrill serves a diverse client base, including individuals, retirement plans, corporations, and institutional clients, offering a range of managed account programs, discretionary portfolio management, and brokerage services. The firm emphasizes integrated investment management solutions supported by its affiliation with Bank of America and a focus on tax-efficient strategies.

Shalani Schulz is a Wealth Management Advisor specializing in serving active and retired athletes, entertainers, physicians, attorneys, executives, business owners, and multiple generations of families. She focuses on delivering thoughtful financial perspectives that help clients make decisions not driven by emotion or external pressures. Her approach includes helping clients manage unique compensation arrangements, develop consistent saving and investment habits, and build successful financial infrastructures by working closely with clients' representatives and families. Shalani holds professional credentials including the CERTIFIED FINANCIAL PLANNER® (CFP) designation, Certified Investment Management Analyst® (CIMA®), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). She earned her Bachelor's degree from Eastern Washington University. Her expertise spans managing new wealth, personal retirement planning, portfolio management services, individual and corporate investment strategy, and tax minimization. Committed to community involvement, Shalani follows a tradition of volunteering with local organizations. In her personal time, she enjoys skiing, tennis, and yoga.

Aria Smith is a financial advisor at Merrill with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at both Bank of America, N.A. and Merrill since 2011. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Alexander Olsen is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill in 2025, he worked at The Discovery School and Ess, and has experience in physical therapy 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Joshua Dyer is a financial advisor at Merrill with 17 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Merrill, Bank of America, and JP Morgan in various capacities. He also serves as a board member for the High Country Pines Homeowners Association in Heber, Arizona. 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.

Adam Tompkins is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 credentials and 11 years of industry experience. He has worked at Merrill since 2015 and has been affiliated with Bank of America, N.A. since 2019. 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.

David Dorais is a financial advisor at Merrill with a Series 66 license and one year of industry experience. Prior to joining Merrill, he held roles at BestBet, The Winn-Dixie Company, Abercrombie & Fitch Co., Papa Murphy’s, and Orange Park High School. 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 variety of clients including individuals, high-net-worth investors, and institutional entities.

Jeffrey Dawkins is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and 20 years of industry experience. He has been with Merrill and Bank of America since 2014. Dawkins serves as a board member and business manager for the Paxon Golden Eagles Parents Association, a nonprofit organization focused on fundraising for a high school band. 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.

Dawson Hallmark is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. His prior roles include positions at Zachary's Riverhouse and Sea Palms. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Joshua Waller is a financial advisor at Merrill with 24 years of industry experience. He holds Series 63 and Series 66 securities licenses and has been with Merrill since 2016. Outside of his advisory role, he supports a Pilates and Gyro Studio operated by his spouse in St. Augustine, 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Stephen Pell is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 credentials and four years of industry experience. Prior to Merrill, he worked at The Vanguard Group for four years. His background also includes roles outside finance, such as positions at Taco Mama and Hiley Automotive. 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.

Bridget Stamper is a financial advisor at Merrill with 10 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Merrill since 2016. Prior to her role at Merrill, she has worked at Bank of America, N.A. since 2019. 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.

Grace Mateer is a financial advisor at Merrill with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Merrill since 2017. Prior to that, she was associated with Ennis Pellum & Associates, the Florida Institute of Technology, and KIPP Impact Middle School. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to a range of clients including individuals, high-net-worth clients, pension plans, and charitable organizations. The firm offers model-based and discretionary investment strategies supported by internal and third-party teams.

Frederick Tomaszycki is a financial advisor at Merrill with 10 years of industry experience and holds a Series 66 designation. He has been with Merrill since 2015 and concurrently serves as a Lieutenant in the United States Navy Reserve. 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.

Bradley Perry is a financial advisor with Merrill, holding a Series 66 designation and over 21 years of industry experience. He has worked at Merrill and Bank of America for significant portions of his career, with additional experience at Fidelity Brokerage Services. Perry is 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 individuals, high-net-worth clients, and institutions, utilizing internal and third-party managers.

Anthony Doherty is a Series 66 licensed financial advisor with Merrill in Jacksonville, FL, bringing four years of industry experience. Prior to joining Merrill in 2022, he held roles at the Suffolk District Attorney’s Office and Edwards Corp., among others. Outside of his advisory work, he holds a power of attorney position with an entity based in Naples, 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 serves a broad client base including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies.

Allen Metcalf is a financial advisor at Merrill with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Merrill 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 offers model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Carla Robinson is a financial advisor at Merrill in Jacksonville, FL, holding a Series 66 designation with three years of industry experience. She previously worked for Duval County Public Schools for 15 years before joining Merrill and Bank of America. Robinson is also involved in life and health insurance outside of her advisory role. 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 charitable organizations.

Keith Paris is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with Merrill since 1997. 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.