Maria Ondrey is a financial advisor at Merrill with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Merrill since 2002. Outside of her advisory role, she is a registered yoga teacher (RYT-200) and teaches yoga classes in her local community. 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.

Justin Ebert is a financial advisor at Merrill with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Merrill since 2014, also affiliated with Bank of America since 2019. 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.

Heather Nye is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 licenses and having four years of industry experience. Her career includes roles at Bank of America and a background in hospitality with Southern Table Hospitality and VOB Hospitality. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations.

Joseph Doney IV is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and 10 years of industry experience. He has worked at Merrill since 2013. Outside of his advisory role, he sells personal items on eBay on a part-time basis. 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.

Johnathan Rice is a financial advisor at Merrill with 20 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Merrill since 2006, concurrently serving at Bank of America since 2011. Merrill, together 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.

Caridad Sperry is a financial advisor at Merrill with eight years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Fidelity Brokerage Services LLC. Outside of finance, she is a certified indoor cycling instructor at CycleBar in Jacksonville, FL. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through model-based and discretionary strategies developed by internal and third-party managers. The firm serves individual and institutional clients, including high-net-worth individuals, pension plans, and charitable organizations.

James Coleman is a financial advisor at Merrill with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Merrill since 2014. Outside of his advisory role, he works part-time as a sideline assistant for football games at EverBank Field. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutional clients, providing managed account programs, discretionary portfolio management, and brokerage execution services supported by a platform integrated with Bank of America affiliates.

Erik Labitzke is a financial advisor at Merrill in Jacksonville, FL, with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Merrill since 2006. 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.

Edward Moyer is a financial advisor at Merrill with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Merrill since 2010. Outside of his advisory role, he works as an associate at K-Mart in Orange Park during non-trading hours. Merrill provides managed account services through its Select Portfolio Solutions Program, catering to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm uses model-based and discretionary investment strategies developed by internal and third-party managers.

Kristin Fincher is a financial advisor at Merrill with 15 years of industry experience. She holds the Series 66 designation and has been with Merrill since 2011. 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.

Jason Roegner is a Series 66-licensed financial advisor with Merrill, based in Jacksonville, FL, and has 12 years of industry experience. He has been with Merrill and Bank of America, N.A. for the past 10 years. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Brian Haefner is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 licenses and having nine years of industry experience. He has worked at 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Gary Wilson is a financial advisor at Merrill with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Bank of America and Merrill since 2015. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies developed by internal and third-party managers for individuals, high-net-worth clients, and institutions.

Kelvin Cox is a Series 66-licensed advisor at Merrill in Jacksonville, FL, with 10 years of experience. He has worked at Merrill since 2015 and has been with Bank of America, N.A. since 2016. 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 developed by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Gisele White is a financial advisor at Merrill with Series 63 and Series 66 credentials and 10 years of industry experience. She has worked at Merrill since 2015 and has been associated with Bank of America N.A. since 2020. Outside of her advisory role, she owns and operates Cleoscloset, an online retail business in Jacksonville, Florida. Merrill, along 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.

Jessica Baez is a financial advisor at Merrill with 12 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Merrill since 2014 and Bank of America, N.A. since 2017. Merrill, alongside 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.

Lewis Rukab is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and three years of industry experience. His work history includes roles at Bank of America and Merrill, along with experience outside finance at Blue Sky Golf Course and Starlight Valet. 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 and institutions.

Matthew Fountain is a financial advisor with Merrill in Jacksonville, FL, holding Series 65 and Series 66 licenses and possessing 21 years of industry experience. He has been with Merrill for a total of 12 years, including his current tenure 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 investment strategies for a range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Maria Wied Mooradian is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. She has been with Merrill since 2012. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Jason Wilson is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and 12 years of industry experience. He has been associated with Merrill since 2003 and with Bank of America N.A. since 2014. He is a non-participating member of Dunham Media LLC, an editorial and marketing business owned by his wife. 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.