Angel Lopez is a financial advisor at Merrill in Jacksonville, FL, holding a Series 66 designation with three years of industry experience. His work history includes roles at Bank of America, Liberty Mutual Insurance, and JP Morgan Chase Bank. 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 and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Clay Triplett Jr. is a financial advisor at Merrill with 14 years of industry experience. He holds a Series 66 designation and has been affiliated with Merrill since 2011 and Bank of America, N.A. 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.

Steven Schupke is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. Before joining Merrill, he had roles with ISI Language School Japan Shibuya and the U.S. Department of Veterans Affairs, as well as service in the United States Marine Corps. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and organizations.

Ashley Juiliani is a financial advisor at Merrill with a Series 66 designation and 16 years of industry experience. She has been with Merrill since 2007. Outside of her advisory role, she engages in selling used clothing, accessories, and household items online through Poshmark on a part-time basis. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

John Busta Jr. is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and 13 years of industry experience. He has been affiliated with both Merrill and 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

John Price is a financial advisor at Merrill with nine years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2018, including a concurrent role at Bank of America. His prior experience includes positions at Price Investments and LPL Financial. 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 tailored for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Tristan Haines is a financial advisor at Merrill with 14 years of industry experience. He holds the Series 66 designation and has been with Merrill since 2012, 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.

Demari Adams is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Prior to joining Merrill, Adams held positions at Bank of America, N.A., and several other organizations including consumer investments and educational institutions. 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.

Ginette Chevalier is an International Wealth Advisor at Merrill Lynch Wealth Management. Based in New York, she leads a team that serves corporate executives and business owners, primarily of European origin, providing comprehensive international wealth management tailored to complex tax situations and global financial goals. Her areas of focus include managing concentrated stock positions, company stock options, multi-currency accounts, cross-border generational and pre-emigration planning, philanthropic planning, and retirement services. Ms. Chevalier holds Personal Investment Advisor (PIA) designation and is fluent in French and English. She earned international diplomas from Institut d'Etudes Politiques de Paris and ESSEC Business School. Ms. Chevalier is involved in several professional organizations, including American Friends of IHES, Association des Amis des Grandes Écoles de France (AAGEF), French Founders, and The American Society of the French Order of Merit (ASFOM). Additionally, she participates in community activities at Saint Ignatius de Loyola.

Abio Jino David Ladu Meleby is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Merrill, he worked at Dark Alpha Capital and served on the University of North Florida Board of Trustees. He has also been involved with Pekepay Remittance Services and the Universite Abdelmalek Essadi. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Darrell Sweeting 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 works at Bank of America, N.A. since 2016. Outside of his advisory duties, he is involved part-time as an event DJ for a family business called Precision Sounds Entertainment. 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, pensions, corporations, and charitable organizations.

Melanie Gilbert is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 licenses and 26 years of industry experience. She has worked at Merrill Lynch, Pierce, Fenner & Smith, Inc. since 2000. Merrill, along 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 individuals, high-net-worth clients, and institutional investors.

Garrett Roberson is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. Prior to joining Merrill, he held various roles primarily in the hospitality sector and 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutions.

Riehle Davis is a financial advisor at Merrill with Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Merrill and Bank of America, N.A., Davis worked at Fidelity Investments. 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.

Karen Larbalestrier is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has been with Merrill since 2005. Outside of her advisory role, she is a co-owner of a family rental property business in Ponte Vedra, Florida. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes model-based and discretionary strategies developed by internal teams and third-party managers, providing a range of investment options and account support.

Jeremy Kaneer is a financial advisor at Merrill with 18 years of industry experience. He holds a Series 66 designation and has worked with Merrill Lynch, Pierce, Fenner & Smith, Inc. since 2008. Outside of his advisory role, he serves as treasurer and director for Haven Retreats, a nonprofit focused on providing therapeutic retreats and support for caregivers of foster and adoptive children. Merrill, along 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, and various institutional accounts.

Zachary Roy is a Series 66-licensed financial advisor at Merrill with one year of industry experience. He has held roles outside the financial industry, including positions at Omni Amelia Island Resort and Spa and 717 Parking Management. 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.

Jason Johnson is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and 18 years of industry experience. He has been with Merrill since 2008 and also works with Bank of America, N.A. since 2018. Merrill serves a diverse client base including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, third-party manager selection, discretionary portfolio management, and brokerage execution services. The firm integrates investment management through various program strategies governed by a central CIO and platform oversight, with an emphasis on tax-efficient capabilities and strong affiliation with Bank of America’s broader banking and capital-markets platform.

Derek Bourne is a financial advisor at Merrill with 13 years of industry experience. He holds Series 63 and Series 66 designations and has been with 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.

Katherine Crider is a financial advisor at Merrill with 18 years of industry experience. She holds a Series 66 designation and has been with Merrill 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.