Luke Watson is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 credential and three years of industry experience. His prior work includes roles at Bank of America, SVR Commercial LLC, Southern Impression Homes, FL Retail Advisors LLC, and Marcus & Millichap. 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.

Bobby Stevens Jr. is a financial advisor at Merrill with 15 years of industry experience. He holds a Series 66 designation and has worked at both Bank of America, N.A. and Merrill since 2011. 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 and profit-sharing plans, corporations, and charitable organizations.

John Feller is a financial advisor at Merrill with 20 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2005. 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 Avera is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and 27 years of industry experience. He has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2006. 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.

Philip Page is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His prior roles include positions at Bank of America and Citibank, as well as management experience at Lucky Elephant Enterprises LLC. 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 clients, and institutions.

Patrick Finley is a financial advisor at Merrill with 15 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Merrill since 2010 and Bank of America, N.A. since 2013. Outside of his advisory role, he owns a fitness products consulting business and works part-time in grocery delivery and online resale. 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.

Robert Mazak is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 credentials and over 28 years of industry experience. He has been with Merrill since 1997. 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.

Robert Snyder is a financial advisor at Merrill in Jacksonville, FL, holding Series 63 and Series 66 designations with 10 years of industry experience. He has been with Merrill since 2011. Outside of his advisory role, he serves as Treasurer and Board Member for Jax Plays, a nonprofit organization maintaining a database of theater productions in the Jacksonville area. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

William Robertson III is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and eight years of industry experience. He has worked at Merrill since 2014 and previously was with Bank of America, N.A. Outside of his advisory role, he serves as a backup signer for expenses at Sunrise Community Church. 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.

Jennifer Ritter is a financial advisor at Merrill with 10 years of industry experience. She holds a Series 66 designation and has been with Merrill 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Nicole Laferte is a financial advisor at Merrill with 19 years of industry experience. She holds Series 63 and Series 66 designations and has been with Merrill since 2009. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Mark Winters is a financial advisor at Merrill in Jacksonville, FL, holding a Series 66 designation with 19 years of industry experience. He has been with Merrill and its predecessor firms since 2007. Outside of his advisory role, Winters serves as a volunteer head baseball coach for a local youth team. 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 Eric Villapando is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His prior work includes roles at Bank of America, Merrill Edge, and teaching at Florida State College. Outside of finance, he has experience in hospitality and logistics sectors. 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, pension plans, corporations, and charitable organizations. The firm offers model-based and discretionary investment strategies supported by internal and third-party managers, with portfolio implementation tailored to client tax sensitivity and investment preferences.

David Iafrate is a financial advisor with Merrill based in Jacksonville, FL. He holds Series 63 and Series 66 credentials and has 13 years of industry experience. He has worked with Merrill and Bank of America since 2013 and 2014, respectively. 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 and profit-sharing plans, corporations, and charitable organizations.

Joseph Yelko is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He has worked at Merrill since 2022 and Bank of America, N.A. since 2024. Outside of his advisory role, he is the owner and CEO of YKnot Performance Horses LLC, a business involved in buying, selling, and breeding horses. 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.

Thomas Eckert is a Series 66-registered financial advisor with Merrill in Jacksonville, FL, where he has worked since 1998. He has 22 years of industry experience. 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.

Tristan Vires is a financial advisor at Merrill with Series 63 and Series 66 licenses and two years of industry experience. He previously worked at Fidelity Investments and has a diverse background including roles in various industries such as food service and military service. 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.

Tessa Streett is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and eight years of industry experience. She has worked at both Merrill and Bank of America, N.A. since 2018. Outside of her advisory role, she has been involved with The Vitamin Shoppe 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Eric Korzyniowski is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Merrill since 2000 and has also worked at Bank of America, N.A. since 2011. Outside of finance, he serves as a director of Louisville Tile Distributors, Inc., a family-owned regional distributor of ceramic, porcelain, and natural stone tile. 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 to individual, high-net-worth, institutional, and charitable clients.

Oresti Gjuzi is a financial advisor with Merrill, holding the Series 66 designation and three years of industry experience. His career includes roles at Wells Fargo and Bank of America, N.A. Outside of financial services, he has been involved with Casbah Caffe since 2019. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, institutions, and organizations.