Connor Lowther is a financial advisor at Merrill with nine years of industry experience. He holds a Series 66 designation and has worked at Bank of America and Merrill since 2017. 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.

Daniel Romanchuk is a financial advisor at Merrill with 16 years of industry experience. He holds a Series 66 designation and has worked at both Merrill and Bank of America, N.A. since 2012 and 2013, respectively. Outside of his advisory role, he coaches lacrosse at Ponte Vedra 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. The firm offers model-based and discretionary investment strategies for a range of clients, including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Angela Graham is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 credentials and with 23 years of industry experience. She previously worked at Fidelity Investments for ten years and had an earlier tenure at Merrill. Outside of her advisory role, she is employed by S.A.F.E Management, where she provides guest services and security at athletic facilities and events. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm utilizes model-based and discretionary investment strategies constructed by internal and third-party managers.

Katherine Rachal is a financial advisor at Merrill with 11 years of experience, including her entire professional tenure at Merrill since 2015. She holds a Series 66 designation and is based in Jacksonville, FL. Outside of her advisory role, she is a co-owner of a family investment property in Victoria, Texas. 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.

Kevin Engelstad is a financial advisor with Merrill, holding a Series 66 credential and 18 years of industry experience. He has been with Merrill since 2007 and has also worked at Bank of America, N.A. since 2014. Outside of his advisory role, he is a co-owner of several family-run businesses. 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 to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Thomas Mc Knight is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America since 2018. Prior to his current roles, he was employed at American Classic Homes and attended 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Meghan Maxwell is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and four years of industry experience. She has been with Merrill and Merrill Lynch 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Jared Buchanan is a financial advisor at Merrill with 19 years of industry experience. He holds a Series 66 designation and has been with Merrill since 2006. 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.

Joann Squires is a financial advisor at Merrill with 22 years of industry experience. She holds a Series 66 designation 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Taylor Martin is a financial advisor with Merrill in Jacksonville, FL. He holds a Series 66 designation and has been with Merrill since 2025. His prior work experience includes roles in various industries such as hospitality and legal services. Outside of finance, he has worked at Metro Diner and Night Lite Pediatrics. 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, and institutional investors.

David Jenkins is a financial advisor at Merrill with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Merrill since 1999 and Bank of America since 2011. Outside of his advisory role, Jenkins owns a sole proprietorship that provides tennis racket stringing services and also works part-time for the Nassau County Election Commission. Merrill, together with its affiliate Managed Account Advisors LLC, offers 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.

Justin Bender is a financial advisor at Merrill with 15 years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2012 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 supported by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

James Withrow is a financial advisor at Merrill in Jacksonville, FL, holding a Series 66 designation with nine years of industry experience. He has been with Merrill and Bank of America since 2017. Prior to his advisory role, he was involved with Whiffletree Farm in 2016. 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.

Tina Rogers is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and 20 years of industry experience. She has worked at Merrill for the majority of her career, from 2004 to 2022 and again since 2022. Merrill, along 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

David Grass is a financial advisor with Merrill based in Jacksonville, FL, holding Series 63 and Series 66 credentials and 15 years of industry experience. He has been with Merrill and Bank of America, N.A. 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 a range of clients including individuals, high-net-worth clients, pension plans, and charitable organizations.

Christopher Hill is a financial advisor at Merrill with a Series 66 designation and six years of industry experience. He has been with Merrill since 2019 and concurrently works at Bank of America N.A. since 2020. Prior to his financial career, he held various roles including positions at Chick-fil-A and attended the University of North Florida from 2015 to 2019. Merrill provides managed account services through the Select Portfolio Solutions program, serving a broad client base that includes individuals, high-net-worth clients, pension plans, and charitable organizations. The firm offers model-based and discretionary investment strategies integrated into Bank of America’s platform, providing access to a wide range of products and services.

William Mccauley is a financial advisor at Merrill with 21 years of industry experience. He holds a Series 66 designation and 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Brendan Clooney is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, he held various roles including independent contractor for a food delivery 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 model-based and discretionary strategies for a range of individual and institutional investors.

Joseph Bott is a financial advisor at Merrill with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Edward Jones and Merrill Lynch, Pierce, Fenner & Smith Inc. 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.

Michael Naegele Jr. is a financial advisor at Merrill with four years of industry experience. He holds a Series 66 designation and has prior experience at Bank of America. Outside of finance, he is also a rehabilitative therapist specializing in inpatient care and performs occupational therapy services under a Florida state license. 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.