Adem Dorman is a financial advisor at Merrill with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Merrill Lynch since 2009. 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 a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Connor Bowen is a financial advisor at Merrill with 11 years of industry experience. He has been with Merrill since 2014 and holds Series 63 and Series 66 licenses. Outside of his advisory role, he owns Bowen Photography, a sole proprietorship focused on wedding, portrait, and event photography. 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 various institutional investors.

Samantha Perez is a financial advisor at Merrill with 12 years of industry experience. She holds the Series 63 and Series 66 designations. Prior to joining Merrill in 2019, she worked for VOYA Financial and VOYA Financial Advisors from 2014 to 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 and profit-sharing plans, corporations, and charitable organizations.

Freddie Claybrooks is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been affiliated with Merrill since 2003 and with Bank of America 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Alexander Raynor is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. His prior work includes roles in education at the University of Kentucky and Georgia Southern University, as well as other positions outside the financial sector. 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.

Joseph Storey is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Merrill Lynch, Pierce, Fenner & Smith since 2001. Outside of his advisory role, Storey is engaged in scuba diving activities, including completing Dive Master and Scuba Instructor training, and operates related businesses that involve underwater photography, dive instruction, and organizing dive trips. 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. The firm employs a combination of model-based and discretionary investment strategies, integrating asset allocation approaches and offering tax-aware options for clients with higher sensitivity to taxes.

Ryan Mayer is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. His prior work includes roles at First Command Brokerage Services, Inc., and Davis Capital Management, as well as employment in the hospitality sector at Ted's Montana Grill and various country clubs. 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.

Beth Williams is a financial advisor at Merrill with 34 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Merrill and Merrill Lynch Life Agency since 1991. 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.

Marc Porrazzo is a financial advisor at Merrill with 32 years of industry experience. He holds a Series 63 designation and has been with Merrill since 2014. 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.

Sheryl Brown is a financial advisor with Merrill based in Jacksonville, FL, holding a Series 66 designation and 20 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2006 and Bank of America, N.A. since 2011. Outside of her advisory role, she owns and manages rental properties in Jacksonville. 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.

Robert Russo is a financial advisor with Merrill based in Jacksonville, Florida. He holds a Series 66 designation and has 15 years of industry experience. He has been with 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. The firm offers model-based and discretionary investment strategies supported by internal and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Anila Mato is an International Wealth Advisor at Merrill Lynch Wealth Management. She brings extensive experience in serving affluent individuals, families, corporate executives, and business owners with customized investment guidance tailored to their financial goals. Fluent in English and Spanish, Anila and her team prioritize close client relationships and proactive service to anticipate and address complex financial needs. Anila joined Merrill in 2008, following three years as an advisor at UBS Private Wealth Management. Her prior roles include eight years at Goldman Sachs in the private client division, concentrating on ultra high net worth clients, and positions at Prudential Securities in both New York and Miami. She holds a Bachelor of Science degree in management and international business from Florida International University and has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). In addition to her professional work, Anila volunteers monthly with various organizations that focus on supporting women, girls, and victims of hardship. Her personal interests include fishing, sailing, camping, and cooking with her daughter.

Latisha Bennett is a Series 66-credentialed financial advisor with Merrill, based in Jacksonville, FL, with 25 years of industry experience. She has been with Merrill since 2010. Outside of her advisory role, she owns a lifestyle blog called Flip Flops and Tiaras and works as a consultant for a home-based business selling apparel and personal care products. She also serves on the board of the Seaside Mandarin PTA in Jacksonville. 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 serves a variety of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations, using model-based and discretionary investment strategies.

Monte Poole is a financial advisor at Merrill with 26 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Merrill Lynch, Pierce, Fenner & Smith, Inc. since 2000. Outside of his advisory role, Poole works part-time operating shot and game clocks at Tennessee Tech University and recruits and trains softball umpires for USA Softball of Central Tennessee. 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, retirement plans, corporations, and charitable organizations.

La Taisha Mazumdar is a financial advisor at Merrill with 16 years of industry experience, holding Series 63 and Series 66 licenses. She has worked at Merrill since 2017 and previously spent seven years at Fidelity Investments. Outside of her advisory role, she teaches spin classes and Pilates 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Alessandra Nunez Alvarado is a Financial Solutions Advisor with Merrill Lynch Wealth Management. In this role, she focuses on understanding clients' personal priorities to develop tailored investment strategies aimed at helping them pursue their financial goals. She holds professional designations as an Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Alessandra completed her high school education at Iraan High School.

Jonathan Pelkowski is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 licenses and having 19 years of industry experience. He 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, offering both model-based and discretionary strategies overseen by internal and third-party managers for a range of individual and institutional clients.

Jasmine Wagner is a Series 66-licensed financial advisor with Merrill in Jacksonville, FL, and has been in the industry for one year. Her prior work experience includes positions at Bank of America and at several healthcare and service organizations. 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.

Dawn Aviles is a financial advisor at Merrill with seven years of industry experience and holds a Series 66 designation. She has worked at Bank of America and Merrill since 2009. Aviles serves as a board member of The Chatman Family Foundation Inc., a nonprofit focused on literacy advancement and advocacy efforts 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Gena Korotkov is a Wealth Management Advisor with Merrill Lynch Wealth Management. She specializes in developing financial strategies related to wealth management, including portfolio management, insurance, lending, and estate planning services. Her client focus areas include college education planning, personal retirement planning, portfolio management services, and retirement income. Gena holds a bachelor's degree from Tulane University and maintains several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Her approach centers on creating customized wealth management strategies tailored to each client’s unique goals and financial circumstances. Outside of her professional role, Gena enjoys golfing, photography, spending time with family, and playing tennis. Banking products and services are provided by Bank of America, N.A.