Paul Charles is a financial advisor at Merrill in Jacksonville, FL with 20 years of industry experience. He holds a Series 66 designation and has been with Merrill Lynch 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 institutions.

William Reade is a financial advisor at Merrill with 13 years of industry experience. He holds a Series 66 designation and has been with Merrill since 2013. He is also affiliated with Bank of America, N.A., where he has worked since 2012. 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.

Gregory Fuchsluger is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and nine years of industry experience. He has worked at Bank of America, N.A. and Merrill since 2017, and previously spent two years with Heritage Financial Consultants, LLC. Outside of finance, he has experience with Merritt Athletics 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 a wide range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Daniel Marcon 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 including positions at The Capital Grille and Aruza Marketing. 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.

Michelaine Almodovar is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Her background includes roles at Year Up, Florida State College at Jacksonville, and several consumer service companies. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for a broad client base including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm offers both model-based and discretionary investment strategies supported by internal and third-party managers.

Ryan Sweeney is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 credential and 18 years of industry experience. He has been with Merrill Lynch since 2004. Outside of his advisory role, he serves as a board member for the Jacksonville Beach Baseball Association, a volunteer-run youth baseball organization. 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.

Patrick Oglesby is a financial advisor at Merrill with 13 years of industry experience. He holds a Series 66 designation and has been with Merrill since 2012. Outside of his advisory role, he serves as a part-time backup boat captain for TowBoatUS Atlas Towing Salvage and Marine Services, providing on-water assistance to boaters. 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, utilizing both model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jack Buss is a Series 66-licensed financial advisor with two years of industry experience, currently practicing at Merrill in Jacksonville, FL. His prior experience includes roles at W&S Brokerage Services, Western Southern Life, Equity Services, Inc., National Life Group, and National Financial Services Group. He also worked at Palm Valley Fish Camp from 2015 to 2017. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program for 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.

Bryan Mckinney is a financial advisor at Merrill with nine years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2016 and Bank of America, N.A. since 2019. Early in his career, he also had a brief role at The Cheesecake Factory. 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 client types including individuals, high-net-worth clients, and institutions.

Timothy Feagan is a financial advisor at Merrill with 18 years at the firm and 9 years of industry experience. He holds the Series 66 designation and is 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.

Matthew Barrett is a Series 66-credentialed advisor at Merrill with one year of industry experience. Prior to joining Merrill, he held various roles including serving on the University of North Florida Board of Trustees and working there in other capacities. Outside of finance, he was involved with 4 Star Customs Repair LLC for four years. 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.

Moses Salib is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and 13 years of industry experience. He has been with Merrill since 2012 and concurrently with 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Aaron Ghelerter is a financial advisor at Merrill with six years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo from 2015 to 2019. He is based in Jacksonville, Florida. 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 and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Lauren Randle is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. Prior to joining Merrill, she held positions at Northwestern Mutual and worked in educational roles at the University of Florida and Florida Atlantic University. 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 a range of clients including individuals, high-net-worth clients, and charitable organizations.

Rick Benitez is a financial advisor at Merrill with 11 years of industry experience. He holds a Series 66 designation and has been working at both Merrill and Bank of America since 2015. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

John Peterson is a financial advisor at Merrill with 15 years of industry experience. He holds a Series 66 designation and has worked at Bank of America and Merrill Lynch since 2010. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, discretionary portfolio management, and brokerage execution services. The firm’s investment approach includes multiple program strategy types and manager-constructed strategies, supported by its integration with Bank of America affiliates and a focus on tax-efficient implementation.

James Rogers is a financial advisor at Merrill with 18 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2008 and Bank of America, N.A. since 2017. Merrill serves a wide range of clients, including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, third-party manager selection, discretionary portfolio management, and brokerage services. The firm is noted for its integration with Bank of America affiliates and its focus on managed account and manager-selection capabilities.

Meghan Riechmann is a financial advisor at Merrill with 21 years of industry experience, including 19 years at Merrill. She holds Series 63 and Series 66 credentials and is based in Jacksonville, FL. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services 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 developed by internal teams and third-party managers.

Casey Carlson is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. Carlson has been associated with Merrill since 2015 and concurrently with Bank of America since 2017. Merrill, together 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, high-net-worth clients, pension plans, corporations, and charitable organizations.

Christopher Bach is a Series 66 certified financial advisor with eight years of industry experience, currently affiliated with Merrill in Jacksonville, FL. His work history includes roles at Bank of America and Merrill, as well as positions at AAA Parking/The Four Seasons and the University of Central Florida. 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, utilizing both internal and third-party management teams.