Elizabeth Prophete is a financial advisor at Merrill with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Bank of America and Merrill for the past 10 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, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, and institutions.

Judith Rohlfing is a Senior Financial Advisor within Merrill Lynch Wealth Management. She specializes in developing personalized financial strategies tailored to the unique goals of each client. Judith works closely with clients to help them pursue their long-term financial objectives through comprehensive wealth management. She holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Judith earned both her Bachelor's and Master's degrees from the University of North Florida. Her approach focuses on a thorough understanding of her clients' full financial picture to create flexible strategies aligned with changing market conditions.

Lawrence Oakley is a Client Experience Advisor at Merrill Lynch Wealth Management. In his role, he collaborates with Merrill clients to understand their financial situations and introduce solutions available through Merrill and Bank of America. Lawrence aims to empower clients with knowledge and tools to manage their financial lives effectively. He holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Florida State University. Lawrence's approach involves helping clients identify what matters most to them and their families to devise strategies for pursuing their financial goals.

Candice Hiers is a Senior Financial Advisor with Merrill Lynch Wealth Management, specializing in assisting corporate executives and key employees with their financial goals, particularly in managing equity awards and mitigating portfolio risk. She develops individualized wealth management strategies, focusing on asset and longevity management, and helps clients make informed long-term financial decisions by addressing both their assets and liabilities in the context of their financial vision. Candice began her career at Merrill Lynch in 2008 with the Retirement Group in Jacksonville, Florida, where she educated participants on employer-sponsored retirement and benefit plans, including 401(k), Defined Benefit, Non-Qualified Deferred Compensation, and Stock Option Plans. She holds a Bachelor of Science degree in Finance from the University of Florida and maintains FINRA Series 7 and Series 66 registrations, as well as multiple insurance licenses. Candice is designated as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). Residing in Ponte Vedra, Florida, Candice enjoys spending time with her husband and daughter. She is involved in her community, volunteering with organizations such as the Girl Scouts Gateway Council and St. Vincent De Paul Thrift Store. Her personal interests include boating, dancing, football, music, singing, traveling, and watching movies.

Brian Bush is a Financial Advisor at Merrill Lynch Wealth Management. He joined Merrill in 2023 after serving 20 years on active duty as a naval aviator flying MH-60R Seahawk helicopters. During his naval career, Brian accumulated over 2500 flight hours and held various leadership roles, including Officer-in-Charge and Executive Officer, retiring at the rank of Commander. Brian earned a Bachelor of Science degree from the United States Naval Academy in 2003. He also holds a Master of Business Administration from the University of Florida (2013) and a Master of Science from the Naval War College (2018). He has earned professional designations as a Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Committed to personalized wealth management, Brian focuses on understanding each client's financial goals and helping them develop strategies aligned with those objectives. He volunteers as a Blue and Gold Officer and supports organizations such as the American Red Cross of North and Central Florida and Habitat for Humanity of St. Johns County. Brian lives in Ponte Vedra Beach with his wife, three children, and two dogs, and enjoys fishing, pickleball, and spending time with family and friends.

Francesca Deem is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and six years of industry experience. She has worked at Merrill since 2020 and also spent time at Bank of America and Thomson Tyndall Wealth Management. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary strategies for a variety of clients including individuals, high-net-worth clients, and institutions.