Jonathan L. Crevasse II is a Wealth Management Advisor and Senior Portfolio Advisor with the Penny Crevasse Group at Merrill Lynch Wealth Management in Tampa, Florida. He has been advising affluent individuals, business owners, and corporate executives since 2015, with experience spanning multiple states and international locations including Perth, Australia. Jonathan works closely with clients to develop bespoke financial strategies tailored to individual goals and life priorities. In collaboration with firm specialists, he provides guidance on long-term planning incorporating tax minimization and estate planning. His role includes overseeing both asset accumulation and distribution phases, addressing legacy planning and generational asset transfer strategies. His expertise areas include family wealth management, legacy planning, new wealth management, personal retirement planning, portfolio management, tax minimization, retirement income, and serving specialized sectors such as women and wealth, sports, and entertainment. He earned a Bachelor of Science degree in Business Management from St. John's University in 2012, where he was on the dean's list. Jonathan holds professional designations including Accredited Wealth Management Advisor (AWMA) and Personal Investment Advisor (PIA).

Danijela Grgic is a financial advisor at Merrill with 13 years of industry experience. She holds the Series 66 designation and has been with Merrill since 2010. Outside of her advisory role, she is involved in managing a supplement company and overseeing a rental property business. 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 organizations.

Sheau Lei Ellison is a financial advisor at Merrill with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has worked extensively with Merrill and Bank of America, including a long tenure from 1997 to 2025. She serves on the board of directors for The Paralelo Foundation, a private grant-making foundation. 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.

Alexandra Valdes is a Wealth Management Advisor at Merrill Lynch Wealth Management, where she supports The Valdes Group. She focuses on relationship management, investment model development, and business development, working with individuals, entrepreneurs, families, and businesses to address their wealth management needs. Alexandra contributes to the team's multigenerational education and support initiatives. She joined Merrill and The Valdes Group in February 2018 after developing her client management career at Kforce in Atlanta. Alexandra graduated from Florida State University in 2013 with Bachelor's degrees in Finance and Marketing. She holds the Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA) designations. Alexandra was born and raised in Tampa, Florida, and maintains active community involvement with organizations such as Habitat for Humanity, Metropolitan Ministries, and Operation Healing Forces. In January 2024, Alexandra and her team were ranked #1 in North Florida on the Forbes "Best-in-State Wealth Management Teams" list for the second consecutive year, and in November 2023, they were ranked #13 on Forbes "America's Top Wealth Management Teams Private Wealth" list for the second consecutive year.

Tracy Poon Tip is a financial advisor at Merrill with eight years of industry experience. She holds the Series 66 designation and has worked at Merrill since 2017, with prior experience at AXA Advisors, LLC. She has also been involved with Extended Travel in 2017. 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.

Robert Weiss is a Senior Financial Advisor at Merrill Lynch Wealth Management and has been in the financial services industry since 2001. He works with individuals, families, and business owners to develop strategies for wealth growth, preservation, and simplification. He is part of The Weiss Patterson Group, focusing on providing clarity, confidence, and continuity to clients across every stage of life. He holds a Bachelor of Science degree in Finance from the University of South Florida and a Masters of Business Administration from Nova Southeastern University. Robert has obtained professional designations including Chartered Retirement Planning Counselor™ (CRPC), Chartered Retirement Plans Specialist™ (CRPS), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Prior to his current role, he worked as an accountant for Metropolitan Life Insurance Company. Robert does not provide tax advice in his current role at Merrill. His client focus areas include college education planning, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, philanthropic planning, portfolio management services, socially responsible and values-based investing including ESG investing, tax minimization, and retirement income. Outside of work, Robert's personal interests include fishing, music, reading, running, scuba diving, spending time with family, and traveling.

Darby Duncan is a Private Wealth Advisor at Merrill Private Wealth Management, specializing in simplifying clients' financial lives through advice-based investment and planning guidance. He leverages over 18 years of prior banking experience to provide a unique perspective on managing both sides of a client's balance sheet, aiming to meet long-term financial goals. His expertise encompasses asset management, financial planning, and liability management, including access to securities-based lending, residential and commercial financing, and ultra-high-net-worth custom and structured lending through Bank of America. Darby attended the University of Florida and Auburn University, earning a Bachelor of Science degree in Finance from Auburn. Born and raised in Tampa Bay, he returned to the area following graduation to build his career. He has a Personal Investment Advisor designation and has been involved with Bank of America since 1997, serving in various roles including Premier Banking, branch management, and wealth management banking leadership. Darby is involved in the community through his role on the Board of Directors of the Tampa Bay Chapter of the Juvenile Diabetes Research Foundation, a cause personally significant to him as a parent of a child with type one diabetes. He lives in Tampa with his wife, Dianne, and has two adult children who have both returned to Tampa after graduating from Auburn University.

Jack Kirkland Jr. is a financial advisor with Merrill in Tampa, FL, holding a Series 66 designation and four years of industry experience. Prior to joining Merrill and Bank of America in 2021, he worked at CBIZ MHM, LLC for 11 years. Outside of his advisory role, he serves on several committees for the Tampa Bay Performing Arts Center and is chairman of the Tampa Bay Performing Arts Center Foundation Board. 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.

Richard Mc Bride is a financial advisor at Merrill based in Tampa, FL. He holds a Series 66 designation and has professional experience across several firms, including ALTR Solutions, Inc., Proven Optics LLC, PowerChord, Inc., and Aerotek, Inc. 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 designed by internal and third-party managers and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

April Federici is a Financial Advisor with Merrill Lynch Wealth Management, specializing in helping individuals, families, and retirees develop personalized financial strategies aimed at growing and preserving wealth. Her approach focuses on understanding clients' priorities to guide them in retirement planning, investment management, cash flow strategies, and achieving long-term financial goals. She works closely with clients to address areas including education planning, personal retirement planning, women and wealth, tax minimization, and retirement income. April holds a Bachelor's and a Master's Degree from the University of Central Florida. She has earned professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). As a Merrill Financial Solutions Advisor, she provides investment advice tailored to clients' needs and offers access to banking and lending services through Bank of America. Outside of her professional work, April has personal interests in football, reading, running, traveling, and yoga.

Edward Matura is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career in financial services as an Investment Banker in New York City in 1990 and joined Merrill Lynch Wealth Management in 2003. Edward focuses on helping clients pursue their financial goals through personalized wealth management strategies that consider their full financial picture. His areas of expertise include college education planning, socially responsible and values-based investing, ESG investing, and supporting women and wealth. Edward is a Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and holds a Sports & Entertainment (SE) designation. He holds a bachelor's degree from Florida State University and an MBA from Hofstra University. Edward is committed to community involvement, following the Merrill tradition of participation in the communities served. He spends time volunteering with local organizations. Outside of work, his personal interests include billiards, football, golfing, music, and yoga. He lives in Tampa with his two daughters and their pets.

Gaston Piscicelli serves as a Client Experience Advisor at Merrill Lynch Wealth Management. In this role, he works with clients to understand their current financial situations and introduces solutions available through Merrill and Bank of America. His approach involves helping clients identify what matters to them and their families to develop strategies aimed at pursuing their financial goals. Gaston holds a Juris Doctorate Degree from the Universidad de Buenos Aires. He carries professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) and Personal Investment Advisor (PIA).

Angela Fernandez is a financial advisor with Merrill in Tampa, FL, holding a Series 66 designation and having 18 years of experience at Merrill. She serves as a board member for Meals on Wheels of Tampa and is involved with the fundraising committee for Friends of Caritas Cuba, a charitable organization supporting humanitarian efforts in Cuba. 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.

Mark Hanson is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been providing wealth management consultation to high net worth individuals since 1979, focusing on portfolio management through various asset allocation models, concentrated stock management strategies, and diversification methods. Mark earned a Bachelor’s degree in Finance from the University of South Florida School of Business in Tampa, Florida. He holds the professional designation of Personal Investment Advisor (PIA). Raised in Tampa, Mark has been married to his wife Cathy for over four decades. In his leisure time, he enjoys baseball, football, golfing, hiking, music, and spending time with his family.

Jorge Ramirez is a financial advisor at Merrill with Series 63 and Series 66 credentials and five years of industry experience. He has been with Merrill since 2011. Outside of his advisory role, Ramirez serves as a board member for the S.V.B. Tennis Foundation and Lutz Preparatory School and owns several small businesses, including an e-commerce company selling wood domino tables and a clothing line. 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 a variety of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Stephanie Hyacinthe is a Series 66-licensed financial advisor with Merrill in Tampa, Florida, where she has worked since 2013. She has nine 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Natalie Cetrulo is a Senior Financial Advisor with Merrill Lynch Wealth Management. She assists clients with managing concentrated stock positions and navigating major transition events such as retirement, inheritance, or the sale of a business. Natalie also provides access to Bank of America Private Bank trust and estate planning services, as well as Bank of America's credit, lending, and banking solutions. She collaborates with clients' external attorneys, accountants, and other professional advisors to coordinate comprehensive financial and legacy plans. Natalie holds a Bachelor's Degree in Mathematics from Bucknell University and is a Personal Investment Advisor (PIA). Her client focus includes corporate benefits, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, women and wealth, sports and entertainment, and tax minimization. She is actively involved in professional organizations such as Women's Exchange and NAWBO, serving as President of the Tampa Bay Chapter of Merrill's Women's Exchange and as Bank of America's Co-Ambassador for Greater Tampa Bay NAWBO. Originally from the Northeast, Natalie resides in Tampa where she enjoys spending time with her husband and walking their dog. Her personal interests include dancing, music, reading, watching movies, and practicing yoga. She emphasizes a financial planning process that centers on clients and their goals.

Reed Coughenour is a Financial Advisor at Merrill Lynch Wealth Management, specializing in helping young families in the Tampa Bay Area develop long-term plans for retirement, investing, and legacy. He partners with clients to build thoughtful strategies tailored to their financial goals. Reed focuses on areas including education planning, family wealth management, legacy planning, personal retirement planning, tax minimization, and retirement income. As a Merrill Financial Advisor, he prioritizes understanding what matters to each client to guide them through investing, retirement planning, and preparing for unexpected financial needs. His approach involves ongoing advice and guidance as clients' needs evolve. He holds a Bachelor's Degree from the Montana State University System and maintains professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Outside of his professional work, Reed enjoys cooking, football, golfing, and reading.

Alonde Le Grand is a Financial Advisor with Merrill Lynch Wealth Management, specializing in delivering customized wealth planning and investment strategies. He focuses on long-term wealth accumulation, risk management, and tax efficiency, guiding clients through building, optimizing, and transitioning their portfolios with clarity and confidence. Alonde brings extensive experience in advising athletes, business owners, and individuals, crafting personalized financial strategies that align with their lifestyles, goals, and long-term visions. His expertise encompasses areas such as college education planning, executive compensation, family wealth management, legacy planning, retirement income, portfolio management, small business strategies, sports and entertainment finance, and tax minimization. He earned a Bachelor's degree from the University of North Florida, where he also competed as a Division I basketball player, and holds an MBA from Gannon University. Alonde holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He resides in Tampa, Florida, and remains actively engaged in his community through involvement with Berkeley Prep Boys Basketball. Outside of work, he enjoys basketball, chess, football, music, pickleball, reading, running, traveling, watching movies, and spending time with family and friends.

Steven Griffith is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been with Merrill Lynch since 2013, initially working in Jacksonville where he focused on educating clients and assisting with their 401(k) plans. In 2015, he relocated to the Citrus/Hernando County area to join a team dedicated to helping clients implement comprehensive financial plans. Steven's areas of expertise include family wealth management strategies, legacy planning, liquidity management, personal retirement planning, portfolio management services, tax minimization, and retirement income. He holds a Bachelor's Degree from the University of Florida and has earned professional designations as a CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). He is fluent in both English and Russian. Outside of his professional role, Steven is involved in the automotive community in Citrus and Hernando Counties and participates in automotive events across Florida. He enjoys outdoor activities such as biking, boating, camping, fishing, football, golfing, and hunting. Steven and his wife are raising three active boys and support the Florida Gators.