Nathaniel Zabner is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2017, with prior experience at Bank of America. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Matthew Romano is a financial advisor with Fidelity in Jacksonville, FL, holding Series 63 and Series 66 licenses and seven years of industry experience. He has been with Fidelity brokerage Services LLC since 2019 and joined Fidelity Investments in 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a variety of clients, including retail and institutional investors. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios and serves as an advisor to multiple registered investment companies.

Maria Ondrey is a financial advisor at Merrill with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Merrill since 2002. Outside of her advisory role, she is a registered yoga teacher (RYT-200) and teaches yoga classes in her local community. 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 individual and institutional clients.

Justin Ebert is a financial advisor at Merrill with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Merrill since 2014, also affiliated with Bank of America since 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 plans, corporations, and charitable organizations.

Heather Nye is a financial advisor at Merrill with Series 66 and Series 63 credentials and four years of industry experience. Her prior work includes roles in hospitality and human resources firms before joining Merrill and Bank of America. 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 strategies for individuals, high-net-worth clients, and institutional investors.

Anthony Curtis is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 65 licenses and having 13 years of industry experience. He has worked at Merrill since 2013 and at Bank of America, N.A. for the past seven years. Outside of financial services, he is working as a consultant and independent contractor on a literary memoir focused on themes of childhood trauma, resilience, and healing. 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.

Deitmar Dains is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he joined in 2017. He specializes in asset management for high-net-worth individuals and families, focusing on college education planning, executive compensation, legacy planning, managing new wealth, personal retirement planning, portfolio management services, small business strategies, and retirement income. He leads a wealth management team at the Summit, NJ branch, working alongside his business partner and supported by two staff members, including a CERTIFIED FINANCIAL PLANNER® Professional. With over 26 years of experience in the financial services industry, Deitmar began his career as a fixed income specialist at Gibraltar Securities, which later became RBC Dain Rauscher. He also served as Vice President in the Private Client Group of Bear Stearns and as Senior Vice President at Morgan Stanley prior to joining Merrill Lynch. He holds a bachelor's degree from Syracuse University and maintains FINRA series 7, 63, and 65 registrations along with life insurance licenses. Additionally, he holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Deitmar resides in Short Hills, New Jersey with his wife, two children, and their dog Teddy. His team, the Sentinel Team, has been recognized on the Forbes "Best-in-State Wealth Management Teams" list for 2023, 2024, and 2025.

Joseph Doney IV is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and 10 years of industry experience. He has worked at Merrill since 2013. Outside of his advisory role, he sells personal items on eBay on a part-time basis. 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.

Johnathan Rice is a financial advisor at Merrill with 20 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Merrill since 2006, concurrently serving at Bank of America since 2011. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Caridad Sperry is a financial advisor at Merrill with eight years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Fidelity Brokerage Services LLC. Outside of finance, she is a certified indoor cycling instructor at CycleBar in Jacksonville, FL. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through model-based and discretionary strategies developed by internal and third-party managers. The firm serves individual and institutional clients, including high-net-worth individuals, pension plans, and charitable organizations.

Coranita Carter is a financial advisor at Fidelity with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Fidelity Investments since 2006. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm employs a combination of proprietary fundamental research and quantitative analysis, utilizing algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Vincent McClellan is a Financial Consultant at Fidelity Investments, a position he has held since 2024. He has been with Fidelity Investments since 2015, progressing through roles including Investment Management Consultant II, Client Management Representative, Retirement Solutions Representative, and Investment Solutions Representative. Vincent brings over 10 years of experience in financial planning to his current role. Throughout his career, Vincent has focused on designing financial plans that meet the needs of his clients and their families, emphasizing transparency and trust in client relationships. He holds insurance licenses in Arkansas and California. Outside of his professional work, Vincent enjoys activities such as fitness, food, football, golf, outdoor adventures, and traveling.

Perry Hess is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. He previously worked at Club Corp/TPC Piper Glen and Morris Business Solutions before joining Fidelity. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm employs a systematic investment process that integrates fundamental research with quantitative analysis and algorithmic portfolio construction.

James Coleman is a financial advisor at Merrill with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Merrill since 2014. Outside of his advisory role, he works part-time as a sideline assistant for football games at EverBank Field. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutional clients, providing managed account programs, discretionary portfolio management, and brokerage execution services supported by a platform integrated with Bank of America affiliates.

Janet Baynes is a financial advisor with J.P. Morgan Securities LLC, holding Series 63 and Series 66 licenses and with 26 years of industry experience. She has been with JPMorgan Securities since 2016. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, delivering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Erik Labitzke is a financial advisor at Merrill in Jacksonville, FL, with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Merrill since 2006. 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.

Edward Moyer is a financial advisor at Merrill with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Merrill since 2010. Outside of his advisory role, he works as an associate at K-Mart in Orange Park during non-trading hours. Merrill provides managed account services through its Select Portfolio Solutions Program, catering to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm uses model-based and discretionary investment strategies developed by internal and third-party managers.

Kristin Fincher is a financial advisor at Merrill with 15 years of industry experience. She holds the Series 66 designation and has been with Merrill 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Gavin Smith is a financial advisor at Fidelity with six years of industry experience and holds Series 66 and Series 63 licenses. His prior work includes roles at TruGreen, Inc., Dean Steel Buildings, Inc., and five years of service in the United States Marine Corps. He has also been affiliated with Liberty University concurrently since 2015. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its regulatory registrations, advisory roles to multiple funds, and use of AI-driven research methods.

Jason Roegner is a Series 66-licensed financial advisor with Merrill, based in Jacksonville, FL, and has 12 years of industry experience. He has been with Merrill and Bank of America, N.A. for the past 10 years. Merrill, together 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.