Angel Lopez is a financial advisor at Merrill in Jacksonville, FL, holding a Series 66 designation with three years of industry experience. His work history includes roles at Bank of America, Liberty Mutual Insurance, and JP Morgan Chase Bank. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Shelley Conine is a financial advisor at Merrill with 12 years of industry experience and holds the Series 66 designation. She has worked at Merrill since 2016 and at Bank of America, N.A. since 2017, following two years at AllState Insurance Company. 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 accounts.

Clay Triplett Jr. is a financial advisor at Merrill with 14 years of industry experience. He holds a Series 66 designation and has been affiliated with Merrill since 2011 and Bank of America, N.A. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Troy Puls is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 licenses and having 10 years of industry experience. He has been with Merrill since 2018 and previously worked at ADT Security Services, Pet Paradise Resorts, and Bank of America. 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 and profit-sharing plans, corporations, and charitable organizations.

Steven Schupke is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. Before joining Merrill, he had roles with ISI Language School Japan Shibuya and the U.S. Department of Veterans Affairs, as well as service in the United States Marine Corps. 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 range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and organizations.

Nicklaus Starck is a financial advisor at Edward Jones with a Series 66 credential and one year of industry experience. Prior to joining Edward Jones, he worked at Trility Consulting, Southeastern Grocers, and North Highland Consulting. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Arjun Bhandari is a financial advisor with Mass Mutual Investors Services in St. Augustine, FL, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. His prior roles include positions at Deutsche Bank Securities Inc and New York Life Insurance Co. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative annual planning engagements and offers educational seminars alongside its investment programs.

Leah Cason is a financial advisor at Merrill with four years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2019, previously spending seven years at Bank of America. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jared Gudenkauf is a Wealth Management Advisor with Merrill Lynch Wealth Management. He works with busy, successful individuals, couples, and families to grow, preserve, and transfer their wealth. Jared provides practical and meaningful financial advice, often diving deep into client issues to develop niche understandings and forward-thinking approaches. His expertise includes titling assets to mitigate risk, creating consistent cash flow in retirement, optimizing benefits from business or profession, structuring wealth for long-term preservation, and cultivating sound stewardship in the next generation. He has earned national recognition by Forbes as a Best in State Wealth Advisor and a Top Next Generation Wealth Advisor. Jared began his career at Merrill Lynch Wealth Management in 2011, after serving as a Financial Advisor and District Manager for Ameriprise. He holds a Bachelor's degree in Business Administration from Kansas State University and maintains several professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He has also been involved with the Financial Planning Association as a past president and serves on the advisory board for the Personal Financial Planning Program at Kansas State University. In addition to his professional roles, Jared contributes to the community through involvement with organizations such as the American Heart Association, Junior Achievement, and the Leukemia & Lymphoma Society. He and his wife, both Merrill advisors, split their time between Kansas City and Ponte Vedra Beach, Florida, and have a blended family of four children. Jared enjoys hobbies including boating, fishing, photography, skiing, tennis, traveling, and woodworking.

Wesley Thomas is a Certified Financial Planner (CFP®) based in Ponte Vedra Beach, FL, with nine years of industry experience. He is currently affiliated with Raymond James Financial Services Advisors, Inc. and has prior work history at Pinnacle Bank, Truist Advisory Services, BB&T Securities, and Merrill. In addition to his advisory role, he is an associate with The Horizon Group, a support company where he dedicates significant time. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional investors. The firm uses tailored, non-discretionary planning supported by analytical tools and maintains specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory programs.

John Lynch is a financial advisor at Merrill with three years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America N.A. Lynch is also involved in coaching and advising high school athletes through his ownership of Shamrock Soccer Camps. 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 supported by an extensive platform and integration with Bank of America affiliates.

Michael Sharp is a financial advisor at Merrill in Jacksonville, FL, holding Series 63 and Series 66 licenses with 23 years of industry experience. He has been with Merrill Lynch since 2000. 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.

Ryan Todd is a financial advisor at Merrill with 21 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2005 and Bank of America since 2011. Outside of his advisory role, he consults for Metropolis Comic Books, assisting with conventions and operational support. 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.

Ashley Juiliani is a financial advisor at Merrill with a Series 66 designation and 16 years of industry experience. She has been with Merrill since 2007. Outside of her advisory role, she engages in selling used clothing, accessories, and household items online through Poshmark on a part-time basis. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Juliana Marsiglia is a financial advisor with Merrill in Ponte Vedra Beach, FL, holding a Series 66 designation and nine years of industry experience. She has been with Merrill since 2015 and also has prior experience with Bank of America N.A. 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 various institutional investors.

Harry Pappas Jr. is a CFP®-certified financial advisor with 40 years of industry experience, currently with Ameriprise since 2022. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. He is also the owner of Pappas Wealth Management, LLC, and serves as a FINRA arbitrator, although he has not yet been called to serve. Ameriprise offers retirement-income planning services targeting individuals with substantial investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendations through a centralized consulting team. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

John Busta Jr. is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and 13 years of industry experience. He has been affiliated with both Merrill and 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

John Price is a financial advisor at Merrill with nine years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2018, including a concurrent role at Bank of America. His prior experience includes positions at Price Investments and LPL Financial. 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 tailored for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Josiah Gates is a Benefits & Planning Consultant specializing in Executive Services at Fidelity Investments. In his role, he collaborates with employers to help employees understand their executive benefits packages and integrate these benefits into their overall financial plans. Josiah has been with Fidelity Investments since 2020, serving in various capacities including Customer Relationship Advocate, Managed Account Service Support, and currently as a Benefits and Planning Consultant since 2022. His experience spans client support and benefits planning, focusing on empowering clients to pursue their financial goals effectively. Outside of his professional responsibilities, Josiah has interests in baseball, football, outdoor adventures, parenthood, pets, and traveling.

Thomas Isaacs is a financial advisor with Raymond James & Associates in Ponte Vedra Beach, FL, holding Series 63 and Series 65 credentials and 41 years of industry experience. He previously worked at UBS Financial Services for eight years before joining Raymond James in 2022. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, charitable organizations, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services.