Audrey Berry is a financial advisor at Merrill with eight years of industry experience and holds a Series 66 designation. She has been with Merrill since 2017. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Alexander Sokolowski is a financial advisor at Merrill with a Series 66 credential and less than one year of industry experience. His prior roles include positions at Target, the Alachua County Tax Collector's Office, and the Alachua County Board of County Commissioners. 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 institutions.

Glen Mason is a financial advisor with Edward Jones in St. Augustine, FL, holding Series 63 and Series 66 credentials and 27 years of industry experience. His career includes multiple tenures at Edward Jones as well as positions at Merrill Lynch and SS&C Advent. Between roles in finance, he was involved with Anastasia Baptist Church for three years. Edward Jones is a full-service wealth management firm serving over 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, tax-efficient services, and affiliated investment products.

Sara Gill is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and 25 years of industry experience. Her prior roles include positions at Merrill Lynch and Bank of America. Outside of her advisory work, she is involved with The Cruise Brothers, a travel agency business where she books travel for herself and family. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, providing financial planning, non-discretionary investment consulting, and institutional fiduciary services.

William Forrester Jr. is a financial advisor at Cetera with 40 years of industry experience. He holds a Series 63 designation and has held roles at Cetera Wealth Services, Capital Financial Strategies, Minnesota Life Insurance Co, and Securian Financial Services. Outside of advisory work, he owns Crimson Creek Farms LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services delivered through a nationwide network of independent advisors and operates a multi-manager platform with access to affiliated and third-party investment strategies.

Ashley Miller is a financial advisor at Merrill with 13 years of industry experience. She holds Series 63 and Series 66 designations and has been with Merrill since 2012. Prior to her current role, she worked at Bank of America and was involved with Locust Hill Country Club for ten 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 supported by internal and third-party managers for individuals, high-net-worth clients, and institutional investors.

Laura Kukaj is a financial advisor at Merrill with a Series 66 credential and less than one year of industry experience. Her prior work background includes roles in hospitality and education in the Jacksonville, FL area. 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 individual and institutional clients.

Alida Lupari is a Senior Financial Advisor affiliated with Merrill Lynch Wealth Management. She brings experience in corporate benefits, personal retirement planning, portfolio management services, and retirement income, with a commitment to helping clients integrate their financial goals into long-term strategies. Alida began her career at Merrill in 1999 within the Retirement Benefits Group and held various positions before joining ING in 2005 as a Client Relationship Manager for multi-billion dollar corporations administering 401(k) plans. She returned to Merrill Lynch Wealth Management in 2010 to serve as a financial advisor. Alida holds a Bachelor's Degree from the University of Central Florida and holds the Personal Investment Advisor (PIA) designation. Residing in Jacksonville since 1999, Alida lives in the Southside area with her spouse and three children. Her family enjoys traveling and spending time outdoors.

Piero Carhuamaca is a financial advisor with Merrill, holding a Series 66 designation and nine years of industry experience. His work history includes roles at Bank of America, Citigroup Global Markets, Raymond James & Associates, and The Legends of Real Estate. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Jim Wilcox IV is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 designations and bringing 15 years of industry experience. He has worked at Bank of America, N.A. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies constructed by internal and third-party managers.

Jessica Farrar is a financial advisor at Merrill with 14 years of industry experience and holds a Series 66 designation. She has worked at Merrill since 2009 and at 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 strategies developed by internal and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Riaan Spanjer Furstenburg is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has worked at Merrill since 2014 and has been with Bank of America, NA since 2017. 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 supported by internal and third-party managers for a range of clients including individuals, high-net-worth investors, and institutional entities.

Anthony Ferranolo is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 credentials and 15 years of industry experience. He has been with Merrill and Bank of America since 2016. 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.

Kristy Cole is a financial advisor at Merrill with eight years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2018. Prior to this, she had brief roles at Mass Mutual and held positions related to Florida State University from 2015 to 2018. 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, and other entities.

Holly Keefe is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. She has been with Merrill since 2004. Keefe serves as a board member for the Providence School of Jacksonville’s Parent Teacher Partnership, organizing school events. 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.

Aaron Williamson is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has been with Merrill since 2015. 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.

Marla Castin is a Senior Financial Advisor with Merrill Lynch Wealth Management, specializing in creating personalized wealth management strategies tailored to clients' individual financial goals. With over 30 years of experience in financial services, Marla works closely with individuals, families, corporate executives, business owners, and financial professionals to develop comprehensive plans encompassing wealth management, lending, insurance, and estate planning. Her client focus areas include college education planning, executive compensation, divorce transition planning, family wealth management, portfolio and retirement income planning. Marla holds a bachelor's degree from the University at Albany SUNY and has earned professional designations as a CERTIFIED FINANCIAL PLANNER® (CFP®), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). She emphasizes a client-centered approach, aiming to understand each client's unique circumstances and comfort with investment risk to deliver strategies that align with their long-term objectives. Outside of her professional role, Marla enjoys playing pickleball and volleyball, running, reading, and spending time with her family. She resides on the South Shore of Staten Island with her wife and three sons.

Stephen Stowell is a financial advisor at Merrill with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Bank of America, N.A. Outside of his advisory role, he participates in meal delivery through Door Dash on weekends. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Margaret Spadora is a financial advisor at Merrill with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Merrill since 2014. 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. The firm provides model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Wai Chan is a financial advisor with Merrill, holding a Series 66 designation and over 23 years of industry experience. He has been with Merrill since 1999. Outside of his advisory role, he serves as one of three managers for SAW Holdings I LLC, a personal holding company established to protect family assets. 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 designed for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.