Kristy Cole is a Series 66 licensed financial advisor with eight years of industry experience, currently with Merrill since 2018. Her prior roles include positions at Mass Mutual and Florida State University. Merrill provides managed account services through the Select Portfolio Solutions program to a wide range of clients, including individuals, high-net-worth clients, pension plans, and charitable organizations, utilizing model-based and discretionary investment strategies managed by affiliated and third-party managers.

Kyle Chriske is a financial advisor at Merrill with Series 63 and Series 66 licenses and one year of industry experience. His previous roles include positions at Fidelity Investments, Gardens Wealth Management, and Bank of America. He has diverse work experience across several industries, including education and logistics. Merrill 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 to individuals, high-net-worth clients, and institutional investors. The firm integrates its offerings within Bank of America’s broader platform, providing access to a wide array of financial services and products.

Holly Keefe is a financial advisor with Merrill based in Jacksonville, FL, holding Series 63 and Series 66 licenses and 21 years of industry experience. She has been with Merrill since 2004. Keefe serves as a board member of the Providence School of Jacksonville’s Parent Teacher Partnership, organizing school events. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Aaron Williamson is a financial advisor at Merrill with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Merrill since 2015. Merrill 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 to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm’s integration with Bank of America allows access to a broad set of products and services beyond typical investment options.

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.

Anthony Marengo is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Fidelity entities since 2004. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and discretionary portfolio management. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across a broad investable universe.

Stephen Stowell is a financial advisor at Merrill with 17 years of industry experience. He has held positions at Merrill and Bank of America, N.A. since 2010. Outside of his advisory work, he is involved in a for-profit business delivering meals through Door Dash on weekends. Merrill provides managed account services through the Select Portfolio Solutions program, serving a broad client base with model-based and discretionary investment strategies integrated within Bank of America’s platform.

Margaret Spadora is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 65 licenses and 15 years of industry experience. She has been with Merrill since 2014. Merrill 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 to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Gus Hydbom is a Branch Leader at Fidelity Investments, a position he has held since 2024. In this role, he leads a team dedicated to comprehensive financial planning, aiming to provide clients with strategies aligned to their long-term financial goals. His experience at Fidelity Investments includes several leadership roles, such as Team Leader for Portfolio Advisory Services from 2020 to 2024, and Team Leader for Client Services from 2019 to 2020. Prior to these positions, he worked in various capacities including Investments Solutions Representative, ISR Help Desk, PAS Service Representative, and Customer Relationship Advocate between 2016 and 2019. The breadth of his experience covers client services and portfolio advisory functions, reflecting a commitment to serving clients through diverse financial service roles at Fidelity Investments.

Eric Schlumbohm is a financial advisor at Merrill based in Jacksonville, FL, holding a Series 66 designation with eight years of industry experience. He has been associated with both Merrill and Bank of America since 2010. Merrill offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, providing model-based and discretionary investment strategies to a wide range of clients including individuals, high-net-worth clients, and institutional fiduciaries. The firm is integrated with Bank of America’s broader corporate platform, offering access to a diverse set of products and services.

Bruce Varnadore Jr. is a financial advisor at Fidelity with 17 years of industry experience. He holds Series 63 and Series 66 registrations and has been associated with various Fidelity entities since 2008. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages diversified model portfolios and serves multiple registered investment companies with an emphasis on oversight and conflict management.

James Boughter is a financial advisor with Fidelity who holds the CFP® designation and Series 63 and 66 licenses. He has 27 years of industry experience, including roles at Fidelity Brokerage Services, Strategic Advisers, and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to build model portfolios and manages oversight of affiliated and unaffiliated sub-advisers.

Daniel Copeland is a financial advisor at Merrill with Series 63 and Series 65 credentials and 20 years of industry experience. He has worked at Merrill since 2005 and Bank of America, N.A. since 2009. Merrill offers managed account services through the Select Portfolio Solutions program to a diverse client base, including individuals, high-net-worth clients, pension plans, and charitable organizations. The firm combines model-based and discretionary investment strategies with integration into Bank of America’s broader corporate platform.

Eddie Garcia is a financial advisor at Merrill with Series 63 and Series 66 credentials and two years of industry experience. Before joining Merrill and Bank of America, he worked at Fidelity Investments for three years. Merrill 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 to individuals, high-net-worth clients, pension plans, and other fiduciaries.

Jeffrey Riker is a financial advisor with Merrill in Jacksonville, FL, holding Series 66 and Series 63 designations and one year of industry experience. His prior roles include positions at Fidelity Investments and Naval Air Systems Command. He has also worked at Lone Oak Brewery. Merrill 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 to individuals, high-net-worth clients, and institutional investors. The firm’s integration with Bank of America’s broader platform grants access to a wide array of products and services.

Napoleon Robinson is a financial advisor with Charles Schwab based in Jacksonville, FL, holding a Series 66 license and bringing 11 years of industry experience. His work history includes roles at Charles Schwab, TD Ameritrade, and Wells Fargo entities. Outside of financial services, he is an owner of RH Carriers Inc., managing auto assets and personnel, and Spice Tapas LLC, a restaurant enterprise. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account services. The firm offers a combination of non-discretionary and discretionary investment guidance supported by multi-asset model portfolios and a centralized operational structure.

Victor Rahner is a financial advisor at Merrill in Jacksonville, FL, holding Series 63 and Series 66 credentials with five years of industry experience. His career includes roles at Merrill Lynch, hospitality management firms, and involvement with Florida State University and the Cato Institute. Merrill offers managed account services through the Select Portfolio Solutions program, providing model-based and discretionary investment strategies to a diverse client base including individuals, high-net-worth clients, and institutional fiduciaries. The firm operates within Bank of America’s platform, delivering a wide range of investment products and services.

Megan Porcella is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. Her background includes roles at Fidelity Investments as well as experience in the hospitality and healthcare sectors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also acts as a commodity pool operator and advisor to multiple registered investment companies.

Mary Jones is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Her previous work includes roles at T3 Trading Group, LLC and several years in homemaking. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory and portfolio management with an emphasis on proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm also serves multiple registered investment companies and delivers model portfolios to intermediary platforms.

Rachel Artiste is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and 17 years of industry experience. She has been with Merrill since 2007. Outside of her advisory role, she is a co-owner of a family rental property. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.