Thomas Zimmer is a financial advisor at Merrill with 19 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Merrill since 2013, with additional experience at Bank of America and several other firms. 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 services. The firm operates through dedicated financial advisors and emphasizes manager selection and tax-efficient investment strategies, supported by its integration with Bank of America’s capital markets platform.

Scott Brockmeier is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Edward Jones and Corporate Brokers/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 investment strategies for a variety of clients including individuals, high-net-worth clients, and institutions.

Aida Hadzic is a financial advisor with Merrill, holding Series 63 and Series 66 credentials and 19 years of industry experience. She has worked at Merrill since 2022 and previously spent over a decade with Wells Fargo Clearing and Wells Fargo Advisors LLC. 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 individual, high-net-worth, corporate, and nonprofit clients.

Thomas Shaw is a financial advisor with Morgan Stanley in Jacksonville, FL, holding CFP® and Series 66 credentials and bringing 25 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, with a wide range of investment programs and additional activities including relationships with investment companies and private funds.

Daniel Hughes is a CFP® and ChFC® with 34 years of experience in the financial services industry. He has been with Raymond James Financial since 1992 and also operates Hughes Financial Partners, Inc., which serves as a distinct branch office for name recognition and marketing. Hughes is based in Ponte Vedra Beach, FL. 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 clients. The firm offers tailored, non-discretionary planning and investment consulting supported by a range of analytical tools and operates with specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Christopher Leary is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and 21 years of industry experience. He has been with Merrill since 2005 and has worked at Bank of America since 2009. Outside of his advisory role, he works as a driver for ride-share and food delivery services. 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 a variety of client types, including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

William Braude is a financial advisor with J.P. Morgan Securities who holds a Series 66 credential and has 12 years of industry experience. His prior roles include positions at Bank of America, Merrill, UBS Financial Services, and Wells Fargo Home Mortgage. He is based in Ponte Vedra Beach, FL. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework. The firm operates within the broader J.P. Morgan organization and offers access to a wide range of investment products and strategies.

Robert Simonson is a financial advisor at Merrill with 25 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Merrill since 2002. Based in Jacksonville, FL, Simonson's career reflects a long tenure at a major institution. 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.

Alexa Parra Cabrera is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. She has worked in various roles across firms such as Amazon and Willis Towers Watson before joining Merrill in 2022. 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 strategies for individuals, high-net-worth clients, and institutional investors.

Joseph Chiellino is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work experience includes roles at Aldi, Walmart, Chick-fil-A, and service in the Florida Army National Guard since 2019. 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.

Yinchi Zhou is a financial advisor at Merrill with 11 years of industry experience. He holds a Series 66 designation and has worked at Bank of America, N.A. and 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. The firm offers model-based and discretionary investment strategies supported by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kerry Lucas is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Prior to joining Merrill, Kerry worked at several financial institutions including Bank of America, PennyMac, and Carrington Mortgage. 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.

Bryan Ross is a financial advisor at Merrill with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Merrill since 2012. 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 clients including individuals, high-net-worth clients, and institutions.

Kyle Conger is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 designations and bringing 17 years of industry experience. He has previously worked at LPL Financial and Wells Fargo Clearing. Conger is also president and owner of Corban Wealth Management and JKEL Investments LLC, which are support companies unrelated to investment advisory services. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations, offering tailored non-discretionary advice supported by risk profiling and analytical tools.

Ryan Williams is a financial advisor with LPL Enterprise and holds the Series 63 and Series 66 designations. He has 17 years of industry experience, including six years at Fidelity Personal and Workplace Advisors and 14 years of service with the United States Marine Corps Reserves. Williams operates under the Alpha Wealth Group, a financial planning practice affiliated with LPL. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, model portfolio programs, and access to brokerage and insurance products through an integrated advisory and brokerage platform.

Craig Fertenbaugh is a financial advisor with Ameriprise in Jacksonville, FL, holding a Series 63 designation and 28 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, Fertenbaugh serves on multiple local boards, including the Rotary Club of Mandarin as Youth Services Director and the Mandarin Oaks Elementary School Advisory Council. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, using a combination of research, modeling, and tax-efficiency analysis. The firm also offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Deborah Koutnik is a financial advisor at Merrill with seven years of industry experience. She holds the Series 66 designation and has worked at Merrill since 2019. Her prior experience includes roles at Bank of America, Mayo Clinic Florida, University of North Florida, and Florida State College of Jacksonville. 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 and serves individual, high-net-worth, pension, corporate, and charitable clients.

Chase Topol is a financial advisor at Merrill with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Merrill since 2014. 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.

Samuel Levin is a financial advisor at Merrill with two years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at NewEdge Advisors, LLC, Commonwealth Financial Network, and Blakely Financial Inc. Levin has also served in educational roles at Elon University and The Bolles School. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients 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.

Graeme Lamb is a financial advisor with Ameriprise in St. Augustine, FL, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to produce written Recommendation Reports. The firm provides a wide range of advisory, brokerage, and insurance solutions through affiliated companies.