James Rogers is a financial advisor at Merrill with 18 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2008 and Bank of America, N.A. since 2017. Merrill serves a wide range of clients, including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, third-party manager selection, discretionary portfolio management, and brokerage services. The firm is noted for its integration with Bank of America affiliates and its focus on managed account and manager-selection capabilities.

Meghan Riechmann is a financial advisor at Merrill with 21 years of industry experience, including 19 years at Merrill. She holds Series 63 and Series 66 credentials and is based in Jacksonville, FL. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services 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 developed by internal teams and third-party managers.

Lisa Preston is a financial advisor with Primerica Advisors based in Jacksonville, FL. She holds Series 63 and Series 65 licenses and has 10 years of industry experience. Her career includes roles at PFS Investments Inc. and Primerica Financial Services. Outside of advisory work, she is involved in the sale of home security and automation products through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-delivery strategies created by unaffiliated asset managers. The firm operates at scale with thousands of advisors and offices and offers a range of investment models including strategic, tactical, tax-managed, and income-distribution approaches.

Scott Flanigan is a financial advisor at Merrill with 19 years of industry experience. He holds the Series 66 designation and has been with Merrill since 2013. Based in Jacksonville, FL, his career includes over a decade of service at this firm. 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.

A'boni Harrison is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. She has worked at Merrill since 2022 and has prior experience in education roles at several institutions, including Florida State College at Jacksonville. 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.

Anca Oakley is a CFP® with 18 years of industry experience, currently serving at Fidelity. She has worked with various Fidelity entities since 2008, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, an IRS-qualified Charitable Gift Fund, and registered investment companies. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and provides oversight through affiliated and unaffiliated sub-advisers.

Ali Suhel is a financial advisor at Edward Jones in Ponte Vedra Beach, FL, holding a Series 66 designation with two years of industry experience. His prior roles include positions at Fountainhead Wealth Advisors and Merrill Lynch. Outside of his advisory work, he is involved in hiring childcare support services. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory and investment solutions supported by a large national network of advisors and branch offices.

Troy Bankston is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Outside of his advisory role, he serves on the Board of Directors and is a past president of the Georgia Bulldog Club of Jacksonville. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients approaching or in retirement with written recommendation reports and ongoing tax-aware retirement income planning.

Jon Shields is a financial advisor at Fidelity with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various Fidelity entities since 2012. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios and oversees multiple affiliated and unaffiliated sub-advisers.

Leigh Paul is a financial advisor at Raymond James & Associates with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Raymond James since 2019. His prior experience includes roles at Morgan Stanley Private Bank and Morgan Stanley, as well as a long tenure at Danberry Company. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by a wide range of portfolio management styles and research.

Michael De Bellis is a ChFC® credentialed financial advisor with 26 years of industry experience. He has been with Edward Jones since 2019 and previously worked at Madison Avenue Securities, Anders & Anders Financial Group, and TIAA-CREF. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and maintains a substantial national presence with over 23,000 financial advisors.

Casey Carlson is a financial advisor at Merrill with 10 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at both Merrill and Bank of America, N.A. since 2015 and 2017, respectively. 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, and institutional accounts, combining internal and third-party management approaches.

Christopher Bach is a Series 66 certified financial advisor with eight years of industry experience, currently affiliated with Merrill in Jacksonville, FL. His work history includes roles at Bank of America and Merrill, as well as positions at AAA Parking/The Four Seasons and the University of Central Florida. 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, and institutional investors, utilizing both internal and third-party management teams.

Matthew Jacob Sr. is a CFP® professional with 41 years of industry experience, currently affiliated with Mass Mutual Investors Services since 2016. He has also managed Jacob & Jacob Asset Management since 1993. Jacob serves as executive director for the Liverpool Independent Foundation for Excellence and the Greater Syracuse Sports Hall of Fame, as well as a managing partner at CNY Center for Wealth Management, Financial Planning and Tax Strategies. Mass Mutual Investors Services operates as a subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes ongoing, collaborative financial planning engagements and offers a range of programs including wrap and money-manager services.

Bradley Caldwell is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 licenses and 10 years of industry experience. Prior to joining Merrill in 2019, he worked for Bridgeline Transportation from 2015 to 2019. Outside of his advisory role, Caldwell works as a transcription freelancer for Daily Transcription. 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 and profit-sharing plans, corporations, and charitable organizations.

Halley Mc Kenzie is a financial advisor at Merrill with 19 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2006. Outside of her advisory role, she is a wellness advocate for doTERRA International, LLC, where she conducts classes and product sampling, and she occasionally assists with estate sales at a local jewelry business. 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.

Zachary Steinberg is a financial advisor with Merrill, holding a Series 66 designation and 10 years of industry experience. He has been with Bank of America 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Christopher Lucero is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and six years of industry experience. He has been with Merrill since 2013, including through its affiliation with Bank of America. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions, integrating internal and third-party management teams.

Jessica Kates is a financial advisor at Merrill with a Series 66 designation and 16 years of experience, all with Merrill in Jacksonville, FL. She has worked at the firm since 2010. 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.

Raven Lowther is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Prior to joining Merrill, Lowther worked at Clean Energy Resolutions LLC and held various positions in the food service industry. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies managed by internal CIO teams and third-party style managers for individuals, high-net-worth clients, and institutions.