Catherine Mendez is a financial advisor at Merrill with 11 years of industry experience. She holds Series 63 and Series 66 designations and has been with Merrill since 2015, based in Jacksonville, FL. 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 Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Edward Leddy is a financial advisor at Merrill with 28 years of industry experience. He holds the Series 66 designation and has been with Merrill since 1987. Outside of his advisory role, he serves as an Advisory Board Member for the Securities Industry & Financial Markets Association, a nonprofit organization representing banks, broker-dealers, and asset managers. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Christopher Gumula is a financial advisor at Merrill in Jacksonville, FL, holding Series 63 and Series 66 licenses with eight years of industry experience. His prior roles include positions at Bank of America and Black Sheep. 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.

Ethan Plotkin is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work includes roles at Bank of America, the University of Florida, The Dalton Agency, State Farm, Downtown Vision, Tom Coughlin's Jay Fund, and Fresh Market. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services 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.

Noah Janda is a financial advisor at LPL Financial with two years of industry experience. He holds Series 63 and Series 65 licenses and has prior work experience at VyStar Credit Union, Levy Jewelers, Pandora, Vineyard Vines, Palmetto Moon, the University of North Florida, and Middleburg High School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management with access to model portfolios, third-party subadvisors, and various investment strategies.

Hugh Chapman is a financial advisor with J.P. Morgan Securities, holding a Series 66 license and three years of industry experience. His work history includes roles at JPMorgan Chase Bank, JPMorgan Securities LLC, Fiserv, Inc., and the Georgia Institute of Technology. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Jeffery Nettles is a financial advisor with Cetera, holding a Series 66 credential and nine years of industry experience. His career includes roles at Capital Financial Strategies and Minnesota Life Insurance Co., and he has served as a team manager for a youth soccer club. Jeffery is based in Jacksonville, FL. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with a range of discretionary and non-discretionary portfolio management options and access to third-party money managers.

Ronald Barteau is a financial advisor at Edward Jones with 11 years of industry experience. He holds the ChFC® designation and a Series 66 license. Barteau has been with Edward Jones since 2015. He also has a military background with the U.S. Army. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies and affiliated services through a broad national network.

Richard Paul II is a CFP® professional with eight years of industry experience, currently serving at Edward Jones since 2018. Prior to joining Edward Jones, he worked at Workscapes, Inc. from 2015 to 2018. Outside of his advisory role, he assists with operations at Garland Activewear and serves on the finance committee of Veritas Classical Christian School. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Gregory Lang is a financial advisor at Merrill with 13 years of industry experience. He holds the Series 66 designation and has been with Merrill since 2012. 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 institutional investors.

Lawrence Weber III is a financial advisor at Merrill with 24 years of industry experience. He holds a Series 66 designation and has worked at Merrill Lynch since 2002 and Bank of America since 2009. 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, brokerage execution, and custody services. The firm’s investment management includes multiple program strategy types and extensive manager-constructed strategies, supported by oversight from its CIO and platform team.

Marissa Cadiz is a financial advisor with Ameriprise, holding a Series 66 designation and four years of industry experience. She previously worked at Fidelity Investments and Wells Fargo Advisors. Cadiz serves on the Board of Directors for The Carter and Olay Foundation. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research and modeling with tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Julie Shipman is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 licenses and possessing 10 years of industry experience. She has been with Merrill since 2016. 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 supported by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Erin Dooley is a financial advisor at Merrill with nine years of industry experience and holds a Series 66 designation. Prior to joining Merrill in 2019, she worked at AXA Advisors, LLC from 2017 to 2019 and was employed by the St. Johns County School District from 2010 to 2017. 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 developed by internal and third-party managers.

Juan Carlos Chiong is a Financial Advisor with The GTZ Group at Merrill Lynch Wealth Management. He joined the team in 2019 and currently serves as a team financial advisor, working with both international and domestic high to ultra-high net worth individuals, families, and businesses. Juan Carlos focuses on developing financial strategies driven by clients' individual goals and priorities, offering services that include family wealth management, international wealth management, portfolio management, individual and corporate investment strategies, and retirement income planning. Juan Carlos holds a bachelor's degree in finance from the University of Arizona, Eller College of Management, and maintains Series 7 and 66 FINRA registrations. He also holds the Personal Investment Advisor (PIA) designation. Fluent in English and Spanish, he aims to educate clients about investing while helping them understand financial planning and the market factors influencing their wealth. Outside of his professional role, Juan Carlos enjoys football, spending time with his family, and traveling.

Libby Roelse is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. She previously worked for six years at Dyne Hospitality Group. 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.

Alexander Awad is a financial advisor at UBS Financial Services with seven years of industry experience. He previously worked at CITIGROUP from 2018 to 2021 and has held positions related to Case Western Reserve University and UBS Private Wealth Management earlier in his career. He holds Series 63 and Series 66 designations. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides proprietary research and a variety of capital markets and lending programs.

Joel Weaver is a financial advisor at Merrill with Series 63 and Series 66 licenses and 28 years of industry experience. He has been with Merrill since 1997. Outside of his advisory role, he serves as a board member for the Coachman Lakes Homeowners' Association in Jacksonville, Florida. 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.

Ashley Liz is a Financial Consultant at Fidelity Investments, where she works closely with clients and their families to understand their investment objectives and financial needs. She focuses on developing strategies that support her clients' financial goals and provide peace of mind regarding their portfolios and overall financial plans. Ashley has been with Fidelity Investments since 2013, holding several roles including Investment Consultant, Relationship Manager, Investment Solutions Representative, Premium Relationship Associate, and Financial Representative. Prior to joining Fidelity, she worked as a Retirement Distribution Representative at Merrill Lynch in 2012. Outside of her professional career, Ashley enjoys cooking and baking, fitness, football, social events with friends, outdoor adventures, and traveling.

Kent Norris is a Series 66 licensed financial advisor with Merrill, based in Saint Augustine, FL, and has three years of industry experience. His prior roles include positions at Bank of America, Scotlynn USA Division, and Florida Gulf Coast University. 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.