David Mcallister is a financial advisor at Merrill with 15 years of industry experience. He holds Series 63 and Series 66 designations and has been with Merrill and Bank of America since 2016. 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.

Charles Rivenbark Jr. is a financial advisor at Merrill with 11 years of industry experience. He holds Series 66 and Series 63 designations and has worked at Merrill since 2014 and Bank of America, N.A. since 2017. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm offers model-based and discretionary investment strategies developed by internal and third-party managers, with various portfolio implementation approaches tailored to client needs.

Jennifer Setaro is a financial advisor at UBS Financial Services with 19 years of industry experience. She holds the Series 66 designation and has been with UBS in various capacities since 2005. UBS Financial Services serves individual, corporate, and institutional clients through a blend of brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor investment plans. The firm combines institutional trading capabilities with wealth management services, including fiduciary financial planning and a broad range of capital markets activities.

Heather Allen is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and over 23 years of industry experience. She has been with Merrill since 2001. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes model-based and discretionary investment strategies developed by internal teams and third-party managers.

Carrie Silva is a financial advisor at Merrill with 21 years of industry experience. She holds the Series 66 designation and has worked at Merrill since 2003, including a period at BOFA Securities, Inc. since 2019. 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.

Daniel Knight is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Before joining Merrill, he worked in various roles primarily in the hospitality and restaurant sectors and has been involved with the National Museum of Wildlife Art for multiple 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Ryan O'neal is a financial advisor at Fidelity with 16 years of industry experience and holds a Series 66 designation. He has been with Fidelity Investments since 2011, including roles at Fidelity Personal and Workplace Advisors since 2018. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, fund advisory, and model portfolio delivery, with a distinctive role in commodity pool operation and formal advisory responsibilities to multiple registered investment companies.

Andrew Burrell is a financial advisor with J.P. Morgan Securities in Saint Augustine, FL. He holds Series 66 and Series 63 licenses and has four years of industry experience. Prior to joining J.P. Morgan Securities, he worked at JPMorgan Chase Bank, N.A., and The Vanguard Group, Inc. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Francois Rodriguez is a financial advisor at Merrill with 25 years of industry experience. He holds the Series 63 and Series 66 designations and has worked with Merrill and Bank of America N.A. since 2006 and 2011, respectively. Rodriguez also serves as an executor and successor trustee in a related outside business activity. 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 range of individual and institutional clients.

Ryan Pacifico is an Investment Consultant at Fidelity Investments, where he collaborates with clients to establish trust and develop financial plans aimed at pursuing their financial goals. He has been in this role since 2026. Prior to this, he served as a Financial Representative at Fidelity Investments from 2025 to 2026. Ryan brings extensive experience from his previous position as Director and Head of FX Electronic Trading at Mizuho Securities, where he worked from 2014 to 2024. Outside of his professional career, Ryan engages in activities such as baseball, biking, family activities, fitness, outdoor adventures, and running.

Monh Wehman is a Series 66-licensed financial advisor with 17 years of industry experience, currently working at Merrill in Jacksonville, FL. He has been with Merrill and Bank of America 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.

Briana Tremble is a financial advisor at Merrill with 17 years of industry experience and holds a Series 66 designation. Her prior work includes roles at Northwestern Mutual Investment Services LLC and several other financial firms. She is 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, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jacob Eckmann is a financial advisor at Merrill with a Series 66 designation and one year of experience. His background includes service in the United States Air Force from 2018 to 2026 and four years at the University of North 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. The firm offers model-based and discretionary investment strategies for a range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Heather Wright is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and 20 years of industry experience. She has been with Merrill since 2006. 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, pension plans, corporations, and charitable organizations.

Stephen Weydert is a Financial Advisor at Merrill Lynch Wealth Management and a member of the Beshany Group, a team recognized by Forbes among the Best-in-State Wealth Management Teams for 2023, 2024, and 2025. He joined Merrill Lynch in 2021 following a career as a naval aviator, having served on active duty for over 20 years and retired at the rank of Commander. Throughout his military career, Stephen held various leadership positions and completed multiple deployments. Stephen applies his leadership, planning, execution, and risk management experience to provide personalized financial strategies that align with each client's unique goals. His expertise includes corporate executive services, executive compensation, family wealth management strategies, services for endowments, foundations, and non-profits, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, and small business strategies. He holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). A graduate of the United States Naval Academy with a Bachelor's Degree, Stephen is committed to serving his community and currently participates in Redeemer Church. He resides in Ponte Vedra Beach, Florida, with his wife and two daughters, and enjoys spending time with family and friends as well as playing pickleball and tennis and traveling.

Pemron Burrows is a financial advisor at Merrill with Series 65 and Series 63 licenses and four years of industry experience. His work history includes roles at Trinity Wealth Securities and Florida Financial Advisors, as well as positions outside finance such as at Knighted Gaming and Dicks Sporting Goods. 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.

Joshua Trice is a financial advisor with Primerica Advisors in Jacksonville, FL, holding Series 63, 65, and 66 licenses and 14 years of industry experience. He has worked at Primerica Financial Services since 2013 and at PFS Investments Inc. since 2014. Outside of his advisory role, he is involved in training for licensing exams and has ownership in related business activities. Primerica Advisors is the sponsor and discretionary portfolio manager of a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-delivery strategies from third-party managers and supports advisory services through a large network of financial advisors.

Christopher Goodman is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and 10 years of industry experience. He has worked at Bank of America, N.A. and Merrill since 2016. Outside of his advisory role, he is associated with a non-investment-related activity in Orange Park, FL. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jessica Dorais is a financial advisor at Merrill with nine years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Merrill since 2015, with additional roles at Fidelity Investments and Bank of America. Her background also includes ownership of a tree removal and stump grinding business. 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, offering model-based and discretionary investment strategies developed by internal and third-party managers.

Quoc Bui is a financial advisor at Merrill in Jacksonville, FL, with 11 years of industry experience. He holds the Series 66 designation and has been with Merrill and Bank of America 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.