Jacqueline Siegmann is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 licenses and six years of industry experience. She has worked at Merrill Lynch, Pierce, Fenner & Smith since 2022 and previously spent six years at VyStar Credit Union. 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 supported by internal and third-party teams for individuals, high-net-worth clients, and institutional investors.

Andrew Keller is a financial advisor at Merrill with 13 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2011, as well as at Bank of America, N.A. since 2017. He 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 model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Eric Cordes is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and 13 years of industry experience. His background includes positions at Wells Fargo Advisors and 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 range of clients including individuals, high-net-worth investors, and institutions.

Nathaniel Nusz is a financial advisor with Merrill, holding a Series 66 designation and bringing 11 years of industry experience. He has been with Merrill since 2009 and is also associated with Bank of America, N.A. Outside of his advisory role, he owns several rental properties in Florida and Georgia. Merrill, together 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, and institutional investors.

Jennifer Kenyon is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. She 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 strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jeff Braley Jr. is a financial advisor at Merrill with 13 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Merrill since 2012 and Bank of America since 2018. Outside of his advisory work, he performs as a singer in a band called Don't Call Me Shirley. 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 supported by internal and third-party managers for individual, high-net-worth, corporate, and institutional clients.

James Young is a financial advisor at Merrill based in Jacksonville, FL. He holds a Series 66 designation and has three years of industry experience. His prior work experience includes roles at Bank of America, UBS, Nexa Mortgage, PennyMac, and Groutworks 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Brian Marshall is a Series 66-licensed financial advisor with Merrill in Jacksonville, FL, and has six years of industry experience. Prior to joining Merrill in 2017, he held roles at Acosta Sales and Marketing Company, SAMs Club, and Apex Marketing Events. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Stephanie Krig is a financial advisor with Merrill in Jacksonville, FL, holding Series 66 and Series 63 licenses and 12 years of industry experience. She has been with 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.

Jason Kelso is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been with the firm since 2004 and leads the Kelso Group, which partners extensively with the Jones Zafari Private Wealth Group. The team works with clients having $10 million or more of investable assets and focuses on providing a concierge experience of products, advice, and services. As Certified Exit Planning Advisor (CEPA) professionals, the Kelso Group assists entrepreneurs and business founders considering mergers and acquisitions, collaborating with tax and legal advisors to guide business owners before liquidity events. The team is also recognized as Sports & Entertainment Accredited Wealth Management Advisors, offering financial education to NIL collegiate student-athletes experiencing significant wealth. Jason holds a Bachelor's Degree from Florida State University, a Master's Degree from the University of Florida, and an Associate's Degree from the University of Florida. He serves on the Board of Directors for Gator Boosters, Inc., supporting academic and athletic fundraising for his alma mater. Residing in Atlantic Beach, Florida, Jason enjoys golf, surfing, fishing with his family, and attending Florida Gator athletic events. He and his wife Leslie have two children, McKenna and Cameron.

Abigael Walsh is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity Investments, she held roles at several companies including ADP and Wellcomm LWR LLC. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a diverse client base, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Christopher Goodwyn is a financial advisor at Merrill with 14 years of industry experience. He holds a Series 66 designation and has worked at both Bank of America, N.A. and Merrill since 2012. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies developed by internal and third-party managers. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, implementing a range of strategic and tactical asset allocation approaches.

David Chris is a financial advisor with Fidelity Investments, holding Series 66 and Series 63 credentials and three years of industry experience. His prior work includes roles in education at the University of North Florida and Florida State College of Jacksonville, as well as entrepreneurial experience with Prime Carwash. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of investment products, including multi-manager and fund-of-funds structures, and serves as an advisor to multiple registered investment companies.

Lindee Shaw is a financial advisor at Merrill with 20 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2019. Prior to joining Merrill, she owned and managed Taphouse Graphics, a graphic design 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 individuals, high-net-worth clients, and institutional investors.

Kevin Hartfield is a financial advisor at Edward Jones in Ponte Vedra, FL, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2024, he worked at PNC Bank from 2021 to 2023 and at TIAA Bank (formerly EverBank) from 2004 to 2021. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Kai Walker is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 designations and over 25 years of industry experience. He previously worked at Bank of America Securities and has been with Merrill in two separate periods totaling more than 28 years. Outside of his advisory role, he serves as a committee member for the Alzheimer's Association and as a personnel committee member at Neptune Baptist Church. 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 plans, corporations, and charitable organizations.

John Martinos is a financial advisor with Cetera holding the Series 63 and Series 66 designations and has 29 years of industry experience. His prior roles include positions at First Allied Securities, Inc., and Clearwater Holding Group LLC. Outside his advisory work, he is the owner of John Joseph Group, LLC. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a variety of portfolio management, financial planning, and retirement services, utilizing a multi-manager platform with discretionary and non-discretionary program options.

Zack Walton is a financial advisor with Ameriprise in Ponte Vedra Beach, FL, holding Series 65 and Series 63 licenses and three years of industry experience. Prior to joining Ameriprise in 2025, he worked at Empower Advisory Group, Empower Financial Services, Inc., and Florida Financial Advisors. His background also includes roles outside financial services, such as at Maro Brother's Discount Liquor. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning advice focused on dependable income and tax-aware withdrawal strategies.

Jolynn Pratt is a financial advisor at Merrill with 21 years of industry experience. She holds the Series 66 designation and has been with Merrill since 2004. 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 a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Amanda Miller is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and possessing 12 years of industry experience. She has worked with Merrill and Bank of America since 2013. 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.