Philip Wise is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and 30 years of industry experience. He has worked at Merrill since 1996 and has spent the past 15 years at Bank of America, N.A. in Ponte Vedra Beach, 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 a range of model-based and discretionary investment strategies designed for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Aaron Ghelerter is a financial advisor at Merrill with six years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo from 2015 to 2019. He is based in Jacksonville, 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 a range of model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Robert Franskousky is a CFP®-designated financial advisor with LPL Financial in Ponte Vedra Beach, Florida, bringing 24 years of industry experience. He has been with LPL Financial since 2010 and had a brief tenure at Private Wealth, LLC in 2018. Outside of his advisory role, Mr. Franskousky is involved in teaching continuing education classes for CPAs and leads divorce-related radio shows and workshops, drawing on his certification as a Florida Supreme Court Certified Family Law Mediator. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a large network of investment adviser representatives. The firm offers a broad range of financial planning and advisory programs, utilizing discretionary and non-discretionary management supported by in-house and third-party research, and provides various portfolio management and participant advice solutions.

Lauren Randle is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. Prior to joining Merrill, she held positions at Northwestern Mutual and worked in educational roles at the University of Florida and Florida Atlantic 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, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and charitable organizations.

Joseph Magurne is a financial advisor at Merrill with 13 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. 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. The firm offers model-based and discretionary strategies for individuals, high-net-worth clients, and various institutional investors, utilizing internal Chief Investment Office teams and third-party managers.

Nicole Di Massa is a financial advisor at Stifel with nine years of industry experience. She holds a Series 66 designation and has previously worked at Cohen & Steers Securities, Cohen & Steers Capital Management, Lord Abbett Distributor LLC, and Merrill. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group for investment analysis and asset allocation guidance.

Paul Sinofsky is a financial advisor with Primerica Advisors in Jacksonville, FL, holding Series 63 and Series 66 designations and offering 41 years of industry experience. He has worked with Primerica Advisors since 1985 and with Primerica Financial Services since 1984. In addition to his advisory role, he is involved in the sale of loan products and home-related services through affiliated entities. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm manages a wrap-fee asset management program that employs model-driven strategies and operates at scale with thousands of advisors and billions in assets under management.

Rick Benitez is a financial advisor at Merrill with 11 years of industry experience. He holds a Series 66 designation and has been working at both Merrill and Bank of America since 2015. 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.

Charles Thomas is a financial advisor at Merrill with six years of industry experience and holds the Series 66 designation. He has been with Merrill since 2014 and previously worked at Publix in 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. 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 teams and third-party managers.

John Peterson is a financial advisor at Merrill with 15 years of industry experience. He holds a Series 66 designation and has worked at Bank of America and Merrill Lynch since 2010. 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’s investment approach includes multiple program strategy types and manager-constructed strategies, supported by its integration with Bank of America affiliates and a focus on tax-efficient implementation.

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.

Edward Durham V is a financial advisor with Raymond James & Associates in Ponte Vedra Beach, FL, holding Series 63 and Series 66 designations with 27 years of industry experience. He has worked at Raymond James & Associates since 2015, with a brief tenure at Cleckner LLC from 2017 to 2020. Outside of his advisory work, he owns and operates Swinging Phoenix Golf LLC, an online golf apparel store. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and public entities, offering financial planning and consulting with a non-discretionary approach, supported by various portfolio management styles and affiliated research.

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.