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.

Jake Burton is a financial advisor with J.P. Morgan Securities, holding a Series 66 credential and six years of industry experience. His prior work includes roles at Bank of America, Merrill, and JPMorgan Chase Bank. Outside of finance, he was involved in automotive businesses in St. Augustine, Florida. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm incorporates ESG criteria in its investment recommendations and delivers services through a select group of Wealth Advisors on a non-discretionary basis.

Matthew Van Ormer is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he leads a wealth advisory team serving individuals, families, and institutions. His primary focus is helping clients grow and preserve their wealth through personalized financial strategies tailored to their long-term goals. Matthew’s expertise includes professional investment management with allocations to private equity, hedge funds, and real assets. He also provides guidance on credit and lending needs, social security filing strategies, tax minimization, estate planning, philanthropic account options, and access to private banking services. His client focus areas include family wealth management, managing new wealth, personal retirement planning, portfolio management, and small business strategies. He holds a Bachelor’s degree from Grand Valley State University and professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Matthew is involved in his community through coaching varsity golf at Christian Unified High School and participation in organizations such as the Torrey Pines Men’s Club, Bank of America Community Volunteers, and Hope for San Diego. His personal interests include golfing, reading, rock climbing, skiing, and tennis.

Tyler Bryant is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. His work background includes roles at Walmart, CVS Health, and various other companies, as well as involvement with Fat Mamaz LLC. 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.

Bethany Perrotti is a financial advisor at Merrill with 27 years of industry experience. She has been with Merrill since 1994 and holds Series 63 and Series 65 designations. Outside of her advisory role, Perrotti serves as a FINRA arbitrator, working on dispute resolution. 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.

Marella Flynn Le Cates is a financial advisor at Merrill with 9 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2009. 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.

Marcus Brooks is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, he worked at Bank of America and has diverse work experience spanning the sports, retail, and education sectors. 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.

Max Woelfer is a financial advisor at Merrill with a Series 66 designation and has been in the industry since 2023. His prior experience includes roles at Bank of America and time as a full-time student. 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, and institutions. The firm employs model-based and discretionary investment strategies managed by internal and third-party teams.

Bradley Chard is a financial advisor at Merrill with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at both Merrill and Bank of America, N.A. 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Charles Grau is a financial advisor at Merrill in Jacksonville, FL, holding a Series 66 designation with 11 years of industry experience. He has been with Merrill Lynch Pierce Fenner & Smith since 2015. 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 with model-based and discretionary investment strategies developed by internal and third-party managers.

Michael Wroten is a financial advisor with Primerica Advisors in Saint Johns, FL, holding Series 63 and Series 65 credentials and over 42 years of industry experience. He has been with Primerica Advisors since 1983 and Primerica Financial Services since 1980. Outside of advisory work, he owns a legal entity formed for Primerica business purposes and is involved in sales of loan products and home-related service referrals through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and uses an independent due-diligence process combined with delegated trading to BNY Mellon Advisors.

Naima Judge is a financial advisor at Merrill with the Series 66 credential and two years of industry experience. She has been with Merrill since 2008. Outside of her advisory role, she is a co-owner of Judge Fitness, a fitness-related business based in Atlanta, and serves as a board member for Hope and Healing Jax, an organization focused on training educational professionals working with underserved youth in Jacksonville. 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 supported by internal and third-party managers, serving individuals, high-net-worth clients, and various institutions.

William Lowry Jr. is a financial advisor at Merrill in Jacksonville, FL, holding a Series 66 credential with one year of industry experience. His work history includes roles at Bank of America, Merrill Lynch, and several insurance and mortgage firms. Outside of finance, he has operated Tony L Woodworking LLC since 2021. 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 plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Charles Musil is a financial advisor with LPL Financial in St. Augustine, FL, holding a Series 66 designation and over 25 years of industry experience. His prior roles include positions at ARCH Global Advisors, Cadaret, Grant & Co., Inc., and American Portfolios Financial Services, Inc. Outside of advising, he is also involved in non-variable insurance activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, and institutions. The firm offers various financial planning and advisory programs, utilizing model portfolios and research from multiple sources, along with discretionary and non-discretionary management options.

John Morrissey is a financial advisor at Merrill with 11 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Merrill and Bank of America since 2017, following two years at Fidelity Brokerage Services. 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 supported by internal and third-party managers for individual, high-net-worth, and institutional clients.

Brian Sharkey is a financial advisor at Equitable Advisors with 39 years of industry experience. He has held his current position since 1999 and also served at Axa Advisors, LLC from 1999 to 2020. Additionally, Sharkey is president of Executive Benefits Group, Inc., a third-party administrator specializing in non-qualified benefit plan record keeping and insurance, a role he has held since 1977. He also serves as president and director at EARC, a reinsurance firm. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset management programs, utilizing both proprietary and third-party strategies with an emphasis on customized advisory models and fiduciary services.

Nicholas Sudik is a financial advisor at J.P. Morgan Securities with a Series 66 designation and two years of industry experience. He has been with J.P. Morgan Securities LLC since 2024 and has worked at JPMorgan Chase Bank, N.A. since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Bonnie Rowand is a financial advisor at Merrill in Jacksonville, FL, holding a Series 66 designation with 31 years of industry experience. She has been with Merrill since 1994. 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 plans, corporations, and charitable organizations.

Christan De Vries is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Prior to joining Merrill in 2020, he held positions at NYLIFE Securities LLC, New York Life Insurance Co, and had work experience with Florida Fish and Wildlife Conservation and Florida State University Athletics. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Alexander Stearley is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 credentials and nine years of industry experience. He has worked at Merrill since 2016, including its affiliate Bank of America, N.A. since 2022. 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.