Gregory Mericle is a financial advisor at Merrill with 33 years of industry experience. He has been with Merrill Lynch, Pierce, Fenner & Smith, Inc. since 1999. He holds Series 63 and Series 66 licenses. 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.

James Rimmel is a financial advisor at UBS Financial Services with 31 years of industry experience, including 29 years at UBS. He holds Series 63 and Series 65 licenses. Rimmel serves on the board of directors for Light of Life Rescue Mission, a nonprofit assisting families facing homelessness, poverty, and addiction. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services supported by proprietary research and model-based asset allocations.

Kevin Wilson is a Wealth Management Advisor with Merrill Lynch Wealth Management, serving clients in Northern Florida, Southern Georgia, and beyond through offices in Ponte Vedra, Jacksonville, and Tallahassee, FL. He has been with Merrill Lynch since 1999 and holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), Certified Plan Fiduciary Advisor® (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Kevin holds Series 7 and 66 FINRA registrations. With more than 25 years of experience in financial services, Kevin specializes in guiding individuals and businesses in areas such as education planning, investment consulting for defined contribution plans, employee financial health, legacy planning, personal retirement planning, portfolio management services, women and wealth, and tax minimization. His approach emphasizes consistent processes, clear communication, and service aimed at helping clients achieve their financial goals transparently and efficiently. Kevin earned a bachelor's degree from Florida State University's College of Business and also attended Auburn University and Universidad de Costa Rica. He is fluent in English and Spanish. Outside of work, Kevin enjoys surfing, golf, soccer, horseback riding, music, reading, running marathons, traveling, and spending time with his wife, Sarah, and their two sons, Marshall and Mac.

Allison Jordan is a Series 66 credentialed advisor at Merrill with 28 years of experience at the firm. She has an additional 2 years in the industry. Outside of her advisory role, she is a part owner and president of a family business that manages rental properties. 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.

Thaddeus Boortz is a Financial Advisor at Merrill Lynch Wealth Management, where he has spent over a decade assisting clients in pursuing their financial goals. Since beginning his career at Merrill following his graduation from the University of South Carolina in 2015, he has developed expertise in legacy planning, personal retirement planning, and retirement income strategies. Boortz holds a Bachelor's degree in Finance with a minor in Economics from the University of South Carolina. He is also a Personal Investment Advisor (PIA), demonstrating his commitment to providing informed and personalized wealth management services. Residing in Ponte Vedra Beach, Florida with his wife and their Australian Shepherd, Boortz enjoys basketball, golfing, and spending time with his family outside of work.

William Kral is a financial advisor at Merrill with a Series 66 designation and five years of industry experience. He has worked at Merrill since 2020 and previously spent 15 years at Dalton Agency. 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 and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Benjamin Beatty is a financial advisor at Merrill in Jacksonville, FL, holding Series 63 and Series 66 licenses with 20 years of industry experience. He has worked at Bank of America N.A. and Merrill since 2014. 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Joshua Bailey is a financial advisor at Merrill in Jacksonville, FL, holding a Series 66 designation with three years of industry experience. His prior work includes roles at Bank of America, N.A., and involvement with the Baltimore County Board of Elections. He has also been engaged with Croustille Cafe. 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.

Sara Graham is a financial advisor with Raymond James Financial in Ponte Vedra Beach, FL, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. Prior to joining Raymond James in 2023, she spent 14 years at Merrill. She is also involved in administrative work at Ammerman Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutions. The firm delivers non-discretionary planning tailored to client goals and supports municipal and public finance work through an affiliated municipal advisor.

Kenneth Connolly is a financial advisor with Merrill based in Jacksonville, FL, holding a Series 66 designation and four years of industry experience. His prior work includes roles at University of North Florida and CharterSchools USA. 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.

Douglas Hawk is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 credential and 21 years of industry experience. He has been with Merrill since 2005. Outside of his advisory role, Hawk serves as the Minister of Music for New Beginnings Ministries of Jacksonville, Inc. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Carole Bauman is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and 14 years of industry experience. She has worked at Bank of America N.A. and Merrill since 2012. Outside of her advisory role, she owns a small business focused on selling gifts and crafts through online and special event sales. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program. The firm offers both model-based and discretionary investment strategies tailored to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Cindy Valentino is a financial advisor with Merrill in St. Augustine, FL, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. She has been with Merrill and Bank of America, N.A. since 2016. 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.

Jason Langieri is a Series 66–licensed financial advisor with Merrill in Jacksonville, FL, and has 13 years of industry experience. He has been associated with Bank of America and Merrill since 2012. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michael Mc Carthy is a CFP® and ChFC® credentialed financial advisor with eight years of industry experience. He has worked at Edward Jones since 2017 and previously at SunTrust from 2014 to 2017. Outside of his financial advisory work, Mc Carthy is active as a wedding officiant in St. Johns, FL. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors.

Mauricio Alvarez is a financial advisor at UBS Financial Services with 27 years of industry experience. He has been with UBS since 2008 and holds Series 63 and Series 65 designations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and employs proprietary research and model-based asset allocations to tailor investment strategies for clients.

Nancy Y. Ratliff is a financial advisor with UBS Financial Services in Ponte Vedra Beach, FL. She holds Series 63 and Series 65 licenses and has 34 years of industry experience, including 13 years at UBS. UBS Financial Services Inc. serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, combining proprietary capital market assumptions, model-based asset allocations, and research to tailor financial plans to clients’ goals and risk tolerances. The firm operates as a broker-dealer, investment adviser, and futures commission merchant, integrating institutional trading capabilities with wealth management services.

Sherry Song is a financial advisor at Merrill with 26 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Merrill since 2006, alongside a concurrent role at Bank of America since 2016. Outside of her advisory work, she holds a power of attorney position for a fiduciary entity in Pennsylvania. 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 and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

John Le Mire is a financial advisor at Merrill with 22 years of industry experience. He has held his current position at Merrill since 2004 and holds a Series 66 designation. 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 both model-based and discretionary investment strategies serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Mark Fitzmorris is a financial advisor with LPL Financial in St. Augustine, FL, holding Series 63 and Series 65 registrations and bringing 28 years of industry experience. He has worked at CUSO Financial Services, LP and Educational Community Credit Union since 2004. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management along with model portfolios and research from multiple sources.