Blake Detelich is a financial advisor at Merrill with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Merrill since 2009 and Bank of America, N.A. since 2011. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad range of clients, including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Todd Klem is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He has worked at Merrill since 2022 and concurrently with Bank of America N.A. since 2023. Prior to that, he held roles at ADT, ERC (Enhances Resource Centers), and Nordstrom Card Services. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Monique Harran serves as a Senior Resident Director and Wealth Management Advisor at Merrill Lynch. In this role, she collaborates with clients to develop wealth management strategies that address a wide range of financial goals, including college education planning, executive compensation, family wealth management, retirement income, tax minimization, and socially responsible investing. Monique utilizes Merrill's resources and tools to help clients create dynamic and flexible financial plans tailored to their individual needs. Her professional approach includes working closely with clients’ other advisors, such as attorneys and CPAs, to ensure a comprehensive view of their financial situation, particularly in retirement and estate planning. Monique’s client focus spans various areas, including services for endowments, foundations, non-profits, and defined benefit and contribution plans. She emphasizes ongoing review and adjustment of client strategies to align with their evolving circumstances. Monique's commitment extends beyond her advisory role to giving back to the community, including support for the homeless, low-income elderly, and youth. Her personal interests include baseball, basketball, football, golfing, spending time with family, and traveling. She holds a Personal Investment Advisor (PIA) designation and is a member of the Merrill Lynch Financial Advisor Advisory Council to Management.

David Morcom is a financial advisor at Merrill with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Merrill since 1999. Merrill 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 to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Brandon Hettick is a financial advisor at Fidelity with Series 66 and Series 63 credentials and one year of industry experience. Prior to joining Fidelity, he worked in diverse roles including at Trivia Nation and 904 Tennis, as well as in educational settings such as Howard Payne University and Texas A&M Tennis Camps. Fidelity, through its Strategic Advisers LLC affiliate, offers investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios including mutual funds, ETFs, and ETPs.

Christian Chiroque is a financial advisor at Fidelity with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Investments since 2021, with prior experience at BBVA and Wells Fargo. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its commodity pool operator registration, formal advisory roles to multiple registered investment companies, and use of advanced technologies in portfolio management.

Thomas Zimmer is a Financial Advisor at Merrill Lynch Wealth Management and a member of The Horton Team. He joined the team in May 2019 after graduating from the University of Connecticut with a Bachelor of Science degree in Business, majoring in finance and economics. Thomas holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Plans Specialist (CRPS), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Thomas specializes in working with individuals, families, and businesses of various sizes, including family-owned businesses, corporations, and nonprofit organizations. He focuses on delivering customized financial planning and retirement benefits consulting services, including qualified and nonqualified retirement plans and asset management services. His approach emphasizes personalized, goals-based planning to help clients confidently pursue milestones such as retirement, business startups, home purchases, and career changes. Thomas utilizes the comprehensive resources of Merrill and Bank of America to design and implement tailored financial plans while providing ongoing oversight and adjustments. Originally from New Jersey, Thomas resides in West Hartford, Connecticut. He enjoys attending University of Connecticut basketball games, visiting local golf courses and ranges, and spending time with friends and family.

Scott Brockmeier is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and six years of industry experience. Prior to joining Merrill in 2021, he worked at Corporate Brokers/Bank of America, Edward Jones, and Total Quality Logistics. Merrill 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 to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Kylie Kall is a financial advisor at Merrill with nine years of industry experience. She holds a Series 66 designation and has been with Merrill since 2016. Additionally, she has been involved with Painting with a Twist since 2014 and served on the board of The Cummer Museum of Art & Gardens from 2014 to 2017. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors. The firm integrates its services within Bank of America’s broader corporate platform, providing access to a wide array of products and services.

Aida Hadzic is a financial advisor with Merrill, holding Series 63 and Series 66 designations and bringing 19 years of industry experience. Her prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. She is based in Ponte Vedra Beach, FL. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm is integrated with Bank of America’s broader platform, providing access to a wide range of investment products and services.

Robert Cosgrove Jr. is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and 23 years of industry experience. He has been with Fidelity since 2006, including roles at Fidelity Personal and Workplace Advisors and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base including retail and institutional investors, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also acts as a registered commodity pool operator and serves as an adviser to multiple registered investment companies.

Thomas Shaw is a financial advisor with Morgan Stanley in Jacksonville, FL, holding CFP® and Series 66 credentials and bringing 25 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, with a wide range of investment programs and additional activities including relationships with investment companies and private funds.

Daniel Hughes is a CFP® and ChFC® with 33 years of experience in financial services. He is affiliated with Raymond James Financial and has worked there since 1992, alongside leading Hughes Financial Partners, Inc. since 2018. Hughes Financial Partners serves as a branded branch office for marketing and name recognition purposes. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, using detailed risk profiling and firm research to tailor recommendations.

Christopher Leary is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and 21 years of industry experience. He has been associated with Merrill since 2005 and Bank of America since 2009. Outside of his advisory role, he also works as a driver for ride-share and food delivery services. Merrill 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 to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

William Braude is a financial advisor with J.P. Morgan Securities who holds a Series 66 credential and has 12 years of industry experience. His prior roles include positions at Bank of America, Merrill, UBS Financial Services, and Wells Fargo Home Mortgage. He is based in Ponte Vedra Beach, FL. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework. The firm operates within the broader J.P. Morgan organization and offers access to a wide range of investment products and strategies.

Robert Simonson is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has been with Merrill since 2002. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Alex Farrar is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 66 and Series 63 licenses. His prior work includes roles at Merrill Lynch from 2016 to 2018 and Fidelity Brokerage Services since 2018. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management as well as fund advisory. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Mary Tooley is a Series 66-credentialed financial advisor with Charles Schwab who has 21 years of industry experience. She has worked at Charles Schwab & Co., Inc. and Charles Schwab Bank since 2010. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a range of multi-asset model portfolios and alternative investment options.

Jacob Shaw is a financial advisor at Cetera with a Series 66 designation and approximately one year of industry experience. His prior work includes roles at American Fidelity Assurance Company and Madril Insurance, and he was involved with Kona Ice LLC from 2018 to 2020. Cetera Investment Advisers LLC is a large SEC-registered advisory firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a nationwide network of independent advisors and employs a multi-manager platform with discretionary and non-discretionary account options.

Alexa Parra Cabrera is a financial advisor at Merrill with three years of industry experience. She holds a Series 66 designation and has previously worked with firms including Amazon and Willis Towers Watson. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base that includes individuals, high-net-worth clients, pension plans, and charitable organizations.