Bridget Stamper is a financial advisor at Merrill with 10 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Merrill since 2016. Prior to her role at Merrill, she has worked at Bank of America, N.A. since 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Grace Mateer is a financial advisor at Merrill with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Merrill since 2017. Prior to that, she was associated with Ennis Pellum & Associates, the Florida Institute of Technology, and KIPP Impact Middle School. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to a range of clients including individuals, high-net-worth clients, pension plans, and charitable organizations. The firm offers model-based and discretionary investment strategies supported by internal and third-party teams.

Frederick Tomaszycki is a financial advisor at Merrill with 10 years of industry experience and holds a Series 66 designation. He has been with Merrill since 2015 and concurrently serves as a Lieutenant in the United States Navy Reserve. 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 plans, corporations, and charitable organizations.

Bradley Perry is a financial advisor with Merrill, holding a Series 66 designation and over 21 years of industry experience. He has worked at Merrill and Bank of America for significant portions of his career, with additional experience at Fidelity Brokerage Services. Perry is based in Jacksonville, 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, and institutions, utilizing internal and third-party managers.

Anthony Doherty is a Series 66 licensed financial advisor with Merrill in Jacksonville, FL, bringing four years of industry experience. Prior to joining Merrill in 2022, he held roles at the Suffolk District Attorney’s Office and Edwards Corp., among others. Outside of his advisory work, he holds a power of attorney position with an entity based in Naples, 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 serves a broad client base including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies.

Allen Metcalf is a financial advisor at Merrill with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Merrill 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 offers model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Carla Robinson is a financial advisor at Merrill in Jacksonville, FL, holding a Series 66 designation with three years of industry experience. She previously worked for Duval County Public Schools for 15 years before joining Merrill and Bank of America. Robinson is also involved in life and health insurance outside of her advisory role. 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, and charitable organizations.

Kristjan Preka is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2019, with prior roles at Wells Fargo Clearing, Wells Fargo Bank, and St. Vincents Hospital Southside. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a program that uses quantitative asset-allocation modeling and a centralized due diligence process. The firm incorporates an ESG eligibility framework in its recommendations and operates within the broader J.P. Morgan broker-dealer and banking organization.

Allison Crick is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 licenses and 19 years of industry experience. She has been with Merrill since 2007. Outside of her advisory role, she serves as president of the HAE Parent Ambassadors Association, a local parent-organized group coordinating end-of-year trips and fundraising for elementary school families. 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 various institutional clients.

Keith Paris is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with Merrill since 1997. 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.

Scott Hellman is a financial advisor with LPL Financial in Orange Park, FL, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. He previously worked at Merrill for 14 years before joining LPL Financial in 2021. Outside of his advisory role, Hellman is employed as a stagehand for IATSE Local 115, working approximately 80 hours per month. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management along with access to model portfolios and research.

Elisa Rastelli serves as a Senior Financial Advisor at Merrill Lynch Wealth Management. In this role, she focuses on family wealth management strategies, personal retirement planning, and portfolio management services. Elisa brings a commitment to continuous learning and professional development in financial planning. She holds several professional designations, including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Elisa earned a Bachelor's Degree from Villanova University. Outside of her advisory work, Elisa is involved in her community through participation on a Homeowners Association Board of Directors. She also enjoys golfing, ice hockey, and spending time with her family.

Jasper Hendrick is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He has been with Merrill since 2014 and also works with Bank of America, N.A. since 2015. 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 plans, corporations, and charitable organizations.

Todd Akins is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has worked at Merrill since 2001. Outside of his advisory role, he works part-time as a food delivery employee for DoorDash. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michael Gilligan is a financial advisor at Merrill in Jacksonville, FL. He holds a Series 66 designation and began his advisory career at Merrill in 2026. Prior to joining Merrill, he worked at the Wisconsin Club and Vector Marketing and attended Marquette 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

David Huffman is a financial advisor at Raymond James & Associates with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Raymond James since 2013. The firm is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets, serving a diverse client base that includes individuals, institutions, charitable organizations, and municipal entities. Raymond James offers financial planning and consulting services that are generally non-discretionary, supported by a range of portfolio management styles and in-house research.

James Frain is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2017 and Bank of America, N.A. since 2019. Prior to his advisory roles, he was employed at the University of Central Florida and Oakhurst Car Wash. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies supported by internal teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Christopher Gardner is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 licenses and having nine years of industry experience. His work history includes ten years at Merrill and six years at Bank of America, N.A. prior to that. Merrill serves a wide range of clients including individuals, retirement plans, corporations, and institutional clients by offering managed account programs, third-party manager selection, discretionary portfolio management, brokerage execution, and custody services. The firm emphasizes manager selection and monitoring through multiple program strategies and integrates closely with Bank of America affiliates to support trading, lending, and capital markets activities.

Andrew Kronholm is a Planning Consultant at Fidelity Investments, a role he has held since 2024. In this position, he works alongside clients and their local advisors to develop, review, and refine financial plans that support clients' long-term objectives. His approach emphasizes understanding each client's unique circumstances, values, and priorities to co-create financial strategies focused on what matters most to them and their families. Prior to his current role, Andrew held several positions within Fidelity Investments, including Relationship Manager from 2022 to 2024, High Net Worth I in 2021 to 2022, and Customer Relationship Advocate in 2021. This progression reflects his experience and expertise in client relationship management and financial planning within the investment industry.

Daniel Umpleby is a financial advisor at Merrill with 11 years of industry experience. He holds the Series 63 and Series 66 licenses. His prior employment includes Fidelity Brokerage Services LLC and Bank of America, N.A. 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.