Shannon Ford Weaver is a financial advisor at Merrill with a Series 66 designation and 10 years of industry experience. She has been with Merrill 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. The firm offers model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Walter Bottin is a financial advisor at Merrill with 26 years of industry experience. He has been with Merrill Lynch, Pierce, Fenner & Smith, Inc. since 2000 and holds Series 63 and Series 66 credentials. 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.

Thatcher Madelly is a financial advisor with J.P. Morgan Securities in Ponte Vedra Beach, FL, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Bank of America, Merrill, and JPMorgan Chase Bank, N.A., as well as work at Lulus Waterfront Grille and the University of North Florida. 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, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Kerry Grall is a Wealth Management Advisor at Merrill Lynch Wealth Management. With over 26 years of experience in the financial services industry, Kerry began their career with Bank of America in 1999 and joined Merrill Lynch Wealth Management in 2009. Their background spans banking, lending, insurance, and investments, allowing them to provide comprehensive, goals-based financial advice. Kerry focuses on personal retirement planning, portfolio management services, and retirement income. They work closely with clients to develop personalized financial strategies to help pursue long-term goals. Holding a Bachelor's Degree from the University of Florida, Kerry also holds the CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA) designations. Outside of their professional role, Kerry enjoys reading, spending time with their family, and playing volleyball.

Chantrell Ingraham Wells is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and 26 years of industry experience. Wells has worked at Merrill Lynch, Pierce, Fenner & Smith Inc. since 2000 and Bank of America, N.A. since 2011. 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, corporations, and charitable organizations.

Erik Jensen is a Series 66-registered financial advisor with Merrill in Jacksonville, FL, with nine years of industry experience. He has been with Merrill since 2014 and has also worked at Bank of America, N.A. since 2023. 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 a range of individual and institutional clients.

Justin Mildrum is a financial advisor with Merrill in Jacksonville, FL, holding Series 66 and Series 63 credentials and 14 years of industry experience. He has worked at Bank of America, N.A. and Merrill since 2015. Merrill, together 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Nicholas Klimchak is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 credential and eight years of industry experience. Prior to joining Merrill in 2018, he held positions in various sales and professional roles. Outside of his advisory work, he has participated as a compensated musician at a local church event. 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, and institutions.

Diana Bender is a financial advisor at Merrill in Jacksonville, FL, with nine years of industry experience. She holds a Series 66 designation and has been with Merrill since 2014. 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 designed by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Kristen Carithers is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds the Series 66 designation and has worked at several firms, including Purshe Kaplan Sterling Investments, Merit Financial Group, LPL Financial, Fidelity Investments, Bank of America, Merrill, and Total Military Management. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Jason York is a financial advisor at Edward Jones in Jacksonville, FL, holding a Series 66 designation and with seven years of industry experience. Prior to joining Edward Jones in 2019, he worked at The Home Depot/Interline Brands for three years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

John Worsowicz serves as the Senior Resident Director and Wealth Management Advisor at Merrill Lynch. With over 30 years of financial experience spanning both corporate and personal investing environments, he focuses on understanding client goals and developing strategies to assist in exceeding those goals and expectations. John began his career in public accounting as a CPA (non-practicing) and transitioned to private industry with CSX, where he held various financial management positions. He has also been a partner, CFO, and consultant for several successful companies in Northeast Florida. His relationship with Merrill Lynch began over 13 years ago as a client, and in 2013 he joined the Merriam Team to apply his skills in business to financial advisory services. John's areas of expertise include college education planning, corporate benefits, divorce transition planning, executive compensation, family wealth management strategies, and services for endowments, foundations, and non-profits. He holds a Bachelor's degree from Jacksonville University and a Master's degree from the University of North Florida. John maintains several professional designations, including Accredited Wealth Management Advisor (AWMA), CERTIFIED FINANCIAL PLANNER (CFP), Certified Plan Fiduciary Advisor (CPFA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). In his personal time, John enjoys basketball, biking, football, hiking, horseback riding, music, running, and traveling.

Vaughn Stukes is a financial advisor at Merrill with a Series 66 credential and three years of industry experience. His prior work includes roles at Bank of America and Amazon. Outside of finance, he works as a rideshare driver for Uber and Lyft. 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.

Tara Eulenfeld is a financial advisor at MassMutual Investors Services with 19 years of industry experience. She holds Series 63 and Series 66 credentials. Her prior work includes roles at The Glenn Planning Group and Princor Financial Services Corporation. She has been involved with The Glenn Planning Group beyond her advisory role, serving as an employee focused on group insurance products and as a director overseeing compensation audits and expense control. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm delivers financial planning through structured, collaborative engagements using firm-approved analytical tools and offers specialized planning services including divorce, estate-settlement, and employer-sponsored planning.

Joe Williams Jr. is a financial advisor at Merrill with 10 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at Bank of America and Merrill for the past seven years. His prior experience includes positions at Raymond James Financial Services and AXA Advisors. 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.

Nicholas Barulic is a CFP® and ChFC® credentialed financial advisor with 18 years of industry experience. He is currently with J.P. Morgan Securities, where he has worked for nine years, and previously held positions at Zahn Associates and several BBVA entities. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors through its Institutional Consulting Services program, providing asset allocation advice, investment manager searches, and customized performance reporting on a non-discretionary basis. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework when making recommendations.

Martin Topol is a financial advisor with UBS Financial Services, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at Cetera, Regions Bank, and Wells Fargo, where he worked across wealth advisory and clearing services. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary capital market research with a range of portfolio management and financial planning services. The firm integrates institutional trading capabilities with wealth management to provide a broad set of financial solutions.

Joseph Marek is a financial advisor with Merrill, holding a Series 66 designation and three years of industry experience. He has held positions at Merrill, Bank of America, Pennymac, and Ditech Financial. Marek receives residual income from a past commission-based role in credit card processing with Total Merchant 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, offering model-based and discretionary investment strategies for a range of individual and institutional clients.

Stephen Whitley is a financial advisor at Merrill with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Fidelity Brokerage Services LLC. Outside of finance, he was briefly involved with Bob's Backflow Company in 2018. 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, and institutional investors.

Anthony Zanaglio is a Senior Financial Advisor with Merrill Lynch Wealth Management. He provides a comprehensive approach to wealth management, focusing on understanding clients' personal and financial situations to develop customized strategies that align with their goals and adapt as needs and market conditions change. His expertise covers a range of areas including corporate benefits, executive compensation, family wealth management strategies, and investment consulting for defined contribution plans. Anthony's professional philosophy centers on prudent wealth management principles, disciplined investment direction, and exceptional client service. He emphasizes trust and transparency, working closely with clients to set realistic expectations for risk and reward. His approach includes coordinating with clients' other advisors and focusing on long-term goals through tax minimization strategies, estate planning, philanthropy, and banking services offered through Bank of America. He holds a Bachelor's Degree from the University of North Florida and certifications including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of work, Anthony enjoys football, swimming, traveling, and spending time with his family.