Jamie Ellison is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 designations and 12 years of industry experience. She has been with Merrill 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using a range of model-based and discretionary investment strategies.

Lynn Polley Hoffman is a financial advisor at Raymond James & Associates with 15 years of industry experience. She holds a Series 66 designation and has previously worked at Bank of America, N.A. and Merrill Lynch. Outside of her advisory role, she is involved in several business ventures as a managing member and serves as president of Need More Pink, Inc., a nonprofit networking group focused on promoting professional women. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and nonprofit organizations. The firm offers financial planning and investment consulting services with a range of portfolio management styles, and provides specialized municipal advisory services alongside its broad affiliate network.

Steve Nadeau is a financial advisor at Merrill in Jacksonville, FL, with 26 years of industry experience. He has held his current role at Merrill Lynch since 2009. He holds Series 63 and Series 66 designations. Merrill, together with its affiliate Managed Account Advisors LLC (MAA), 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.

Kevin Hurst is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds the Series 66 designation and previously worked at Bank of America, N.A./Merrill Lynch for 13 years before joining J.P. Morgan in 2025. J.P. Morgan Securities LLC 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 brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Frederick Harris is a financial advisor at Merrill with 14 years of industry experience and holds a Series 66 designation. He has worked at Bank of America and Merrill since 2011. Outside of his advisory role, he is the general partner and managing member of Harris Automotive Enterprises LLC, an online business specializing in collectible automobile models, toys, and used auto parts. Merrill 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.

Damon Harris is a Series 66 licensed advisor with Merrill, based in Jacksonville, FL, and has 21 years of industry experience. He has been with Merrill since 2007. 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.

Ashley Zimlich is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and 17 years of industry experience. She has been with Merrill since 2012. 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 a range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Paul Minogue is a CFP® professional with 18 years of experience in the financial industry. He has worked at Bank of America, N.A. and Merrill for the past 12 years. Located in Jacksonville, FL, he holds Series 63 and Series 66 licenses as well. Merrill, together with 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.

Meghan Streeter is a financial advisor at Merrill with 10 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Bank of America and 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Bryan Forrest is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 licenses and has 27 years of industry experience. He has been with Merrill since 1998. 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.

Jackson Wynn is a financial advisor at Merrill with a Series 66 license and four years of industry experience. His prior work includes roles at Bank of America and Seacoast National Bank, as well as diverse positions outside the financial sector. 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.

Brandon Sugg is a financial advisor at Merrill Lynch Wealth Management, where he initially joined in 2013. He started on the alternative investments team, focusing on hedge funds, private equity, and private credit, before advancing to roles as Financial Advisor and Senior Portfolio Advisor. His professional focus includes crafting investment strategies to support affluent individuals, families, and institutions in their wealth management needs. Prior to his finance career, Brandon served more than 12 years as a field artillery officer in the United States Army, including a deployment to Syria and the Middle East. His military service contributed to a disciplined and strategic approach to leadership, which informs his advisory work. He holds a Bachelor's Degree from Baker College and is designated as a Personal Investment Advisor (PIA). Brandon is engaged in community and philanthropic leadership. He serves on the Board of Directors for the Jewish Federation & Foundation of Northeast Florida and contributes to its governance and finance committees. He is also a member of the finance committee at Congregation Ahavath Chesed and participates in the National Young Leadership Cabinet with Jewish Federations of North America. Additionally, he serves on the United Way of Northeast Florida Veterans Advisory Council. Outside of work, Brandon enjoys baseball, football, golfing, and spending time with his family.

Melinda Andrew is a financial advisor at Merrill with six years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Prudential Investment Management Services LLC and Prudential Insurance Company of America. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for a range of clients including individuals, high-net-worth clients, and institutional investors.

Brian Nordin is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 designations and 11 years of industry experience. He 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Adam Callender is a financial advisor at LPL Financial with 15 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at SunTrust Advisory Services and Suntrust Investment Services, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, third-party subadvisors, and research from LPL Research.

Thomas Mallard is a financial advisor at Merrill in Jacksonville, FL, holding a Series 66 designation with 11 years of industry experience. He has been with Bank of America and Merrill since 2014. Merrill, together with its affiliate Managed Account Advisors LLC (MAA), 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.

Neil Powell is a financial advisor at Morgan Stanley with 26 years of industry experience. He has been with Morgan Stanley since 2009 and currently serves at Morgan Stanley Private Bank, National Association. Powell holds a Series 66 designation. He is a member of the advisory board for Palmer Catholic Academy in Ponte Vedra Beach, Florida. 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 uses a structured financial planning process and offers a range of investment programs supported by its Global Investment Committee.

Dana Current is a financial advisor at Merrill with 38 years of industry experience and holds Series 63 and Series 65 credentials. She has been with Merrill since 1987 and also associated with Bank of America since 2009. Outside of her advisory role, she serves as an advisory board member for the HEAL Foundation, a charitable organization in Ponte Vedra Beach, 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

David Mcallister is a financial advisor at Merrill with 15 years of industry experience. He holds Series 63 and Series 66 designations and has been with Merrill and Bank of America since 2016. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Charles Rivenbark Jr. is a financial advisor at Merrill with 11 years of industry experience. He holds Series 66 and Series 63 designations and has worked at Merrill since 2014 and Bank of America, N.A. since 2017. 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, pension plans, corporations, and charitable organizations. The firm offers model-based and discretionary investment strategies developed by internal and third-party managers, with various portfolio implementation approaches tailored to client needs.