Peter Campbell is a Series 66-licensed financial advisor with Merrill in Jacksonville, FL, bringing 16 years of industry experience. He has worked at Bank of America, N.A. and Merrill since 2010. Outside of his advisory role, he is the owner and managing member of Swinglab Development Group LLC, where he oversees branding, inventory, and event coordination. 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 supported by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Mary Olsen is a financial advisor with Edward Jones in Ponte Vedra Beach, FL, holding CFP® and Series 66 designations and with 16 years of industry experience. She has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and affiliated investment options. The firm operates under a fiduciary standard and is notable for its extensive network of advisors and branch offices nationwide.

Michael Layton is a financial advisor with Merrill in Jacksonville, FL, holding Series 66 and Series 63 licenses and has two years of industry experience. His prior experience includes roles at Fidelity Investments and Bank of America, N.A. He has also worked in educational and nonprofit settings, including Peace of Heart and Christ the Redeemer Church Inc. 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.

Salima Morris is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Her professional background includes service in the United States Navy from 2015 to 2023 and positions at FSCJ, Merrill, and Bank of America, N.A. She is also listed as a property owner outside of her advisory work, though she does not manage the property directly. 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Benjamin Ritter is a financial advisor at Merrill in Jacksonville, FL, holding a Series 66 designation with four years of industry experience. He previously worked at Rinpower for two years and Domino's Pizza for three years. 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.

Victoria Deyo is a Series 66-licensed financial advisor with Merrill in Jacksonville, FL, where she has worked since 2014. She has 10 years of industry experience. Outside of her advisory role, she volunteers as a coordinator for Friends of Jacksonville Animals and is involved as a managing partner or owner in several non-investment ventures, including a restaurant review business and a strategic advisory firm focused on organizational effectiveness. 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 a range of model-based and discretionary investment strategies for individuals, institutions, and charitable organizations.

Erica Hayman is a financial advisor with Merrill, holding Series 66 and Series 63 designations and possessing 25 years of industry experience. Her prior roles include positions at Transamerica Investors Securities Corporation and Transamerica Retirement Solutions from 2017 to 2022, and Bates & Company in 2016. She is based in Jacksonville, FL. 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.

Todd Perkins is a financial advisor at Ameriprise with 26 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services Inc for 12 years before joining Ameriprise in 2022. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement who meet specific asset criteria, delivering written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis within a centralized consulting team to produce tailored, non-discretionary recommendations.

Steven Sherman is a financial advisor with Merrill, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has worked at Merrill since 1989 and at Bank of America, N.A. since 2011. Sherman serves on the advisory board of Southern Legal Counsel, Inc., is a director for the University of North Florida Foundation, and sits on the board of the JFCS Foundation where he is involved in investment discussions. 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.

Charles Gillingham is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 registrations and 31 years of industry experience. His prior roles include positions at BB&T Securities and Wells Fargo Clearing. He is based in St. Augustine, FL. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a broad client base, including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting through various advisory programs.

Courtney Schurman is a financial advisor with Merrill, holding a Series 66 designation and three years of industry experience. She has been with Merrill and Bank of America N.A. since 2023. Prior to her current roles, her work history includes positions outside the financial services industry and a period at Valdosta State 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, and various institutional investors.

Mark Wierda Jr. is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and bringing 19 years of industry experience. He has worked at Merrill and Bank of America, N.A. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Whitney Hastings is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 65 registrations and bringing 12 years of industry experience, all of which has been with Merrill. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Haley White is a financial advisor at Merrill with Series 66 credentials and less than one year of industry experience. Prior to joining Merrill, she worked in healthcare and education roles, including positions at ProCare Therapy, Ascension, and the University of North 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, pension plans, corporations, and charitable organizations.

Wade Bramlitt is a financial advisor with LPL Financial in Green Cove Springs, FL, holding a Series 66 credential and 15 years of industry experience. He previously worked at Edward Jones from 2013 to 2019 and has been associated with both LPL Financial and VyStar Credit Union since 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network. The firm provides a range of advisory and brokerage services, including financial planning, advisory programs, retirement plan consulting, and uses both discretionary and non-discretionary management approaches supported by in-house and third-party research.

Susan Vail is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and three years of industry experience. Her prior work includes roles at Chick-fil-A and Piedmont Airlines. Outside of finance, she operates a news paper delivery business as an independent contractor. Merrill 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.

Derek Joyner is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He 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 model-based and discretionary investment strategies.

Chandler Huffman is a financial advisor with Raymond James & Associates, holding a Series 66 designation and having one year of industry experience. Prior to joining Raymond James, he worked at Economic Group Pension Services for three years and has experience in tutoring and retail sectors. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a broad client base, including individuals, institutional and pension plans, and charitable organizations, offering tailored financial planning and non-discretionary investment consulting supported by a nationwide adviser network.

Jammy Michel is a Senior Financial Advisor at Merrill Lynch Wealth Management. Michel's areas of focus include family wealth management strategies, investment consulting for defined contribution plans, personal retirement planning, portfolio management services, socially responsible and ESG investing, special needs planning strategies, sports and entertainment, and retirement income. He emphasizes a personalized approach to financial planning, working one-on-one with clients to develop strategies aligned with their long-term goals. Michel holds a high school diploma from Lake Catholic High School and a bachelor's degree from Baldwin Wallace College. He is a Personal Investment Advisor (PIA). In his personal time, Michel enjoys biking, fishing, and traveling.

James Clark is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in serving high-net-worth individuals, families, and small business owners, focusing on family wealth management strategies, managing new wealth, philanthropic planning, portfolio management services, special needs planning, sports and entertainment, and retirement income. His approach centers on understanding clients' life priorities and collaborating with them to create personalized financial plans that align with their goals and aspirations. Clark holds a Bachelor's Degree from Pace University and has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He is recognized for his expertise in helping clients build, preserve, and transition wealth to the next generation through goals-based wealth management. Outside of his professional work, James Clark has personal interests that include baseball, boxing, cooking, football, golfing, hiking, ice hockey, music, spending time with his family, and traveling.