Jordan Bailey is a financial advisor at Merrill with 13 years of industry experience. He holds a Series 66 designation and has been with Merrill since 2012. The firm 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. Merrill is integrated into Bank of America’s corporate platform, providing access to a broad set of investment products and services.

Joshua Feinstein is a financial advisor with Charles Schwab holding Series 63 and Series 65 credentials and 11 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank SSB since 2017, following two years at Ameriprise Financial Services, Inc. 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 provides a combination of non-discretionary and discretionary investment guidance supported by multi-asset model portfolios and access to alternative investments, leveraging its scale and integrated operational structure.

Maria Flores is a financial advisor at Merrill with seven years of industry experience. She holds Series 66 and Series 63 credentials. Her prior work includes roles at UPR University and Johnson & Johnson. 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.

Samuel Muller III is a financial advisor at Merrill with 17 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Merrill since 2010 and Bank of America since 2014. 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. The firm operates within Bank of America’s broader platform, providing access to a wide array of products and services.

Justin Mazzetti is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and 22 years of industry experience. He has been with Merrill since 2010. 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 plans, charitable organizations, and corporate fiduciaries.

Andrew Maiman is a financial advisor at Merrill with 12 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Merrill and Bank of America since 2013 and 2015, respectively. 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 client base that includes individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Camren Duncan is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and six years of industry experience. His prior work includes roles at Bank of America and Enterprise Holdings. Outside of finance, he occasionally streams video games on Twitch using a gamer tag and does not disclose his professional identity there. 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, and other entities.

Kristin Allen is a financial advisor with Raymond James & Associates in Ponte Vedra, FL, holding a Series 63 designation and 26 years of industry experience. She has been with Raymond James & Associates since 2007. Outside of her advisory role, she has a personal investment in a private company, MOJO BBQ & BLUES, LLC. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses, supporting both discretionary and non-discretionary advisory relationships.

Anne Rossi is a Series 66-credentialed financial advisor at Merrill with 13 years of industry experience. She has been with Bank of America and Merrill since 2013. Merrill provides managed account services through the Select Portfolio Solutions program, serving a diverse client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm offers a range of model-based and discretionary investment strategies integrated within Bank of America’s broader platform.

Laura Martin is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and two years of industry experience. Her prior work includes roles at Matthews Dental Care, Bath and Body Works, and various educational institutions. 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 for individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Carrie Jones is a financial advisor at Merrill with 24 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2002, based in Jacksonville, FL. Merrill provides managed account services through the Select Portfolio Solutions program, serving a broad client base including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm offers a variety of model-based and discretionary investment strategies integrated into Bank of America’s broader platform.

Adrian Aleksandrowicz is a financial advisor at Fidelity with two years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Walmart and in academic roles at Fresno Pacific University and Emmanuel University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, and employs a systematic investment process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction.

Kevin Thomas is a financial advisor with Fidelity in Jacksonville, FL, holding Series 66 and Series 63 licenses and two years of industry experience. His prior work includes roles at Bass Pro Shop, FHIA Remodeling, and managing his own professional partnership group. Fidelity’s Strategic Advisers LLC, where he works, offers investment management and advisory services to retail and institutional clients. The firm combines fundamental research with quantitative and algorithmic portfolio construction to manage a range of funds and model portfolios.

Gregory Entzi is a financial advisor at Merrill with 13 years of industry experience. He holds the Series 66 designation and has been with Merrill and Bank of America, N.A. since 2012. 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, and charitable organizations. The firm leverages its integration with Bank of America to provide access to a broad set of financial products and services.

Aditya Narayan is a financial advisor at Fidelity with a Series 66 credential and less than one year of industry experience. His prior work experience includes roles at Best Buy and self-employment, as well as academic positions at the University of South Florida and Penn State University - Harrisburg. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, with noted use of AI and formal governance procedures.

Ryan Meyers is a financial advisor at Merrill with 15 years of industry experience. He holds a Series 66 designation and has been with Merrill since 2011. Concurrently, he has worked at Bank of America, N.A. since 2013. 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, and corporate fiduciaries. The firm is integrated into Bank of America’s broader platform, providing access to a wide range of products and related services.

Gordon Mills is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has been with Merrill since 2015. Merrill provides managed account services through the Select Portfolio Solutions program for Bank of America fiduciary clients. The firm offers a range of investment strategies, including model-based and discretionary options, serving individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Hannah Bordon is a Series 66-licensed financial advisor with Merrill in Jacksonville, FL. She joined Merrill in 2025 and has prior experience in healthcare, education, and nonprofit sectors. 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 individual, high-net-worth, and institutional clients.

Kenneth Williams is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has been with Fidelity since 2007, including roles at Fidelity Personal and Workplace Advisors and Fidelity Investments. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm provides discretionary portfolio management, fund advisory, and model portfolio delivery, serving a diverse client base including registered investment companies and charitable gift funds.

Ryan Doyle is a Series 66-licensed financial advisor with Merrill in Jacksonville, FL, where he has worked since 2013. He has 12 years of industry experience. 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. The firm integrates with Bank of America’s broader platform, providing access to a wide set of products and services.