Jessica Dorais is a financial advisor at Merrill with nine years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Merrill since 2015, with additional roles at Fidelity Investments and Bank of America. Her background also includes ownership of a tree removal and stump grinding business. 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, offering model-based and discretionary investment strategies developed by internal and third-party managers.

Quoc Bui is a financial advisor at Merrill in Jacksonville, FL, with 11 years of industry experience. He holds the Series 66 designation and has been with Merrill and Bank of America 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

David Zavoyski is a financial advisor at Merrill with 19 years of industry experience. He holds a Series 66 designation and has been with Merrill since 2007, working 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Chassidy Wendell is a Senior Financial Advisor with Merrill Lynch Wealth Management, specializing in personalized wealth management strategies to help clients pursue their long-term financial goals. With 15 years of experience as a professional trader, Chassidy has developed expertise in financial market risks, asset allocation, diversification, and portfolio management tailored to individual investor objectives. Chassidy’s client focus areas include college education planning, executive and equity compensation services, family wealth management strategies, defined benefit plan services, retirement income planning, and individual and corporate investment strategy. Chassidy holds a Bachelor's Degree from the University of Michigan and maintains the Personal Investment Advisor (PIA) designation. Fluent in both Spanish and English, Chassidy is actively involved in the University of Michigan Crew Team and participates in community activities through Compass Church. Residing in the Chicago suburbs with wife Julie and their three children, Chassidy values communication, diverse perspectives, and enjoys a variety of personal interests including biking, cooking, football, painting, running, scuba diving, skiing, traveling, and volleyball.

Caden Napier is a financial advisor with J.P. Morgan Securities in Jacksonville, FL. He holds Series 63 and Series 65 licenses and has three years of industry experience. His prior roles include positions at The Vanguard Group, Shopify, Robinhood, eBay, and Uber. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to support its recommendations.

Joseph Storey is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and one year of industry experience. He is the founder and owner of Twinny LLC, an online apparel business. 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.

Barbara Kinsey is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. Her career includes roles at Bank of America and TIAA-CREF. 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.

Adam Mclellan is a financial advisor at Merrill with 19 years of industry experience. He has been with Merrill since 2014 and holds Series 66 and Series 63 licenses. 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 managed by internal Chief Investment Office teams and third-party style managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Robert Doll is a Series 66-credentialed advisor with Merrill, based in Saint Johns, FL, who has four years of industry experience. He has worked with Merrill since 2017 and with Bank of America N.A. since 2023. Prior to his financial roles, he was involved with Celebration Church of Jacksonville for one year. 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 clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jon Noble is a financial advisor at Merrill with 28 years of industry experience. He has been with Merrill since 1998 and holds the Series 63 and Series 66 designations. 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, and various institutions.

Brian Stokes is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize firm-approved tools and models to support client planning needs.

Deborah Lennon is a financial advisor at Edward Jones in Saint Augustine, FL, holding a Series 66 designation with nine years of industry experience. Prior to joining Edward Jones in 2017, she worked at Brooks Rehabilitation from 2012 to 2017 and operated a private practice, Deborah Lennon, OT, from 2002 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Bregg Binczak is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and bringing 20 years of industry experience. He has been with Merrill and Bank of America, N.A. since 2014. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutional investors.

Abraham Blocker is a financial advisor at J.P. Morgan Securities with a Series 66 credential and three years of industry experience. He has served in the United States Marine Corps for over two decades and has held roles at JPMorgan Chase Bank since 2017. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Jayant Das is a Financial Solutions Advisor (FSA) with Merrill Lynch Wealth Management. In this role, he works closely with clients to understand their priorities and develop personalized strategies to pursue their short-, mid-, and long-term financial goals. He serves as a resource for a range of financial needs, including investing, retirement planning, and saving for unexpected events. Additionally, he provides clients with access to Bank of America specialists for banking, credit, home financing, and small business solutions. Jayant holds the Personal Investment Advisor (PIA) designation and earned a bachelor's degree from St. Francis College. His approach emphasizes listening carefully to clients in order to help them clarify what they value most and build strategies aimed at achieving their financial objectives utilizing the global resources of Merrill and the banking capabilities of Bank of America.

Louella Uy is a financial advisor with Wells Fargo Clearing based in Ponte Vedra, FL, holding a Series 66 designation and nine years of industry experience. She has worked at Wells Fargo Bank, N.A. and J.P. Morgan Securities, with multiple roles spanning from 2016 to the present. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non‑qualified deferred compensation plans, offering both discretionary and non‑discretionary investment advisory solutions. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Anthony Branch is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has been associated with Wells Fargo in various capacities since 2009. Outside of his work at Wells Fargo, he has ownership interests in two private investment advisory businesses. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients who meet a net-worth threshold, utilizing proprietary research and planning tools to develop customized recommendations.

Sabeen Villani is a financial advisor with Merrill in Ponte Vedra Beach, FL, holding a Series 66 designation and 19 years of industry experience. She has been with Merrill since 2006. 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.

Heather Hayes is a financial advisor at Morgan Stanley with 31 years of industry experience. She holds Series 63 and Series 65 credentials. Prior to joining Morgan Stanley in 2024, she worked at UBS Financial Services Inc. from 2011 to 2024. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and proprietary investment models as part of its advisory services.

Evan Alvarado is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. He previously worked in various roles outside the financial sector, including positions at TEKsystems and Yelp 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutions.