Barry Krugliak is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 designations and 12 years of industry experience. He has worked at Merrill and Bank of America, N.A. since 2014 and 2015, respectively. 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, and other organizations.

Amanda Henry is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds Series 66 and Series 63 licenses and has previously worked at Fidelity Investments and Premature Driveaway, Inc. 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 applying an ESG eligibility framework in its recommendations.

John Sellers is a financial advisor with Raymond James Financial in Jacksonville, FL, holding the ChFC® and Series 66 credentials and bringing 26 years of industry experience. He has been with Raymond James Financial Services Advisers Inc. since 2010 and has also worked at John Stockton Elementary School since 2011. Outside of his advisory role, he is a co-owner of a family home that has been held across generations. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse clientele, including individuals, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning and analytical tools to align with client goals and supports a broad network of advisors and affiliated firms.

Abraham Gutierrez is a financial advisor at Merrill with six years of industry experience. He holds a Series 66 designation and has previously worked at JP Morgan Chase. Gutierrez is based in Jacksonville, FL. 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 institutions.

James Jones is a financial advisor at Merrill with one year of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors, LLC. Prior to his financial services career, his background includes roles outside the industry and time spent at Valdosta State University. 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.

Raymond Berger III is a financial advisor at Edward Jones in St. Augustine, FL, holding a Series 66 designation with six years of industry experience. Prior to joining Edward Jones in 2020, he worked at TIAA Bank / EverBank from 2015 to 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and affiliated investment products supported by a large network of financial advisors and branch offices across the country.

Jacqueline Siegmann is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 licenses and six years of industry experience. She has worked at Merrill Lynch, Pierce, Fenner & Smith since 2022 and previously spent six years at VyStar Credit Union. 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 supported by internal and third-party teams for individuals, high-net-worth clients, and institutional investors.

Andrew Keller is a financial advisor at Merrill with 13 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2011, as well as at Bank of America, N.A. since 2017. He 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Eric Cordes is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and 13 years of industry experience. His background includes positions at Wells Fargo Advisors and Bank of America. 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 clients including individuals, high-net-worth investors, and institutions.

Marsha Vaughan is a financial advisor with Morgan Stanley in Ponte Vedra Beach, FL, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She joined Morgan Stanley in 2020 after four years at Raymond James. Vaughan is also the owner of a network marketing business, Arbonne, which she has operated since 2015. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning. The firm employs structured planning tools and models outcomes using its Global Investment Committee’s estimates, managing approximately $2.74 trillion in client assets.

Jennifer Kenyon is a financial advisor at Merrill with a Series 66 designation and three 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, offering model-based and discretionary strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jeff Braley Jr. is a financial advisor at Merrill with 13 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Merrill since 2012 and Bank of America since 2018. Outside of his advisory work, he performs as a singer in a band called Don't Call Me Shirley. 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 supported by internal and third-party managers for individual, high-net-worth, corporate, and institutional clients.

James Young is a financial advisor at Merrill based in Jacksonville, FL. He holds a Series 66 designation and has three years of industry experience. His prior work experience includes roles at Bank of America, UBS, Nexa Mortgage, PennyMac, and Groutworks 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 and profit-sharing plans, corporations, and charitable organizations.

Brian Marshall is a Series 66-licensed financial advisor with Merrill in Jacksonville, FL, and has six years of industry experience. Prior to joining Merrill in 2017, he held roles at Acosta Sales and Marketing Company, SAMs Club, and Apex Marketing Events. 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, high-net-worth clients, and institutional investors.

Stephanie Krig is a financial advisor with Merrill in Jacksonville, FL, holding Series 66 and Series 63 licenses and 12 years of industry experience. She 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jason Kelso is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been with the firm since 2004 and leads the Kelso Group, which partners extensively with the Jones Zafari Private Wealth Group. The team works with clients having $10 million or more of investable assets and focuses on providing a concierge experience of products, advice, and services. As Certified Exit Planning Advisor (CEPA) professionals, the Kelso Group assists entrepreneurs and business founders considering mergers and acquisitions, collaborating with tax and legal advisors to guide business owners before liquidity events. The team is also recognized as Sports & Entertainment Accredited Wealth Management Advisors, offering financial education to NIL collegiate student-athletes experiencing significant wealth. Jason holds a Bachelor's Degree from Florida State University, a Master's Degree from the University of Florida, and an Associate's Degree from the University of Florida. He serves on the Board of Directors for Gator Boosters, Inc., supporting academic and athletic fundraising for his alma mater. Residing in Atlantic Beach, Florida, Jason enjoys golf, surfing, fishing with his family, and attending Florida Gator athletic events. He and his wife Leslie have two children, McKenna and Cameron.

William Davis is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Merrill, Bank of America, Citigroup, and Fidelity Brokerage Services. Outside of his advisory role, he has worked as an independent contractor driver for Uber. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets through a structured planning process and a broad range of investment offerings.

Abigael Walsh is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity Investments, she held roles at several companies including ADP and Wellcomm LWR LLC. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a diverse client base, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Christopher Goodwyn is a financial advisor at Merrill with 14 years of industry experience. He holds a Series 66 designation and has worked at both Bank of America, N.A. and Merrill since 2012. 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 developed by internal and third-party managers. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, implementing a range of strategic and tactical asset allocation approaches.

David Chris is a financial advisor with Fidelity Investments, holding Series 66 and Series 63 credentials and three years of industry experience. His prior work includes roles in education at the University of North Florida and Florida State College of Jacksonville, as well as entrepreneurial experience with Prime Carwash. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of investment products, including multi-manager and fund-of-funds structures, and serves as an advisor to multiple registered investment companies.