Lindee Shaw is a financial advisor at Merrill with 20 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2019. Prior to joining Merrill, she owned and managed Taphouse Graphics, a graphic design 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.

Kevin Hartfield is a financial advisor at Edward Jones in Ponte Vedra, FL, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2024, he worked at PNC Bank from 2021 to 2023 and at TIAA Bank (formerly EverBank) from 2004 to 2021. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Kai Walker is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 designations and over 25 years of industry experience. He previously worked at Bank of America Securities and has been with Merrill in two separate periods totaling more than 28 years. Outside of his advisory role, he serves as a committee member for the Alzheimer's Association and as a personnel committee member at Neptune Baptist Church. 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.

John Martinos is a financial advisor with Cetera holding the Series 63 and Series 66 designations and has 29 years of industry experience. His prior roles include positions at First Allied Securities, Inc., and Clearwater Holding Group LLC. Outside his advisory work, he is the owner of John Joseph Group, LLC. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a variety of portfolio management, financial planning, and retirement services, utilizing a multi-manager platform with discretionary and non-discretionary program options.

Zack Walton is a financial advisor with Ameriprise in Ponte Vedra Beach, FL, holding Series 65 and Series 63 licenses and three years of industry experience. Prior to joining Ameriprise in 2025, he worked at Empower Advisory Group, Empower Financial Services, Inc., and Florida Financial Advisors. His background also includes roles outside financial services, such as at Maro Brother's Discount Liquor. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning advice focused on dependable income and tax-aware withdrawal strategies.

Emily Mccarthy is a financial advisor at Fidelity with 17 years of industry experience. She holds the Series 63, 65, and 66 licenses. Outside of her advisory role, she serves as an officer for Pink Palm Production, a small production company. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage diversified model portfolios.

Jolynn Pratt is a financial advisor at Merrill with 21 years of industry experience. She holds the Series 66 designation and has been with Merrill since 2004. 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 a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Amanda Miller is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and possessing 12 years of industry experience. She has worked with Merrill and Bank of America 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Steven Rawlins Sr. is a financial advisor with Cetera who holds Series 65 and Series 66 designations and has 14 years of industry experience. He has worked at multiple firms including Avantax Investment Services and Masters, Smith & Wisby, P.A., where he serves as President of the CPA firm. He is involved in several organizations outside of his advisory work, including chairing the Advisory Council at Georgia Southern School of Accountancy and leading the National Alliance of Auto Dealers Advisors. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to a range of third-party money managers.

Alexander Silberman is a financial advisor at J.P. Morgan Securities LLC with five years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at TD Securities and State Street Corporation. Outside of his advisory role, he works as an administrative assistant at Kittrich Corporation, a manufacturer of office supplies. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Matthew Van Ormer is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he leads a wealth advisory team serving individuals, families, and institutions. His primary focus is helping clients grow and preserve their wealth through personalized financial strategies tailored to their long-term goals. Matthew’s expertise includes professional investment management with allocations to private equity, hedge funds, and real assets. He also provides guidance on credit and lending needs, social security filing strategies, tax minimization, estate planning, philanthropic account options, and access to private banking services. His client focus areas include family wealth management, managing new wealth, personal retirement planning, portfolio management, and small business strategies. He holds a Bachelor’s degree from Grand Valley State University and professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Matthew is involved in his community through coaching varsity golf at Christian Unified High School and participation in organizations such as the Torrey Pines Men’s Club, Bank of America Community Volunteers, and Hope for San Diego. His personal interests include golfing, reading, rock climbing, skiing, and tennis.

Lauren Heck is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds a Series 66 designation and has previously worked at Goldman Sachs and Littera Education Inc. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Tyler Bryant is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. His work background includes roles at Walmart, CVS Health, and various other companies, as well as involvement with Fat Mamaz LLC. 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.

Bethany Perrotti is a financial advisor at Merrill with 27 years of industry experience. She has been with Merrill since 1994 and holds Series 63 and Series 65 designations. Outside of her advisory role, Perrotti serves as a FINRA arbitrator, working on dispute resolution. 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.

Marella Flynn Le Cates is a financial advisor at Merrill with 9 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2009. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Marcus Brooks is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, he worked at Bank of America and has diverse work experience spanning the sports, retail, and education sectors. 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.

Max Woelfer is a financial advisor at Merrill with a Series 66 designation and has been in the industry since 2023. His prior experience includes roles at Bank of America and time as a full-time student. 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, and institutions. The firm employs model-based and discretionary investment strategies managed by internal and third-party teams.

Bradley Chard is a financial advisor at Merrill with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at both Merrill and Bank of America, N.A. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Charles Grau is a financial advisor at Merrill in Jacksonville, FL, holding a Series 66 designation with 11 years of industry experience. He has been with Merrill Lynch Pierce Fenner & Smith 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies developed by internal and third-party managers.

Michael Wroten is a financial advisor with Primerica Advisors in Saint Johns, FL, holding Series 63 and Series 65 credentials and over 42 years of industry experience. He has been with Primerica Advisors since 1983 and Primerica Financial Services since 1980. Outside of advisory work, he owns a legal entity formed for Primerica business purposes and is involved in sales of loan products and home-related service referrals through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and uses an independent due-diligence process combined with delegated trading to BNY Mellon Advisors.