Naima Judge is a financial advisor at Merrill with the Series 66 credential and two years of industry experience. She has been with Merrill since 2008. Outside of her advisory role, she is a co-owner of Judge Fitness, a fitness-related business based in Atlanta, and serves as a board member for Hope and Healing Jax, an organization focused on training educational professionals working with underserved youth in Jacksonville. 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 a range of model-based and discretionary investment strategies supported by internal and third-party managers, serving individuals, high-net-worth clients, and various institutions.

William Lowry Jr. is a financial advisor at Merrill in Jacksonville, FL, holding a Series 66 credential with one year of industry experience. His work history includes roles at Bank of America, Merrill Lynch, and several insurance and mortgage firms. Outside of finance, he has operated Tony L Woodworking LLC since 2021. 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 plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Anh Bui is a financial advisor at J.P. Morgan Securities with two years of industry experience. Prior to joining J.P. Morgan, Anh worked at Fidelity Investments and has experience in education at local high schools and an entrepreneurial venture, Bui Business LLC. 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 investment recommendations.

Rose Ellisor is a financial advisor with Ameriprise Financial Services LLC, holding a Series 66 designation and with nine years of industry experience. She has been with Ameriprise since 2015. Outside of her advisory role, she serves on the Board of Directors for Tennis 4 Cancer and acts as a hospitality coordinator for the organization. Ameriprise Financial Services is a large, diversified 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 focused on income sources and tax-aware withdrawal strategies.

John Morrissey is a financial advisor at Merrill with 11 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Merrill and Bank of America since 2017, following two years at Fidelity Brokerage Services. 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 for individual, high-net-worth, and institutional clients.

Nicholas Sudik is a financial advisor at J.P. Morgan Securities with a Series 66 designation and two years of industry experience. He has been with J.P. Morgan Securities LLC since 2024 and has worked at JPMorgan Chase Bank, N.A. since 2016. 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. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Bonnie Rowand is a financial advisor at Merrill in Jacksonville, FL, holding a Series 66 designation with 31 years of industry experience. She has been with Merrill since 1994. 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 plans, corporations, and charitable organizations.

Christan De Vries is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Prior to joining Merrill in 2020, he held positions at NYLIFE Securities LLC, New York Life Insurance Co, and had work experience with Florida Fish and Wildlife Conservation and Florida State University Athletics. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Alexander Stearley is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 credentials and nine years of industry experience. He has worked at Merrill since 2016, including its affiliate Bank of America, N.A. since 2022. 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.

Gregory Mericle is a financial advisor at Merrill with 33 years of industry experience. He has been with Merrill Lynch, Pierce, Fenner & Smith, Inc. since 1999. He holds Series 63 and Series 66 licenses. 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.

James Rimmel is a financial advisor at UBS Financial Services with 31 years of industry experience, including 29 years at UBS. He holds Series 63 and Series 65 licenses. Rimmel serves on the board of directors for Light of Life Rescue Mission, a nonprofit assisting families facing homelessness, poverty, and addiction. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services supported by proprietary research and model-based asset allocations.

Kevin Wilson is a Wealth Management Advisor with Merrill Lynch Wealth Management, serving clients in Northern Florida, Southern Georgia, and beyond through offices in Ponte Vedra, Jacksonville, and Tallahassee, FL. He has been with Merrill Lynch since 1999 and holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), Certified Plan Fiduciary Advisor® (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Kevin holds Series 7 and 66 FINRA registrations. With more than 25 years of experience in financial services, Kevin specializes in guiding individuals and businesses in areas such as education planning, investment consulting for defined contribution plans, employee financial health, legacy planning, personal retirement planning, portfolio management services, women and wealth, and tax minimization. His approach emphasizes consistent processes, clear communication, and service aimed at helping clients achieve their financial goals transparently and efficiently. Kevin earned a bachelor's degree from Florida State University's College of Business and also attended Auburn University and Universidad de Costa Rica. He is fluent in English and Spanish. Outside of work, Kevin enjoys surfing, golf, soccer, horseback riding, music, reading, running marathons, traveling, and spending time with his wife, Sarah, and their two sons, Marshall and Mac.

Allison Jordan is a Series 66 credentialed advisor at Merrill with 28 years of experience at the firm. She has an additional 2 years in the industry. Outside of her advisory role, she is a part owner and president of a family business that manages rental properties. 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.

Thaddeus Boortz is a Financial Advisor at Merrill Lynch Wealth Management, where he has spent over a decade assisting clients in pursuing their financial goals. Since beginning his career at Merrill following his graduation from the University of South Carolina in 2015, he has developed expertise in legacy planning, personal retirement planning, and retirement income strategies. Boortz holds a Bachelor's degree in Finance with a minor in Economics from the University of South Carolina. He is also a Personal Investment Advisor (PIA), demonstrating his commitment to providing informed and personalized wealth management services. Residing in Ponte Vedra Beach, Florida with his wife and their Australian Shepherd, Boortz enjoys basketball, golfing, and spending time with his family outside of work.

Van Tran is a Series 66-licensed financial advisor with 18 years of industry experience, currently affiliated with J.P. Morgan Securities in Jacksonville, FL. Prior to joining J.P. Morgan, Van worked at Merrill Lynch/Bank of America for eight years and is the owner of Vanovations, an event planning and floral design business. She also provides part-time office support for a tax services firm. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, offering investment consulting and advisory services that include asset allocation advice, manager searches, and customized performance reporting using a quantitative and ESG-integrated approach.

William Kral is a financial advisor at Merrill with a Series 66 designation and five years of industry experience. He has worked at Merrill since 2020 and previously spent 15 years at Dalton Agency. 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 and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Benjamin Beatty is a financial advisor at Merrill in Jacksonville, FL, holding Series 63 and Series 66 licenses with 20 years of industry experience. He has worked at Bank of America N.A. and Merrill since 2014. 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Joshua Bailey is a financial advisor at Merrill in Jacksonville, FL, holding a Series 66 designation with three years of industry experience. His prior work includes roles at Bank of America, N.A., and involvement with the Baltimore County Board of Elections. He has also been engaged with Croustille Cafe. 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.

Sara Graham is a financial advisor with Raymond James Financial in Ponte Vedra Beach, FL, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. Prior to joining Raymond James in 2023, she spent 14 years at Merrill. She is also involved in administrative work at Ammerman Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutions. The firm delivers non-discretionary planning tailored to client goals and supports municipal and public finance work through an affiliated municipal advisor.

Michael Boudreaux is a financial advisor at Edward Jones in Fleming Island, FL, with 18 years of industry experience. He has been with Edward Jones since 2009 and holds the Series 63 and Series 66 designations. Outside of his advisory role, he is involved in managing commercial real estate ventures through Michael Boudreaux LLC and Bold City Commercial LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.