Destiny Bass is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, she worked at Bank of America, Wells Fargo Bank, Publix Super Market, and Chipotle. Outside of her advisory role, she is employed as a sales associate at The Vitamin Shoppe in Jacksonville, Florida. 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, and institutional investors.

Gabriel Sanjurjo is a financial advisor at Merrill with 11 years of industry experience and holds the Series 66 designation. He has been with Merrill since 2011. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Lee Quarrier is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has worked at Merrill since 2009 and Bank of America, N.A. since 2011. 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.

Melissa Alexander is a financial advisor at Primerica Advisors with four years of industry experience and holds Series 63 and Series 65 licenses. Prior to joining Primerica in 2025, she spent 20 years at Aetna, Inc. and has been involved in a separate business, Benefits, LLC DBA BenelynK, since 2021. In addition to her advisory role, she receives non-investment related compensation for referrals related to home security, automation, and loan products through affiliates of Primerica. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors and charitable clients. The firm offers model-based investment strategies managed by third parties and supports trading and custody through BNY Mellon Advisors and Pershing, operating on a scale with thousands of advisors and billions in assets under management.

Matthew Hulse is a financial advisor at Merrill with four years of industry experience and holds a Series 66 designation. His prior experience includes roles at Bank of America, Ferrellgas Partners, and in the hospitality sector. He also worked in education at the University of West Florida and Lawton Chiles High School. 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.

Melissa Cajic is a financial advisor at Merrill with 19 years of industry experience. She has been with Merrill since 2006 and holds a Series 66 designation. Outside of her advisory role, she works as a skincare consultant for Rodan + Fields and serves as a board member for a homeowners association in Jacksonville, Florida. Merrill provides managed account services primarily through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of model-based and discretionary investment strategies supported by internal and third-party managers.

Angelo Fernandez Spadavecchia is a financial advisor at Merrill with a Series 66 designation. He has been with Merrill since 2024 and has prior experience at West Florida Distributors, Inc., Champagne Stone Co., and Stone World Imports and Manufacturing. Outside of his advisory role, he is employed in delivery and driver positions with Spark Inc., Uber Technologies, Inc., and Lyft, 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 investment strategies for individuals, institutions, and charitable organizations.

Christine Chigounis is a financial advisor at Merrill with 20 years of industry experience and holds a Series 66 designation. She has been with Merrill since 2006. Outside of her advisory role, she serves as a director and board member of the Expect Miracles Foundation, a charitable organization that supports cancer research and the financial and emotional health of those affected by cancer. Merrill provides managed account services through its 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.

Gary Vansiclen is a financial advisor with Primerica Advisors in Jacksonville, FL, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. He has worked at Primerica Advisors since 1998 and has prior experience with Quest Diagnostics, Inc. and Mr. Greens Produce. Outside of advisory work, he is a partner in Linkswiler Farm, a rice farming operation. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited separately managed account options. The firm curates third-party asset managers and uses a tiered wrap fee structure for its investment solutions.

Nicky Leger is a financial advisor at Merrill with Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Merrill and Bank of America, Nicky worked at Fidelity Investments for three years and has diverse work experience including roles outside finance. 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.

Karen Winters is a Series 66-licensed financial advisor with Merrill in Jacksonville, FL, holding 17 years of industry experience. She has worked at Bank of America, N.A. since 2009 and Merrill since 2006. Outside of her advisory role, she owns Winter Palms, a limited liability company engaged in retail sales including wholesale distribution of toys, beauty products, and home goods. 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.

Andrew Berg is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and 16 years of industry experience. He has worked at Merrill since 2014 and has also been with Bank of America, N.A. since 2016. 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 plans, corporations, and charitable organizations.

Amy Durel is a financial advisor at Merrill with eight years of industry experience and holds a Series 66 designation. Her prior experience includes roles at Bank of America and Duval Realty of Jax. 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, pension plans, corporations, and charitable organizations.

Mandy Allen is a financial advisor at Merrill with 13 years of industry experience. She holds the Series 66 designation and has worked at Bank of America, N.A. since 2013 alongside her tenure at Merrill beginning in 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Kyle Jarosz is a financial advisor with J.P. Morgan Securities in Jacksonville, FL, holding Series 63 and Series 66 licenses and six years of industry experience. His prior roles include positions at Fidelity Investments, Intercontinental Capital Group, Bank of America, and Merrill. Outside of his advisory work, he has been involved with Professional Concessions Inc for nine years. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering advisory services on a non-discretionary basis.

Vincent Jamele Jr. is a financial advisor at Merrill with 11 years of industry experience and a Series 66 designation. He 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Lawren Wacha is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and 22 years of industry experience. He has worked with Merrill since 2004 and Bank of America since 2009. Outside of his advisory role, he is self-employed as a yoga teacher and also works as a yoga substitute instructor at Crunch Fitness. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services primarily 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.

Alex Maceda is a financial advisor at Edward Jones with 12 years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America NA and Merrill Lynch. Maceda is based in St Johns, FL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Xavier Ross is a Financial Advisor with Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA). Xavier earned a High School Diploma/GED from the United Nations International School and attended Carnegie Mellon University without receiving a degree.

John Roberson is a Series 66 licensed financial advisor with 22 years of industry experience, currently practicing at Merrill in Jacksonville, FL. He has been with Merrill since 2003. Merrill, along 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 investors, and institutional entities.