Timothy Cooke Jr. is a financial advisor with Merrill in Jacksonville, FL, holding Series 65 and Series 63 licenses and 13 years of industry experience. He has been with Merrill since 2012. Outside of his advisory role, he owns Cooke Junior Golf LLC, which supports youth golf development by promoting skills, character, and sportsmanship, and is also employed at Troon Golf in St. Augustine, Florida. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, institutions, and charitable organizations.

Lacey Conner is a financial advisor with UBS Financial Services in Ponte Vedra Beach, FL, holding a Series 66 designation and 19 years of industry experience. She has been with UBS since 2014. Conner serves on the Board of Directors for Rotary International. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor investment strategies.

Austin Tuttle is a financial advisor at Merrill with four years of industry experience and holds the Series 66 designation. His prior experience includes roles at Bank of America N.A. and Merrill Lynch. He was also involved with the River City Umpire Association for one year. 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 for individuals, high-net-worth clients, and institutional investors.

Randall Little II is a Series 66-licensed financial advisor with Merrill in Jacksonville, FL, with 23 years of industry experience. He has been with Merrill Lynch, Pierce, Fenner & Smith Inc. since 2002. 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 Rigsby is a financial advisor at Merrill with nine years of industry experience. She holds the Series 66 designation and has been with Merrill since 2016. 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 and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Matthew Scherr is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and 14 years of industry experience. He has worked at both Merrill and Bank of America since 2012 and 2014, respectively. Outside of his advisory role, he serves as a trustee for several family trusts. 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 a range of clients including individuals, high-net-worth clients, and institutional investors.

Kyle Lemond is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and 11 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, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary strategies developed by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Olympus Plair is a financial advisor with Merrill based in Jacksonville, FL, holding a Series 66 designation and possessing 13 years of industry experience. He has worked at Merrill since 2012 and concurrently at Bank of America, N.A. since 2013. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutions.

Delroy Parkinson is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and bringing 11 years of industry experience. His prior roles include six years at Raymond James & Associates and five years at Wells Fargo Advisors. Outside of his advisory work, he serves as a cycle instructor at the First Coast YMCA. Ameriprise Financial Services is a diversified firm serving individual and institutional clients, known for its Premier Retirement Income service that provides detailed retirement-income planning with an emphasis on dependable income and tax-aware withdrawal strategies.

Shelly Simmons III is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His prior work history includes roles at Bank of America, Hive Industries, and the Florida State Capitol. 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 plans, corporations, and charitable organizations.

Philip Rogero is a financial advisor with MassMutual Investors Services in St. Augustine, FL, holding Series 63 and Series 65 licenses with 13 years of industry experience. He has been with MML Investors Services since 2012 and MassMutual Life Insurance Company since 2011. Outside of his advisory role, he is involved in insurance sales and service through Rogero Wealth, LLC. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser affiliated with MassMutual that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, employing analytical tools such as Monte Carlo simulations and automated asset-allocation software in collaborative, annual planning engagements.

Amy Mann is a financial advisor at Merrill with 14 years of industry experience. She holds the Series 63 and Series 66 licenses and has been with Merrill since 2010. 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.

Renata Hernandez is a financial advisor with Morgan Stanley in St. Augustine, FL, holding Series 63 and Series 66 credentials and totaling 23 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and serves clients through direct and employer-sponsored financial planning arrangements.

Steve Szuromi is Vice President and Financial Consultant at Fidelity Investments, where he has worked since 2007. He specializes in partnering with high-net-worth families in the North Florida area to provide financial planning and investment guidance. His work focuses on helping clients grow, protect, and potentially transfer their wealth to the next generation. Steve's career at Fidelity Investments includes roles such as Planning Consultant, Portfolio Advisory Services, Retirement Solutions Representative, Investment Solutions, and Financial Representative. He holds the Certified Financial Planner™ designation.

Candice Hiers is a Senior Financial Advisor with Merrill Lynch Wealth Management, specializing in assisting corporate executives and key employees with their financial goals, particularly in managing equity awards and mitigating portfolio risk. She develops individualized wealth management strategies, focusing on asset and longevity management, and helps clients make informed long-term financial decisions by addressing both their assets and liabilities in the context of their financial vision. Candice began her career at Merrill Lynch in 2008 with the Retirement Group in Jacksonville, Florida, where she educated participants on employer-sponsored retirement and benefit plans, including 401(k), Defined Benefit, Non-Qualified Deferred Compensation, and Stock Option Plans. She holds a Bachelor of Science degree in Finance from the University of Florida and maintains FINRA Series 7 and Series 66 registrations, as well as multiple insurance licenses. Candice is designated as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). Residing in Ponte Vedra, Florida, Candice enjoys spending time with her husband and daughter. She is involved in her community, volunteering with organizations such as the Girl Scouts Gateway Council and St. Vincent De Paul Thrift Store. Her personal interests include boating, dancing, football, music, singing, traveling, and watching movies.

Evisa Turshinka is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 credentials and 12 years of industry experience. She has worked at Merrill since 2014 and at Bank of America, N.A. since 2016. 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 both model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutions.

Serena Ostrowsky is a Series 66 licensed financial advisor with Edward Jones, based in Ponte Vedra Beach, FL. She has seven years of industry experience, including roles at Kingfish Grill and as a self-employed college prep consultant prior to joining Edward Jones in 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Brian Bush is a Financial Advisor at Merrill Lynch Wealth Management who joined the firm in 2023 after a 20-year career as a naval aviator and officer. He brings a mission-driven mentality and disciplined approach to investing, prioritizing his clients' needs and working one-on-one with them to develop personalized financial strategies. His areas of focus include executive compensation, family wealth management, retirement planning, portfolio management, and tax minimization. Brian graduated from the United States Naval Academy in 2003 with a Bachelor of Science degree. He later earned an MBA from the University of Florida in 2013 and a Master of Science degree from the Naval War College in 2018. Throughout his naval career, he accumulated over 2,500 flight hours flying MH-60R Seahawk helicopters and held leadership roles including Officer-in-Charge and Executive Officer, retiring at the rank of Commander. He resides in Ponte Vedra Beach with his wife, three children, and two dogs. Brian volunteers as a Blue and Gold Officer and is involved with community organizations such as the American Red Cross of North and Central Florida and Habitat for Humanity of St. Johns County. In his free time, he enjoys fishing and playing pickleball.

Kyle Schlaich is a financial advisor at Merrill with 23 years of industry experience. He has been with Merrill since 2002 and holds the Series 66 designation. 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 constructed by internal teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Matthew Thomas is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Merrill since 2008. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, third-party manager selection, discretionary portfolio management, brokerage execution, and custody services. The firm’s investment management approach includes multiple strategy types and emphasizes manager selection and tax-efficient implementation, supported by integration with Bank of America affiliates.