Francesca Deem is a financial advisor with Merrill in Ponte Vedra Beach, FL, holding Series 63 and Series 66 licenses and five years of industry experience. Her prior roles include positions at Thomson Tyndall Wealth Management and Bank of America, N.A. since 2020. 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.

Dennis Wendell is a financial advisor with UBS Financial Services in Ponte Vedra Beach, FL, holding a Series 66 designation and eight years of industry experience. His prior work includes roles at Bank of America and Merrill Lynch. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

Dipen Patel is a financial advisor at Merrill with eight years of industry experience and holds a Series 66 designation. He has worked at Merrill and Bank of America since 2017 and previously spent seven years at Ramco Group. Outside of advising, Patel is a co-owner of a family-run rental property business 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, pension plans, corporations, and charitable organizations.

Mark Ballenger II is a financial advisor at Certified Planning Services, LLC with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Charles Schwab and Cambridge Investment Research Advisors. Outside of advising, he serves as adjunct faculty at Colorado Mountain College and affiliate faculty at Metropolitan State University. Certified Planning Services, LLC is an independent firm that provides financial planning and advisory services.

Martin Burger is a financial advisor at Battalion Asset Management, LLC with 10 years of industry experience. He holds Series 63 and Series 65 credentials. In addition to his work in finance, Burger is an optometrist and LASIK surgery specialist, serving as managing member of Surgery Pros LLC and LASIK Specialists LLC. Battalion Asset Management, LLC is an independent firm providing financial advisory services, with Burger as its sole advisor.