Adam Tompkins is a financial advisor with Merrill, holding Series 66 and Series 63 licenses and possessing 11 years of industry experience. He has worked at Merrill since 2015 and is also associated with Bank of America, N.A. since 2019. 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 both model-based and discretionary investment strategies for a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

David Dorais is a financial advisor at Merrill with a Series 66 license and one year of industry experience. Prior to joining Merrill, he held roles at BestBet, The Winn-Dixie Company, Abercrombie & Fitch Co., Papa Murphy’s, and Orange Park 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, offering model-based and discretionary investment strategies for a variety of clients including individuals, high-net-worth investors, and institutional entities.

Jacqueline Woodson is a financial advisor at Wells Fargo Advisors with 32 years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC. Outside of her advisory role, she serves as a notary public in Jacksonville, Florida. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce, supported by proprietary research and planning tools.

Jeffrey Dawkins is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and 20 years of industry experience. He has been with Merrill and Bank of America since 2014. Dawkins serves as a board member and business manager for the Paxon Golden Eagles Parents Association, a nonprofit organization focused on fundraising for a high school band. 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.

Dawson Hallmark is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His work history includes roles at Zachary's Riverhouse and Sea Palms, among others. 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.

Jose Pena is a financial advisor at Ameriprise with three years of industry experience. He holds the Series 63 designation and has previously worked at BOFA Securities, Merrill, and Deutsche Bank over a 12-year period. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning services that include written recommendation reports and ongoing advice focused on income stability and tax-aware withdrawal strategies.

Joshua Waller is a financial advisor at Merrill with 24 years of industry experience. He holds Series 63 and Series 66 securities licenses and has been with Merrill since 2016. Outside of his advisory role, he supports a Pilates and Gyro Studio operated by his spouse in St. Augustine, 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Joshua Kuhbander is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 licenses and having 18 years of industry experience. He has been with Merrill and Bank of America since 2016. Outside of his advisory role, he is a co-owner of a family rental property in Hilton Head Island, SC. 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.

Leilani Walker is a financial advisor at Merrill with seven years of industry experience. She holds the Series 63 and Series 66 designations. Prior to joining Merrill in 2021, she worked at Fidelity Brokerage Services LLC and held positions outside the financial industry. 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 using model-based and discretionary investment strategies.

Stephen Pell is a financial advisor at Merrill with Series 66 and Series 63 licenses and four years of industry experience. He previously worked at The Vanguard Group for four years. Outside of his advisory role, he has experience in the food service industry with Taco Mama and in automotive services with Hiley Automotive. 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.

Joseph Grant is a Series 65-licensed financial advisor with Primerica Advisors in Jacksonville, FL, bringing 10 years of industry experience. His work history includes roles at Primerica Financial Services since 1998, PFS Investments Inc., and Dental Fix RX. He also participates in sales of loan products and home security services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, focusing on individual and high-net-worth clients with model-delivery strategies and selectively available separately managed accounts. The firm uses third-party asset managers vetted through independent due diligence and employs a tiered wrap-fee structure.

Lionel Alcidor is a financial advisor with J.P. Morgan Securities in Jacksonville, FL, holding Series 65 and Series 63 credentials and 13 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. for multiple overlapping periods since 2014. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset allocation, investment manager selection, and customized performance reporting through a non-discretionary advisory approach.

Bridget Stamper is a financial advisor at Merrill with 10 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Merrill since 2016. Prior to her role at Merrill, she has worked at Bank of America, N.A. since 2019. 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.

Grace Mateer is a financial advisor at Merrill with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Merrill since 2017. Prior to that, she was associated with Ennis Pellum & Associates, the Florida Institute of Technology, and KIPP Impact Middle School. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to a range of clients including individuals, high-net-worth clients, pension plans, and charitable organizations. The firm offers model-based and discretionary investment strategies supported by internal and third-party teams.

Frederick Tomaszycki is a financial advisor at Merrill with 10 years of industry experience and holds a Series 66 designation. He has been with Merrill since 2015 and concurrently serves as a Lieutenant in the United States Navy Reserve. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Bradley Perry is a financial advisor with Merrill, holding a Series 66 designation and over 21 years of industry experience. He has worked at Merrill and Bank of America for significant portions of his career, with additional experience at Fidelity Brokerage Services. Perry is based in Jacksonville, Florida. 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, and institutions, utilizing internal and third-party managers.

Anthony Doherty is a Series 66 licensed financial advisor with Merrill in Jacksonville, FL, bringing four years of industry experience. Prior to joining Merrill in 2022, he held roles at the Suffolk District Attorney’s Office and Edwards Corp., among others. Outside of his advisory work, he holds a power of attorney position with an entity based in Naples, Florida. 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 a broad client base including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies.

Allen Metcalf is a financial advisor at Merrill with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Merrill 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 offers model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Carla Robinson is a financial advisor at Merrill in Jacksonville, FL, holding a Series 66 designation with three years of industry experience. She previously worked for Duval County Public Schools for 15 years before joining Merrill and Bank of America. Robinson is also involved in life and health insurance outside of her advisory role. 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, and charitable organizations.

Kristjan Preka is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2019, with prior roles at Wells Fargo Clearing, Wells Fargo Bank, and St. Vincents Hospital Southside. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a program that uses quantitative asset-allocation modeling and a centralized due diligence process. The firm incorporates an ESG eligibility framework in its recommendations and operates within the broader J.P. Morgan broker-dealer and banking organization.