Arthur Lorens is a financial advisor at Merrill with 18 years of industry experience. He holds Series 63 and Series 66 credentials 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Brian Wainwright is a financial advisor with Morgan Stanley in Ponte Vedra Beach, FL, holding a Series 66 designation and 20 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2008. Outside of his advisory role, he is involved in a family lending business based in Columbus, Ohio. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive financial planning and advisory programs supported by firm-approved tools and methodologies. The firm manages a large asset base and provides a range of retail and institutional investment services.

Robert Rice is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and 21 years of industry experience. He has been with Merrill and Bank of America, N.A. since 2010. Outside of his advisory work, he is the owner and president of the American Bullnese Association, a family business based in St. Augustine, Florida. 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 emphasizes manager selection and monitoring through multiple investment program strategies and benefits from integration with Bank of America’s broader banking and capital markets platform.

David Kleinik is a financial advisor with Primerica Advisors in Jacksonville, FL, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked with Primerica Advisors since 2007 and Primerica Financial Services since 2006. Outside of advisory work, he is involved in sales of home security and automation products through affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily for individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-based investment strategies with discretionary management provided by third parties and supports trade execution and custody through Pershing, managing approximately $15.5 billion in assets.

Alexander Barcenas is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work includes roles at the University of Florida and L3Harris Technologies. 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 clients including individuals, high-net-worth clients, and institutions.

Jhons Diegue is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work includes roles at Bank of America and Amazon. 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 a range of individual and institutional investors.

Robert Trull is a financial advisor at Merrill with 16 years of industry experience. He holds a Series 66 designation and 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, pension plans, corporations, and charitable organizations.

Christina Palmer is a Financial Advisor with Merrill Lynch Wealth Management in Dallas, Texas. She began her financial advising career in 2020 as a retirement planning advisor with Fidelity and joined Merrill Lynch in 2022. Christina focuses on understanding her clients' values, goals, and concerns to develop clear financial plans tailored to their individual and family needs. She works collaboratively with a team of specialists across Merrill Lynch and Bank of America to provide clients with a comprehensive approach to managing their financial lives. Christina holds a bachelor's degree from Abilene Christian University and a Master of Business Administration from the University of North Texas. She has earned the designations of Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Fluent in English and Chinese, she is an active member of the ACU Alumni Association, UNT Alumni Association, and participates in UNT Mean Green Mentors. Christina supports her community through volunteer work with Meals on Wheels and the Salvation Army.

Thomas Pollard is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and beginning his industry career in 2023. His prior experience includes roles at Charles Schwab, J.P. Morgan Private Bank, and various positions outside the financial sector, such as at Waldorf Astoria Orlando Golf Club and Starbucks. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Elizabeth Prophete is a financial advisor at Merrill with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Bank of America and Merrill for the past 10 years. 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 clients including individuals, high-net-worth investors, and institutions.

Timothy Bouslog is a financial advisor with J.P. Morgan Securities, holding Series 63, 65, and 66 licenses and bringing 27 years of industry experience. He has been with J.P. Morgan Securities since 2012 and previously worked at Taynessa Inc for seven years. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through its Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Daniel Chestnut is a financial advisor at Merrill with three years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2023. Prior to his advisory career, he held roles in various sectors including home remodeling and fitness. 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, and institutional investors.

Terry Brookman is a financial advisor with Merrill in Jacksonville, FL. He holds a Series 66 designation and has 10 years of industry experience, having been with Merrill since 2011. 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 developed by internal and third-party managers and serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Wyatt Metayer is a financial advisor at Merrill with nine years of industry experience. He has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2016. He holds the Series 66 and Series 63 designations. 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.

Thomas Eckmann is a financial advisor at Merrill with a Series 66 license and one year of industry experience. His prior work history includes roles at Bank of America, TEKsystems Inc., and various positions at the University of North Florida. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Holly Mac Lean is a financial advisor with Merrill, holding a Series 66 designation and 25 years of industry experience. She has worked at Merrill since 1999 and has also been affiliated with BOFA Securities, Inc. 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 and profit-sharing plans, corporations, and charitable organizations.

Phillip Lucas is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 licenses and with eight years of industry experience. He has been associated with Bank of America and Merrill since 2016. Outside of advising, Phillip is involved in managing rental properties through his ownership of Suite Life LLC. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients via 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 developed by internal and third-party managers.

Susan Collet Thresher is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 designations and bringing 29 years of industry experience. She has worked at Merrill since 1995. Outside of her advisory role, she is a consultant and independent contractor for Pampered Chef, selling kitchen utensils and cookware. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Austin Merriam is a Wealth Management Advisor at Merrill Lynch Wealth Management. In his role, he focuses on understanding clients' retirement goals and objectives to develop unique and comprehensive wealth management strategies tailored to their priorities. He manages risk and diversification to help clients achieve their investment goals while maintaining a balanced financial outlook. Additionally, Austin oversees his team's access to annuities and assists clients interested in utilizing them. Austin joined the Merriam Team in 2017. He earned a Bachelor's degree in Business from Florida Southern College in 2016 and completed a Master's degree in Finance at Florida State University in 2017. He holds the CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA) designations. Outside of his professional career, Austin enjoys spending time with his wife, son, and daughter. He participates in golf and tennis and is actively involved in community service through the Jacksonville Gator Bowl Charity Club. He also coaches his son's basketball team.

Robin Yates is a financial advisor with LPL Financial in St. Johns, Florida. He holds a Series 66 designation and has 24 years of industry experience. Prior to joining LPL Financial in 2020, he worked at Sagepoint Financial, Inc. from 2016 to 2019. Outside of his advisory role, Yates is a group fitness instructor at Baileys Gym in Jacksonville, Florida. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, third-party subadvisors, and research from LPL Research and others.