Shayna Mc Call is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and 13 years of industry experience. She has been with Merrill since 2011 and is concurrently associated with Bank of America, N.A. since 2013. 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.

Ryan Beshany serves as the Resident Director of the Ponte Vedra office and is a Wealth Management Advisor leading The Beshany Group at Merrill Lynch. He joined Merrill Lynch Wealth Management in 2014 after serving over 13 years as a naval aviator flying SH-60B Seahhawk helicopters and continued his service in the U.S. Navy Reserve until retiring in 2024. Ryan earned a Bachelor of Science degree from the United States Naval Academy in 2001 and a Master of Science degree from the Naval Postgraduate School in 2009. He holds the Certified Private Wealth Advisor (CPWA) designation awarded by the Investments & Wealth Institute after completing the educational component at the Yale School of Business. As a qualified Senior Portfolio Manager, Ryan manages his own personalized and defined investment strategies, which may include individual stocks and bonds, Merrill model portfolios, and third-party strategies, often on a discretionary basis. In addition to his advisory role, Ryan is responsible for managing and supervising the Ponte Vedra office. He lives in Ponte Vedra Beach, Florida, with his wife, three children, and three dogs. Outside of work, he enjoys spending time with his family, fitness activities, and surfing.

John Batista is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and having nine years of experience at Merrill following six years at Dr. Brink & Associates - Pearle Vision. Outside of his advisory role, he is a co-owner and manager of CJJ Sunshine Properties, LLC, a limited liability company involved in short-term rental property activities, and serves as a board member for Florida Business Professionals of America, a career and technical student organization. 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 a range of clients including individuals, high-net-worth investors, pension plans, and charitable organizations.

Robert Zacharias is a ChFC® and holds a Series 66 license with 28 years of industry experience. He has worked at Cetera and its affiliated entities since 2021, previously serving seven years at Voya Financial Advisors. Outside of finance, he serves as a committee member and trustee at Island View Baptist Church in Orange Park, FL. Cetera Investment Advisers LLC operates a multi-manager platform serving individual, employer-sponsored retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a nationwide network of independent advisors.

Jessica Rausch is a financial advisor at Raymond James Financial with 14 years of industry experience. She holds a Series 66 designation and has previously worked at firms including Morgan Stanley, WealthPLAN Partners, and Fidelity Investments. Located in Ponte Vedra, FL, she has been with Raymond James Financial Services Advisors, Inc. since 2026. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning supported by analytical tools and maintains specialized programs in municipal finance and SIMPLE IRA employer advisory services.

Keith Bratton is a financial advisor with Merrill, holding Series 63 and Series 66 credentials and 33 years of industry experience. He has worked at Merrill since 2001 and Bank of America, N.A. since 2009. He is also associated with Bratton Family LLC outside of his 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 individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations.

Christina Chamberlain is a Series 66 credentialed advisor with Merrill in Jacksonville, FL, where she has worked since 2015. She has 10 years of industry experience and previously worked with Bank of America, N.A. Outside of her advisory role, she owns two sole-proprietorship entities established to manage childcare payments for her daughter. 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.

Lawrence Oakley is a financial advisor at Merrill with six years of industry experience and holds the Series 66 designation. His prior roles include positions at TIAA and Prudential Financial. Merrill, together 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 institutional investors.

Henry Berg is a financial advisor at Stifel with 37 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Stifel Nicolaus & Co Inc since 2016. Based in Jacksonville, FL, Berg’s career includes a decade at his current firm. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, providing both brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Raymond D'agostino is a financial advisor with Morgan Stanley in Jacksonville, FL, holding Series 65 and Series 66 licenses and having 23 years of industry experience. He has been with Morgan Stanley since 2014, including roles at Morgan Stanley Private Bank, National Association, since 2015. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets through a structured planning process supported by firm-approved tools and strategies.

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.

Evan Sliwowski is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior roles include positions at Valore Acquisitions Corp., JPMorgan Chase Bank, N.A., and Northwestern Mutual. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its approach.

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.