Michael Gilligan is a financial advisor at Merrill in Jacksonville, FL. He holds a Series 66 designation and began his advisory career at Merrill in 2026. Prior to joining Merrill, he worked at the Wisconsin Club and Vector Marketing and attended Marquette University. 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 and profit-sharing plans, corporations, and charitable organizations.

Jeffrey Ragsdale is a financial advisor at Fidelity with a Series 66 designation and over two years of experience in the investment industry. Prior to joining Fidelity, he worked at VP Distributors LLC, Virtus Investment Partners, and Mutual of America. He also has an eight-year background at Devry University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, as well as registered investment companies. The firm’s approach combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios across a broad investable universe.

Brent Kugler is a financial advisor at Fidelity with 25 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Merrill for seven years before joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios comprising mutual funds, ETFs, and ETPs.

William Khairi is a financial advisor with Fidelity Investments in Jacksonville, FL, holding Series 63 and Series 66 licenses and bringing three years of industry experience. His prior work includes roles at the Federal Reserve Bank of Atlanta and involvement with the Georgia Student Public Interest Research Group. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction.

Shelby Leuellen is a financial advisor at Fidelity with eight years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services LLC since 2017. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, and it serves as an advisor for multiple registered investment companies and fund-of-funds.

James Frain is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2017 and Bank of America, N.A. since 2019. Prior to his advisory roles, he was employed at the University of Central Florida and Oakhurst Car Wash. 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. The firm offers model-based and discretionary investment strategies supported by internal teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Christopher Gardner is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 licenses and having nine years of industry experience. His work history includes ten years at Merrill and six years at Bank of America, N.A. prior to that. Merrill serves a wide range of clients including individuals, retirement plans, corporations, and institutional clients by 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 program strategies and integrates closely with Bank of America affiliates to support trading, lending, and capital markets activities.

Grayson Bingemann is a Planning Consultant at Fidelity Investments, a role he has held since 2026. In this capacity, he collaborates with clients to develop personalized financial plans that align with their family's goals and priorities. Prior to his current position, Grayson held several roles within Fidelity Investments, progressing from Customer Relationship Advocate in 2023 to Investment Solutions Representative I, II, and III between 2024 and 2026. He also gained experience as a Financial Professional at Equitable Advisors in 2023. Grayson holds insurance licenses in Arkansas and California. Outside of his professional pursuits, he has personal interests that include beach activities, food, football, golf, pets, and surfing.

Daniel Umpleby is a financial advisor at Merrill with 11 years of industry experience. He holds the Series 63 and Series 66 licenses. His prior employment includes Fidelity Brokerage Services LLC and Bank of America, N.A. 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.

Shannon Ford Weaver is a financial advisor at Merrill with a Series 66 designation and 10 years of industry experience. She has been with Merrill since 2015. 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.

Johnny Chung is a Series 66 credentialed financial advisor with Fidelity in Jacksonville, Florida, and has 16 years of industry experience. He has held roles across various Fidelity entities since 2014 and continues to serve in advisory capacities within the firm. Outside of his financial advisory work, he occasionally works as a driver for an on-demand transportation service. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios drawn from mutual funds, ETFs, and ETPs.

Marwan Benchaaboune is a Wealth Management Advisor with Merrill Lynch Wealth Management, serving clients since 2007. He focuses on delivering personalized wealth management strategies by collaborating closely with clients to understand their life priorities. His client service approach involves coordinating efforts with attorneys, tax professionals, and insurance experts to simplify financial lives and support goals such as family wealth management, personal retirement planning, portfolio management, and retirement income. Benchaaboune holds a Master’s Degree from West Texas A and M University and a Bachelor’s Degree from Holy Spirit University. He is a CERTIFIED FINANCIAL PLANNER® (CFP) and holds additional professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is experienced in equity trading and analysis, wealth outlook, estate planning, and risk management. Fluent in English, French, and Arabic, he is committed to a goals-based approach with a wealth management team dedicated to building client relationships. Active in his community, Benchaaboune participates in social and philanthropic events and values connecting with people passionate about their work. Outside of his professional responsibilities, his personal interests include biking, football, music, racquetball, soccer, table tennis, and spending time with his family.

Walter Bottin is a financial advisor at Merrill with 26 years of industry experience. He has been with Merrill Lynch, Pierce, Fenner & Smith, Inc. since 2000 and holds Series 63 and Series 66 credentials. 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.

Marc Rhoades is a financial advisor with Fidelity in Jacksonville, FL, holding a Series 66 designation and nine years of industry experience. His work history includes roles at Fidelity Brokerage Services, Edward Jones, and SunTrust Bank. He served as a State of Kansas Legislator from 2007 to 2017. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a systematic investment process combining proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Nicholas Moore is a financial advisor at Fidelity with five years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining Fidelity, he worked briefly at Bbva and has been involved in education at Florida State College of Jacksonville since 2017. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, as well as fund advisory services.

Richard Gerrity is a financial advisor with LPL Financial in Jacksonville, FL, holding a Series 63 designation and over 40 years of industry experience. He has been with LPL Financial (formerly LINSCO/PRIVATE LEDGER) since 2000. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers various financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and research from multiple sources.

Patricia Thomas is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and seven years of industry experience. Her prior work includes two years at State Farm Mutual Insurance Company before joining Fidelity Brokerage Services LLC in 2018. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios and serves as an advisor to multiple registered funds.

Cristian Knill is a financial advisor at Fidelity with the Series 66 designation and two years of industry experience. His background includes roles at Fidelity Investments and prior work in health and fitness, education, and the United States Army. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary research with quantitative analysis and algorithmic portfolio construction. The firm offers a range of services including discretionary portfolio management and fund advisory, and is noted for its use of systematic methodologies and AI-driven research.

David Farrell is a financial advisor at Fidelity, holding a Series 66 designation. He joined Fidelity in 2023, with prior experience at Stanley Ruth Co from 2018 to 2023. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, using a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its advisory role to registered investment companies and its use of systematic methodologies and model portfolios.

Chantrell Ingraham Wells is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and 26 years of industry experience. Wells has worked at Merrill Lynch, Pierce, Fenner & Smith Inc. since 2000 and Bank of America, N.A. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.