Andrew Maiman is a financial advisor at Merrill with 12 years of industry experience. He holds the Series 66 and Series 63 registrations and has worked at Merrill and Bank of America, N.A. since 2013 and 2015, respectively. 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 various institutional investors.

Camren Duncan is a financial advisor at Merrill with six years of industry experience. He holds the Series 66 designation and has worked at Merrill and Bank of America since 2019. Outside of his advisory role, he streams video games on Twitch under a gamer tag, where he occasionally receives donations from viewers. 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.

Kristin Allen is a financial advisor with Raymond James & Associates in Jacksonville, FL, holding a Series 63 designation and 26 years of industry experience. She has been with Raymond James & Associates since 2007. Outside of her advisory role, she has a personal investment in MOJO BBQ & BLUES, LLC, a private company based in Jacksonville. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a broad network of advisers and affiliated research.

Anne Rossi is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and 13 years of industry experience. She has worked at Bank of America, N.A. and Merrill since 2013. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Laura Martin is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Her prior work includes roles in education and retail, such as positions at East Tennessee State University and Bath and Body Works. 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 with model-based and discretionary investment strategies.

Jessica Biery is a financial advisor with LPL Financial holding ChFC® and Series 66 designations and six years of industry experience. She has worked at several firms including VALIC Financial Advisors and Agia. Outside of her advisory work, she is a co-owner of a real estate rental business in Jacksonville, FL. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers various advisory programs and financial planning services, utilizing model portfolios, third-party subadvisors, and advanced technologies such as machine learning.

Carrie Jones is a financial advisor at Merrill with 24 years of industry experience. She holds the Series 66 designation and has been with Merrill since 2002 in Jacksonville, FL. 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.

John Cunningham is a financial advisor with Raymond James Financial in Ponte Vedra Beach, FL, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been the president and CEO of J Cunningham Inc. since 2009. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, corporations, and institutional clients, using tailored, non-discretionary strategies supported by analytical tools and risk profiling. The firm is notable for its municipal advisor affiliation and specialized advisory programs such as SIMPLE IRA Employer Advisory & Consulting Services.

Adrian Aleksandrowicz is a financial advisor at Fidelity with two years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Walmart and in academic roles at Fresno Pacific University and Emmanuel University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, and employs a systematic investment process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction.

Andrew Boehmer is a financial advisor at Merrill with six years of industry experience and holds a Series 66 designation. He has been with Bank of America and Merrill since 2016. 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 to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kevin Thomas is a financial advisor with Fidelity in Jacksonville, FL, holding Series 66 and Series 63 licenses and two years of industry experience. His prior work includes roles at Bass Pro Shop, FHIA Remodeling, and managing his own professional partnership group. Fidelity’s Strategic Advisers LLC, where he works, offers investment management and advisory services to retail and institutional clients. The firm combines fundamental research with quantitative and algorithmic portfolio construction to manage a range of funds and model portfolios.

Jason Hiebenthal is a financial advisor with UBS Financial Services in Ponte Vedra Beach, FL. He holds a Series 66 designation and has six years of industry experience. Prior to joining UBS in 2026, he was with Bank of America and Merrill from 2019 to 2026, and CACI from 2015 to 2019. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment plans.

Gregory Entzi is a financial advisor at Merrill with 13 years of industry experience. He holds a Series 66 designation and has been with Merrill and Bank of America, N.A. since 2012. 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.

Aditya Narayan is a financial advisor at Fidelity with a Series 66 credential and less than one year of industry experience. His prior work experience includes roles at Best Buy and self-employment, as well as academic positions at the University of South Florida and Penn State University - Harrisburg. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, with noted use of AI and formal governance procedures.

Michael Bowles is a Senior Financial Advisor specializing in working with families, business owners, and executives to structure and guide their financial lives. He is affiliated with Merrill Lynch Wealth Management and focuses on providing comprehensive financial planning and investment services. Michael holds a Master's Degree and a Bachelor's Degree from the University of Florida, as well as a Master of Business Administration (MBA) from the same institution. His professional designations include CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is also involved in professional organizations such as Florida Blue Key and the Jacksonville Gator Club. In addition to his professional work, Michael participates in community activities including Dance Marathon at the University of Florida, ProCamps Worldwide, and TopSoccer. He resides in Jacksonville, Florida, with his wife, their daughter, and their dogs.

Ryan Meyers is a financial advisor at Merrill with 15 years of industry experience. He holds a Series 66 designation and has worked at both Merrill and Bank of America, N.A. since 2011 and 2013, respectively. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Prescott Rowe is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been active in the financial industry since 2011, serving in various roles including support for financial advisors, licensed trader, service representative, and on the Retirement help desk. His work centers on individual retirement and estate planning as well as institutional retirement planning for businesses and high net worth individuals. Prescott holds several professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor's degree in Communications and Electronic Media from the University of North Florida. Prescott's client engagement process includes understanding client goals and needs, creating tailored plans, implementing strategies to enhance these plans, and conducting periodic reviews. He emphasizes customized strategies to align with individual client situations and investment profiles. Outside of his professional role, Prescott is involved in community organizations such as the Boy Scouts of America and Riverside Avondale Preservation. He enjoys activities including biking, chess, football, golfing, pickleball, soccer, swimming, tennis, watching movies, and spending time with his family.

Gordon Mills is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 licenses and 10 years of industry experience. He 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Hannah Bordon is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, she held various roles in education, healthcare, and community organizations. 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.

Kenneth Williams is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has been with Fidelity since 2007, including roles at Fidelity Personal and Workplace Advisors and Fidelity Investments. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm provides discretionary portfolio management, fund advisory, and model portfolio delivery, serving a diverse client base including registered investment companies and charitable gift funds.