Matthew Murray is a financial advisor with Merrill in Jacksonville, FL. He holds a Series 66 designation and has 11 years of industry experience, including roles at Bank of America, N.A. since 2015 and Merrill 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Sarah Van Vliet is a financial advisor at Merrill with 18 years of industry experience. She holds the Series 66 designation and has worked at Merrill Lynch, Pierce, Fenner & Smith, Incorporated since 2007 and at Bank of America, N.A. since 2013. 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.

Dalton Butler is a CFP® and holds a Series 66 license, with 10 years of experience in the financial services industry. He is currently with Wells Fargo Clearing, where he has worked since 2022, following prior roles at Merrill and Bank of America. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

John Gilligan is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and bringing four years of industry experience. He has been with Merrill since 2017 and previously worked at Colonial Life Insurance for one year. 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.

Andrew Klanjac is a financial advisor at Merrill with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Merrill since 2017, having previously been with Fidelity Brokerage Services from 2014 to 2017. Outside of his advisory role, he is co-owner of a family business unrelated to investment activities. 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 individual, high-net-worth, and institutional clients.

Jared Anderson is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. He has worked at Bank of America and Merrill since 2021. Outside of finance, he has experience at Regatta Bay Golf and Yacht Club. 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, institutions, and charitable organizations.

Burt Miltenberger is a financial advisor with Wells Fargo Clearing in Jacksonville, FL, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He worked previously at Ameriprise Financial Services, Inc. for 10 years before joining Wells Fargo Clearing in 2019. Outside of his advisory role, he serves as treasurer for Providence Church in Ormond Beach, FL, where he assists in reviewing church finances and potential projects. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics from the Wells Fargo Investment Institute.

Darrell Wranovics is the Vice President and Financial Consultant at Fidelity Investments, where he has been serving since 2019. He brings extensive experience in financial consulting, having held multiple roles within Fidelity Investments since 2006, including Senior Portfolio Specialist and Portfolio Specialist in Portfolio Advisory Services, as well as positions in client management and retirement solutions. Prior to joining Fidelity, he worked at Merrill Lynch as a 401k & Stock Plan Services Representative from 2005 to 2006. Throughout his career, Darrell has focused on simplifying the investing process for clients and assisting them in achieving their financial goals across various life stages. His expertise spans investment strategies, income planning, college savings, and estate planning considerations. He holds an Arkansas Insurance License, supporting his ability to address insurance-related financial needs. Darrell is committed to delivering excellence in every client interaction and maintaining a client-first approach in all his professional relationships.

Adam Kladiva is a Financial Consultant at Fidelity Investments, a role he has held since 2023. Prior to this, he worked as a Workplace Planning Consultant at Fidelity Investments from 2022 to 2023. Adam holds insurance licenses in Arkansas and California. In his professional capacity, Adam focuses on understanding clients' perspectives to help them manage their finances in ways that align with their personal priorities. He values learning about individuals' stories and assisting them in shaping their financial futures. Outside of his professional work, Adam's interests include parenthood, surfing, and volunteering.

Taylor Reemsnyder is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and 14 years of industry experience. He has worked at Merrill since 2010 and Bank of America since 2020. He is an authorized member of an LLC related to his father's restaurant business for estate planning purposes but has no active role in the operation. 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 accounts.

Alba Jaundoo is a financial advisor at Merrill in Jacksonville, FL, with 15 years of industry experience. She holds Series 63 and Series 66 credentials and has worked previously at Morgan Stanley and Wells Fargo Clearing. Jaundoo serves as a board member of Rooting for Joy Inc., a nonprofit focused on promoting joy, gentleness, and kindness through community and nature. 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 institutions.

Chris Momirov is a financial advisor with Merrill in Jacksonville, FL, holding Series 66 and Series 63 licenses and 12 years of industry experience. He has been with Merrill since 2014. 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, pension plans, corporations, and charitable organizations.

Marcus Brannon is a financial advisor at Raymond James & Associates with 10 years of industry experience. He holds the Series 66 designation and has worked at Merrill, Bank of America, and various Raymond James entities since 2012. Based in Jacksonville, FL, he has been with Raymond James & Associates since 2022. Raymond James & Associates, Inc. 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, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Michelle Gilmore is a financial advisor at Merrill with 28 years of industry experience. She has been with Merrill since 1998 and holds the Series 63 and Series 66 credentials. 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.

Colleen Parkhurst is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a wider range of investment options including insurance-related vehicles and bank deposit sweep programs.

Brayden Nones is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work includes roles at Fidelity Investments and various other organizations, including a five-year period at Red Oak Church. Outside of his advisory work, he assists with a family-operated lemonade concession trailer and manages an affiliate marketing business producing repair and maintenance videos. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm employs a research-driven, quantitative investment process with systematic methodologies and long-term asset allocation benchmarks.

Brandon Frick is a financial advisor at Fidelity with Series 66 and Series 63 licenses and three years of industry experience. Prior to his current role, he was a homemaker and held positions at Village Presbyterian Church and Woods Memorial Presbyterian Church. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory roles for registered investment companies and a Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios and oversees affiliated and unaffiliated sub-advisers as part of its investment process.

Shacoria Brookins is a financial advisor at Fidelity with two years of industry experience and holds the Series 66 designation. Prior to joining Fidelity, she worked in various roles across sectors including technology, retail, and hospitality. She is also employed as a server at a local restaurant outside of her financial advisory role. 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’s investment approach combines proprietary fundamental research with quantitative and algorithmic portfolio construction, offering model portfolios composed of mutual funds, ETFs, and ETPs.

Thomas Occhiogrosso is a financial advisor with Merrill based in Jacksonville, FL, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with Merrill Lynch and Bank of America since 2010 and has also worked with TRO Group since 2007. 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 various institutional investors.

Zeak Davenport is a financial advisor with Fidelity Investments, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. His prior roles include positions at BBVA Wealth Solutions, Morgan Stanley, and Prudential, as well as service in the US Navy Reserves. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a mix of proprietary research, quantitative analysis, and systematic portfolio construction. The firm manages model portfolios using a broad investable universe and serves in advisory roles for multiple registered investment companies and fund-of-funds.