Jacksonville, FL 9000 Southside Blvd Global Human Resources The Academy Office

Sianna Soto is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. She has been with Merrill since 2015. Outside of her advisory role, she owns Brain Frog Designs LLC, a small business focused on selling custom shirts and crochet items online and at craft fairs. 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.

Amanda Schwab is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. She has worked at Merrill and Bank of America, N.A. since 2010, with a brief interval before returning to Merrill in 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 a range of clients including individuals, high-net-worth investors, and institutions.

Bruce Nicholas Cabanayan is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and three years of industry experience. He has worked at Merrill since 2021 and previously spent five years with Bank of America. 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.

James Garrison is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and 12 years of industry experience. He has been with 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.

Jonathan Ross Ong is a financial advisor at Merrill with nine years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2017. Prior to that, he was affiliated with Bank of America N.A., Tolomato Community Development District, and the University of North Florida. 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 variety of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

James Grzymkowski is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and 15 years of industry experience. He has been with Bank of America and Merrill since 2010. Merrill, together 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 offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jennifer Engelstad is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and 17 years of industry experience. She has been with Merrill since 2018 and previously worked at Kelly Educational Services. Outside of advising, she is a co-owner of several rental properties in Jacksonville Beach. 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.

Stela Fiku is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and 13 years of industry experience. She previously worked at JP Morgan Securities LLC and JP Morgan Chase Bank from 2016 to 2019 and spent nine years at Florida State College at Jacksonville. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Dartling Minoso is a financial advisor at Merrill with Series 63 and Series 66 designations and three years of industry experience. Prior to joining Merrill, Minoso worked at DXC, NYLIFE Securities LLC, and New York Life. 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.

James Stokes is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Merrill since 2004. Outside of his advisory role, he is the owner of August June Properties, LLC, an entity established to hold a building intended as the permanent location for his wife's business. 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, and charitable organizations.

Alexander Kimmey is a financial advisor with Merrill based in Jacksonville, FL, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has worked with Merrill since 2014 and has also been affiliated with Bank of America since 2018. Outside of his advisory role, Kimmey is involved with The County Bee, LLC, a satirical website he co-founded, though it currently has no active operations. 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.

Allan Richardson is a financial advisor at Merrill with 19 years at the firm and 12 years of industry experience. He holds the Series 66 designation and is based in Jacksonville, FL. 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.

Riley Smith is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Prior to joining Merrill, he worked at Dicks Sporting Goods and held various positions including at Tesla Motors and the University of North Florida. Merrill 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.

Emily Rodriguez is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and 19 years of industry experience. She has been with Bank of America since 2011 and affiliated with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2005. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Leland Burrell Jr. is a financial advisor with Merrill in Jacksonville, FL, holding a Series 66 designation and 23 years of industry experience. His career includes long-term roles at Merrill since 2003 and Bank of America, N.A., where he has worked since 2015. 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 institutions.