Michael Neill is a CFA® charterholder with four years of industry experience. He is currently with Marathon Financial Group, joining in 2025 after roles at NewEdge Advisors, LLC, Corient Services LLC, Corient, CIPW Service Company, LLC, CI Doyle Private Wealth, LLC, Unum, and BNY Mellon Wealth Management. Marathon Financial Group serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities through financial planning, consulting, and discretionary wealth management with a goals-based, planning-driven investment approach that emphasizes tax-conscious, actively managed equity portfolios.

Charles Brown IV is a financial advisor at Marathon Financial Group with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at NewEdge Advisors, Mass Mutual Investors Services, Baystate Financial, and Metlife Securities. Marathon Financial Group serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities with financial planning, consulting, and discretionary wealth management. The firm employs a goals-based, planning-driven investment approach that emphasizes tax-conscious, actively managed equity portfolios combining ETFs and direct stock holdings selected through fundamental research and top-down sector analysis.

Connor Gallivan is a financial advisor at Marathon Financial Group with nine years of industry experience. He has previously worked at NewEdge Securities Inc, Guardian Life Insurance Company, Park Avenue Securities, The Bulfinch Group, and Putnam Retail Management. He holds Series 63 and Series 65 licenses. Marathon Financial Group serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities, offering financial planning, consulting, and discretionary wealth management. The firm employs a goals-based, planning-driven investment approach with tax-conscious, actively managed equity portfolios that combine ETFs and direct stock holdings selected through fundamental research and sector analysis.

Jonathan Yeager is a financial advisor at Marathon Financial Group with 18 years of industry experience. He holds the Series 66 designation and has worked at firms including RFG Advisory, NewEdge Securities, and Axa Advisors. Yeager serves on the Executive Leadership Team of the Alabama Alzheimer's Association, focusing on fundraising and recruiting efforts. Marathon Financial Group is a team of four professionals managing approximately $289 million for about 115 clients, including individuals, trusts, estates, charitable organizations, and business entities. The firm provides comprehensive financial planning, discretionary investment management, and consulting, following a goals-based, planning-driven investment approach with an emphasis on long-term, tax-conscious equity portfolios.