Joanne Renshaw is a financial advisor at Merrill with a Series 66 designation and seven years of industry experience. She has worked at Merrill since 2017 and previously held a position at Bath and Body Works from 2012 to 2017. 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.

Benjamin Roberts III is a financial advisor supporting The Roberts Group, a family team established in 1980 inside Merrill Lynch Wealth Management. He works within Merrill Lynch Wealth Management and has access to Bank of America specialists to provide clients with personalized wealth management strategies. He focuses on family wealth management strategies, services for endowments, foundations, and non-profits, services for defined benefit plans, managing new wealth, portfolio management services, and socially responsible, values-based, and ESG investing. The Roberts Group has supported multiple generations of clients in wealth planning and preservation for families, businesses, and their employees. Benjamin holds the professional designations of Certified Exit Planning Advisor (CEPA) and Personal Investment Advisor (PIA). He earned his education in Labor Relations from Cornell University. He is an enrolled member of The Sault Ste. Marie Tribe of Chippewa Indians and is involved with organizations such as AIPAC, the Bank of America Native American Professional Network Regional Leader - East, Entrepreneurship@Cornell - Cayuga Forum, and Sigma Alpha Epsilon Fraternity - New York Alpha. He is fluent in English, Spanish, and Portuguese.

Angela Lankford is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. She holds Series 63 and Series 66 designations. Prior to joining Wells Fargo in 2025, she worked at Merrill for 24 years. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s IPS-driven advisory approach incorporates modern portfolio theory and includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Mark Mitchell is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and 34 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research since 2016. Outside of his advisory role, he is involved as an owner and partner in several business ventures, including a company funding producer education and appreciation activities. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm provides financial planning, investment management, and retirement plan advisory services through independent Financial Professionals, offering a range of portfolio management options and proprietary as well as third-party model strategies.

Michele Pearson Tucker is a CFP®-certified financial advisor with Edward Jones in Athens, GA, where she has worked since 2014. She has 11 years of industry experience and holds the Series 66 designation. Outside of her advisory role, she is a partner in Phaze 1, LLC, an online directory and planning service for minority-owned businesses in the Athens area, and serves as Secretary/Treasurer of the Classic Center Cultural Foundation. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of advisors and branch offices nationwide.