Joseph Weston Jr. is the Resident Director and Wealth Management Advisor at Merrill Lynch. He has been part of Merrill Lynch Wealth Management since 2005 and has been working in the financial services industry since 1997. Joseph holds the CERTIFIED FINANCIAL PLANNER® (CFP) designation, a credential awarded by the Certified Financial Planning Board of Standards, Inc., and is also a Personal Investment Advisor (PIA). He earned a Bachelor of Science degree from the University of Tampa. Joseph provides services including defined benefit plan management, investment consulting for defined contribution plans, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management, sports and entertainment financial services, tax minimization, and retirement income strategies. He works with families, business owners, and medical professionals to develop financial plans and strategies aimed at achieving their financial goals. Outside of his professional role, Joseph enjoys adventure sports, boating, golfing, ice hockey, reading, running, traveling, and spending time with his family.

Michael Umstead is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked at First Command in various advisory and brokerage roles and spent 16 years with the U.S. Department of Transportation/Federal Aviation Administration. He is involved with the Aerolegacy business, assisting with administration and marketing. Edward Jones is a full-service wealth management firm serving individual and institutional clients and managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment solutions supported by a large network of advisors and branch offices nationwide.