Joseph Weston Jr. is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He previously worked with Morgan Stanley Dow Inc. and Banc of America Investment Services, Inc. In addition to his advisory role, he owns a limited liability company focused on self-storage commercial real estate investment. 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 a range of model-based and discretionary investment strategies for individual and institutional clients.

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.