Large-firm, 10b5-1 plan design financial advisors

Christian Nelson is a financial advisor at IEQ Capital, LLC with 20 years of industry experience. He holds Series 63, Series 66, and Series 65 credentials. Prior to joining IEQ Capital in 2019, Nelson worked at First Republic in various investment management and securities roles from 2015 to 2019. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, and various entities including trusts and foundations. The firm’s investment approach involves centralized macroeconomic research, client-specific Investment Policy Statements, and diversified portfolios composed of liquid strategies, third-party managers, and private alternative investments.

Adam Cline is a Wealth Management Advisor with Merrill Lynch Wealth Management in San Francisco. He began his career in the financial services industry in 2009 and joined Merrill in 2010. Adam works primarily with affluent clients, including C-suite executives and serial entrepreneurs, focusing on a holistic approach to wealth management that involves significant time spent with clients and their families to foster behaviors and attitudes that support positive long-term financial outcomes. His expertise includes executive compensation, equity compensation services, liquidity management, personal retirement planning, and retirement income. Adam assists clients with wealth enhancement by understanding risks and measuring probabilities to reach objectives, wealth preservation, wealth transfer to succeeding generations, and charitable gifting strategies. He also provides services related to stock option analysis, restricted stock strategies, family wealth growth, trust and estate planning, life insurance, philanthropic strategy, and business succession planning. Adam holds a Bachelor of Science degree in Political Economics from the University of California, Berkeley. He holds securities licenses including the Series 7 and 66 FINRA registrations, and professional designations such as Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA). He participates in community organizations including GLIDE, Habitat for Humanity, and Sage Project. Outside of work, he enjoys basketball, camping, golfing, hiking, scuba diving, spending time with family, surfing, swimming, traveling, and yoga.

Derek Ehlers is the Vice President and Branch Leader at Fidelity Investments, where he leads a team of financial professionals focused on partnering with clients and their families to address their financial and wealth planning needs. He has held this leadership role since 2021. Derek's career at Fidelity Investments spans over two decades, beginning in 2000. Throughout his tenure, he has held various positions including Assistant Branch Leader, Branch Service Manager, Senior Relationship Manager, and several specialist and representative roles, reflecting a broad range of experience within the company. No additional information regarding Derek's education, credentials, personal interests, or community involvement has been provided.

Jared Johnson is a financial advisor at Echo Wealth Management, LLC in Plymouth, MN, holding a Series 65 designation with three years of industry experience. He previously worked at Trust Point Inc. and spent four years in full-time education before joining Echo Wealth Management in 2018. Echo Wealth Management provides discretionary and non-discretionary portfolio management, pension consulting, and comprehensive financial planning to individuals, high-net-worth clients, trusts, foundations, participant-directed retirement plans, and businesses. The firm employs an evidence-based investment approach grounded in Modern Portfolio Theory, emphasizing factor-based exposures and using ETFs, institutional mutual funds, option-based strategies, and structured notes as part of its risk management and return enhancement.

Christopher Ferguson is a financial advisor at Pine Capital with a Series 65 credential and three years of industry experience. He is a part owner of Cherry Bomb Table Games, a game development company, and also coaches football at Portland High School. Additionally, he owns a women's boutique called Bobbles & Lace Charleston. Pine Capital provides discretionary investment management for individuals, trusts, and select institutional clients, using a research-driven growth-at-a-reasonable-price equity selection approach and primarily constructing portfolios from individual stocks and bonds.

Jeffrey Park is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Merrill and affiliated firms since 2011, including roles at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of his advisory work, he is a sole owner and co-owner of family rental properties in Lawrenceville, Georgia. 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 strategies for individuals, high-net-worth clients, and institutional investors.

Scott Mahoney is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, N.A. Outside of his advisory work, he is involved with Giants Foot Cubed LLC. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services supported by structured planning tools and broad investment resources.

Elizabeth Brown is a Series 66 licensed financial advisor with J.P. Morgan Securities in New York, NY, where she has worked since 2012. She has 26 years of industry experience. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Wesley Pool is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at JPMorgan Securities LLC for seven years. Outside of finance, he has been involved with #TagMeBro LLC and Fry Street Public House. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Willie Myles is a financial advisor with Equitable Advisors in Cary, NC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at Equitable Advisors since 2016 and previously at AXA Advisors, LLC. Outside of his advisory work, he serves as co-chairman of a fundraising campaign for the nonprofit Alpha Light Fund Inc., focused on renovating the House of Alpha. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, leveraging LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.