Large-firm advisors focused on charitable trusts / foundations in the US

John Greenwood is a financial advisor with Edward Jones in Dubuque, IA, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, Greenwood is involved in several business ventures, including ownership of an online marketing business and partnership in a real estate rental firm. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management supported by a large national network of advisors and branch offices. The firm offers a range of advisory strategies and affiliated investment options while operating under a fiduciary standard.

Marc Eppinger is a financial advisor at Cascade Financial Strategies in Bend, OR, holding a Series 65 designation with six years of industry experience. His prior roles include positions at Empower Advisory Group, Personal Capital Advisors Corporation, Fisher Investments, and Aspen Capital. He also has a background in higher education from Pacific University. Cascade Financial Strategies serves individual clients, pension and profit-sharing plans, trusts, and corporate clients, offering portfolio management, financial planning, and pension consulting. The firm employs fundamental analysis with ESG screening available, strategic and tactical asset allocation, and ongoing portfolio monitoring.

Kenneth Kline serves as a Private Wealth Advisor and is a founder and leader of the Bono & Kline Group at Merrill Private Wealth Management. He works with ultra-affluent individuals, families, and institutions to develop tailored financial strategies. His approach integrates investment management, trust and estate planning services, philanthropic planning, and access to customized credit and lending through Bank of America, N.A. Within his team, he oversees wealth transfer initiatives and has specialized expertise in philanthropic strategies including family foundations, donor-advised funds, and charitable trusts. Kline began his professional career as the founder and owner of an interstate mortgage and construction company operating in the Mid-Atlantic and Midwest regions. In 2001, he transitioned to wealth management by joining Sanford C. Bernstein (now AllianceBernstein) as a Private Wealth Advisor. After eight years, he moved to Barclays Wealth and Investment Management where he collaborated with the Bono & Kline Group before joining Merrill Private Wealth Management in 2015. He holds a Bachelor of Business Administration with a concentration in Real Estate and Economics from the University of Wisconsin, Madison, and a Master of Business Administration in Finance from the University of Maryland. Kline previously served on the Finance Committee for the Children’s Inn at the National Institute of Health and is a past president of the Estate Planning Council of Montgomery County, Maryland. He lives in Potomac, Maryland with his wife and three children and enjoys skiing, running, hiking, reading, and researching future investment trends.

Christopher Johnson is Vice President and Private Wealth Management Advisor at Fidelity Investments, where he has been serving since 2011. In this role, he works closely with a select group of high net worth client families, focusing on understanding their investment philosophies, family communication, future planning, and the purposeful use of their wealth. He has extensive experience within Fidelity Investments, previously holding positions as Vice President and Regional Planning Consultant from 2006 to 2011, Financial Representative III from 2002 to 2006, and Financial Representative II from 2000 to 2002. Prior to joining Fidelity, Christopher was a Financial Advisor at Morgan Stanley Dean Witter from 1998 to 2000. Outside of his professional career, Christopher enjoys outdoor activities and hobbies including camping, attending concerts, cooking and baking, hiking, and skiing.

Jeffrey Park is a financial advisor with Merrill, holding a Series 66 credential and seven years of industry experience. He has worked at Merrill in multiple capacities since 2011, with brief stints at JPMorgan Chase Bank and J.P. Morgan Securities in 2022. Merrill serves a diverse client base including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, discretionary portfolio management, and brokerage services. The firm employs a range of program strategies and manager-constructed portfolios, with oversight from its CIO and platform management, and leverages its affiliation with Bank of America to support trading, lending, and capital markets activities.

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 with Wells Fargo Clearing in Fort Worth, TX, holding Series 63 and Series 66 licenses and 14 years of industry experience. He previously worked at JPMorgan Securities LLC for seven years and has entrepreneurial experience with #TagMeBro LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services grounded in modern portfolio theory and tailored to plan objectives and risk tolerances. The firm’s advisory process includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Willie Myles is a financial advisor at Equitable Advisors with 16 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Equitable Advisors since 2016, previously affiliated with Axa Advisors. Outside of his advisory role, he serves as co-chairman of a fundraising campaign for Alpha Light Fund Inc., a nonprofit organization. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through various third-party programs. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage channels to implement client recommendations.