Megan Elizabeth Williams

Business Name: KESTRA ADVISORY SERVICES, LLC POS: COO NOB: Inv advisory srvcs thru Kestra Advisory Srvcs, LLC INV REL: Y #OF HRS: 160 SEC TRAD HRS: 130 STRT DTE: 10/01/2022 ADDR: 5707 Southwest Pkwy, Bldg 2, Ste 400, Austin TX 78735 DESC: Summary of Responsibilities: COO is responsible for the daily success and short- and long-term execution of strategy for Meritrust, an affiliate of MCM CPAs & Advisors LLP (MCM). This role will work with the MCM leadership team to ensure long term success for the financial service line. The COO is responsible for MWM Firm performance in coord w/MCM & Meritrust Managing Member as it relates to the service line's day to day leadership, team member development, practice growth, client service delivery &profitability. Lead wkly Lvl 10 mtngs w/ advisors &op team. Facilitate &manage client sat measurements. In coord w/Advisors, review Firm website, literature, mailings, advertising &other promo info rel to Meritrust. Lead effort to develop G2 team (Generation 2) based on growth plan. Plan Member meetings and retreats on a regular basis. Approve all charitable contr bdgts &event sponsorship bdgts in coord w/ MCM Practice Growth Director. Business Name: MERITRUST WEALTH MANAGEMENT POS: COO NOB: Registered rep activities thru Kestra Inv Srvcs INV REL: Y #OF HRS: 160 SEC TRAD HRS: 130 STRT DTE: 10/01/2022 ADDR: 462 South Fourth Street, Suite 2610, Louisville KY 40202 DESC: Summary of Responsibilities: COO is responsible for the daily success and short- and long-term execution of strategy for Meritrust, an affiliate of MCM CPAs & Advisors LLP (MCM). This role will work with the MCM leadership team to ensure long term success for the financial service line. The COO is responsible for MWM Firm performance in coord w/MCM & Meritrust Managing Member as it relates to the service line's day to day leadership, team member development, practice growth, client service delivery &profitability. Lead wkly Lvl 10 mtngs w/ advisors &op team. Facilitate &manage client sat measurements. In coord w/Advisors, review Firm website, literature, mailings, advertising &other promo info rel to Meritrust. Lead effort to develop G2 team (Generation 2) based on growth plan. Plan Member meetings and retreats on a regular basis. Approve all charitable contr bdgts &event sponsorship bdgts in coord w/ MCM Practice Growth Director. Business Name: FADED RED RUGBY ALUMNI BOARD POSITION: board member NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2023 ADDRESS: NA, Ithaca NY 14850 DESCRIPTION: Help facilitate meetings, guide undergraduate team members, and engage with university leadership on decisions affecting the teams. We also decide on the hiring and roles of coaching staff.