Welcome to ENRICH 2025
We designed ENRICH to empower, connect, and align our team through dedicated learning, collaboration, and sharing our strategic vision.
ENRICH 2025 Agenda
Welcome to the 2025 ENRICH Conference. Please click on the link below to view the conference schedule and details!
6:00 - 8:30 PM | Welcome Buffet and Cocktails
Location: Outside Terrace Pool Deck
8:00 - 8:30 AM Breakfast
Location: Ballroom A/B
8:30 - 9:00 AM | Team Exercise
Kelly Gallimore, Wealth Advisor and Chief Culture Officer, Merit Financial Advisors
Location: Ballroom A/B
9:00 - 9:10 AM | Compliance Corner
John Cote, Chief Growth Officer, Merit Financial Advisors
Doug Baxley, Chief Compliance Officer, Merit Financial Advisors
Location: Ballroom A/B
9:10 - 9:45 AM | Blurring Lines: Investments + Financial Planning
Brian Andrew, Chief Investment Officer, Merit Financial Advisors
Joe Cilley, Vice President of Financial Planning, Wealth Manager, Merit Financial Advisors
Location: Ballroom A/B
9:50 - 10:30 AM | Circle of Excellence Panel
Moderators:
- John Cote, Chief Growth Officer, Merit Financial Advisors
- Joe Cilley, Vice President of Financial Planning, Wealth Manager, Merit Financial Advisors
Panelists:
- Scott Meyer, Wealth Manager, Merit Financial Advisors
- Baylee Bryant, Wealth Manager, Merit Financial Advisors
- Marcus Anderson, Wealth Manager, Merit Financial Advisors
Location: Ballroom A/B
10:35 - 11:15 AM | Leadership Lightning Round
Speakers:
- Brian Green, Executive Vice President, Managing Operating Principal, Merit Financial Advisors
- Chrissy Lee, Chief Operating Officer, Merit Financial Advisors
- Alex Barthold, Regional Vice President, Director of Referral Programs, Merit Financial Advisors
- David Wahlen, Vice President of Strategic Partnerships, Merit Financial Advisors
Location: Ballroom A/B
11:20 - 11:30 AM | Closing Remarks
Rick Kent, CEO and Founder, Merit Financial Advisors
Kay Lynn Mayhue, President, Merit Financial Advisors
Location: Ballroom A/B
11:30 AM - 12:00 PM | Lunch
Location: Ballroom A/B
12:30 PM | Shuttle Service to Airport Begins
Helpful Information
We’re excited to welcome you to ENRICH 2025! Below are the key details to help you plan your trip and make the most of your time with us.
Hotel Information
2625 Circle 75 Pkwy SE, Atlanta, GA 30339
Enjoy modern amenities and walkable access to all event venues—including Truist Park and Punch Bowl Social.
Arrival & Departure
Arrival (Tuesday, April 15): We recommend using a rideshare service or taxi from Hartsfield-Jackson Atlanta International Airport (ATL) to the Omni Hotel.
Parking at the Omni is valet only. Please pull up to the front of the hotel and an Omni Valet Driver will park your car for you. Don't forget your ticket!
Departure (Thursday, April 17): A complimentary shuttle to the airport will be available immediately following the closing main stage session on Day 3.
Registration & Help Desk Hours
Stop by the ENRICH registration desk for your badge, conference materials, and any support you need throughout the week.
- Tuesday, April 15: 1:00 PM – 6:00 PM
- Wednesday, April 16: 8:00 AM – 4:00 PM
- Thursday, April 17: 8:00 AM – 12:00 PM
The Partnership Experience Village
Discover how our ecosystem of partners can support your growth. Engage, ask questions, and explore hands-on resources.
- Open Wednesday, April 16: 9:00 AM – 4:00 PM
Wi-Fi Access
Stay connected throughout the conference.
- Network: Omni Meeting
- Password: Enrich2025
Evening Reception – Wednesday Night
Unwind with your fellow attendees at our networking reception that will include dinner, drinks and entertainment.
- Location: Punch Bowl Social (a short walk from the Omni)
- Time: 5:30 – 9:30 PM (EST)
Dress Code: Business Casual
We encourage business casual attire throughout the conference.
That means: blouses or button-down shirts, slacks, chinos, professional tops, dresses, and optional blazers. No need for ties or suits—comfort meets polished!
Check the Forecast
Atlanta weather in April can vary—layering is your friend!
Hotel Map
SPONSORS
Special thanks to our sponsors for their support!
CONTACT US!
Need Help?
Contact Aliyah Cheatham or Margarite Lynch