Brett Wheeler

Goldman Sachs Asset Management LP (GSAMLP) is a SEC-registered investment advisor headquartered in New York City. The firm is a wholly owned subsidiary of GSAM Holdings LLC, and their ultimate parent is Goldman Sachs Group, Inc. (NYSE: GS). Founded in 1988, GSAMLP provides investment solutions to a range of individual and institutional investors worldwide.

Morris Financial Concepts, Inc. (MFC) is an independent registered investment advisor and wealth management firm headquartered in Mount Pleasant, South Carolina. The firm was founded by Kyra H. Morris in 1983. MFC offers comprehensive Financial Planning and Investment Management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities.

Choreo LLC is a SEC-registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded in 2000 and formerly known as McGladrey Wealth Management LLC and RSM US Wealth Management LLC. They are owned by Compass Parent LP. Choreo provides investment advisory, aggregated reporting, financial planning, wealth management consulting, and retirement plan consulting and advisory services to a broad range of client types.

Morton Brown Family Wealth LLC (MBFW) is an independent registered investment advisor headquartered in Allentown, Pennsylvania. The firm was founded in 2018 and is principally owned by Kathryn M. Brown and Dennis Morton, Jr. MBFW provides discretionary and non-discretionary investment advisory services to high net worth individuals and families, small business owners and professionals.