Matthew Mc Lean is a financial advisor at Broyhill Asset Management, LLC in Charlotte, NC, holding Series 63 and Series 65 credentials with seven years of industry experience. His previous roles include positions at Millennium Management, Wells Fargo, BlackArch Partners, and AB Bernstein. Broyhill Asset Management is an SEC-registered investment adviser managing approximately $204.5 million in assets, providing discretionary portfolio management to individuals, trusts, foundations, institutions, and private funds. The firm employs a value-oriented, long-term fundamental research approach, sponsors pooled investment vehicles and private funds, and uses option strategies as part of portfolio management.

Christopher Pavese is a CFA® charterholder with 17 years of industry experience. He has been with Broyhill Asset Management, LLC since 2008 and serves as Vice President and Chief Investment Officer of the BMC Fund, Inc., where he manages the day-to-day portfolio operations. Broyhill Asset Management provides discretionary investment management to private funds, individuals, trusts, foundations, and other institutions, overseeing approximately $225 million in assets. The firm employs a value-oriented, long-term investment approach focused on concentrated equity portfolios, supplemented by external managers and diversified strategies, and utilizes derivatives and option strategies for hedging and portfolio enhancement.

Andrea Sefler is a CFA® charterholder at Broyhill Asset Management, LLC with eight years of industry experience. She serves as a research associate for BMC Fund, Inc., a closed-end, diversified investment company, where she performs investment research. She has worked with Broyhill Asset Management since 2016 and as an independent consultant since 2010. Broyhill Asset Management, LLC is an SEC-registered investment adviser managing approximately $204.5 million in assets, providing discretionary portfolio management to individuals, trusts, foundations, institutions, and private funds. The firm employs a value-oriented, long-term fundamental research approach with concentrated equity portfolios and utilizes option strategies, while also actively sponsoring and advising pooled investment vehicles and private funds.

Patrick Wells is a CFA® charterholder based in Charlotte, NC, with one year of industry experience. He has worked at Broyhill Asset Management, LLC since 2024 and previously spent eight years at Pinnacle Associates Ltd. Broyhill Asset Management provides discretionary investment management to private funds, individuals, trusts, foundations, and other institutions, overseeing approximately $225 million in assets. The firm employs a value-oriented, long-term investment approach focused on fundamental analysis and concentrated equity portfolios, supplemented by external managers and diversified strategies.