Jeremy Ellisor is a financial advisor at Convergent Financial Group with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at E & R Wealth Management, LLC since 2014. Ellisor is also licensed to sell insurance in South Carolina and dedicates approximately 10% of his time to this activity. Convergent Financial Group advises individuals, trusts, estates, charitable organizations, and business entities, serving both non-high-net-worth and high-net-worth clients. The firm employs a long-term, allocation-driven investment approach using internally designed model portfolios primarily composed of ETFs, with discretionary management and integrated financial planning.

Matthew Erickson is a financial advisor at Convergent Financial Group with two years of industry experience. He holds a Series 65 designation and has worked at Medcare Urgent Care since 2012. Erickson is also a licensed real estate agent in South Carolina, primarily handling real estate transactions for himself and his family on a limited basis. Convergent Financial Group provides discretionary portfolio management and comprehensive financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a long-term, asset-allocation approach utilizing proprietary portfolios including ETFs, mutual funds, equities, and options overlays to manage risk.