Erik Flegal is a financial advisor with Imprint Wealth LLC in Mount Pleasant, SC, holding Series 63 and Series 65 licenses and having 22 years of industry experience. His prior roles include positions at Eudaimonia Partners, Wells Fargo Clearing Services, and Morgan Stanley Private Bank. Outside of his advisory work, he owns Red Carpet Charleston LLC, a non-investment business. Imprint Wealth LLC provides discretionary investment management and financial planning services to individuals, families, trusts, businesses, and charitable organizations. The firm employs a long-term, fundamentals-based investment approach supplemented by technical analysis and offers portfolio construction using various asset types, conducting ongoing monitoring with at least annual formal reviews.

Matthew Dailey is a financial advisor with Imprint Wealth LLC in Mount Pleasant, SC. He holds a Series 65 designation and has been working in the industry since 2023. Prior to his advisory career, he spent six years with the Brentwood Union School District. Imprint Wealth, LLC is an SEC-registered adviser serving individuals, families, trusts, businesses, charitable organizations, and institutions. The firm provides customized investment management and financial planning with a long-term, tailored approach that combines fundamental and technical analysis across various asset types.