Leila Schaefer is a financial advisor with Mosaic Wealth Strategies LLC in Greenville, SC, holding Series 63 and Series 65 licenses and having 14 years of industry experience. She previously worked at Eagle Strategies (NY Life) and NYLIFE Securities LLC from 2016 to 2018 before joining Mosaic Wealth Strategies in 2016. Outside of advising, she is also appointed as an insurance broker for non-registered insurance products. Mosaic Wealth Strategies provides financial planning and advisory services to individuals, including high-net-worth clients, and small businesses. The firm uses a combination of modular and comprehensive planning approaches and offers educational workshops, focusing on diversified mutual fund portfolios and recommending external managers rather than managing assets in-house.

Leila Dudley is a CFP®-certified financial advisor with 13 years of industry experience, currently serving at Mosaic Wealth Strategies LLC in Greenville, SC. She previously worked at Eagle Strategies, NYLife Securities LLC, and New York Life Insurance Company. Dudley is also appointed with outside carriers to broker non-registered insurance products. Mosaic Wealth Strategies LLC is a state-registered advisory firm serving individual and high-net-worth clients with financial planning, retirement and education planning, investment consultation, and business consulting. The firm employs a blended investment approach using Modern Portfolio Theory alongside fundamental and technical analysis, typically arranging portfolio management through third-party managers rather than managing assets directly.