Shawn Gaffin is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds the Series 66 designation and has worked at Merrill, First Citizens Investor Services, and JPMorgan Chase Bank, N.A. prior to his current role. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these services alongside affiliated brokerage, distribution, and investment management capabilities.

John Dierking is a Financial Advisor with Merrill Lynch Wealth Management. Since beginning his career in 2017, he has focused on wealth management, investment planning, and financial security. He works closely with clients to develop personalized strategies that address their unique financial goals. John specializes in family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. He brings a values-driven perspective to financial planning, influenced by his upbringing on a farm in Hershey, Pennsylvania. He holds a High School Diploma from Pennsylvania Distance Learning Charter School and is a Personal Investment Advisor (PIA). Outside of work, John is involved with community organizations including Habitat for Humanity and Lowcountry Food Bank, and enjoys boating, music, scuba diving, soccer, softball, spending time with his family, and traveling.