Harry Goff is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. Since beginning his career in 2000, Harry has built lasting relationships with clients, which he credits for his success in the industry. Harry holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Queens University of Charlotte. Outside of work, he enjoys boating, golfing, and hiking. He is also involved in the community, supporting events such as the Lake Wylie Children's Classic, which benefits Shriners Hospital in Greenville, South Carolina.

Michael Jurgensen is a financial advisor at OSAIC with 21 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at firms including Kestra Advisory and Cetera Financial Specialists. Outside of his advisory role, he serves as an internal auditor for a local church in Wilmington, NC. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a range of portfolio management options supported by asset-allocation tools and third-party platforms.