Joe is the President of Gwynn, Moore & Associates, Inc. He joined the firm in 1992 and moved into his current position in 1998. He has been affiliated with Osaic FA, Inc. (formerly known as Lincoln Financial Advisors Corp.) his entire career. From 2006 Joe has been a member of The Resource Group, an invitation only, nationwide network of the top financial planners within Osaic FA.

Joe is a graduate of the University of Miami with a BBA '91 in Finance and an MBA '92 with dual specializations in Finance and Management. He also holds the Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), and Retirement Income Certified Professional (RICP) designations. He is married to his wife, Kelley, since 1992 and has three children - Jason, Jonah & Justin.

Kyle joined our team as a Financial Planner in January 2024.  Kyle provides a team-based, solutions-oriented approach to financial planning and investment management.  He specializes in working with successful business owners and families looking to grow, protect, and transfer multi-generational wealth.  Prior to joining our team he was part of a successful financial planning firm in Southern California.  He is a native of the Midwest where he graduated from Purdue University and was a member of their football team.  Kyle has been married to his wife, Betty, since 2017 – they have three beautiful children and two dogs.  Kyle enjoys spending time with family & friends, staying active in a variety of sports & exercise, and he has a passion serving both in his community & abroad.  Kyle is currently a Candidate for CFP® Certification which is the gold standard certification for financial planners & financial advisors.

Jason joined our team as a Financial Planner in October 2025. He brings a unique blend of analytical rigor, strategic thinking, and real-world decision-making experience to help clients navigate complex financial landscapes with confidence.

A 2018 graduate of Furman University, Jason earned dual degrees in Economics and Computer Science. His academic focus included macroeconomic growth modeling, game theory, and data science—skills he has applied throughout his career. Prior to entering financial planning, he gained valuable experience as a consulting intern and software engineer. He also competed professionally as a poker player, sharpening his probabilistic reasoning and strategic mindset in high-stakes environments.

At Furman, Jason was a member of the lacrosse team, competing against nationally ranked programs including UNC Chapel Hill, Richmond, and Air Force. He continues to stay active through recreational sports such as sand volleyball and tennis.

Jason has been married to his wife, Jess, since 2023, and they welcomed their first son in November 2024. He cherishes family time, loves cooking, and is an avid reader.

Ruth joined Gwynn, Moore & Associates, Inc. in 2018. She brings over 18 years of high level, professional administrative skills. She specializes in customer service, front office management and health care administration including claims processing and resolution. Ruth is also bi-lingual – fluent in English and Spanish.