Alan Corbin Cluverius

Kylisa Harris is a financial advisor at Destiny Money Management with eight years of industry experience. She holds a Series 65 designation and has worked at Destiny Money Management since 2018, with prior experience at TIME Systems LLC and Freedom Ring Capital, LLC. Destiny Money Management offers financial planning and non-discretionary investment advice to individuals, small businesses, and non-profit organizations. The firm provides public financial literacy events and begins client relationships with a free initial consultation and written financial plans, relying on a third-party money manager for portfolio support and referrals for active managed accounts.

Kevin Hussey is a financial advisor at Oyster Creek Capital with 11 years of industry experience and holds a Series 66 designation. Prior to founding Oyster Creek Capital, he worked at First Trust Portfolios L.P. for nine years and Heritage Wealth Management Group for two years. Outside of his advisory role, he is involved with several LLCs, including ones related to land management and property holdings. Oyster Creek Capital is an independent advisory firm that specializes in discretionary investment management, primarily serving as a sub-adviser to third-party investment advisers. The firm focuses on structured investment strategies involving structured notes and related instruments, using rules-based approaches and managing portfolios organized into distinct composites.

John Monroe is a financial advisor at Monroe Capital Partners, LLC with 24 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Capes Capital Management, Inc. since 2013. Monroe Capital Partners provides continuous investment supervisory services and individualized portfolio management to individuals, including high-net-worth clients, and charitable organizations. The firm’s investment approach emphasizes asset allocation and incorporates fundamental, cyclical, quantitative, and qualitative analysis, utilizing strategies such as margin and options within separately managed accounts.

Morgan Alley is a CFP® professional with 15 years of experience in financial advising. He is the sole advisor at MWA Investments, LLC and has worked as a partner at the law firm Dunton, Simmons & Dunton, L.L.P. since 1996, specializing in estate planning, estate administration, taxation, and corporate law. MWA Investments primarily serves trusts, typically those established by high-net-worth clients, providing investment management and trust administration tailored to the terms of each trust. The firm integrates estate planning and trust administration with discretionary investment management, emphasizing fundamental equity selection, long-term holdings, and a laddered fixed-income strategy.

Eric Rosenfeld is a financial advisor at Clear Capital Management LP in Gloucester, VA, holding a Series 65 designation with seven years of industry experience. He has been with Clear Capital Management since 2014. Clear Capital Management LP provides discretionary portfolio management and financial planning services to individuals, trusts, estates, and certain retirement and corporate plans. The firm uses proprietary quantitative models and a "Natural Selection" algorithm to manage diversified portfolios that may include ETFs, covered-call strategies, and selective IPO participation.

Langston Washington is a financial advisor at WealthPlan Investment Management LLC with eight years of industry experience and a Series 66 designation. His prior roles include positions at Brinker Capital Securities, Orion Portfolio Solutions, and Ameriprise Financial Services. Outside of advisory work, he manages Tidewater Capital, LLC, a property management company. WealthPlan Investment Management LLC is an SEC-registered advisory firm with a team of 29 professionals overseeing approximately $2.18 billion in regulatory assets. The firm serves a diverse client base including individuals, high-net-worth clients, and institutional entities, employing model-based investment strategies combined with mutual funds, ETFs, individual securities, managed futures, and alternatives.