Alan David Federico

Matthew Morizio is a financial advisor at Reconstructing Wealth with eight years of industry experience. He holds a Series 65 designation and previously worked at Beck Bode LLC and Kforce Inc. before founding Reconstructing Wealth in 2024. Reconstructing Wealth provides discretionary investment management and comprehensive financial planning to individual and high-net-worth clients, often constructing portfolios with individual equities and retaining legacy positions when appropriate. The firm employs both fundamental and technical analysis, pursuing a long-term strategy while allowing shorter-term trades for rebalancing, tax management, or cash needs.

William Thomas is a financial advisor with Ascension Wealth Advisors, LLC in Mt. Pleasant, SC. He holds Series 63 and Series 65 licenses and has 22 years of industry experience. He has operated as a sole proprietor from 1998 to 2020 and has been with Ascension Wealth Advisors since 2010. Ascension Wealth Advisors provides discretionary and non-discretionary asset management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm customizes investment programs based on client goals and employs a variety of analytical methods in portfolio management, including the use of a third-party platform to manage held-away retirement accounts without taking custody.

Matthew Laydon is the principal advisor at Matthew Laydon Capital Management with 25 years of experience in the financial industry. He previously worked at Kovack Securities, Inc. and Kovack Advisors, Inc. for 17 years. Outside of advising, he serves as CFO and business advisor for Flatline Contractors Inc. Matthew Laydon Capital Management provides portfolio management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm employs both active and passive investment strategies across a variety of asset classes and incorporates multiple analytical approaches while documenting client goals in written Investment Policy Statements.

Troy Zimmerman is the principal advisor at Missional Advisor Group, an independent firm based in Mount Pleasant, SC. He holds a Series 66 designation and has 21 years of industry experience, including 17 years at LPL Financial and two years at A.G. Edwards & Sons, Inc. Outside of advisory services, he is the owner and creator of a mobile app called Pinity and serves as a general partner at Missional Capital Group LLC, which syndicates multi-family and retail real estate investments. Missional Advisor Group provides discretionary portfolio management and advisory services primarily to individual and high-net-worth clients. The firm’s investment approach is based on modern portfolio theory and quantitative analysis, with portfolios tailored to clients’ written Investment Policy Statements and generally managed with discretionary authority through LPL Financial–sponsored platforms. The firm is also notable for sponsoring wrap fee programs and Missional’s principal involvement in syndicated real estate funds.

Tyson Halsey is a CFA® charterholder with 21 years of industry experience. He has been the sole advisor at Income Growth Advisors, LLC since 2011. The firm is an independent registered investment adviser based in Charleston, SC. Income Growth Advisors provides discretionary portfolio management, financial planning, and subadvisory services to individuals, trusts, retirement plans, and other advisers. The firm focuses on customized portfolios using a combination of macroeconomic, fundamental, technical, and quantitative analysis, with particular emphasis on income-oriented Master Limited Partnership strategies and bespoke alternative programs.

A CFP® practitioner with 18 years of experience helping clients achieve their financial goals. I believe everyone can benefit from financial planning regardless of life stage. I know our clients by name, not by account number, and I feel a deep sense of responsibility for your financial success. My practice is relationship-based and focused on providing exceptional service. I incorporate the financial and qualitative needs of your life in the process.