Elizabeth Oakey Layman

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.

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.

William Mullins is a financial advisor with Interactive Financial Advisors, holding Series 63 and Series 66 credentials and 19 years of industry experience. His prior roles include positions at Fortune Financial Services, Brooklight Place Securities, Inc., Pinnacle Financial Planning, LLC, and Gwn Securities Inc. Outside of his advisory work, he is the varsity head soccer coach for Northumberland County Public School. Interactive Financial Advisors serves individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, providing portfolio management, financial planning, and advisory consulting. The firm employs asset-allocation models spanning conservative to aggressive objectives, primarily using ETFs and mutual funds, and integrates Modern Portfolio Theory and risk profiling tools in its investment approach.

Linda Muse is a financial advisor at HBW Advisory Services LLC with 30 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Primerica Advisors and Primerica Financial Services for nearly three decades before joining HBW in 2023. HBW Advisory Services manages approximately $1.75 billion in client assets, providing asset management, financial planning, and consulting to individuals, families, charitable organizations, businesses, and retirement plans. The firm emphasizes a blended investment approach using third-party money managers and model portfolios, serving a broad client base through both retail and institutional channels.