Justin Greene

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.

Justin Luther is a CFA charterholder and financial advisor at Luther Wealth Management in North Charleston, SC, with seven years of industry experience. He has worked at Luther Wealth Management since 2018 and concurrently holds a role in sales and business development at Kinder Morgan Inc. as a Commercial Manager. Luther Wealth Management serves high-net-worth individual investors, providing discretionary portfolio management and financial planning services. The firm employs a Modern Portfolio Theory-based investment approach focused on low-fee index funds and ETFs, emphasizing diversification, low turnover, and periodic rebalancing.

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 a financial advisor with Missional Advisor Group, holding a Series 66 credential and bringing 21 years of industry experience. Prior to founding Missional Advisor Group in 2023, he worked with LPL Financial since 2007. Outside of advising, he is the owner and creator of a mobile app called Pinity and serves as a general partner in multiple syndicated real estate investment funds. Missional Advisor Group offers discretionary portfolio management and advisory services primarily to individual and high-net-worth clients. The firm utilizes a long-term investment approach based on modern portfolio theory and quantitative analysis, tailoring asset allocation and security selection to clients’ written Investment Policy Statements, while also sponsoring wrap fee programs and employing LPL-sponsored platforms.

John Beauston is the sole advisor at MKB Consulting LLC in North Charleston, SC, holding a Series 65 credential with 22 years of industry experience. He has served as the full-time managing partner of Moore Beauston & Woodham LLP, a certified public accounting firm, since 1992. MKB Consulting provides referral-based investment management services by recommending unaffiliated third-party money managers to individuals, high-net-worth clients, trusts, and businesses. The firm focuses on manager selection and oversight without directly managing or custoding client assets.