Matthew Coakley

Ryan Bass is a CFP® and ChFC® with 22 years of industry experience. He is the principal advisor at Calidris Financial, LLC, having previously worked at Northwestern Mutual and Mass Mutual affiliates from 2002 to 2025. Ryan receives insurance commission trails from prior sales but does not currently hold an active insurance license or sell insurance products. Calidris Financial provides discretionary asset management, financial planning, and consulting services, including ERISA plan advice and management. The firm combines third-party managers with in-house portfolio construction, employing a range of investment strategies and regular account reviews, and offers both hourly and fixed-fee planning engagements.

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.

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.

Walker Coleman is a financial advisor at Atvantis Wealth Management, LLC, holding a Series 65 designation with two years of industry experience. His work history includes roles at Atvantis Capital, LLC, Atvantis Global Advisory AG, and several educational and community organizations in Charleston, SC. Atvantis Wealth Management, LLC provides discretionary and non-discretionary investment management and consulting across traditional and alternative asset classes. The firm primarily serves individual clients, including high-net-worth individuals, employing an absolute-return oriented approach that emphasizes diversification, risk management, and combines fundamental and quantitative analysis.

Spencer Brasfield is the sole advisor at 5Talents Investing, LLC in Charleston, SC. He holds Series 63 and Series 65 licenses and has four years of industry experience. His prior roles include positions at UBS Financial Services Inc., High Cotton Investments, LLC, and Intercontinental Exchange. He is also involved with 5Talents Giving, LLC and Betur, LLC. 5Talents Investing is an investment manager that primarily handles pooled vehicles and institutional assets, while also serving individuals, high-net-worth clients, and charitable organizations. The firm employs an active trading approach with discretionary management focused on growth-and-income allocations and smaller aggressive growth portions, utilizing equities, ETFs, margin, short sales, hedging, and a range of options strategies.

Charles Grant is a financial advisor at Denbigh Capital Management, LLC with six years at the firm and a total of eight years in the industry. He holds a Series 65 credential and previously worked at Sequence Financial Specialists, LLC, Ceterus, and Belimed. In addition to his advisory role, he owns and operates Denbigh Capital Ventures, LLC, a bookkeeping and accounting service for small business owners. Denbigh Capital Management, LLC provides discretionary investment management to individual accredited investors, focusing on a proprietary long-value equity approach across domestic and foreign stocks with a multi-year investment horizon. The firm operates with a single-advisor structure and limits its services to asset management without financial planning or tax advice.