Maurice Brown

Matthew Laydon is the principal of Matthew Laydon Capital Management, an independent advisory firm based in Charleston, SC. He holds Series 63 and Series 65 designations and has 24 years of industry experience. Prior to founding his firm in 2024, he worked with Kovack Securities, Inc. and Kovack Advisors, Inc. since 2007. Outside of advisory services, he serves as CFO and business advisor for Flatline Contractors Inc. Matthew Laydon Capital Management oversees approximately $27 million in client assets across 36 relationships, primarily serving individual and high-net-worth clients as well as charitable organizations. The firm provides ongoing portfolio management using a variety of analytical approaches and implements both active and passive strategies across multiple asset classes.

John Jackson is the sole advisor at Barony Financial Group in Moncks Corner, SC, holding a Series 63 license with 23 years of industry experience. He has led Barony Financial Group since 2003. Outside his advisory role, he occasionally provides consulting services in forest management and teaches continuing education classes to loggers. Barony Financial Group serves middle-class families, trusts, estates, businesses, and a local charitable organization, offering investment supervisory services, portfolio management, financial and insurance planning, and consulting such as mortgage counseling and seminar instruction. The firm manages approximately $10 million across family accounts and a non-profit, employing a combination of fundamental research and technical analysis to guide discretionary portfolio management.

Wesley Shuman is a financial advisor at Journey Asset Management LLC with a Series 65 designation and no prior industry experience. He has served in the U.S. Navy since 2000 and currently holds the rank of Senior Chief. Shuman balances his advisory role with ongoing military service, dedicating significant time to both. Journey Asset Management provides discretionary asset management and fixed-fee financial planning primarily for individual clients. The firm customizes portfolio strategies to client goals and uses model portfolios and tax-management tools through the Altruist platform.

Betsy Shelton is a financial advisor at Charles Fish Investments, Inc. with 28 years of industry experience. She holds a Series 63 designation and has been with Charles Fish Investments since 2013. Charles Fish Investments, Inc. provides discretionary fixed-income investment management primarily for high-net-worth individuals, trusts, and institutional clients, focusing on active, credit-focused municipal bond strategies. The firm manages approximately $342 million in client assets and offers tailored separately managed accounts, sub-advisory services, and non-discretionary mandates on a case-by-case basis.

Kairene Holgate is a financial advisor at Veritas Wealth Management LLC with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including VOYA Financial Advisors and Minnesota Life Insurance Co. In addition to her advisory role, she is an independent insurance agent specializing in fixed and indexed products. Veritas Wealth Management is an independent firm serving individuals and families, including business owners, professionals, executives, and retirees. The firm employs a systematic, Modern Portfolio Theory-based investment approach focusing on low-cost indexed funds and operates primarily on a non-discretionary basis with client approval for trades.

Barry Kyte is a CFP® and CFA® with 19 years of industry experience. He is currently with Gunderson Capital Management, where he has worked since 2019, and is also employed by Southport Capital LLC. Kyte serves as a board member for Foundation Investment Management, a Methodist endowment based in Nashville, TN, volunteering his time without compensation. Gunderson Capital Management provides customized investment management and financial planning services for individuals, high-net-worth clients, and select corporations, managing approximately $395.8 million in assets. The firm employs discretionary portfolio management strategies based on client Investment Policy Statements, utilizing charting, fundamental and technical analysis, and may engage in long- and short-term positions, trading, margin, and hedging techniques.