Travis Moore

Derrick Demay is the sole advisor at Kaizen Wealth Management, LLC in Charleston, SC, holding Series 63 and Series 65 designations with 25 years of industry experience. He has led Kaizen Wealth Management since 2004. The firm provides financial planning and portfolio management for individuals, families, trusts, and retirement accounts, managing approximately $58.5 million in client assets for a small client base. Kaizen Wealth Management employs an evidence-based investment approach grounded in Modern Portfolio Theory and behavioral finance, focusing on diversified portfolios tailored to client risk tolerance and time horizon.

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.

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.