Kimberly Custer is a financial advisor at Canterbury Investment Management, LLC with 12 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at Canterbury Investment Management since 2003 and Wealth Advisory Solutions, LLC since 2017. Canterbury Investment Management provides discretionary portfolio management and financial planning services to individuals, including high-net-worth clients, select corporations, and certain investment company and adviser clients. The firm’s investment approach utilizes a market-state “Thermostat” model that incorporates trends, volatility measures, and short-term indicators to guide allocations, primarily through ETFs and mutual funds.

Thomas Hardin is a Certified Financial Planner® with 27 years of industry experience. He has been with Canterbury Financial Group, LLC since 2003. Hardin holds Series 63 and Series 65 licenses. Canterbury Investment Management, LLC provides discretionary portfolio management and financial planning to individual and corporate clients, including high-net-worth individuals. The firm manages an affiliated mutual fund and offers sub-advisory services to other registered investment advisers, using a market-state approach to guide allocation changes through its Canterbury Portfolio Thermostat ETF Strategy.