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Reid M

CFP®, Series 65

Myrtle Beach, SC

AlphaStar Capital Management

Reid Mathews is a CFP® and Series 65 licensed advisor with eight years of industry experience. He is currently with AlphaStar Capital Management and has previously worked at Berry Financial Securities, LLC and Berry Financial Group, Inc. Outside of his advisory role, Mathews is involved in offering insurance products, including annuities, life insurance, long-term care, and Medicare supplements through Berry Financial Group, where he spends significant time managing these services. AlphaStar Capital Management is a registered investment adviser managing approximately $1.84 billion for a diverse client base that includes individuals, trusts, estates, small businesses, and pension plans. The firm employs both predefined model portfolios and custom strategies, utilizing strategic asset allocation combined with quantitative and momentum analysis, and serves other advisers through subadvisory and platform services.

Tax-loss harvesting Active portfolio management Passive / index investing Private / alternative investments Founder/Business Owner Retired
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Richard B

ChFC®, Series 63

Myrtle Beach, SC

AlphaStar Capital Management

Richard Berry is a financial advisor at AlphaStar Capital Management with 17 years of industry experience. He holds the ChFC® and Series 63 credentials. Berry has worked at Berry Financial Securities, LLC and Berry Financial Group, Inc., where he is involved in life insurance, fixed indexed annuities, and long-term care insurance. AlphaStar Capital Management manages approximately $1.84 billion for a diverse client base including individuals, trusts, estates, small businesses, and pension plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, utilizing both model and custom strategies driven by quantitative analysis and third-party research.

Tax-loss harvesting Active portfolio management Passive / index investing Private / alternative investments Founder/Business Owner Retired
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