Barry Kyte Jr. is a CFP® and CFA® with 19 years of industry experience. He is affiliated with Gunderson Capital Management and has worked in various roles at firms including TrustCore Financial, Southport Capital, and KnowCap Interactive. He serves as a board member for Foundation Investment Management, a United Methodist endowment based in Nashville, TN, in an unpaid capacity. Gunderson Capital Management provides customized investment management and financial planning primarily to individual and high-net-worth clients. The firm manages discretionary portfolios across multiple asset classes and employs both fundamental and technical analysis, with investment strategies tailored through individualized policy statements and regular account reviews.

William Gunderson is a financial advisor at Gunderson Capital Management in Mount Pleasant, SC, with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Torrey Pines Securities, Inc. and Southport Capital before joining his current firm. Gunderson Capital Management provides customized investment management and financial planning services primarily to individual and high-net-worth clients. The firm employs a variety of analytical approaches and implements individualized Investment Policy Statements, managing discretionary portfolios that include equities, corporate debt, and mutual funds.