David Upchurch is a Series 66-licensed financial advisor with 18 years of industry experience. He has worked at firms including LPL Financial, Maryland Financial Group, and Barnett Wealth Advisors before joining Headland Capital, where he is currently part of a team of ten advisors. Upchurch also operates Upchurch & Corn Advisors. Headland Capital is a registered investment adviser serving individuals, including high-net-worth clients, as well as various entities such as family offices and private foundations. The firm employs a client-driven investment approach focused on fundamental analysis with a long-term orientation, managing approximately $559 million across about 637 clients.

Matthew Mccloghry is a financial advisor at Headland Capital with eight years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at LPL Financial, Colonial Church, and Weeden & Co. LP. Outside of his advisory role, he is involved with Rose Bay Capital LLC and maintains employment with Colonial Church. Headland Capital is a registered investment adviser with a team of ten advisors serving individuals, including high-net-worth clients, and various entities such as family offices, trusts, and private foundations. The firm offers personalized financial planning, portfolio management, and retirement plan advisory services, employing a client-driven investment process focused on fundamental analysis and a predominately long-term orientation.