Veracity Capital LLC

Michael Mess is a financial advisor with Veracity Capital LLC in Newport Beach, CA, holding a Series 66 designation and bringing 19 years of industry experience. His prior roles include positions at The Ayco Company LP and Purshe Kaplan Sterling Investments. Outside of advisory work, he is involved in e-commerce through Sandpiper Exchange LLC and provides tax preparation and planning services at Veracity Capital Tax Advisors, LLC. Veracity Capital LLC offers comprehensive investment management, financial planning, and retirement plan advisory services primarily to high-net-worth clients. The firm employs a long-term, customized portfolio approach utilizing mutual funds, ETFs, individual equities, fixed income, and option strategies, supported by affiliated entities for insurance brokerage and tax planning.

Chandler Warren is a financial advisor at Veracity Capital LLC in Atlanta, GA, holding Series 63 and Series 65 licenses with four years of industry experience. His prior roles include positions at 49 Financial, Thrivent Advisor Network, and Purshe Kaplan Sterling Investments. Veracity Capital LLC provides investment management, financial planning, and retirement plan advisory services primarily to high-net-worth individuals, families, trusts, estates, and businesses. The firm employs a long-term, customized portfolio approach utilizing mutual funds, ETFs, individual equities, and fixed income, and may engage outside managers and option overlay strategies as part of its investment process.

Michael Collopy is a CFP® with 15 years of experience in financial advisory roles. He is currently with Veracity Capital LLC and has previously worked at Compass Securities Corporation, The AYCO Company, and F3 Logic. In addition to his advisory work, he provides tax preparation and planning services through Veracity Capital Tax Advisors, LLC. Veracity Capital LLC offers discretionary investment management, financial planning, and retirement-plan advisory services primarily for high-net-worth clients. The firm employs a long-term, customized investment approach using a variety of strategies and asset types, supported by affiliated entities that provide insurance and tax services.

Mary Huston Liscom is a financial advisor with Veracity Capital LLC, holding a Series 65 designation and four years of industry experience. Her prior work includes roles at Harbor Insurance and Michael J. Rose INC. Veracity Capital LLC provides discretionary investment management, financial planning, and retirement-plan advisory services primarily to high-net-worth clients. The firm employs a long-term, custom-driven investment approach utilizing mutual funds, ETFs, individual equities, and fixed income, complemented by various analytical methods and option overlay strategies.

Kevin Boutwell is a CFP® with 13 years of industry experience, currently serving at Veracity Capital LLC. His career includes roles at Veracity Capital Tax Advisors, LLC, Veracity Capital, LLC, F3 Logic, LLC, and The AYCO Company, L.P./Mercer Allied. He serves on the Board of Directors for the Cobb County Public Safety Foundation. Veracity Capital LLC provides investment management, financial planning, and retirement plan advisory services primarily to high-net-worth individuals, families, trusts, estates, and businesses. The firm employs a long-term, customized portfolio approach utilizing mutual funds, ETFs, individual equities, and fixed income, supported by multiple analytical methods and option overlay strategies.

Matthew Harwell is a financial advisor at Veracity Capital LLC with 18 years of industry experience. He holds the Series 66 designation and has worked at Veracity Capital since 2018, following eleven years at The Ayco Company, LP and a brief tenure at F3 Logic, LLC. He is also a licensed insurance agent at Veracity Capital Risk Management LLC. Veracity Capital LLC provides investment management, financial planning, and retirement plan advisory services mainly to high-net-worth individuals, families, trusts, estates, and businesses. The firm employs a long-term, customized portfolio approach utilizing mutual funds, ETFs, individual equities, and fixed income, along with option overlay strategies and discretionary management.

Clayton Liscom is a CFA® charterholder with over 31 years of experience in the financial industry. He has been with Veracity Capital LLC since 2018 and has prior experience at F3 Logic, F3/Veracity Capital, and The Ayco Company, L.P./Mercer Allied. Veracity Capital LLC provides investment management, financial planning, and retirement plan advisory services primarily to high-net-worth individuals, families, trusts, estates, and businesses. The firm employs a long-term, customized approach using a range of investment strategies and tools, including mutual funds, ETFs, equities, fixed income, option overlays, and outside managers.

Benjamin Matzell is a financial advisor at Veracity Capital LLC with 14 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including The AYCO Company, L.P., Nuveen Securities, LLC, and LPL Financial. He has been with Veracity Capital since 2019. Veracity Capital LLC provides investment management, financial planning, and retirement plan advisory services primarily to high-net-worth clients, families, trusts, estates, and businesses. The firm employs a long-term, customized portfolio approach utilizing a variety of investment strategies and third-party support.

John Rinker is a CFP® with 12 years of industry experience, currently serving at Veracity Capital LLC since 2018. His prior roles include positions at The AYCO Company, L.P./Mercer Allied and Independent Financial Group. He is also a licensed insurance agent in Georgia, offering various types of insurance products. Veracity Capital LLC provides discretionary investment management, financial planning, and retirement-plan advisory services primarily to high-net-worth individuals, families, trusts, estates, businesses, and retirement plans. The firm employs a long-term, custom-driven investment approach using a range of strategies and asset types, including internally managed portfolios and outside managers.

John Rogers is a financial advisor with Veracity Capital LLC in Atlanta, GA, holding a Series 66 designation and 23 years of industry experience. He has worked at firms including Mercer Allied, The AYCO Company, L.P., and Compass Securities Corporation. Rogers is also involved in tax preparation and planning through Veracity Capital Tax Advisors, LLC. Veracity Capital LLC provides investment management, financial planning, and retirement plan advisory services primarily to high-net-worth individuals, families, trusts, estates, and businesses. The firm employs a long-term, customized portfolio approach using various investment strategies and offers affiliated services in insurance brokerage and tax planning.