Walter Mortimer

Matthew Morizio is a financial advisor at Reconstructing Wealth with eight years of industry experience. He holds a Series 65 designation and previously worked at Beck Bode LLC and Kforce Inc. before founding Reconstructing Wealth in 2024. Reconstructing Wealth provides discretionary investment management and comprehensive financial planning to individual and high-net-worth clients, often constructing portfolios with individual equities and retaining legacy positions when appropriate. The firm employs both fundamental and technical analysis, pursuing a long-term strategy while allowing shorter-term trades for rebalancing, tax management, or cash needs.

Justin Luther is a CFA charterholder and financial advisor at Luther Wealth Management in North Charleston, SC, with seven years of industry experience. He has worked at Luther Wealth Management since 2018 and concurrently holds a role in sales and business development at Kinder Morgan Inc. as a Commercial Manager. Luther Wealth Management serves high-net-worth individual investors, providing discretionary portfolio management and financial planning services. The firm employs a Modern Portfolio Theory-based investment approach focused on low-fee index funds and ETFs, emphasizing diversification, low turnover, and periodic rebalancing.

John Beauston is the sole advisor at MKB Consulting LLC in North Charleston, SC, holding a Series 65 credential with 22 years of industry experience. He has served as the full-time managing partner of Moore Beauston & Woodham LLP, a certified public accounting firm, since 1992. MKB Consulting provides referral-based investment management services by recommending unaffiliated third-party money managers to individuals, high-net-worth clients, trusts, and businesses. The firm focuses on manager selection and oversight without directly managing or custoding client assets.

Tyson Halsey is a CFA® charterholder with 21 years of industry experience. He has been the sole advisor at Income Growth Advisors, LLC since 2011. The firm is an independent registered investment adviser based in Charleston, SC. Income Growth Advisors provides discretionary portfolio management, financial planning, and subadvisory services to individuals, trusts, retirement plans, and other advisers. The firm focuses on customized portfolios using a combination of macroeconomic, fundamental, technical, and quantitative analysis, with particular emphasis on income-oriented Master Limited Partnership strategies and bespoke alternative programs.

Patrick Sherman is the sole advisor at Sherman Financial & Wealth Management, an independent firm based in Daniel Island, SC. He holds Series 63 and Series 65 licenses and has 16 years of industry experience, including prior roles at Signator Investors, Atlantic Coast Advisory Group, and Transamerica Financial Advisors. Sherman Financial & Wealth Management serves individuals, families, high-net-worth clients, and charitable organizations with portfolio management and financial planning services. The firm employs a client-specific investment approach combining passive indexing and active strategies with a focus on dividend growth, and it offers services such as written financial plans, a Personal CFO retainer program, and held-away retirement account management.

Nicholas Kalkas is a financial advisor at Daniel Island Wealth Management, LLC with a Series 65 designation and one year of industry experience. His prior work includes a 20-year career in the United States Navy and a position at the University of Chicago. Daniel Island Wealth Management provides comprehensive financial planning and portfolio management to individuals, high-net-worth clients, corporations, and charitable organizations. The firm emphasizes low-fee exchange-traded funds, diversification, and cost minimization, offering both discretionary and non-discretionary services with regular client reviews.