Roger Hall is a financial advisor with Hall Asset Management Group, Inc. in Columbia, SC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been with Hall Asset Management Group since 2012 and previously worked at Motiv8 Investments LLC. In addition to his advisory work, Hall is involved in insurance and elder care planning through his ownership of related businesses, dedicating a portion of his time to these services. Hall Asset Management Group provides personalized financial planning and consulting for individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm refers clients to third-party money managers based on documented client objectives and delivers services on an hourly or fixed-fee basis without managing client assets directly.

In 2016, I started in the financial services industry unsure of what I wanted to do when I “grew up." I had spent my first year out of college doing mission and service work in Southern Africa, Southeast Asia and Central America. In just a handful of months, I became convinced that the best way I could serve people was as a financial advisor. Money touches everything. It is a tool, that when used well can bring stability and joy to our lives. However, when it is not held in the correct perspective, it can add stress and worry instead. That’s why our mission is to take the work and worry out of planning. I decided to start my own firm out of a desire to provide better advice at a lower cost to more people. Quality financial planning can be difficult to find in today’s world. When I’m not meeting with clients or building financial plans, I’m either with my family or outside. I enjoy scuba diving, swimming, running, cycling, mountain biking and playing music. My wife and I are active in our church community as well. I don’t get much time to sit and read, but I enjoy listening to audiobooks, especially by people who are the best at what they do in any field.

David Kaucher is a financial advisor at Spectrum Wealth Advisors, LLC in Columbia, SC, holding a Series 65 credential with nine years of industry experience. He has been with Spectrum Wealth Advisors since 2016 and previously worked at Blue Cross Blue Shield of South Carolina. Spectrum Wealth Advisors provides discretionary portfolio management, retirement-plan advisory, and consulting services primarily to dental practitioners as well as pension and profit-sharing plans. The firm employs a long-term, buy-and-hold investment approach grounded in Modern Portfolio Theory, using diversified, passively managed funds and conservative fixed income securities. It is notable for its affiliation with an accounting practice and its specialized focus on employee benefit plans.

Donald Rex is the sole advisor at REX Management LLC in Columbia, SC, holding a Series 65 credential and 15 years of industry experience. He has managed REX Management LLC since 1996. Outside of his advisory work, he is a 50% owner of Silver Ridge II LLC, a real estate development business, and serves as a director of Independence National Bank since 2007. REX Management LLC provides discretionary portfolio management for individual and high-net-worth clients, focusing on equities, bonds, and cash equivalents. The firm employs fundamental analysis and maintains a long-term investment approach, managing a limited number of accounts with approximately $12 million in assets under management.

Matthew Smith is the principal of South Carolina Wealth Management Group, LLC and holds a Series 65 designation with 12 years of industry experience. He has served as Senior Trader and Analyst for the State of South Carolina Treasurer’s Office since 2015, managing fixed-income portfolios. Outside of his advisory and state roles, he is president of theinvestar.com, LLC, a company related to finance and investing articles. South Carolina Wealth Management Group, LLC provides financial planning, discretionary portfolio management, and consulting services primarily to individual clients. The firm constructs portfolios using individual stocks, mutual funds, ETFs, fixed income, and may employ options and margin strategies within client accounts on a discretionary basis.

I’ve seen the medical journey up close. My wife and I navigated med school, residency, and fellowship together. We dealt with the student loans, the long hours, and had three kids during her training. I understand the financial and personal sacrifices required to build a career in medicine because I’ve lived them with her. In 2015, our youngest son was diagnosed in-utero with a serious heart defect. He needed to be delivered in a major medical center and underwent multiple open-heart surgeries in his first year of life. We were prepared emotionally, but not financially. Our insurance initially denied coverage. Despite solid household income, we were suddenly facing what would ultimately amount to $2 million in medical bills, all while starting new jobs and buying a home. We got through it. Our son is healthy today, and we eventually resolved the insurance nightmare. But the experience left a mark. This experience is what nudged me to start a financial planning firm... one focused on helping medical professionals navigate complexity, manage risk, and build the life they really want. At Multipath Wealth Management, I help medical professionals organize their finances, reduce stress, and make confident decisions at every stage... from residency through retirement. My role is to help you live a great life today, while still planning for the future. This business is my way of paying it forward. Let's work together!

Charles Crouch is a CFP® professional with 21 years of industry experience, currently serving as the sole advisor at CMC Wealth Management, LLC in Lexington, SC. He previously worked at Doyle Wealth Management, Inc. and Great West Life and Annuity. CMC Wealth Management provides portfolio management and financial planning services to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm operates primarily on a non-discretionary basis, emphasizing client control over trade decisions and employing a combination of charting, fundamental, technical, and cyclical analysis in its investment process.

James Cook is a financial advisor at Schooner Wealth Management in Columbia, SC. He holds a Series 65 designation and has 11 years of experience working with the Department of Defense. Cook maintains a separate full-time engineering career outside of his advisory role. Schooner Wealth Management serves individual and high-net-worth clients, providing discretionary and non-discretionary portfolio management along with bundled financial planning and retirement income solutions. The firm’s investment approach combines fundamental research, technical analysis, and quantitative modeling, and it offers specialized pension consulting and assistance with pension election choices.

Jonathan O'Reilly is a Series 65 licensed advisor with Foundations Investment Advisors LLC in Lexington, SC, with five years of industry experience. He has worked at Foundations Investment Advisors since 2021 and concurrently at Limehouse Wealth Management LLC since 2026. Outside of advisory roles, he has provided insurance and non-legal estate planning administrative services through Limehouse Financial. Foundations Investment Advisors offers investment advisory and financial planning services to a diverse client base, including individuals, trusts, estates, retirement plans, and businesses. The firm utilizes model portfolios and third-party sub-advisers, providing both discretionary and non-discretionary management through a large network of affiliated offices.

William Pruett is the sole advisor at WCP Capital Management LLC in Columbia, SC, holding Series 63 and Series 66 licenses with 19 years of industry experience. He has led WCP Capital Management since 2009. WCP Capital Management serves individual investors, trusts, and estates by providing discretionary portfolio management combined with supplemental financial planning. The firm emphasizes strategic asset allocation focused on minimizing downside risk and employs ETFs, common stocks, fixed income, and mutual funds, managing portfolios on a discretionary basis with fiduciary responsibility for retirement accounts.

Tyrone Mitchell is the sole advisor at Ts. Mitchell Financial, LLC in Columbia, SC, holding Series 63 and Series 65 licenses with 17 years of industry experience. He has been with Ts. Mitchell Financial since 2001 and served with the Service Corp of Retired Executives (Score) from 2010 to 2018. The firm offers financial planning and investment advisory services focused on mutual fund and ETF allocations, integrating tax planning and life insurance considerations alongside accounting services. Advisory services are provided on a non-discretionary basis, with an emphasis on modern portfolio theory and long-term trading strategies.

Val Beers is a CFP® professional with 17 years of industry experience and is a managing member at Beers Kight Financial Advisors, LLC, where he has worked since 2012. The firm provides investment advisory services to high-net-worth individuals and institutional clients, including pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. It emphasizes a long-term, diversified asset allocation strategy using mutual funds, ETFs, equities, fixed income, cash equivalents, and REITs, managing accounts primarily on a discretionary basis through unaffiliated custodians. The firm is affiliated with McGregor & Company, LLP, a CPA firm, and operates with a two-advisor team overseeing approximately $180.8 million across about 96 client relationships.

Scot Bytnar is a financial advisor at HMS Financial Services, LLC in Columbia, SC, holding a Series 63 designation with 19 years of industry experience. He has been with HMS Financial Services since 1998. HMS Financial Services provides personalized financial planning and investment management to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm employs a strategic asset allocation approach with globally diversified portfolios, primarily using no-load or low-load mutual funds and ETFs, and serves a diverse client base that includes corporate entities and pension or profit-sharing plans.

Gary Heady is a financial advisor with H I Management Services Inc. in Columbia, SC, holding a Series 65 designation and 18 years of industry experience. He has been with H I Management Services since 2005. H I Management Services Inc. is a single-adviser independent firm providing discretionary asset management and portfolio management services primarily to individual and high-net-worth clients, as well as a broader range of institutional and corporate clients. The firm uses a combination of fundamental, technical, charting, and cyclical analysis to create client-specific strategies, with account oversight conducted at least quarterly.

Patricia Bailey is a CFP® professional with 19 years of experience, serving as the sole advisor at Bailey & Associates Investment Mgt. and Financial Planning LLC in Columbia, SC since 2000. She holds a Series 65 license and focuses on independent financial planning and investment management. Bailey & Associates provides fee-only investment management and financial planning services to individuals and small business owners, managing approximately $29.63 million across about 30 client relationships. The firm employs a combined top-down and bottom-up investment approach, uses a risk-tolerance scale for security selection, and generally favors a buy-and-hold strategy while excluding alternatives, derivatives, hedge funds, cryptocurrency, short-selling, and currency trading.

Forest Dutton is a financial advisor at Brightworks Financial Planning LLC in Lexington, SC, holding a Series 66 designation with two years of industry experience. His prior work includes roles at Northwestern Mutual and Prisma Health, as well as service with the United States Public Health Service. Outside of advisory duties, he occasionally sells life and disability insurance as a sole proprietor. Brightworks Financial Planning provides financial planning, investment management, and retirement consulting for individuals, businesses, and pension plans. The firm employs both passive and active investment strategies and uses third-party managers and model marketplaces to manage approximately $72.9 million in client assets.

William Fields is the owner, CEO, and CCO of Shadow Wealth Management, LLC in Lexington, SC, with 34 years of industry experience. He holds Series 63, 65, and 66 designations and has worked at Structured Financial Associates, Inc. since 2008 and Intercarolina Financial Services since 2021. Shadow Wealth Management provides customized investment management primarily for individual and high-net-worth clients, managing approximately $15.4 million across about 35 client relationships. The firm employs a mix of fundamental, technical, cyclical, and behavioral analysis with a generally long-term orientation while allowing tactical adjustments, including the use of options, margin, short sales, and private placements where appropriate.

I'm George Jameson, a seasoned financial planner and investment manager with a steadfast focus on retirement planning. With a foundation laid at Morgan Stanley and further honed expertise gained at a prominent independent advisory firm, I ventured to establish Capital Wealth Group LLC. My mission: to provide meticulous tax-efficient retirement planning and evidence-based investment management tailored to each client's unique goals and circumstances. As a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and committed fiduciary, I adhere unwaveringly to the principle of prioritizing my clients' best interests. Notably, I abstain from selling financial products for commissions, ensuring that my advice remains objective and unbiased. I specialize in serving individuals who are earnestly preparing for retirement or navigating its complexities firsthand. Whether you're envisioning your ideal retirement lifestyle or seeking strategies to maximize your existing retirement assets, I offer the expertise and guidance needed to navigate this critical phase of life successfully. I'm based in Columbia, SC, and serve clients throughout the Carolinas and virtually nationwide. Embark on your retirement journey with confidence. Let's navigate the path to your financial freedom together. Warm regards, George Jameson Founder, Capital Wealth Group LLC

Jonathan Wallace is a CFA® charterholder and Series 65 licensed advisor with two years of industry experience. He is the founder of Wayfinder Wealth Warriors LLC and previously served 20 years in the United States Navy. Outside of his advisory role, he works as a Senior Naval Science Instructor teaching Navy JROTC at Lexington One School District in South Carolina. Wayfinder Wealth Warriors LLC provides investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, employer plan sponsors, charitable organizations, and businesses. The firm employs a Modern Portfolio Theory-based investment approach combining passive and active strategies and places particular emphasis on retirement plan services including participant education and ERISA 3(38) investment management.

Gary Langham is a CFA® charterholder based in Columbia, SC, with three years of industry experience. He is the principal advisor at BarbCo Financial, where he has worked since 2024. Prior to this, he held roles at Net of Advisory and RCL Advisors, LLC. He is also involved with After Tax Reporting Solutions, a business he has been associated with since 2018. BarbCo Financial is a state-registered investment adviser serving individual and high-net-worth clients, as well as retirement plans and pension arrangements. The firm focuses on low-cost, tax-efficient portfolio management using passive index mutual funds and ETFs, and offers both discretionary and non-discretionary account supervision tailored to client preferences.