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.

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!

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

James Turner is a Senior Financial Advisor at Merrill Lynch Wealth Management. In this role, he collaborates one-on-one with clients to develop personalized financial strategies aimed at helping them pursue their long-term goals. He leverages insights from Merrill and solutions from Bank of America to create flexible wealth management plans tailored to individual financial situations and changing market conditions. James holds a Bachelor's Degree from Presbyterian College and carries the Professional Investment Advisor (PIA) designation. He is committed to the Merrill tradition of community involvement and actively volunteers with local organizations. Outside of his professional responsibilities, James enjoys golfing, playing tennis, and spending time with his family.

Gordon Whittaker is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he began his career in 2003 after two years at another brokerage firm. He serves as co-managing partner of Ellison Kibler & Associates, ranked 26th among Private Wealth Management Teams in the country by Barron’s in 2022. Gordon focuses on implementing complex financial strategies and investment management for high-net-worth individuals, including athletes and successful professionals. His client expertise encompasses corporate executive services, executive compensation, family wealth management, legacy planning, retirement planning, and portfolio management with a specialty in sports and entertainment. Gordon holds the CERTIFIED FINANCIAL PLANNER® certification from the Certified Financial Planner Board of Standards, Inc., as well as the Sports and Entertainment Accredited Wealth Management Advisor™ designation. He earned a bachelor’s degree in chemistry from the University of South Carolina. Throughout his career, he has trained financial advisors nationally through Merrill Lynch’s Peer-to-Peer National Faculty program. Gordon has been recognized on Forbes’ Best-in-State Wealth Advisors list from 2020 to 2025 and included on Barron’s Top 1,200 Financial Advisors list in 2022. Residing outside Charlotte, Gordon shares his life with his wife and fellow team member Angie Whittaker and their family. Outside of his professional work, he enjoys adventure sports, biking, horseback riding, hunting, exercise, Brazilian Jiu Jitsu, and spending time with his family.

Ryan Fain is a Financial Advisor with Merrill Lynch Wealth Management, where he focuses on helping individuals and families pursue their financial goals through tailored strategies and comprehensive planning. He emphasizes building strong relationships with clients by understanding their unique circumstances and aspirations to navigate the complexities of wealth management effectively. His services include retirement planning, investment management, and risk management, providing clear guidance and potential solutions. Before joining Merrill Lynch, Ryan spent over 14 years working in the Small Business Development sector, gaining familiarity with the challenges small business owners face in managing both their business and personal finances. He maintains current knowledge of market trends and financial regulations to ensure clients receive informed advice. His areas of expertise include college education planning, investment consulting for defined contribution plans, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, small business strategies, tax minimization, and retirement income. Ryan holds a High School Diploma from Leesville High School and attended the University of Maryland without obtaining a degree. He has earned the professional designations of Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Outside of work, Ryan enjoys camping, cooking, gardening, scuba diving, spending time with his family, and traveling.