Jonathan Wesley Roberts

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.

David Kaucher is a Series 65-licensed financial advisor with Spectrum Wealth Advisors, LLC in Columbia, SC, where he has worked for 10 years. He has nine years of industry experience. Spectrum Wealth Advisors offers discretionary portfolio management and retirement-plan advisory services primarily to dental practitioners and pension or profit-sharing plans. The firm employs a long-term, buy-and-hold investment approach based on Modern Portfolio Theory, focusing on diversified passive investment vehicles and customized consulting on retirement plan design and participant education.

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.