Kyle Kyle Harper

Roger Hall is the principal of Hall Asset Management Group, Inc. in Columbia, SC, with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Motiv8 Investments LLC and Retirement Planning Solutions. In addition to his advisory practice, Hall is involved in insurance services and offers Medicare and elder care planning. Hall Asset Management Group provides financial planning and consulting services to individuals, retirement plans, trusts, estates, and charitable organizations. The firm primarily acts as a referral adviser for third-party money managers and focuses on consultation-driven advice, delivering written analyses and conducting periodic client reviews.

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.

Jeffrey Smith is a financial advisor with Compass Financial, LLC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with Compass Financial since 2010. In addition to his advisory role, Mr. Smith is a licensed insurance agent selling life, health, and variable insurance products. Compass Financial, LLC provides asset management and pension consulting services to individuals, small businesses, trusts, estates, pooled vehicles, and charities, with a particular focus on qualified retirement plan sponsors. The firm develops investment strategies based on client goals, time horizons, and risk tolerance, primarily operating on a non-discretionary basis and employing both fundamental and technical analysis.

Brian Duerson is a financial advisor with Two Tree Financial, LLC, holding Series 63 and Series 65 designations and five years of industry experience. He is also an owner and investor in Consecrated Holdings, LLC, a commercial real estate holding company. Two Tree Financial provides fee-only advisory services to individuals, families, business owners, and sponsors of employer-sponsored retirement plans, emphasizing long-term, evidence-based investment approaches with low-cost funds and tax-aware implementation.

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.

Jeremiah Barwick is a Series 65-licensed financial advisor at Keen Capital, Ltd with one year of industry experience. He previously worked at Wealth Enhancement Group and TrinityPoint Wealth, LLC. Prior to entering the financial industry, he served four years in the United States Air Force. Keen Capital provides financial planning, investment management, and integrated wealth management services to individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, and charitable organizations. The firm follows a long-term investment approach based on Modern Portfolio Theory and offers advisor-delivered accounting and tax services alongside investment advice.