Matt Jonathan Morris

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.

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.

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.