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 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.

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.

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 financial advisor at Keen Capital, Ltd with a Series 65 designation and one year of industry experience. His prior work includes roles at Wealth Enhancement Group and TrinityPoint Wealth, LLC, as well as service in the United States Air Force. He has also worked in consulting and insurance prior to his current position. Keen Capital serves individuals, trusts, estates, retirement plans, businesses, and charitable organizations by providing comprehensive wealth management that integrates financial planning and investment management. The firm employs a long-term investment approach based on Modern Portfolio Theory, utilizing diversified mutual funds, ETFs, individual securities, and independent managers, and also offers accounting and tax-related services on fixed-fee arrangements.

Brian Duerson is a financial advisor at K2 Wealth Management with Series 63 and Series 65 registrations and four years of industry experience. His prior roles include positions at Two Tree Financial, GenXFinancial LLC, and OSAIC Wealth, Inc. Outside of advising, he is an owner and investor in Consecrated Holdings, LLC, a commercial real estate holding company. K2 Wealth Management provides investment management, financial planning, and educational seminars to individuals, families, trusts, small businesses, and employer retirement plans. The firm emphasizes strategic asset allocation and evidence-based portfolio construction using mutual funds and ETFs, blending passive and active strategies with a focus on long-term holdings.

Daniel Matheson is a financial advisor at K2 Wealth Management with 16 years of industry experience. He holds the ChFC® designation and maintains dual registration with Aspen Capital Management and K2 Wealth Management during a client transition period. Matheson is also the owner and principal of K2 Business Group, which provides insurance planning and business consulting services, as well as K2 Tax Group, offering tax preparation and advisory services. K2 Wealth Management serves individuals, families, trusts, small businesses, and employer retirement plans by providing investment management, financial planning, and educational seminars. The firm emphasizes strategic asset allocation and evidence-based portfolio construction using a blend of passive and active investments, generally managing accounts on a discretionary basis.

Thomas Gore is a CFP® with 21 years of experience in the financial industry. He is currently with Keen Capital, Ltd and serves as President of Core Advisors, Ltd, a registered investment advisor. His prior work includes roles at Lifemark Securities Corp. since 2005. Keen Capital serves individuals, trusts, estates, retirement plans, businesses, and charitable organizations, providing comprehensive wealth management that integrates financial planning, investment management, and accounting and tax-related services on fixed-fee arrangements. The firm employs a Modern Portfolio Theory-based investment approach, utilizing low-cost diversified funds, individual securities, and independent managers as appropriate.

Blake Amick is a CFP® and ChFC® with 40 years of experience in financial advising. He is currently with Wingstem Wealth, LLC and has prior experience at Cetera Advisor Networks LLC. Outside of advisory work, he is involved in fixed insurance sales through Wingstem Services, Inc., manages timberland via Covey Call LLC, and is a 50% owner of an employee benefits firm, Amick, Bahnmueller and Associates. Wingstem Wealth provides advisory services to individuals, retirement plan sponsors, and corporate clients, combining quantitative, fundamental, technical, and economic analysis to manage portfolios. The firm offers discretionary and non-discretionary wealth management, financial planning, and retirement plan consulting with a focus on regular client reporting and written summaries of material changes.

Katherine Hollenbeck is a CFP® and CFA® with 16 years of industry experience. She has worked at Core Advisors, Ltd. since 2015. She serves as President and CEO of the CFA Society South Carolina, a nonprofit professional organization. Keen Capital, Ltd. provides comprehensive wealth management services to individuals, trusts, estates, retirement plans, businesses, and charitable organizations. The firm combines financial planning and investment management with retirement plan advisory and offers accounting and tax-related services on fixed-fee arrangements.

William Amick is a CFP® professional with 13 years of experience in financial advisory services. He is currently with Wingstem Wealth, LLC and Private Client Services, having previously worked at Cetera Advisor Networks LLC. Outside of his advisory work, he serves on the board of the state division of Ducks Unlimited and is involved in conservation-related activities through Covey Call LLC. Wingstem Wealth provides advisory services to individuals, retirement plan sponsors, and corporate clients, employing a combination of quantitative, fundamental, technical, and economic analysis to manage portfolios. The firm offers discretionary and non-discretionary wealth management, financial planning, and retirement plan consulting, with a focus on regular client reporting and performance reviews.

James Teeter III is a financial advisor with Adapt Wealth Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He previously worked at APEX Investment Advisors and Cambridge Investment Research, Inc. He is also the founder of Premarital Planner, through which he works as an author, educator, podcast host, and speaker. Adapt Wealth Advisors serves individuals, families, family offices, trusts, and qualified retirement plans by providing comprehensive financial planning and investment management. The firm emphasizes fundamental analysis and a generally long-term investment approach tailored to client goals, utilizing a range of investment vehicles including mutual funds, ETFs, individual equities, and alternative funds.

Melvin Stubbs is a Series 65 licensed advisor with 11 years of industry experience, currently serving at Christy Capital Management, Inc. since 2014. Prior to this, he was involved with Stubbs Property Management for 14 years. He is also individually licensed to sell fixed insurance products, dedicating less than 25% of his time to this activity. Christy Capital Management provides investment advisory and wealth management services to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and other business entities. The firm offers a range of services including retirement strategies, tax planning, estate conservation, and family legacy planning, and manages client assets through discretionary and non-discretionary programs, often contracting with unaffiliated subadvisors.

Craig Mcdaniel Jr. is a financial advisor with Capital Investment Advisory Services, LLC in Columbia, SC. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. He has been with Capital Investment Group, Inc. and The McDaniel Corporation since 2012. Outside of his advisory role, he is involved in life insurance sales and serves as an independent agent for annuities and related products. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, using a blend of analytical methods with ongoing portfolio monitoring.

Craig Mcdaniel is a CFP® with 42 years of industry experience, currently serving at Capital Investment Advisory Services, LLC since 2009. He also has a background with Capital Investment Group, Inc. dating back to 2004. Outside of advisory work, Mcdaniel is an insurance agent with The McDaniel Corporation and is a self-employed lender to individuals. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, employing a range of analytical methods and conducting ongoing portfolio reviews.

Joshua Huggins is a financial advisor with Capital Investment Advisory Services, LLC, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Capital Investment Group, Inc, The McDaniel Corporation, and Agnew Lake Services. He is also active as an insurance agent with The McDaniel Corporation. Capital Investment Advisory Services, LLC provides advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, with ongoing monitoring and risk disclosures.

Patrick Moody is a financial advisor at Good Life Advisors, LLC in Columbia, SC, holding a Series 66 designation with four years of industry experience. Prior to joining Good Life Advisors in 2022, he worked at LPL Financial and Cornerstone Financial Management. Outside of advising, he serves as a swimming coach at Blythewood High School and works as a color analyst for ESPN. Good Life Advisors provides investment advisory, financial planning, and retirement plan consulting services to individuals, families, business entities, trusts, estates, and charitable organizations. The firm uses a team approach and multiple analysis methods to tailor advice and offers a range of portfolio management and planning solutions, including educational seminars and subscription-based services.

Shawn Kenney is a financial advisor with B. Riley Wealth Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at B. Riley Wealth Advisors since 2022 and was previously with B. Riley Wealth Management from 2016, as well as Stephens Inc from 2009 to 2016. Kenney is also involved with Kenney Capital Management, LLC, a financial securities business conducted through B. Riley Wealth Management. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in assets and serving around 16,821 clients through 274 advisors. The firm provides a wide range of services including advisory programs, financial planning, and retirement solutions to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, utilizing multiple program structures and proprietary asset allocation models.

Joseph Perritt is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and five years of industry experience. He has worked at LPL Financial since 2021 and previously at Ameriprise from 2019 to 2021. Outside of advising, he has experience working with the University of South Carolina football team and at Camp Cedar Cliff. Independent Advisor Alliance is an SEC-registered enterprise RIA serving individuals, small businesses, retirement plans, charities, and estates. The firm offers a range of services including asset management, financial planning, and retirement plan consulting, utilizing model portfolios, sub-advisors, and technology platforms to manage client allocations.

Noah Powell is a financial advisor at Good Life Advisors, LLC with a Series 66 designation and one year of industry experience. Prior to his current role, he worked in educational settings including the University of South Carolina and Gray Collegiate Academy. Noah provides administrative support to Good Life Advisors. Good Life Advisors offers investment advisory, financial planning, and retirement plan consulting services to a diverse client base including individuals, families, and business entities. The firm employs a team approach and multiple analysis methods to tailor advice, and it provides access to various programmatic solutions and educational resources.