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.

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.

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.

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.

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.

Hi, I'm Forest Dutton and I'm the owner of Brightworks Financial Planning. I entered financial services after many years in healthcare and my goal is to ensure each client that goes through financial planning experiences care, competence, and creativity. I am committed to the highest levels of ongoing education in the field of financial planning and seek to provide a comprehensive lens to all financial planning engagements and not just an investment focus. I have a strong emphasis on tax planning with all clients as I believe this can add significant value over a long period of time when engaging with a financial advisor. I prefer long term relationships over one-time engagements in my business. I have been blessed with a wonderful wife and 4 children that keep me busy outside the office. I enjoy collobaration with other professionals as part of the financial plannning process. I thoroughly enjoy financial planning and the best part is the people who I get to partner with in achieving their goals.

William Fields is the owner, CEO, and CCO of Shadow Wealth Management, LLC in Lexington, SC, with 34 years of industry experience. He holds Series 63, 65, and 66 designations and has worked at Structured Financial Associates, Inc. since 2008 and Intercarolina Financial Services since 2021. Shadow Wealth Management provides customized investment management primarily for individual and high-net-worth clients, managing approximately $15.4 million across about 35 client relationships. The firm employs a mix of fundamental, technical, cyclical, and behavioral analysis with a generally long-term orientation while allowing tactical adjustments, including the use of options, margin, short sales, and private placements where appropriate.

Jonathan Wallace is a CFA® charterholder and Series 65 licensed advisor with two years of industry experience. He is the founder of Wayfinder Wealth Warriors LLC and previously served 20 years in the United States Navy. Outside of his advisory role, he works as a Senior Naval Science Instructor teaching Navy JROTC at Lexington One School District in South Carolina. Wayfinder Wealth Warriors LLC provides investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, employer plan sponsors, charitable organizations, and businesses. The firm employs a Modern Portfolio Theory-based investment approach combining passive and active strategies and places particular emphasis on retirement plan services including participant education and ERISA 3(38) investment management.

Charles Estes is a financial advisor with Better Things Financial Partners LLC in Lexington, SC, holding Series 63 and Series 66 licenses and with 16 years of industry experience. He has operated as a sole proprietor since 2012 and has been with Better Things Financial Partners since 2014. Approximately half of his time is spent on insurance sales and services. Better Things Financial Partners is an independent firm providing fee-based investment management and financial planning primarily to individual clients. The firm offers non-discretionary portfolio management alongside comprehensive planning services covering wills, estate/trust matters, taxes, and insurance.

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.

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 financial advisor at Wingstem Wealth, LLC with 41 years of industry experience. He holds the CFP® and ChFC® designations and has worked at firms including Cetera Advisor Networks and Walnut Street Securities. Outside of advisory services, he is involved in timberland management through Covey Call LLC and is a 50% owner of an employee benefits firm, Amick, Bahnmuller and Associates. Wingstem Wealth serves individuals, pension and profit-sharing plans, and corporate clients with wealth management, financial planning, estate consulting, and ERISA-qualified plan services. The firm uses a variety of analytic methods and investment vehicles, offering both discretionary and non-discretionary portfolio management tailored to client goals and risk tolerance.

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 39 years of industry experience. He previously worked at APEX Investment Advisors and Cambridge Investment Research, Inc. Teeter is also the founder of Premarital Planner, an education and podcast platform focused on premarital planning. Adapt Wealth Advisors serves individuals and entities such as family offices, trusts, and qualified retirement plans, providing personalized financial planning and investment management. The firm emphasizes a customized planning process and employs a long-term investment approach with flexibility for shorter-term trading when appropriate.

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.

Melissa Mendenall is a financial advisor at Wealthspan Investment Management, LLC with six years of industry experience. She holds a Series 65 credential and has previously worked at FIRST CITIZENS BANK, Brookstone Wealth Advisors, and Retirement Wealth Advisors, Inc. Outside of her advisory role, she provides tax preparation services through Lisa Mendenall CPA and works as a controller for a real estate development firm. Wealthspan Investment Management serves individual and high-net-worth clients, as well as corporate and retirement-plan sponsors, offering comprehensive financial planning, consulting, and discretionary portfolio management using both active and passive model-based strategies. The firm incorporates fundamental and technical analysis and utilizes sub-advisers and third-party managers when appropriate.

Lucas Clark is a financial advisor with REDW Wealth LLC, holding a Series 65 designation and currently entering his second year in the industry. His prior work experience includes roles outside the financial sector, such as operating Edisto Beach Surf Shop and involvement with Cloud Peak Legal, LLC. REDW Wealth LLC provides personalized financial planning and wealth management services to a diverse client base including individuals, pension plans, trusts, charitable organizations, small businesses, Native American tribes, and government entities. The firm focuses on strategic asset allocation with tactical adjustments and offers coordinated tax and advisory services as a subsidiary of a certified public accounting firm.