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!

Todd Henning is a financial advisor at The Bridge Financial Advisors with 13 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to his advisory role, he worked at BlueCross BlueShield for six years. The Bridge Financial Advisors provides investment advice and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm’s investment approach emphasizes diversification and fundamental analysis, managing both discretionary and non-discretionary accounts with a focus on mutual funds, ETFs, equities, fixed income, and options.

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.

William Pruett is the sole advisor at WCP Capital Management LLC in Columbia, SC, holding Series 63 and Series 66 licenses with 19 years of industry experience. He has led WCP Capital Management since 2009. WCP Capital Management serves individual investors, trusts, and estates by providing discretionary portfolio management combined with supplemental financial planning. The firm emphasizes strategic asset allocation focused on minimizing downside risk and employs ETFs, common stocks, fixed income, and mutual funds, managing portfolios on a discretionary basis with fiduciary responsibility for retirement accounts.

Tyrone Mitchell is the sole advisor at Ts. Mitchell Financial, LLC in Columbia, SC, holding Series 63 and Series 65 licenses with 17 years of industry experience. He has been with Ts. Mitchell Financial since 2001 and served with the Service Corp of Retired Executives (Score) from 2010 to 2018. The firm offers financial planning and investment advisory services focused on mutual fund and ETF allocations, integrating tax planning and life insurance considerations alongside accounting services. Advisory services are provided on a non-discretionary basis, with an emphasis on modern portfolio theory and long-term trading strategies.

Val Beers is a CFP® professional with 17 years of industry experience and is a managing member at Beers Kight Financial Advisors, LLC, where he has worked since 2012. The firm provides investment advisory services to high-net-worth individuals and institutional clients, including pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. It emphasizes a long-term, diversified asset allocation strategy using mutual funds, ETFs, equities, fixed income, cash equivalents, and REITs, managing accounts primarily on a discretionary basis through unaffiliated custodians. The firm is affiliated with McGregor & Company, LLP, a CPA firm, and operates with a two-advisor team overseeing approximately $180.8 million across about 96 client relationships.

Scot Bytnar is a financial advisor at HMS Financial Services, LLC in Columbia, SC, holding a Series 63 designation with 19 years of industry experience. He has been with HMS Financial Services since 1998. HMS Financial Services provides personalized financial planning and investment management to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm employs a strategic asset allocation approach with globally diversified portfolios, primarily using no-load or low-load mutual funds and ETFs, and serves a diverse client base that includes corporate entities and pension or profit-sharing plans.

Gary Heady is a financial advisor with H I Management Services Inc. in Columbia, SC, holding a Series 65 designation and 18 years of industry experience. He has been with H I Management Services since 2005. H I Management Services Inc. is a single-adviser independent firm providing discretionary asset management and portfolio management services primarily to individual and high-net-worth clients, as well as a broader range of institutional and corporate clients. The firm uses a combination of fundamental, technical, charting, and cyclical analysis to create client-specific strategies, with account oversight conducted at least quarterly.

Patricia Bailey is a CFP® professional with 19 years of experience, serving as the sole advisor at Bailey & Associates Investment Mgt. and Financial Planning LLC in Columbia, SC since 2000. She holds a Series 65 license and focuses on independent financial planning and investment management. Bailey & Associates provides fee-only investment management and financial planning services to individuals and small business owners, managing approximately $29.63 million across about 30 client relationships. The firm employs a combined top-down and bottom-up investment approach, uses a risk-tolerance scale for security selection, and generally favors a buy-and-hold strategy while excluding alternatives, derivatives, hedge funds, cryptocurrency, short-selling, and currency trading.

I'm George Jameson, a seasoned financial planner and investment manager with a steadfast focus on retirement planning. With a foundation laid at Morgan Stanley and further honed expertise gained at a prominent independent advisory firm, I ventured to establish Capital Wealth Group LLC. My mission: to provide meticulous tax-efficient retirement planning and evidence-based investment management tailored to each client's unique goals and circumstances. As a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and committed fiduciary, I adhere unwaveringly to the principle of prioritizing my clients' best interests. Notably, I abstain from selling financial products for commissions, ensuring that my advice remains objective and unbiased. I specialize in serving individuals who are earnestly preparing for retirement or navigating its complexities firsthand. Whether you're envisioning your ideal retirement lifestyle or seeking strategies to maximize your existing retirement assets, I offer the expertise and guidance needed to navigate this critical phase of life successfully. I'm based in Columbia, SC, and serve clients throughout the Carolinas and virtually nationwide. Embark on your retirement journey with confidence. Let's navigate the path to your financial freedom together. Warm regards, George Jameson Founder, Capital Wealth Group LLC

Gary Langham is a CFA® charterholder based in Columbia, SC, with three years of industry experience. He is the principal advisor at BarbCo Financial, where he has worked since 2024. Prior to this, he held roles at Net of Advisory and RCL Advisors, LLC. He is also involved with After Tax Reporting Solutions, a business he has been associated with since 2018. BarbCo Financial is a state-registered investment adviser serving individual and high-net-worth clients, as well as retirement plans and pension arrangements. The firm focuses on low-cost, tax-efficient portfolio management using passive index mutual funds and ETFs, and offers both discretionary and non-discretionary account supervision tailored to client preferences.

Victoria Matise is a financial advisor at Wallick Investments, LLC with a Series 65 designation and one year of industry experience. Prior to joining Wallick Investments in 2025, she held various roles including positions at Athens Country Club and Chick-Fil-A. Wallick Investments provides discretionary investment management and advisory services to individuals, trusts, endowments, foundations, and other advisors, managing approximately $168.3 million in discretionary assets. The firm employs a quantitative, factor-based investment approach using proprietary security-selection models and offers tailored portfolio management along with customized models and non-discretionary advisement options.

Richard Newsome is a CFP® certificant with 19 years of industry experience. He has been with William B. Walkup & Associates, Inc. since 2004. William B. Walkup & Associates, Inc. provides discretionary investment supervisory services and financial planning to individuals, trusts, estates, business entities, and pooled investment vehicles, managing approximately $159 million for around 50 clients. The firm combines fundamental and technical analysis with asset-allocation strategies and maintains a medium-to-long-term investment orientation while offering related accounting, tax-preparation, and estate-administration services through affiliated entities.

Ashleigh Brooker is the sole advisor at A. J. Brooker Financial Associates in Columbia, SC, holding Series 63 and Series 66 licenses with 18 years of industry experience. She has led her firm since 2011 and concurrently serves as a business consultant at the Small Business Development Center, assisting business owners with developing business plans. A. J. Brooker Financial Associates provides comprehensive financial planning and wealth management services primarily for individual clients, including those focused on philanthropy and charitable giving. The firm employs a conservative, buy-and-hold investment approach centered on mutual funds, index funds, and ETFs, delivering non-discretionary portfolio management supported by independent research and third-party platforms.

Joshua Greene is a CFA® charterholder with seven years of industry experience. He currently serves as an advisor at Pendleton Street Advisors, LLC, where he has worked since 2024. Prior to this, he was with Carolina Financial Securities, LLC and Carofin, LLC from 2020 to 2024 and served at the SC Investment Commission from 2013 to 2020. Greene is a board member and treasurer of the Greater Columbia Community Relations Council and is a finance committee member for the Columbia Museum of Art. Pendleton Street Advisors manages discretionary portfolios primarily for individuals, charitable organizations, trusts, and estates, with a minimum household size of $500,000. The firm employs fundamental analysis and third-party research in its investment process and offers both portfolio management and fixed-fee consulting services.

William Walkup is a Series 65-licensed advisor with 16 years of industry experience. He has been with William B. Walkup & Associates, Inc. since 1992. William B. Walkup & Associates, Inc. provides discretionary investment supervisory services and financial planning to individuals, trusts, estates, business entities, and pooled investment vehicles, managing approximately $159 million for about 50 clients. The firm combines fundamental and technical analysis with asset-allocation strategies and a medium-to-long-term orientation, and offers related accounting, tax-preparation, and estate-administration services through affiliated entities.