Brigid Mulroy

Patrick Carmichael is a financial advisor with Strategic Wealth Investments, LLC in Knoxville, TN, holding a Series 65 designation and 12 years of industry experience. He has worked with Strategic Wealth Management since 2014 and was previously with Wealth and Retirement Investment, Inc. Mr. Carmichael also serves as president and insurance agent at Strategic Wealth Management, dedicating approximately 40% of his time to insurance product sales and services. Strategic Wealth Investments provides discretionary asset management and financial planning to individual and high-net-worth clients, managing roughly $7.36 million across about 60 accounts. The firm employs fundamental, charting, and cyclical analysis, along with periodic rebalancing and tax-loss harvesting, and offers public educational seminars and insurance products through its affiliated insurance business.

Jackson Southard is a financial advisor at Graybridge Capital with a Series 65 credential and four years of industry experience. He is also a licensed real estate broker affiliated with Realty Executives, where he represents buyers and sellers in real estate transactions. Southard's background includes roles at Purdue Global University and the University of Tennessee, Knoxville. Graybridge Capital is a state-registered investment adviser providing discretionary asset management to individuals and high-net-worth clients. The firm employs a combination of fundamental, technical, charting, cyclical, and quantitative analysis, using proprietary algorithms to monitor portfolios and customize investment strategies based on client objectives, time horizon, and risk tolerance.

David Zbonski is a financial advisor at First Advisors National, LLC with one year of industry experience. He holds a Series 65 designation and has prior work experience at Duck Hills Farms, Fortinet, Zones, and General Growth Properties. First Advisors National manages discretionary assets for individual clients, including high-net-worth households, offering investment management, third-party portfolio recommendations, and retirement plan consulting. The firm’s investment approach emphasizes selecting and monitoring third-party managers and uses fundamental analysis for supplemental individual security recommendations.

Samuel Pressley is a CFP® and holds a Series 66 license with 13 years of industry experience. He has worked at Ridgepath Capital Management LLC since 2016 and previously at Capital Investment Group, Inc. from 2012 to 2016, as well as Mumy Financial Advisors, LLC starting in 2012. Ridgepath Capital Management provides portfolio management and tax preparation services to individual and high-net-worth clients, employing a comprehensive investment approach that includes technical and fundamental analysis alongside options strategies and diversified asset allocations. The firm manages approximately $331.6 million in discretionary assets across about 110 client relationships.

James Blevins is a financial advisor with Soar Financial LLC in Knoxville, TN, holding Series 65 and Series 66 credentials and four years of industry experience. His prior roles include positions at B and T Developments LLP, Summit Financial, Inc., and Summit Accounting Services, LLC, where he is also a certified public accountant and owner. Outside of advising, he is involved in credit card processing services and land development. Soar Financial LLC provides investment management, financial planning, and retirement plan advisory services to individuals, trusts, estates, businesses, and qualified retirement plans. The firm offers customized portfolios emphasizing long-term strategies with tactical adjustments and serves as both discretionary and non-discretionary managers for a range of clients.

Yvonne Marsh is a financial advisor at Marsh Wealth Management, LLC in Knoxville, TN, with 13 years of industry experience. She holds a Series 66 designation and is a Certified Public Accountant. Yvonne is also an independent licensed insurance agent and an owner of Marsh Professional Group, LLC. Marsh Wealth Management serves individual and high-net-worth households by providing portfolio management and comprehensive financial planning, including retirement-plan rollover advice. The firm uses a model-portfolio approach based on Modern Portfolio Theory and offers specialized services for employer-sponsored plan assets.