Rocky Montgomery

Jonathan Allen is a financial advisor at Belvedere Investments Corporation with three years of industry experience. He holds Series 63 and Series 66 credentials and has worked at various firms including Mass Mutual Investors Services and Raymond James & Associates. In addition to his advisory role, he serves as Vice President of Operations at Brightway Insurance, where he is involved in selling insurance products. Belvedere Investments Corporation is a state-registered investment adviser that provides discretionary asset management and financial consulting to individuals, high-net-worth clients, trusts, estates, business entities, and charitable organizations. The firm uses fundamental and technical analysis, asset allocation, thematic investing, and selective use of options and ETFs in its investment process.

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.

Derek Miser is a financial advisor with Miser Asset Management, holding Series 63, 65, and 66 licenses and 15 years of industry experience. His prior roles include positions at AlphaStar Capital Management, Miser Wealth Partners, and Newbridge Securities. Outside of investment advisory, he is involved in life, accident, and health insurance services through Miser Wealth Partners and provides tax planning and tax services via Miser Tax Advisory Services. Miser Asset Management serves individual clients, trusts, estates, conservatorships, and small business entities, offering portfolio management, financial consulting, and educational seminars. The firm employs a combination of fundamental, technical, cyclical, and economic analysis in its investment approach, using both discretionary and non-discretionary strategies and model portfolios that include indirect cryptocurrency exposure.

Adam Reed is a financial advisor with Providence Wealth Management LLC in Knoxville, TN. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining Providence Wealth Management, he worked at Northwestern Mutual Investment Services LLC and Axiom Wealth Management. Outside of his advisory role, he assists with marketing and website updates for Mitch Reed and Associates PLLC, a family business. Providence Wealth Management provides discretionary portfolio management and financial planning services to individual and high-net-worth clients, often acting as a co-advisor to third-party money managers. The firm employs model-based investment strategies combined with fundamental, technical, and cyclical analysis, and operates affiliated tax and insurance businesses that support its advisory services.

Garrett Crawford is a financial advisor with Providence Wealth Management LLC in Knoxville, TN, holding the CFP® designation and Series 65 license. He has 12 years of industry experience and has been associated with Providence LTC Advisors, Inc. since 2014. His professional activities include insurance sales through Providence LTC Advisors. Providence Wealth Management provides discretionary portfolio management and financial planning services to individual and high-net-worth clients, often acting as a co-advisor to third-party money managers. The firm uses model-based investment strategies combined with fundamental, technical, and cyclical analysis, and coordinates portfolio administration and reporting alongside its third-party managers and custodians.

John Pressley is a financial advisor at Ridgepath Capital Management LLC with 12 years of industry experience. He holds a Series 65 designation and has worked at Ridgepath since 2016, following six years at BPV Wealth Management. Pressley is also a licensed CPA and a partner and owner of Northshore Management Company. Ridgepath Capital Management provides portfolio management services to individual and high-net-worth clients, offering individualized Investment Policy Statements and discretionary account management. The firm integrates multiple analytical approaches and employs a range of trading strategies and investment vehicles to serve its client base.