Samuel S Frogg II

Jonathan Allen is a financial advisor with Belvedere Investments Corporation in Lenoir City, TN. He holds Series 63 and Series 66 licenses and has four years of industry experience. Prior to joining Belvedere Investments, he held roles at several firms including Mass Mutual Investors Services and Raymond James & Associates. He also serves as Vice President of Operations at Brightway Insurance in Lenoir City. Belvedere Investments Corporation provides discretionary asset management and financial consulting primarily to high-net-worth individuals, trusts, estates, business entities, and charitable organizations. The firm uses fundamental and technical analysis, asset allocation, thematic investing, and options trading within its investment programs, while also offering project-based financial consulting services.

David Lamont is a CFP® and ChFC® with 26 years of industry experience. He currently works at DMK Advisor Group, Inc., where he has been since 2026, and previously spent significant time at Securities Management and Research, Inc. and American National Insurance Company. DMK Advisor Group provides portfolio management and investment supervisory services to individuals, small businesses, trusts, corporations, and retirement plans. The firm manages approximately $130.8 million across around 515 client relationships, offering both discretionary and non-discretionary investment approaches primarily using mutual funds and ETFs, with a distinctive dual role as a registered broker-dealer and investment adviser.

Rocky Montgomery is a financial advisor with Prospera Financial Services, Inc., holding Series 63 and Series 66 credentials and bringing 39 years of industry experience. His prior roles include positions at Capital Guardian Wealth Management, LLC, OSAIC Services, Inc., Investors Capital Corp., and Eastern Point Advisors Inc. Outside of his advisory work, he owns TN K-9 Services LLC, a drug dog training business. Prospera Financial Services is a multi-team firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

David Topor is a financial advisor with Gradient Advisors, LLC, holding a Series 65 credential and bringing 16 years of industry experience. He has worked with Gradient Advisors since 2013 and is also president and sales agent at IntelliShield, where he has been involved in life, health, and annuity sales since 2010. Outside of his advisory roles, he serves as an educational speaker and advisor for the Society of Financial Awareness and works as an estate planning advisor collaborating with legal professionals. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through third-party money managers and Investment Advisor Representatives in a largely non-discretionary model, employing various analytical methods to align portfolios with client objectives and risk tolerance.

Paul Hoskin is a CFP® with 37 years of industry experience, currently serving at Arax Advisory Partners. His prior roles include positions at Summit Trail Advisors, LPL Financial, BMO Bank NA, BancWest Investment Services, and Citigroup Global Markets. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in regulatory assets with over 200 advisors. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, offering a range of services including financial planning, portfolio management, and retirement plan consulting.

Jeffrey Farrar is a CFP® professional with 27 years of experience in the financial services industry. He currently serves as an advisor at Procyon, where he has worked since 2017. His prior experience includes roles at Purshe Kaplan Sterling Investments, UBS Financial Services, and Merrill. Farrar also serves as a FINRA arbitrator and participates as a member of an investment committee for a tea manufacturing company. Procyon provides investment management, financial planning, retirement-plan advisory, institutional consulting, and model-portfolio services to a diverse client base, including individuals, high-net-worth families, trusts, businesses, retirement plans, and government entities. The firm manages approximately $9.2 billion in assets and utilizes a mix of discretionary and non-discretionary strategies, combining internal portfolio construction with access to independent managers and technology-supported research.