Samuel Roby Tate

Russ Kefauver is a financial advisor at Flagship Harbor Advisors, LLC with 19 years of industry experience. He holds a Series 66 designation and has worked at Flagship Harbor Advisors since 2015 and LPL Financial since 2011. Flagship Harbor Advisors, LLC is an SEC-registered investment adviser serving individuals, charitable organizations, corporations, and retirement plans. The firm manages approximately $3.42 billion in discretionary assets and employs a range of investment strategies across mutual funds, ETFs, individual securities, and managed accounts, supported by a team of about 60 advisors.

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.

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 the sole advisor at David Zbonski, LLC, holding a Series 65 designation with one year of industry experience. His prior roles include positions at Central Technologies, First Advisors National, LLC, Fortinet, and Zones. Outside of financial advising, he has been involved with Duck Hills Farms for three years. David Zbonski, LLC provides wealth management services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm offers discretionary investment management, retirement account advice, and financial planning, utilizing a long-term, fundamental analysis approach with diversified ETFs, mutual funds, and individual securities.

Samuel Pressley is a CFP® and holds a Series 66 license with 13 years of industry experience. He has been with Ridgepath Capital Management LLC since 2016 and also maintains an affiliation with Mumy Financial Advisors, LLC. Ridgepath Capital Management LLC serves individual and high-net-worth clients, managing approximately $359 million across about 112 accounts. The firm employs a variety of analytical methods and advanced options strategies, offering discretionary portfolio management alongside tax preparation and planning services.

Derek Miser is a financial advisor with Miser Asset Management in Knoxville, TN, 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 Dauble, Miser, Worthington. Outside of advisory work, he is involved with Miser Wealth Partners, providing life, accident, and health insurance services, and also operates Miser Tax Advisory Services, focusing on tax planning. Miser Asset Management is a state-registered firm serving individuals, trusts, estates, and business entities with portfolio management, financial consulting, and educational seminars. The firm employs a variety of analytical approaches and investment strategies, offering both discretionary and non-discretionary management, and integrates tax and insurance services into client relationships.