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.

Jackson Lucero is a financial advisor with Miser Asset Management, holding a Series 65 license and two years of industry experience. He has previously worked at Equity Real Estate, Caldwell Banker, and Berkshire Hathaway. Outside of his advisory role, Lucero is the owner and president of Cedarway Capital LLC, a private equity firm focused on real estate investments. Miser Asset Management is a state-registered advisory firm that serves individuals, trusts, estates, and business entities through portfolio management, financial consulting, and educational seminars. The firm employs a variety of analytical approaches and offers both discretionary and non-discretionary investment management, integrating services like tax preparation and insurance advice into client relationships.

Adam Proulx is a financial advisor at Miser Asset Management with a Series 65 credential and one year of industry experience. His prior roles include positions at CoreCap Advisors, LLC, Asset Management and Advisory Services, and EXP Realty. Miser Asset Management is a state-registered advisory firm with three advisors managing approximately $55.7 million in assets. The firm serves individuals, trusts, estates, and business entities through portfolio management, financial consulting, and educational seminars, employing a range of analytical approaches and investment strategies.