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Russ K

Series 66, Series 7, CRPC®

Maryville, TN

Kefauver Financial Planning & Wealth Management

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.

General retirement planning Retirement income strategy General tax planning Wealth management Retired Self-Employed Executive HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Approaching retirement Retired
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Darrell A

Series 63, Series 66

Maryville, TN

Kefauver Financial Planning & Wealth Management

Darrell Avery is a financial advisor with LPL Financial in Maryville, TN, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with LPL Financial since 2009 and has also been associated with Flagship Harbor Advisors, LLC since 2016. Avery serves as a nonprofit board member for Monroe County Schools in Tennessee. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plans, institutions, and high-net-worth households. The firm offers various delivery options such as financial planning, model-portfolio advisory programs, and third-party asset management, supported by an in-house research team and a platform that integrates advisory and brokerage services.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management Business sale tax planning Founder/Business Owner Executive
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