Thomas Shepard is a CFP® with 30 years of industry experience, currently serving as an advisor at Flagship Harbor Advisors, LLC since 2012. He previously worked at LPL Financial and is involved in financial education through seminars at Currency Camp. Shepard is also an author, writing a book alongside his advisory work. Flagship Harbor Advisors, LLC is an SEC-registered firm serving individuals, charitable organizations, corporations, and retirement plans with investment management, financial planning, and retirement-plan consulting. The firm manages approximately $3.42 billion in discretionary assets and utilizes a multi-strategy investment approach including mutual funds, ETFs, individual securities, and separately managed accounts.

Nathan Waller is a financial advisor at Flagship Harbor Advisors, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Flagship Harbor Advisors since 2023, Shepard Financial LLC since 2020, and LPL Financial since 2016. Outside of advising, he is a licensed notary. 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 through a team of around 60 advisors, offering investment management, financial planning, and retirement-plan consulting using a blend of fundamental and technical analysis across various asset types.

Timothy Wyand is a financial advisor at Flagship Harbor Advisors, LLC with 17 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at Flagship Harbor Advisors and LPL Financial since 2020, as well as at Layline Advisors from 2018 to 2020. Outside of advising, he is involved with Three Pines Capital, LLC, a separate business entity for tax and investment purposes. Flagship Harbor Advisors is an SEC-registered firm that serves individuals, charitable organizations, corporations, and retirement plans, offering investment management, financial planning, and retirement-plan consulting. The firm manages approximately $3.42 billion in discretionary assets through a team of about 60 advisors and employs a range of investment strategies, including fundamental and technical analysis, across multiple asset types.