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 with Flagship Harbor Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked with LPL Financial since 2016 and has also been associated with Shepard Financial LLC since 2020. Waller is a commissioned notary in addition to his advisory roles. 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, using a range of investment strategies including mutual funds, ETFs, individual securities, and separately managed accounts.

Timothy Wyand is a financial advisor with Flagship Harbor Advisors, LLC, holding Series 66, Series 65, and Series 63 licenses and bringing 17 years of industry experience. He has worked at Flagship Harbor Advisors since 2020 and previously at Layline Advisors from 2018 to 2020. Outside of his advisory role, he is involved with Three Pines Capital, LLC, a business entity for tax and investment purposes. Flagship Harbor Advisors 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 through a team of about 60 advisors, employing a mix of mutual funds, ETFs, individual securities, and third-party technology to support client portfolios.