David Fletcher is a financial advisor with Southeast Asset Advisors, LLC in Tallahassee, FL, holding 22 years of industry experience. He is also a partner in the accounting and consulting firm Lanigan & Associates, P.C., which shares office space with Southeast Asset Advisors. Southeast Asset Advisors provides wealth management and consulting services to individuals, family offices, endowments, foundations, and institutional clients, including corporate and public pension plans. The firm manages discretionary and non-discretionary accounts with individualized portfolios and serves as a private fund adviser through its majority-owned affiliate, Conifer Advisors.

Frank Mercer is a financial advisor at Southeast Asset Advisors, LLC in Tallahassee, FL, holding the CFP® designation and Series 65 license with 29 years of industry experience. He has worked with Southeast Asset Advisors since 1991 and was also a partner at Lanigan & Associates, P.C. for several decades. In addition to his advisory role, Mr. Mercer is a partner in both firms, which share office space and provide distinct tax, accounting, and consulting services. Southeast Asset Advisors offers wealth management, portfolio management, and consulting services to high-net-worth individuals, family offices, endowments, foundations, and pension plans. The firm is noted for managing pooled investment vehicles and private funds, including its majority ownership of Conifer Advisors, and combines discretionary portfolio management with ERISA fiduciary services for plan sponsors.