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.

Patrick Carmichael is a financial advisor with Strategic Wealth Investments, LLC in Knoxville, TN, holding a Series 65 designation and 12 years of industry experience. He has worked with Strategic Wealth Management since 2014 and was previously with Wealth and Retirement Investment, Inc. Mr. Carmichael also serves as president and insurance agent at Strategic Wealth Management, dedicating approximately 40% of his time to insurance product sales and services. Strategic Wealth Investments provides discretionary asset management and financial planning to individual and high-net-worth clients, managing roughly $7.36 million across about 60 accounts. The firm employs fundamental, charting, and cyclical analysis, along with periodic rebalancing and tax-loss harvesting, and offers public educational seminars and insurance products through its affiliated insurance business.

Jackson Southard is a financial advisor at Graybridge Capital with a Series 65 credential and four years of industry experience. He is also a licensed real estate broker affiliated with Realty Executives, where he represents buyers and sellers in real estate transactions. Southard's background includes roles at Purdue Global University and the University of Tennessee, Knoxville. Graybridge Capital is a state-registered investment adviser providing discretionary asset management to individuals and high-net-worth clients. The firm employs a combination of fundamental, technical, charting, cyclical, and quantitative analysis, using proprietary algorithms to monitor portfolios and customize investment strategies based on client objectives, time horizon, and risk tolerance.

David Zbonski is the sole advisor at David Zbonski, LLC, holding a Series 65 designation with one year of industry experience. His prior roles include positions at Central Technologies, First Advisors National, LLC, Fortinet, and Zones. Outside of financial advising, he has been involved with Duck Hills Farms for three years. David Zbonski, LLC provides wealth management services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm offers discretionary investment management, retirement account advice, and financial planning, utilizing a long-term, fundamental analysis approach with diversified ETFs, mutual funds, and individual securities.

Jackie Simpson is a financial advisor at CW Securities, LLC with 23 years of industry experience. He holds Series 63 and Series 65 designations and has worked at CW Securities since 2004. Outside of his advisory role, he is a part-owner of several local businesses in Knoxville, including a tax accounting firm and an audit company. CW Securities, LLC provides investment supervisory and portfolio management services to individuals and institutional clients, offering financial planning and consulting across various asset classes and management styles. The firm integrates discretionary management with client-specific investment policies and executes accounts through established custodians.

Rachel Hacker is a financial advisor with Creekside Capital, Inc. in Knoxville, TN, with 21 years of industry experience. She has worked at McBrearty Capital Management, Inc. since 2000. Outside of advisory work, she is a partner in Sony Lane Partnership, which owns the building housing McBrearty Capital Management. Creekside Capital advises individual investors, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm provides portfolio management and retirement-plan advisory services on a non-discretionary basis, typically implementing client-approved investment plans using mutual funds, ETFs, individual securities, and third-party managers.

Samuel Pressley is a CFP® and holds a Series 66 license with 13 years of industry experience. He has been with Ridgepath Capital Management LLC since 2016 and also maintains an affiliation with Mumy Financial Advisors, LLC. Ridgepath Capital Management LLC serves individual and high-net-worth clients, managing approximately $359 million across about 112 accounts. The firm employs a variety of analytical methods and advanced options strategies, offering discretionary portfolio management alongside tax preparation and planning services.

Monica Head is a financial advisor at CW Securities, LLC with nine years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Purshe Kaplan Sterling Investments, Inc. and Visionary Horizons Wealth Management Group, LLC. Monica is also appointed as an insurance agent with various companies. CW Securities, LLC provides investment supervisory services and portfolio management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers discretionary management along with financial planning and consulting, using client-specific investment policies implemented across equities, fixed income, and mutual funds with multiple management styles.

James Blevins is a financial advisor with Soar Financial LLC based in Knoxville, TN. He holds Series 65 and Series 66 licenses and has approximately four years of industry experience. Outside of advisory services, he is a certified public accountant and owner of Summit Accounting Services, LLC, providing accounting and tax services. He also has involvement in real estate investment and land development through his partnership in B and T Developments LLP. Soar Financial LLC offers investment advisory, financial planning, and retirement-plan consulting to individuals, trusts, estates, businesses, and qualified plans. The firm provides customized portfolio management with a generally long-term focus and serves as an ERISA fiduciary for employer plans, operating from multiple offices and maintaining a relationship with a local CPA firm.

Yvonne Marsh is a financial advisor at Marsh Wealth Management, LLC with 14 years of industry experience. She holds the Series 66 designation and is also a Certified Public Accountant and licensed insurance agent. Marsh has been with Marsh Wealth Management since 2015 and is an owner of Marsh Professional Group, LLC in Knoxville, TN. Marsh Wealth Management, LLC provides portfolio management, retirement-plan advice, and financial planning for individual and high-net-worth clients. The firm utilizes strategic asset allocation and Modern Portfolio Theory in its model portfolios and offers specific 401(k) advisory services, distinguishing itself through its affiliated accounting and insurance practices and its role as a co-advisor in third-party 401(k) programs.

Adam Reed is a financial advisor at Providence Wealth Management LLC with Series 63 and Series 65 credentials and one year of industry experience. He previously worked at Northwestern Mutual Investment Services LLC and is involved in marketing support for Mitch Reed and Associates PLLC, assisting with website and promotional materials. Reed also serves as an insurance agent with Providence LTC Advisors, Inc. Providence Wealth Management LLC advises individuals and business entities, managing approximately $151.8 million for about 205 clients with a three-advisor team. The firm provides discretionary portfolio management primarily through third-party models, complemented by financial planning services including tax, insurance, cash flow, and retirement planning, alongside affiliated tax and insurance practices.

Brigid Mulroy is a CFP® and PFS™ with 26 years of industry experience. She is a principal at Duet Advisory Services LLC and has held positions at Star Wealth Management Corporation and Kahn & Mulroy, PC, where she serves as president and 50% shareholder. Outside of financial advising, she is involved in accounting, tax, and consulting services through Kahn & Mulroy, PC. Duet Advisory Services LLC provides investment advisory, financial planning, and consulting services to individuals, high net worth clients, trusts, estates, and businesses. The firm manages approximately $316 million in client assets and offers tailored investment strategies that include mutual funds, ETFs, individual equities, and third-party Independent Managers.

Michael Smith is a CFP® and Series 66-licensed financial advisor with 14 years of industry experience. He has worked at firms including LPL Financial LLC, Crown Capital Securities, and Securities America, and has been with Quality Financial Concepts since 2013. In addition to his advisory work, Smith holds a part-time outside employment role at the University of Tennessee in Knoxville. Quality Financial Concepts provides financial planning and portfolio management services to individuals, trusts, estates, non-profits, and small businesses. The firm focuses on tailored asset-allocation modeling and offers a range of investment strategies, including mutual funds, stocks, options, bonds, and alternative investments.

Michael Marsh is a financial advisor at Marsh Wealth Management, LLC in Knoxville, TN, with eight years of industry experience. He holds a Series 65 designation and has been with Marsh Wealth Management since 2017. In addition to his advisory role, Marsh is an owner and active manager of Marsh Professional Group, a Tennessee-based Certified Public Accounting firm that provides risk management and tax services to the community banking industry and other clients. Marsh Wealth Management serves individual and high-net-worth households with portfolio management and comprehensive financial planning, including retirement-plan rollover advice. The firm employs a model-portfolio approach based on Modern Portfolio Theory and offers specialized services for employer-sponsored plan assets through its 401K+ and 401K EZInvest programs.

Garrett Crawford is a CFP® professional with 13 years of industry experience. He has been with Providence Wealth Management LLC since 2013 and Providence LTC Advisors, Inc. since 2014. His background includes insurance sales conducted outside of securities trading hours. Providence Wealth Management LLC serves individuals and business entities, managing approximately $151.8 million across about 205 clients. The firm employs third-party investment models and offers discretionary portfolio management, financial planning, and consulting, alongside affiliated tax and insurance services.

Martin Mcbrearty is a financial advisor with Creekside Capital, Inc. in Knoxville, TN, holding 21 years of industry experience. He has operated Mcbrearty Capital Management, Inc. since 2000. Outside of advising, he is a partner in Sony Lane Partnership, which owns the building housing his firm. Creekside Capital serves individual investors, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm provides portfolio management and retirement-plan advisory services, managing assets on a non-discretionary basis and utilizing mutual funds, ETFs, individual securities, and third-party managers.

James Horn is a financial advisor with Quality Financial Concepts and holds the CFP® and Series 63 credentials. He has 39 years of industry experience, including prior roles at LPL Financial and Crown Capital Securities LLP. Outside of his advisory work, he owns Topstock Vizslas, a non-investment related business. Quality Financial Concepts offers financial planning and portfolio management services to individuals, trusts, non-profits, and small businesses. The firm employs asset-allocation modeling to create customized portfolios and provides services such as retirement, education, and estate planning, as well as tax preparation and business consulting through an affiliated entity.

John Pressley is a Series 65-licensed financial advisor with Ridgepath Capital Management LLC in Knoxville, TN, where he has worked since 2016. He has 13 years of industry experience and is a licensed CPA unaffiliated with a firm. Outside of advising, he is a partner and owner of Northshore Management Company. Ridgepath Capital Management primarily serves individual and high-net-worth clients, managing approximately $359 million across about 112 accounts with a two-advisor team. The firm uses a combination of analytical methods and employs a range of investment strategies, including options and commodities, alongside integrated tax preparation and planning services.

Jeffrey Loos is a financial advisor with Marsh Wealth Management, LLC in Knoxville, TN, holding the ChFC® designation and Series 63 license, with 21 years of industry experience. He previously worked at Modern Wealth Management, LLC and Coulter & Justus Financial Services, LLC. Outside of his advisory role, he is also a licensed insurance agent. Marsh Wealth Management serves individual and high-net-worth households, providing portfolio management and comprehensive financial planning, including retirement-plan rollover advice. The firm uses a model-portfolio approach based on Modern Portfolio Theory and employs strategic asset allocation and rebalancing with regular account reviews.

Paul Cochran is a financial advisor with Providence Wealth Management LLC in Knoxville, TN, holding a Series 65 designation and 15 years of industry experience. He has been with Providence Wealth Management since 2007 and also serves as president of Providence LTC Advisors, Inc., an insurance services business. Providence Wealth Management provides discretionary portfolio management and financial planning services to individual and high-net-worth clients, employing model-based strategies in collaboration with third-party money managers. The firm integrates affiliated tax and insurance services, including long-term care advisory, within its business structure.