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.

Payton Ve Strand is a CFP® certificant and holds Series 65 and Series 63 licenses, currently serving as a financial advisor at Morgan Stanley with six years of industry experience. Prior to joining Morgan Stanley in 2025, Ve Strand worked at JPMorgan Securities, LLC, and PYA Waltman Capital, LLC. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group and managing approximately $2.74 trillion in client assets.

Derek Kennedy is a CFP® with 24 years of experience and the principal advisor at Kennedy Wealth Management in Knoxville, TN, where he has worked since 2000. He holds a Series 63 license and leads the firm as its sole advisor. Kennedy Wealth Management serves individual investors, trusts, charitable organizations, businesses, and retirement plan sponsors with financial planning, investment management, and retirement plan advisory services. The firm operates as a fee-only fiduciary, uses diversified asset allocation based on fundamental analysis and Modern Portfolio Theory, and provides pension consulting and employee education services uncommon among similar independent advisors.

We believe money is a tool and that every person deserves a guide who will help them use it well. With deep respect for our fiduciary calling, we exist to serve individuals and organizations who are ready to understand their finances and take confident steps forward. We call that stewardship: holding what you've been given with care, intentionality, and purpose. Our relationships go beyond numbers. We take time to listen, learn, and help our clients find clarity around what truly matters, then build every decision on that foundation. This honest, human-first approach is at the heart of everything we do. Our comprehensive planning process creates a proactive partnership rooted in accountability. We walk alongside our clients through what we call Momentum Moments - those pivotal times when decisions carry the most weight. Planning to us focuses on our Life, Resources, Protection, and Legacy. By focusing on aligning these facets of your life, we help prepare for important decisions with confidence and courage, so you can move forward without second-guessing yourself. We don't take lightly the trust our clients place in us. We receive it with gratitude and honor it by holding ourselves to a standard of excellence in every interaction, every plan, and every recommendation. The Core Values which drive us: Stewardship - We treat every client's resources as something worth protecting and growing with care. Clarity - We simplify complexity so clients always know where they stand and what comes next. Gratitude - We don't take trust for granted. We receive it humbly and honor it faithfully. Excellence - We hold ourselves to a high standard in every plan, every conversation, and every outcome. Courage - We ask the hard questions, have the honest conversations, and help clients make bold, confident decisions. Our Mission is Empowering Fulfillment + Enhancing Communities Our Vision is to grow organically through a culture of excellence and genuine care - building a Destination Firm where clients and staff alike feel known, supported, and inspired. Along the way, we will make a lasting impact in the communities where we live and serve through volunteering, generosity, and relationships.

Jonathan Allen is a financial advisor with Belvedere Investments Corporation in Lenoir City, TN. He holds Series 63 and Series 66 licenses and has four years of industry experience. Prior to joining Belvedere Investments, he held roles at several firms including Mass Mutual Investors Services and Raymond James & Associates. He also serves as Vice President of Operations at Brightway Insurance in Lenoir City. Belvedere Investments Corporation provides discretionary asset management and financial consulting primarily to high-net-worth individuals, trusts, estates, business entities, and charitable organizations. The firm uses fundamental and technical analysis, asset allocation, thematic investing, and options trading within its investment programs, while also offering project-based financial consulting services.

Leon Ebbert is the principal of Ebbert Asset Management, LP in Knoxville, TN, with 21 years of experience in financial advising. He holds the PFS™ designation and Series 63 license. In addition to his advisory role, he has been president of Leon E. Ebbert, PC, a certified public accounting firm, since 1997. Ebbert Asset Management provides personalized investment management and financial planning services to individuals and small businesses. The firm employs an active investment approach focused on equities, market timing, and trading strategies, and integrates investment management with tax and insurance services through its close affiliation with the principal’s accounting practice.

Hi, I’m Caroline (Murphy) Friedrich CPA, CFP®, a financial planner and founder of Hillvale Wealth Management. Growing up I was always brainstorming business ideas and loved organizing, which led to my first venture, “Caroline’s Closets.” My father, an accounting professor, suggested I become an accountant to organize numbers instead. Today, I organize much more than just closets and numbers – I help people achieve peace of mind through financial planning. A Knoxville native, I earned my accounting degree and master’s in taxation from the University of Tennessee. After graduation, I moved to New York City and spent a decade in public accounting at PwC and EY, reviewing thousands of personal tax returns as a CPA.  I then transitioned into wealth management, working at firms in Chicago and Knoxville, before launching Hillvale Wealth Management. Our Mission Many people leave meetings with financial advisors feeling overwhelmed by investment jargon and economic updates. When I transitioned into wealth management, I noticed a strong emphasis on investments, often at the expense of tax planning and client education. Leveraging my unique expertise in financial planning, investments, and tax strategies, I founded Hillvale Wealth Management to offer personalized recommendations tailored to your goals. My mission is to provide clients with clarity, understanding, and confidence in their financial decisions.

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.

Derrick Hanson is a CFP® and ChFC® with six years of industry experience. He is the sole advisor at Oppna Wealth LLC, where he has worked since 2025. Prior to founding Oppna Wealth, Hanson held roles at Elevation Capital Advisory, LLC, and M Financial Group. He also maintains an affiliated insurance practice, dedicating approximately 10% of his time to insurance sales. Oppna Wealth LLC is a state-registered investment advisory firm offering discretionary asset management and financial planning services. The firm serves clients with a focus on estate planning, taxes, qualified plans, insurance, and retirement income, operating with a single advisory professional and requiring discretionary trading authority to implement investment programs.

Robert Fee is a financial advisor with True North Wealth Strategies LLC in Knoxville, TN. He holds Series 63 and Series 65 registrations and has eight years of industry experience. His prior work includes roles at Purshe Kaplan Sterling Investment, M Holdings Securities, and Northwestern Mutual. Outside of his advisory work, he is a partner at Wealth Benefits Group, involved in sales and marketing related to retirement planning products. True North Wealth Strategies provides discretionary asset management to individuals and high-net-worth clients and acts as a limited-scope ERISA 3(21) investment adviser to qualified retirement plans. The firm uses a mix of analytical approaches and manages portfolios on a discretionary basis, tailoring investment programs to client goals and risk tolerances.

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.

Donald Taylor is a financial advisor at Trendz Advisors with Series 63 and Series 65 licenses and 43 years of industry experience. He has worked at Greensview Wealth Management and TrustFirst, where he remains active. Taylor is also involved in managing several investment-related LLCs. Trendz Advisors is a state-registered investment adviser managing approximately $58.5 million for individuals, retirement plans, charitable organizations, and business accounts. The firm uses a patented, rules-based algorithm called Trendz for tactical asset allocation and offers both model-driven and customized portfolio management services.

Charles Yurick is the sole advisor at International Discount Investors, an independent registered investment adviser based in Knoxville, TN. He holds Series 63 and Series 65 licenses and has 22 years of industry experience. Yurick has been with International Discount Investors since 1995. He is also a licensed insurance agent and may recommend insurance products to clients. International Discount Investors provides discretionary investment supervisory services and individual portfolio management to individuals, high-net-worth clients, charitable organizations, and corporate/business clients. The firm employs client-specific investment policies and a mix of asset allocation, fundamental and technical analysis, managing approximately $54.7 million in discretionary assets as of December 31, 2024.

Christi Shell is a financial advisor at Shell Capital Management, LLC in Knoxville, TN, holding a Series 65 designation with 14 years of industry experience. She has been with Shell Capital Management since 2011. Shell Capital Management serves high-net-worth individuals, trusts, pension and profit-sharing plans, estates, and charitable organizations through discretionary portfolio management, utilizing quantitative, algorithmic investment strategies focused on trend-following, relative strength, and active risk management. The firm operates a wrap-fee separately managed account program and also acts as a model manager and sub-adviser to other registered investment advisers.

Amanda Copeland is a financial advisor with NBZ Investment Advisors, LLC in Knoxville, TN, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. She has worked at Novinger Ball & Zivi PC since 2007, where she also serves as an administrative assistant. NBZ Investment Advisors provides discretionary investment management, financial planning, and consulting services to individuals—including high net worth clients—as well as pension and profit-sharing plans, trusts, and estates. The firm’s approach centers on asset allocation using mutual funds and ETFs, with most accounts managed on a discretionary basis.

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.

Anthony Cosey is a financial advisor with Cosey Financial Services, Inc. in Knoxville, TN, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously worked at Silver Oak Securities, Inc. for 12 years and has been with Cosey Financial Services since 2006. Outside of advisory work, he founded The Running Foundation, which reviews and directs donations to local charities and assists with planning and marketing. Cosey Financial Services, Inc. provides advisory services to individuals, trusts, pension and profit-sharing plans, corporations, and banking or thrift institutions. The firm offers discretionary asset management across various securities and alternative investments, financial planning, retirement plan consulting, and corporate services, employing multiple analytical methods and strategies tailored to client objectives.

Brian Stivers is a financial advisor with Stivers Wealth Management in Knoxville, TN, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at CoreCap Advisors and USA Financial Securities Corporation. He is also involved in the sales and service of health insurance, life insurance, and annuities through Stivers Wealth Management. Stivers Wealth Management provides portfolio management and co-advisory services to individuals and high-net-worth clients, operating in partnership with a third-party manager that handles investment management and trade execution. The firm uses a combination of fundamental analysis, modern portfolio theory, quantitative and technical methods within a long-term trading strategy.