NBZ Investment Advisors, LLC

Amanda Copeland is a financial advisor at NBZ Investment Advisors, LLC with nine years of industry experience. She holds Series 63 and Series 65 licenses and has been affiliated since 2007 with Novinger, Ball & Zivi, PC, an accounting firm where she works as an administrative assistant. NBZ Investment Advisors provides discretionary investment management, financial planning, consulting, and retirement-plan advisory services to individual and high-net-worth clients, as well as pension and profit-sharing plans, trusts, and estates. The firm emphasizes asset allocation through a Strategic Allocation approach and a leverage-oriented rotation model, managing portfolios primarily composed of mutual funds and ETFs on a discretionary basis.

Bradley Haston is a CFP® with eight years of industry experience and is currently with NBZ Investment Advisors, LLC in Knoxville, TN. He has worked at Novinger, Ball & Zivi, PC since 2016, serving as a staff accountant involved in tax return preparation. NBZ Investment Advisors provides discretionary investment management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, and estates, managing approximately $370.8 million in discretionary assets. The firm’s approach emphasizes asset allocation using mutual funds and ETFs, with a proprietary “NBZ Index Plus” model that employs leveraged index funds and a stop-loss strategy.

Declan Bondhus is a financial advisor with NBZ Investment Advisors, LLC in Knoxville, TN. He holds a Series 65 designation and has one year of industry experience. Prior to joining NBZ, he worked in various roles including at the University of Tennessee and Functional Pathways. NBZ Investment Advisors provides discretionary investment management, financial planning, consulting, and retirement-plan advisory services to individuals, high-net-worth clients, and institutional accounts. The firm focuses on asset allocation using a Strategic Allocation approach combined with an index fund rotation model and manages portfolios primarily through mutual funds and ETFs on a discretionary basis.

Richard Zivi Jr. is a financial advisor with NBZ Investment Advisors, LLC, holding over 22 years of industry experience. He has been with NBZ Investment Advisors since 1995 and is also a partner at the accounting firm Novinger, Ball & Zivi, P.C., where he practices as a CPA. 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 portfolio approach focuses on asset allocation using mutual funds and ETFs and includes an “NBZ Index Plus” model that employs leveraged index funds with a stop-loss discipline.