John Ahearn III

Barry McCarter is a CFA charterholder and principal of McCarter Investments, LLC, an independent advisory firm he has led since 2004. He has 14 years of industry experience and operates in Gatlinburg, Tennessee. The firm also holds registration as an accounting practice, allowing it to provide limited tax return preparation for select clients. McCarter Investments offers investment advisory services to individuals, partnerships, estates, trusts, IRAs, and defined contribution plan participants. The firm manages approximately $75 million in client assets with a focus on diversified, buy-and-hold portfolios that emphasize low-cost ETFs and index funds, complemented by value-oriented individual stock selection when appropriate.

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 a financial advisor at First Advisors National, LLC with one year of industry experience. He holds a Series 65 designation and has prior work experience at Duck Hills Farms, Fortinet, Zones, and General Growth Properties. First Advisors National manages discretionary assets for individual clients, including high-net-worth households, offering investment management, third-party portfolio recommendations, and retirement plan consulting. The firm’s investment approach emphasizes selecting and monitoring third-party managers and uses fundamental analysis for supplemental individual security recommendations.

Brigid Mulroy is a CFP® and PFS™ with 25 years of experience in financial advising. She has been with Duet Advisory Services LLC since 2016 and has held roles at several firms including VSR Financial Services and Private Client Services. Outside of her advisory work, she is president and a 50% shareholder of Kahn & Mulroy, PC, an accounting and consulting firm. Duet Advisory Services LLC provides investment advisory, financial planning, and consulting services to individuals, high net worth clients, trusts, estates, and business entities. The firm manages approximately $278 million for about 288 clients across five offices and offers tailored strategies including discretionary and non-discretionary management with allocations among mutual funds, ETFs, individual securities, 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.

James Horn is a CFP® with 38 years of industry experience, currently serving at Quality Financial Concepts. His prior roles include positions at LPL Financial, Crown Capital Securities LLP, and Securities America, Inc. Outside of his advisory work, he owns and operates Topstock Vizslas, a business unrelated to investment activities. Quality Financial Concepts provides financial planning and portfolio management services to individuals, trusts, estates, non-profits, and small businesses. The firm employs an asset-allocation strategy tailored to client goals and risk tolerance, offering a range of investment options and a focus on client education and business-oriented financial services.