William Dicke

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.

Jonathan Dockery is a Series 65-licensed advisor at LeConte Wealth Management, LLC with 11 years of industry experience. He is also a certified public accountant and principal of Jonathan K. Dockery, CPA, PLLC, where he dedicates a portion of his professional time providing accounting and tax preparation services. Dockery has been with LeConte Wealth Management since 2014. LeConte Wealth Management serves individuals, corporate entities, and charitable organizations through a team of four advisors. The firm offers discretionary asset management using model portfolios, financial and tax planning, advisory consulting, and standalone tax-preparation services.