David Alan Patterson

Curtis Stoner is a financial advisor with Gradient Advisors, LLC and holds the Series 63 and Series 65 designations. He has two years of industry experience and has worked at firms including Senior Health and Wealth Solutions, The Prudential Insurance Company of America, and PRUCO Securities. He is also involved in operating Senior Health and Wealth Solutions, LLC, an insurance services business. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm operates through a network of Investment Advisor Representatives, offering mostly non-discretionary advice and employing various analytical approaches in portfolio management.

Julie Coleman is a financial advisor at Bison Wealth, LLC and holds a Series 65 designation. She has one year of industry experience, joining Bison Wealth in 2026. Prior to her advisory role, she worked in the Williamson County School System and spent 18 years at Vanderbilt University. Bison Wealth serves a diverse client base including high-net-worth individuals, family offices, retirement plans, and charitable organizations. The firm offers both discretionary and non-discretionary portfolio management, a turnkey asset management platform for other advisers, and integrates tactical and strategic allocations across a range of investment types.

Thomas Lawrence is a financial advisor with Prospera Financial Services, Inc. He holds Series 63 and Series 66 licenses and has three years of industry experience. Prior to joining Prospera, he worked at Jackson National Life Distributors, LLC, Copper Cellar, and United Parcel Service. Prospera Financial Services is a multi-team firm serving individuals, including high-net-worth clients, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through about 207 advisors and offers a variety of investment advisory and financial planning services across multiple platforms and delivery vehicles.

Daniel Mossakowski is a financial advisor with Prospera Financial Services, Inc. in Nashville, TN, holding a Series 66 designation and 15 years of industry experience. He has been with Prospera since 2014 and is a partner in two related entities that provide investment and fiduciary consulting services. Outside of finance, he is a general partner in a business that offers baseball and softball training services for youth and professional athletes. Prospera Financial Services, Inc. is an enterprise-scale adviser and dually registered broker-dealer serving a broad mix of individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through about 207 advisors and offers investment advisory and financial planning services via multiple platforms and customizable portfolio solutions.

Kellen Beard is a Series 65-licensed financial advisor with nine years of industry experience. He is currently with United Advisor Group and has held prior roles at Virtue Capital Management and Jack Keeter & Associates. Outside of advising, Beard provides tax services as an independent tax associate and manages pharmacy operations as an account manager. United Advisor Group offers investment management, financial planning, consulting, and family office services to a diverse client base that includes individuals, small businesses, trusts, and charities. The firm employs a combination of strategic and tactical asset allocation alongside value investing and multiple analysis techniques to tailor portfolios according to clients’ risk tolerance, tax strategies, and time horizons.

Charlene Martin is a financial advisor with Money Concepts Capital Corp in Dickson, Tennessee, holding a Series 66 designation and 25 years of industry experience. She has been with Money Concepts Capital Corp and Heritage Solutions since 2006. Money Concepts Advisory Service (MCAS) offers portfolio management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm employs a variety of managed programs and portfolio strategies, combining fundamental and technical analysis with modern portfolio theory to manage assets for a diverse client base.