David Patterson

Curtis Stoner is an advisor at Gradient Advisors, LLC with two years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at The Prudential Insurance Company of America and PRUCO Securities LLC. He is also the owner of Senior Health and Wealth Solutions, LLC, an insurance services firm. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base including individuals, pension plans, trusts, and business entities. The firm operates a large network of advisors and employs a combination of fundamental, technical, and cyclical analysis to tailor client strategies, typically delivering services on a non-discretionary basis.

Julie Coleman is a financial advisor at Bison Wealth, LLC with experience beginning in 2026. She holds a Series 65 designation and has previously worked with the Williamson County School System and Vanderbilt University. Bison Wealth, LLC serves a diverse client base including high-net-worth individuals, family offices, corporations, and institutional clients. The firm offers advisory and portfolio management services, curated model portfolios, access to third-party managers, and specialized retirement-plan services, using a mix of liquid securities, private-market strategies, alternative investments, and option-based approaches.

Kellen Beard is a financial advisor at Virtue Capital Management, LLC with nine years of industry experience. He holds a Series 65 designation and has worked at Virtue Capital Management since 2019. In addition to his advisory role, Beard provides tax services as an independent tax associate and is involved in a construction sole proprietorship and pharmacy management. Virtue Capital Management, LLC is an SEC-registered enterprise investment adviser managing approximately $1.2 billion in discretionary assets for over 4,000 clients through about 90 advisers. The firm offers discretionary portfolio management, financial planning, third-party manager selection and monitoring, and retirement education, employing a model-driven investment approach that emphasizes economic data and active management.

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.

James Harter is a ChFC® credentialed financial advisor with 35 years of industry experience. He has been with Equity Services, Inc. and National Life Group since 2014. Outside of his advisory role, he serves on the board of directors for Jeffco Flooring & Supply. Equity Services, Inc. (doing business as ESI Financial Advisors) provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and retirement plans. The firm offers a combination of proprietary and third-party investment platforms, emphasizing long-term, manager-driven portfolios alongside flexible trading options.

Daniel Greer is a financial advisor with Kestra Advisory who holds Series 63 and Series 65 licenses and has 25 years of industry experience. He previously worked at U.S. Bancorp Investments, Inc. for eight years before joining Kestra in 2021. Outside of his advisory work, Greer co-owns a property management company with his sister. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, and employee education, managing approximately $79.8 billion in assets and serving clients such as sovereign wealth funds.