Kellen Blaise Beard

Dennis Pascarella is a financial advisor with Redhawk Wealth Advisors, Inc. He holds the ChFC® designation and has 38 years of industry experience. His prior experience includes roles at Cambridge Investment Research Advisors, Inc., Cambridge Investment Research, Inc., and The Financial Legacy Group. Redhawk Wealth Advisors provides discretionary and non-discretionary wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, high-net-worth families, estates, trusts, retirement plans, and charitable organizations. The firm’s investment approach combines strategic and tactical asset allocation across multiple asset classes, with portfolios monitored by a weekly investment committee.

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 with one year of industry experience. She holds a Series 65 credential and previously worked with the Williamson County School System and Vanderbilt University. Bison Wealth serves individuals, high net worth clients, family offices, retirement plans, corporations, trusts, estates, and charitable organizations, offering financial planning, portfolio management, and ERISA retirement plan services. The firm utilizes outcome-focused, multi-manager model portfolios blending tactical and strategic allocations across liquid and private-market strategies.

Thomas Lawrence is a financial advisor with Prospera Financial Services, Inc., holding Series 63 and Series 66 licenses and four years of industry experience. Before joining Prospera in 2025, he worked at Jackson National Life Distributors, LLC for three years and has held positions in various other industries including logistics and hospitality. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

Daniel Mossakowski is a financial advisor with Prospera Financial Services, Inc., holding a Series 66 license and 15 years of industry experience. He has worked at Prospera since 2014 and previously at Edward Jones from 2011 to 2014. Outside of his advisory role, he is a general partner in FiveFourThree 1, LLC, a business that provides baseball and softball training services for youth and professional athletes. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to various advisory programs and platforms.

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.