Layla Nicole Slater

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.

Christopher Clayton is a financial advisor with Cornerstone Wealth Management, LLC, holding a Series 66 designation and 20 years of industry experience. He has been with Cornerstone Wealth Management since 2013 and concurrently affiliated with LPL Financial since 2012. Cornerstone Wealth Management serves a diverse client base including individuals, high-net-worth clients, corporations, and retirement plans, offering asset management, financial planning, and retirement consulting. The firm manages $4.93 billion in discretionary assets and utilizes fundamental, quantitative, and qualitative analysis with tailored account supervision and periodic rebalancing.

Thomas Lawrence is a financial advisor at Prospera Financial Services, Inc. with three years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Jackson National Life Distributors, LLC. His background also includes roles outside financial services, such as employment with Copper Cellar and United Parcel Service. Prospera Financial Services, Inc. is a multi-team advisory firm with over 270 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 third-party 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.

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.