Thomas Reid Lawrence

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.

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.

Kyle Scott is a financial advisor with Edward Jones in Dickson, TN, holding a Series 66 designation and eight years of industry experience. Prior to joining Edward Jones in 2018, he worked for Education Networks of America for eleven years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Layla Slater is a financial advisor at LPL Financial with 11 years at the firm and four years of industry experience. She holds a Series 66 designation. Outside of her advisory work, she is involved with Saving Abigail Grace, LLC, a for-profit, non-investment-related business. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm provides a range of advisory programs, financial planning, and brokerage services supported by diversified investment strategies and research.