Professional Advisory Group

Certified Public Accountants

Garrett Bizzell, CPA

FORVIS, LLP

 

Sanford J. Blockman, CPA

Watkins Uiberall, PLLC

 

Caren L. Creason, CPA, CVA

The Marston Group, PLC

 

Jon Paul Davis, CPA, MBA, CVA, MAFF, CGMA

HHM CPAs, PLLC

 

James S. Dickey, JD, CPA, CGMA

The Marston Group, PLC

 

David M. Greenberg, CPA

Hutchinson & Greenberg PC

 

Harvey F. Greer Jr., JD, CPA

Belz Investco GP

 

Christina Hester, CPA

Watkins Uiberall, PLLC

 

Susan Lattimore, EA, CFP

The Marston Group, PLC

 

Mark Lauber, CPA

HHM CPAs, PLLC

 

Blanchard E. Tual J.P., JD

Tual Graves, PLLC

 

Benjamin Wachtel, JD

Mendelson Law Firm

 

Joseph B. Walker, JD

Butler Snow LLP

 

Preston Wilson, JD

Preston Wilson Law

 

Herbert B. Wolf Jr., JD

Stites & Harbison, PLLC

Life Insurance Advisors

 

Bart Ehrenkranz, LUTCF

Ehrenkranz & Associates, LLC

 

Zach Jaworski

State Farm Insurance

 

Mark Kaplan

Compass Retirement Solutions, LLC

 

Michael McManus, CLU

Waypoint Financial Partners, LLC

 

David J. Ross, CLU, CPCU

State Farm Insurance

 

Mike Wood, CLU, AEP

Northwestern Mutual

Estate Planning Attorneys

 

C. Mike Adams Jr., JD, LLM, EPLS

Evans Petree, PC

 

Robert K. Alvarez, JD

Harris Shelton, PLLC

 

Edward T. Autry, JD, AEP, EPLS

Williams McDaniel, PLLC

 

Olen M. Bailey, Jr., JD

The Bailey Law Firm

 

Robert P. Blumenthal, JD

Siegel, Hooper & Blumenthal, PLC

 

Larry R. Bray, JD

Patterson Bray, PLLC

 

Renee Castle, JD

Pfrommer & Castle

 

Christopher J. Coats, JD

Baker, Donelson, Bearman, Caldwell & Berkowitz, PC

 

Elizabeth F. Coleman, JD

The Marston Group, PLC

Sharon Hammer, JD, CFTA, CFP

Regions Bank

 

Jay Healy, CFP

Beacon Pointe Advisors

 

William B. Howard Jr., ChFC, CFP

William Howard & Co. Financial Advisors, Inc.

 

Jim Isaacs, CFP

Legacy Wealth Management, Inc.

 

E. Charles Jalenak, CFP

Legacy Wealth Management, Inc.

 

Martin Kelman, CFP

Kelman-Lazarov, Inc.

 

Elliot Kiersky

UBS Financial Services, Inc.

 

Milton L. Knowlton, CLU, ChFC, LUTCF, AEP, CLTC

Knowlton Benefit Consultants, Inc.

 

John N. Laughlin, CFP

Summit Asset Management LLC

 

Ronald Lazarov, CFP

Kelman-Lazarov, Inc.

 

Don Levy

Stephens Inc.

 

Hal F. Lewis

Stephens Inc.

 

R. Daniel Mansberg

Wells Fargo Advisors

Carlisle Dale, JD

Patterson Bray, PLLC

 

Matthew Davidoff, JD

Patterson Bray, PLLC

 

Judith Denham, JD

Patterson Bray, PLLC

 

Katina H. Gaines, JD

Gaines & Associates, PLLC

 

Spencer Glaser, JD

Harkavy Shainberg Kaplan, PLC

 

Jason Goldstein, JD

Harkavy Shainberg Kaplan, PLC

 

Chasity Grice, JD

The Estate and Family Law Group, PLLC

 

Teresa R. Hurst, JD

The Hurst Law Firm

 

Lindsay Jones, JD, MBA

Patterson Bray, PLLC

 

S. Josh Kahane, JD

Glankler Brown, PLLC

 

Mitchell Lansky, JD

The Lansky Firm

Michael L. Matthews

UBS Financial Services, Inc.

 

Hadley Miller, CFP

Diversified Trust

 

Hunter T. Mills, RICP

Truist Wealth

 

Anthony A. Morrison

Stifel Investment Services

 

Scott Notowich

Highland Capital Management, LLC

 

Patrick O’Hearn, CFP

Kelman-Lazarov, Inc.

 

Lee Olswanger

Memphis Capital

 

Hallie Peyton, CFP

Legacy Wealth Management, Inc.

 

Jesse Picunko

RVW Wealth LLC

 

Carl Raff, CFP

Business Enhancement Associates, LLC

 

Ashley M. Remmers

Diversified Trust

 

Lindsey D. Rhea, CFP

Alia Wealth Partners, LLC

 

Webb Sabin, IAR

Strategic Financial Partners

 

Jacob Samuels, CFP

Kelman-Lazarov, Inc.

 

Julia San Roman, CFP

Edward Jones

 

Howard B. Manis, JD, CFP

Manis Law Firm

The Cochran Firm

 

Laura Mason, JD

Harkavy Shainberg Kaplan, PLC

 

Steve McCleskey, JD

Glankler Brown, PLLC

 

A. Stephen McDaniel, JD, AEP, EPLS

Williams McDaniel, PLLC

 

David Mendelson, JD

Mendelson Law Firm

 

Michael R. Parham, JD

Parham Estate Law

 

J. Vincent Perryman, JD

The Law Offices of J. Vincent Perryman

 

J. Martin Regan, JD

Lewis Thomason, PC

 

Boyd L. Rhodes Jr., JD

Wyatt, Tarrant & Combs, LLP

 

Jason D. Salomon, JD, EPLS

Harkavy Shainberg Kaplan, PLC

 

Frederick Stukenborg, JD

 

 

Richard Scharff

UBS Financial Services, Inc.

 

Keith Schmitt, CRC, MBA

Kelman-Lazarov, Inc.

 

David Scully, CFA, CFP

Duncan Williams Asset Management

 

Peter Shea, CFP

Quantitative Solutions, LLC

 

Robert Smithwick III

Diversified Trust

 

Michael Stein

Wells Fargo Advisors

 

Alex Thompson, CLU, ChFC

Summit Asset Management LLC

 

David Waddell, CFP

Waddell & Associates

 

David Warlick

FirstBank

 

Abby Wilson

Shoemaker Financial

 

Steve Wishnia

Highland Capital Management

Financial Advisors

 

Lawson Arney, AIF

Raymond James

 

Charles Auerbach, CFP, ChFC, CLU, EA

 

Scott Barron, CWS

BNY Mellon

 

Scott Bendure, CFP

Pinnacle Financial Partners

 

Becky L. Bridgmon, CFP

Morgan Stanley Smith Barney

 

Larry H. Bryan

Diversified Trust

 

Andrew Buzan, CFA

Kelman-Lazarov, Inc.

 

Harvey Cook, WMA

The Cook Group of Raymond James

 

Phillip M. Cook, CRPC, CPFA

The Cook Group of Raymond James

 

Brook H. Lester, CPA

Diversified Trust

 

J. Kenneth (Chip) Marston, Jr., CPA

The Marston Group, PLC

 

Paul R. Padawer, CPA

Padawer & Associates

 

Ilinda Parham, CPA, CFP, PFS

Chalmers Poole

 

Beth Price, JD, CPA

The Marston Group, PLC

 

J. L. Schifani, CPA

Alexander Thompson Arnold, PLLC

 

Kim Sheley, CPA

FORVIS, LLP

 

Gene Stallings, CPA

Stallings & Associates CPA’s, PLLC

 

Garrett Surles, CPA

HHM CPAs, PLLC

 

Doug Sweet, CPA

FORVIS, LLP

 

Brad Crawford, CFP

Diversified Trust

 

Bob Cremerius, CPA, PFS

Prudent Financial

 

Marcus Esposito, CFP, ChFC

Longview Planning Partners

 

Shep Fargotstein

Shepard Wealth Management of Raymond James

 

David D. Franks, CTFA, AIF

Argent Financial Group

 

Loring Gearhardt

J.P. Morgan Private Bank

 

Jonathan Gerber, CPA, MBT, PFS, AIF

RVW Wealth LLC

 

Selwyn Gerber, CPA

RVW Wealth LLC

 

T. Lee Gibson

Diversified Trust

 

Ed Gillentine, CFP

Gillentine Group

 

James S. Gilliland, Jr.

Diversified Trust

 

Michael Glaser

Stephens Private Wealth Management

 

Samuel N. Graham

Diversified Trust

 

Lauran Guijarro

Edward Jones

 

Sarah R. Haizlip, MA

Summit Asset Management LLC