Professional Advisory Group 

 

CERTIFIED PUBLIC ACCOUNTANTS

 

Garrett Bizzell, CPA

Forvis Mazars, LLP

 

Sanford J. Blockman, CPA

Watkins Uiberall, PLLC

 

Larry H. Bryan, CPA

Diversified Trust

 

Caren L. Creason, CPA, CVA

The Marston Group, PLC

 

David Cremerius, CPA

Prudent Financial

 

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

HHM CPAs, PLLC

 

Jonathan Gerber, CPA, MBT, PFS, AIF

RVW Wealth LLC

 

Selwyn Gerber, CPA

RVW Wealth LLC

 

T. Lee Gibson

Diversified Trust

 

David M. Greenberg, CPA

Hutchinson & Greenberg PC

 

Harvey (Chip) Greer Jr., JD, CPA

Belz Investco GP

 

Christina Hester, CPA

Watkins Uiberall, PLLC

 

Susan Lattimore, EA, CFP

The Marston Group

 

Mark Lauber, CPA

HHM CPAs, PLLC

 

Brook H. Lester, JD, CPA

Diversified Trust

 

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

The Marston Group, PLC

 

Mark Nicolas, Partner

Forvis Mazars, LLP

 

Paul R. Padawer, CPA

Padawer & Associates

 

Ilinda Parham, CPA, CFP

FSG Wealth Advisors, LLC

 

Beth Price, JD, CPA

The Marston Group, PLC

 

J. L. Schifani, CPA

ATA Advisory, LLC / ATA, PC

 

Kim Sheley, CPA

Forvis Mazars, LLP

 

Gene Stallings, CPA

Stallings & Associates CPA’s, PLLC

 

Garrett Surles, CPA

ATA Advisory, LLC / ATA, PC

 

Doug Sweet, CPA

Forvis Mazars, LLP

 

Dan Walker, CPA

Cannon Wright Blount, PLLC

 

ESTATE PLANNING ATTORNEYS

 

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

Evans Petree, PC

 

Robert K. Alvarez, JD

Harris Shelton, PLLC

 

Edward T. Autry, JD, AEP, EPLS

Harkavy McDaniel Kaplan & Salomon P.C.

 

Olen M. (Mac) Bailey, Jr., JD, LLM, AEP

The Bailey Law Firm

 

Robert P. Blumenthal, JD

Siegel Hooper & Blumenthal, PLC

 

Larry R. Bray, JD

Patterson Bray, PLLC

 

Renée Castle, JD

Castle Law

 

Christopher J. Coats, JD

Baker Donelson Bearman Caldwell & Berkowitz, PC

 

Elizabeth F. Coleman, JD

The Marston Group, PLC

 

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

 

Jason Goldstein, JD

Harkavy McDaniel Kaplan & Salomon P.C.

 

Chasity Grice, JD, LLM

The Estate and Family Law Group, PLLC

 

Sharon Hammer, JD, CFTA, CFP

Regions Private Wealth Management

 

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, LLM-Tax

The Lansky Law Firm

 

Keating Lowery, JD, CTFA

Argent Trust Company

 

Howard B. Manis, JD, CFP

Manis Law Firm

The Cochran Firm

 

Steve McCleskey, JD

Glankler Brown, PLLC

 

A. Stephen McDaniel, JD, AEP, EPLS

Harkavy McDaniel Kaplan & Salomon P.C.

 

David Mendelson, JD

Mendelson Law Firm

 

Holly Brewer Palmer, JD

Harkavy McDaniel Kaplan & Salomon P.C.

 

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

 

Chad Roberts, JD

Harris Shelton

 

Jason D. Salomon, JD, EPLS

Harkavy McDaniel Kaplan & Salomon P.C.

 

Hillary W. Samuels, ESQ

Leslie Gattas & Associates

 

Frederick Stukenborg, JD

Stukenborg Law, PLLC

 

Blanchard E. Tual, JD

Tual Graves, PLLC

 

Wendy VanCleve, JD, CFP, CEPA

Fountain Financial Group

 

Benjamin Wachtel, JD

Mendelson Law Firm

 

Joseph B. Walker, JD

Butler Snow LLP

 

Preston Wilson, JD

Preston Wilson Law

 

Herbert (Bert) Wolf Jr., JD

Stites & Harbison, PLLC

 

Laura Wong, JD

Pinnacle Financial Partners

 

FINANCIAL ADVISORS

 

John Anderson, AIF, CFP

Cypress Wealth Management, LLC.

 

Lawson Arney, CFP, AIF, RMA

Raymond James

 

Charles Auerbach, CFP, ChFC, CLU, EA

Wealth Strategies Group, Inc.

 

Scott Barron, CEPA

BNY Mellon

 

Gregg Beeber, ChFC

Shoemaker Financial

 

Scott Bendure, CFP

Pinnacle Financial Partners

 

Becky L. Bridgmon, CFP

Morgan Stanley Smith Barney, LLC

 

Angela Brown

Simmons Bank

 

Andrew Buzan, CFA, CFP

Kelman-Lazarov, Inc.

 

Tucker Carr, CFP

Diversified Trust

 

Phillip M. Cook, CRPC, CPFA, JD

The Cook Group of

Raymond James

 

Brad Crawford, CFP

Diversified Trust

 

Ted Davis

Bright Investments

 

John Dunham, CFP, MBA

HHM Wealth Advisors, LLC

 

Marcus Esposito, CFP, ChFC

Longview Planning Partners

 

Meredith Exelbierd

Duncan Williams Asset Management

 

Shep Fargotstein

Shepard Wealth Management of RBC

 

Eric Fountain, CFP, CEPA

Fountain Financial Group

 

Loring Gearhardt

J.P. Morgan Private Bank

 

Ed Gillentine, CFP, MBA, CAP, ChFC

Gillentine Group

 

James S. Gilliland, Jr.

Diversified Trust

 

Michael Glaser

Stephens Private Wealth Management

 

Stephanie Goetsch, CFP

Kelman-Lazarov, Inc.

 

Samuel N. Graham

Diversified Trust

 

Lauran Guijarro, CFP, JD

Edward Jones

 

Sarah R. Haizlip, MA

Summit Asset Management LLC

 

Jay Healy, CFP

Beacon Pointe Advisors

 

William B. Howard Jr., ChFC, CFP

William Howard & Co. Financial Advisors, Inc.

 

Brienne Jackson, MBA, CFP

Legacy Wealth Management, Inc.

 

E. Charles Jalenak, CFP, MBA

Legacy Wealth Management, Inc.

 

Summer Jefferson

Diversified Trust

.

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.

 

April Lowery, CFP

Kelman-Lazarov, Inc.

 

R. Daniel Mansberg

Wells Fargo Advisors

 

Michael L. Matthews

UBS Financial Services, Inc.

 

Lukas McCalla, CFP

Kelman-Lazarov, Inc.

 

Hadley Miller, CFP

Diversified Trust

 

Hunter T. Mills, RICP

Truist Wealth

 

Anthony A. Morrison, MBA

Stifel Investment Services

 

Scott Notowich

Highland Capital Management, LLC

 

Patrick O’Connor, CFP

HHM Wealth Advisors, LLC

 

Patrick O’Hearn, CFP

Kelman-Lazarov, Inc.

 

Lee Olswanger

Memphis Capital

 

Hallie Peyton, CFP

Legacy Wealth Management, Inc.

 

Jesse Picunko, MBA, CFA

RVW Wealth LLC

 

Chris Purcell, CFP

Kelman-Lazarov, Inc.

 

Barton Reid, MBA

Diversified Trust

 

Ashley M. Remmers

Diversified Trust

 

Lindsey D. Rhea, CFP

Alia Wealth Partners, LLC

 

Jennifer Richardson, CTFA

J.P. Morgan Private Bank

 

Jacob Samuels, CFP

Kelman-Lazarov, Inc

 

Richard Scharff

UBS Financial Services, Inc.

 

Keith Schmitt, CRC, MBA

Kelman-Lazarov, Inc.

 

David Scully, CFA, CFP

Duncan Williams Asset Management

 

Robert Smithwick III

Diversified Trust

 

Alex Thompson, CLU, ChFC

Summit Asset Management LLC

 

David Thompson, CFA

Highland Capital Management, LLC

 

David Waddell, CFP

Waddell & Associates

 

David Warlick

FirstBank

 

Kevin Wells, AAMS, CRPC

Wells & Associates

 

Abby Wilson

Shoemaker Financial

 

Steve Wishnia

Highland Capital Management, LLC

 

LIFE INSURANCE ADVISORS

 

Bart Ehrenkranz, LUTCF

Ehrenkranz & Associates, LLC

 

Zach Jaworski

State Farm Insurance

 

Michael McManus, CLU

Waypoint Financial Partners, LLC

 

Mike Wood, CLU, AEP

Northwestern Mutual