Professional Advisory Group

Professional advisors play a unique and important role in the development of current and planned charitable gifts by helping you make informed decisions about charitable giving. Through its Professional Advisory Group (PAG) the Foundation encourages professional advisors to promote charitable giving with their clients and to utilize the Foundation as a resource when appropriate. 

Benefits of Membership

  • Listing in Foundation publications, including the annual report and newsletters

  • Eligibility to serve as a featured speaker at one of the Foundation's outreach programs.

Certified Public Accountants

 

Steve Balton, CPA

Cannon Wright Blount

 

Sanford J. Blockman, CPA

Watkins Uiberall, PLLC

 

Caren L. Creason, CPA, CVA

The Marston Group, PLC

 

James S. Dickey, JD, CPA, CGMA

The Marston Group, PLC

 

Harvey F. Greer Jr., JD, CPA

Belz Investco GP

 

Brook H. Lester, CPA

Diversified Trust

 

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

The Marston Group, PLC

 

John A. May Jr., CPA

Dixon Hughes PLLC

 

Paul R. Padawer, CPA

Padawer & Associates

 

Ilinda Parham, CPA

Financial Strategy Group

 

J. L. Schifani, CPA

Alexander Thomspon Arnold PLLC

 

Dan R. Snow, CPA

 

Gene Stallings, CPA

Stallings & Associates

 

 

Life Insurance Advisors

 

Bart Ehrenkranz, LUTCF

Ehrenkranz & Associates LLC

 

Zach Jaworski

State Farm Insurance

 

Mark Kaplan

New York Life

 

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

Lewis & Knowlton Financial Group Inc.

 

David J. Ross CLU, CPCU

State Farm Insurance

 

Mike Wood, CLU, AEP

Northwest Mutual Financial Network

 

Stuart Zalowitz, CLU, AEP

McGriff Insurance Services

 

Estate Attorneys

 

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

Evans Petree, PC

 

Robert K. Alvarez, JD

Bourland, Heflin, Alvarez, Minor & Matthews PLLC

 

Edward T. Autry, JD

Williams McDaniel PLLC

 

Olen M. Bailey, Jr., JD

The Bailey Law Firm

 

Robert P. Blumenthal, JD

Siegel, Hooper & Blumenthal PLLC

Larry R. Bray, JD

Wiseman Bray PLLC

 

Renee Castle, JD

Pfrommer & Castle

 

Christopher J. Coats, JD

Baker Donelson Bearman Caldwell & Berkowitz PC

 

Elizabeth F. Coleman, JD

The Marston Group PLLC

 

Katina H. Gaines, JD

Gaines & Associates PLLC

 

Chasity Grice, JD

Peppel, Gomes & MacIntosh PC

 

Virginia Griffee, JD

Griffee Law Offices

 

James R. Hall, Jr., JD

Baker Donelson Bearman Caldwell & Berkowitz, PC

 

Teresa R. Hurst, JD

The Hurst Law Firm

 

S. Josh Kahane, JD

Glankler Brown PLLC

 

Mitchell Lansky, JD

The Lansky Firm

 

Robert D. Malin, JD

Williams McDaniel PLLC

 

Howard B. Manis, JD

Manis Law Firm

The Cochran Firm

 

Laura Mason JD

Harkavy, Shainberg, Kaplan & Dunstan, PLC

 

Steve McCleskey, JD

Glankler Brown PLLC

 

A. Stephen McDaniel, JD

Williams McDaniel PLLC

 

Michael R. Parham, JD, Sr VP

The Bank 1905

 

J. Vincent Perryman, JD

The Law Offices of J. Vincent Perryman

 

J. Martin Regan, JD

Lewis, Thomason, King, Krieg & Waldrop, PC

 

Boyd L. Rhodes Jr., JD

Wyatt, Tarrant & Combs LLP

 

Jason D. Salomon, JD, EPLS

Harkavy, Shainberg, Kaplan & Dunstan, PLC

 

Raymond M. Shainberg, JD

Harkavy, Shainberg, Kaplan & Dunstan, PLC

 

Frederick Stukenborg, JD

 

Cynthia J. Tobin, JD

Williams McDaniel, PLLC

 

Blanchard E. Tual J.P., JD

Tual Graves PLLC

 

Joseph B. Walker, JD

Butler, Snow, O’Mara, Stevens & Cannada, PLLC

 

P. Preston Wilson, JD

Gotten, Wilson, Savory & Beard PLLC

 

Herbert B. Wolf Jr., JD

Stites & Harbison, PLLC

Financial Advisors

 

Lawson Arney, Assoc. VP

Raymond James

 

Charles Auerbach, CFP®, ChFC®, CLU, EA

Wealth Strategies Group

 

Morrow Bailey

Diversified Trust

 

Scott Barron, CWS

BNY Mellon

 

Scott Bendure

SunTrust Bank

 

Stanley L. Bilsky, CIMA®

Bilsky Bridgmon Group at Morgan Stanley Smith Barney

 

Becky L. Bridgmon, CFP®

Bilsky Bridgmon Group at Morgan Stanley Smith Barney

 

Larry H. Bryan

Diversified Trust

 

T. Vincent Chamblee

Diversified Trust

 

Harvey Cook, WMA

Raymond James

 

Bradley W. Crawford, CFP®

Diversified Trust

 

Lindsey K. Donovan, CFP®

Veesart Financial, LLC

 

Dennis S. Drexler

Wunderlich Securities, Inc.

 

Louise W. Ellis

First Tennessee Bank – Private Client Services

 

Shep Fargotstein

Wells Fargo Advisors

 

David D. Franks, CTFA, AIF®

Argent Financial Group

 

Jonathan Frisch

McGriff Insurance Services

 

Selwyn Gerber, CPA

RVW Wealth LLC

 

T. Lee Gibson

Diversified Trust

 

Ed Gillentine, CFP

Gillentine Group

 

James S. Gilliland, Sr.

Diversified Trust

 

Samuel N. Graham

Diversified Trust

 

Sarah R. Haizlip, MA

Summit Asset Management LLC

 

Sharon Hammer, JD, CFTA, CFP®

Kelman-Lazarov Inc.

 

Jay Healy, CFP®

Century Wealth Management

 

William B. Howard Jr., ChFC®, CFP®

William Howard & Co. Financial Advisors

 

Jim Isaacs, CFP®

Legacy Wealth Management Inc.

 

E. Charles Jalenak, CFP®

Legacy Wealth Management Inc.

 

Martin Kelman, CFP®

Kelman-Lazarov Inc.

 

Elliot Kiersky, VP

UBS Financial Services Inc.

 

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

Lewis & Knowlton Financial Group Inc.

 

Susan M. Lattimore, EA, CFP®

The Marston Group PLLC

 

John N. Laughlin, Sr VP, CFP®

Summit Asset Management LLC

 

Ronald Lazarov, CFP®

Kelman-Lazarov Inc.

 

Don Levy, Sr VP

Stephens, Inc.

 

Hal F. Lewis, Sr VP

Stephens, Inc.

 

R. Daniel  Mansberg

Wells Fargo Advisors

 

Michael L. Matthews

UBS Financial Services

 

Michael S. McManus, CLU

​USB Financial Services

 

Hadley Miller, CFP®

​Diversified Trust

 

Anthony A. Morrison

Wells Fargo Advisors

 

Bill Overcast, CFP®

Legacy Wealth Management Inc.

 

Shelby Peranich

Start Co.

 

Carl Raff, CFP®

Business Enhancement Associates LLC

 

Ashley M. Remmers, Director

Diversified Trust

 

Webb Sabin, IAR

Strategic Financial Partners

 

Richard Scharff

UBS Financial Services

 

David Scully, CFA, CFP

Duncan Williams Asset Management

 

Todd Shapiro, MSM

Innovative Financial Group

 

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 PLLC