Jackson Story

Dennis Pascarella is a financial advisor at RedHawk Wealth Advisors, Inc. He holds the ChFC® designation along with Series 63 and Series 65 licenses and has 38 years of industry experience. His prior work includes roles at Cambridge Investment Research Advisors, Proequities Inc, and The Financial Legacy Group. RedHawk Wealth Advisors serves individuals, high-net-worth clients, trusts, foundations, retirement plans, businesses, and captive insurance companies. The firm offers investment management, financial planning, and ERISA 3(21)/3(38) retirement-plan services, guided by a weekly investment committee and a documented due-diligence process that incorporates third-party risk assessment tools and multiple platform arrangements.

Curtis Stoner is an advisor at Gradient Advisors, LLC with two years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at The Prudential Insurance Company of America and PRUCO Securities LLC. He is also the owner of Senior Health and Wealth Solutions, LLC, an insurance services firm. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base including individuals, pension plans, trusts, and business entities. The firm operates a large network of advisors and employs a combination of fundamental, technical, and cyclical analysis to tailor client strategies, typically delivering services on a non-discretionary basis.

Kellen Beard is a financial advisor at Virtue Capital Management, LLC with nine years of industry experience. He holds a Series 65 designation and has worked at Virtue Capital Management since 2019. In addition to his advisory role, Beard provides tax services as an independent tax associate and is involved in a construction sole proprietorship and pharmacy management. Virtue Capital Management, LLC is an SEC-registered enterprise investment adviser managing approximately $1.2 billion in discretionary assets for over 4,000 clients through about 90 advisers. The firm offers discretionary portfolio management, financial planning, third-party manager selection and monitoring, and retirement education, employing a model-driven investment approach that emphasizes economic data and active management.

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.

James Harter is a ChFC® credentialed financial advisor with 35 years of industry experience. He has been with Equity Services, Inc. and National Life Group since 2014. Outside of his advisory role, he serves on the board of directors for Jeffco Flooring & Supply. Equity Services, Inc. (doing business as ESI Financial Advisors) provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and retirement plans. The firm offers a combination of proprietary and third-party investment platforms, emphasizing long-term, manager-driven portfolios alongside flexible trading options.

Therese Herzog is a financial advisor at Voya Financial Advisors, Inc. with five years of industry experience. She holds a Series 66 designation and has previously worked with Cetera and American Financial Concepts Corp. Voya Financial Advisors provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base, including individuals, charitable organizations, corporations, and plan sponsors. The firm offers a range of advisory programs combining model portfolios and manager-driven strategies, supported by an integrated platform that includes both discretionary and non-discretionary investment options.