James Harter

Charlotte Mabry is the sole advisor at Delphi Wealth Management LLC, holding Series 63 and Series 65 licenses with 44 years of industry experience. She previously worked at Mabry-Calvin, LLC for 29 years before founding Delphi Wealth Management in 2020. Delphi Wealth Management primarily serves individual clients, including high-net-worth households, offering discretionary and non-discretionary portfolio management as well as hourly financial consulting. The firm focuses on individualized asset allocation and ongoing portfolio monitoring using fundamental, technical, and cyclical analysis, employing a range of investment strategies tailored to client objectives.

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.