Advisor recognition
Acknowledging the professional advisors who guide clients to strategic philanthropy through the Community Foundation
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2025 referrals
Thank you to the professional advisors who directed their clients to the Community Foundation in 2025 and helped them discover a place where giving does more good for their causes, their community, and their financial plan.
Marjorie Baker
Harkavy McDaniel Kaplan & Salomon PC
Coleman Barron
Strategic Financial Partners
Larry Bryan
Diversified Trust
Tucker Carr
Diversified Trust
Kevin Cox
Glankler Brown PLLC
Ren Epperly
Legacy Wealth Management
Katina Gaines
Gaines & Associates PLLC
Scott Giles
Giles Financial Group
Sean Gould
Waddell & Associates Wealth Strategists
Robby Graham
Waddell & Associates Wealth Strategists
Perry Green
Waddell & Associates Wealth Strategists
Jay Healy
Beacon Pointe Advisors
Brienne Jackson
Legacy Wealth Management
Brook Lester
Diversified Trust
George Nassar
Glankler Brown PLLC
Holly Palmer
Harkavy McDaniel Kaplan & Salomon PC
Mike Parham
Parham Estate Law
Hallie Peyton
Legacy Wealth Management
Jason Salomon
Harkavy McDaniel Kaplan & Salomon PC
Stephen Slabaugh
Forvis Mazars
Nick Sowell
Legacy Wealth Management
David Waddell
Waddell & Associates Wealth Strategists
Navigator Society
We salute the attorneys, CPAs, and financial planners who understand the value of giving
through a charitable fund, now and in the future. The Navigator Society is a group of professional advisors who have consistently guided their clients to the Community Foundation and helped them achieve more through philanthropy
Ben C. Adams, Jr.
Baker Donelson
C. Michael Adams, Jr.
Evans Petree PC
Sudhir K. Agrawal
Ami Financial Group
Daniel Allen
Red Door Wealth Management
Kelly L. Bolton
Merrill Lynch
Larry H. Bryan
Diversified Trust
Thomas R. Buckner
Apperson Crump PLC
G. Rice Byars, Jr.
Harris Shelton
Susan Callison
Harris Shelton
Frank N. Stockdale Carney
Evans Petree PC
Kenneth F. Clark, Jr.
Retired
James S. Dickey, Jr.
The Marston Group PLC
V. Lynn Evans
V. Lynn Evans CPA
Katina H. Gaines
Gaines & Associates PLLC
Robert D. Gooch III
Raymond James &
Associates, Inc.
Perry J. Green
Waddell & Associates
Wealth Strategists
Jay Healy
Beacon Pointe Advisors
Robert S. Hester, Jr.
Retired
William B. Howard, Jr.
William Howard & Co.
Financial Advisors, Inc.
J. Kenneth Marston, Jr.
The Marston Group PLC
Michael L. Matthews
UBS Financial Services, Inc.
William T. Mays, Jr.
Glankler Brown PLLC
A. Stephen McDaniel
Williams McDaniel
Kenneth A. Milford
Milford & Associates PC
John F. Murrah
Evans Petree PC
George J. Nassar, Jr.
Glankler Brown PLLC
Robert E. Orians
Martin, Tate, Morrow &
Marston PC
Michael R. Parham
Parham Estate Law
Hallie L. Peyton
Legacy Wealth Management
John Phillips V
Red Door Wealth Management
R. Michael Potter
Retired
J. Martin Regan, Jr.
Lewis Thomason
Michael A. Robinson
Glankler Brown PLLC
M. Andrew Shaul
Creative Planning
Robert Smithwick III
Diversified Trust
Jeffrey E. Thompson
Martin, Tate, Morrow &
Marston PC
N. Gordon Thompson
TD Capital Management LLC
John W. Ueleke
Retired
Michael D. Uiberall
Retired
Harish V. Vishria
Vishria Bird Financial Group LLC
Steven Wishnia
Highland Capital Management LLC
James D. Witherington, Jr.
SSM Partners