James Austin Mason

Stacy Barrom is a CFP® and Series 66 licensed advisor with 13 years of industry experience. She is the principal of Mosaic Wealth Consultants, Inc., an independent firm she founded in 2022. In addition to her advisory work, she is an independent insurance agent and provides tax preparation services. Barrom also coaches and referees volleyball for a local youth club. Mosaic Wealth Consultants serves individual investors, business owners, and other entities, offering discretionary and non-discretionary asset management, financial planning, and public seminars. The firm’s investment approach is tailored to client objectives, time horizons, and risk tolerance, utilizing fundamental and technical analysis alongside modern portfolio theory.

David Wilkins is a financial advisor at Aries Investments, LLC in Lakeland, Tennessee, holding a Series 65 designation with no prior industry experience. He has a background that includes roles at St. Jude Children's Research Hospital and the Institute of Human Virology. Outside of advisory work, he serves as CEO of Aries Legacy Group, LLC, a business management consulting and retail operations firm. Aries Investments provides financial planning, portfolio management, retirement plan advisory, and pension consulting services to a diverse client base including individuals, trusts, estates, and various institutional entities. The firm employs a rules-based ETF strategy with risk profiling and due diligence processes, operating primarily through Charles Schwab custodial accounts.

Roxanne Spencer is a Series 66 licensed financial advisor with 21 years of industry experience. She has worked at Stephens since 2018 and previously held positions at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Stephens is a multi-team investment adviser managing approximately $18 billion in assets with around 243 advisors. The firm serves individuals, high-net-worth clients, retirement plans, foundations, corporations, and institutional clients, offering a range of advisory, brokerage, investment banking, and research services.

Brian Baumeister is a financial advisor with Stephens in Lakeland, Tennessee, holding Series 63 and Series 65 designations and 18 years of industry experience. He has been with Stephens since 2015, totaling over eight years in his current firm. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management, serving individuals, retirement plans, foundations, corporations, and institutional clients. The firm provides advisory services alongside brokerage, investment banking, custody, and wrap program platforms, utilizing a combination of bottom-up equity research and committee-driven asset allocation.

Timothy Sheffield is a financial advisor at Calton & Associates, Inc. in Arlington, Tennessee, with 38 years of industry experience. He has been with Calton & Associates since 1999 and holds Series 63 and Series 65 licenses. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by providing portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm offers multiple program structures and combines discretionary and non-discretionary management options tailored to client goals, risk tolerance, and liquidity needs.

Anne Reed is a CFP® with 29 years of industry experience, currently serving as a financial advisor at Arvest Wealth Management since 2025. Prior to joining Arvest, she worked for First Horizon Advisors, Inc. (formerly FTB Advisors, Inc.) for 29 years. Arvest Wealth Management provides investment advisory and financial planning services to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management, retirement plan consulting, and written financial plans, with a client-focused approach guided by Investment Policy Statements.