Jonathan Mac Lafferty

Andrea Johnson is a financial advisor at Lifemark Securities Corp. with 18 years of industry experience. She holds the Series 66 designation and has worked at Lifemark since 2018. Prior to that, she was with Foresters Equity Services, Inc. from 2015 to 2018 and has owned and managed Golden Circle Life Insurance Agency since 2001. Outside of her advisory work, Johnson serves as a funeral director assisting with services at Rawls Funeral Home. Lifemark Securities Corp. provides fee-based investment advisory and financial planning services primarily to individual investors and retirement-plan sponsors. The firm offers tailored, suitability-driven advice with various managed account solutions and permits both discretionary and non-discretionary account management.

Elizabeth Bates is a financial advisor at Raymond James & Associates with 22 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Raymond James since 2017, previously spending time at First TN Bank. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Joshua Barnes is a financial advisor with Edward Jones in Ripley, TN, holding a Series 66 credential and six years of industry experience. He has worked at Edward Jones since 2019, following positions at ABB Optical Group and Symmetry Surgical. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors, offering a range of advisory programs and affiliated investment products under a fiduciary standard.

John Moses IV is a ChFC® credentialed financial advisor with 41 years of industry experience. He is currently with Cambridge Investment Research Advisors since 2022 and previously worked at Cantella & Co., Inc. and Delta Global Asset Management. Outside of advisory work, he owns and operates Greenbridge Insurance and Investment Services and North Star Holdings, LLC, which manages farmland rentals. Cambridge Investment Research Advisors is a large SEC-registered firm serving a wide range of clients, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals using multiple custody platforms and a variety of discretionary and non-discretionary strategies.