Robert Wharton

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.

Grant Hall is a CFP® professional with six years of industry experience currently advising at Fruitful. His previous roles include positions at Envision Financial Planning, MassMutual Life Insurance Company, and Shoemaker Financial. He holds the Series 66 designation and is based in Bartlett, TN. Fruitful Advisory, LLC serves individual clients through web-based financial planning and discretionary investment management, focusing on low-cost, passive core allocation models primarily involving exchange-traded funds and index funds. The firm uses a personalized “Money Map” approach to link client goals with investment strategy and offers advisory access based on subscription membership rather than traditional asset-based fees.

George Coules is a financial advisor with Sound Income Strategies, LLC, holding Series 63 and Series 65 credentials and 12 years of industry experience. He has worked with several firms, including McAdams Tax Advisory Group, Long Term Care Advisors, and Principal Life Insurance Company. Outside of advisory work, he is involved in the sales and service of life insurance, fixed and index annuities, as well as long-term care, Medicare supplements, and disability insurance. Sound Income Strategies, LLC manages approximately $4.0 billion in client assets and serves a diverse client base including individuals, pension plans, trusts, corporations, and other advisers. The firm emphasizes fixed-income analysis combined with equity review and offers customized portfolio management, financial planning, ERISA plan services, and insurance planning through affiliated channels.

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.