Steven Joseph Jones

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.

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.

Jared Sandridge is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and four years of industry experience. His prior roles include work at Ameritas Investment Company, LLC, Marston Rogers Group, Johnson Controls Inc, and State Systems Inc. He is also involved with UCL Financial Group, LLC, where he conducts financial planning. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm employs a variety of investment strategies and platforms, incorporating model portfolios, mutual funds, ETFs, and individual securities, while also managing potential conflicts related to its affiliated broker-dealer and investment entities.

Rosaline Banks is a financial advisor with TIAA‑CREF, holding a Series 66 designation and bringing 14 years of industry experience. Her prior roles include positions at GWFS Equities, Empower Advisory Group, Merrill, and Bank of America. She participates as a subject matter expert for the Boston University Financial Planning Program, focusing on retirement planning education for CFP candidates. TIAA‑CREF Individual & Institutional Services, LLC serves individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, offering financial planning and discretionary managed account programs alongside broker-dealer services. The firm operates with a fiduciary standard under its RIA services and provides both model-based and customized portfolio management options.

Robert Wharton is a financial advisor at Edward Jones with 11 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and operates a nationwide network of over 23,700 advisors, offering a range of advisory strategies and affiliated investment products under a fiduciary standard.