James Mason is a financial advisor at Ameriprise with two years of industry experience. He holds the Series 66 designation and has prior work experience that includes roles in legal services and education. Outside of his advisory role, Mason owns Prestige Worldwide, a live music entertainment and music ministry business based in Atoka, Tennessee. Ameriprise offers retirement-income planning services targeting individuals approaching or in retirement with substantial investable assets. The firm provides a range of advisory, brokerage, and insurance solutions supported by a centralized retirement-income consulting team that uses research, modeling, and tax-efficiency analysis to develop tailored recommendation reports.

Jeffrey Cooley is a financial advisor with Edward Jones in Covington, TN, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a wide range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Justin Pembroke is a financial advisor with Edward Jones in Brighton, Tennessee, holding a Series 66 credential and with two years of industry experience. Prior to joining Edward Jones, he worked at Adrenaline LLC, USAA Federal Savings Bank, and First Horizon Bank. He is involved in a meal planning business with his spouse, assisting with bookkeeping activities. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions. The firm manages over $1 trillion in assets and is recognized for its extensive network of advisors and branch offices across the country.

Steven Jones is a financial advisor at Edward Jones with 18 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2007. Outside of his advisory role, he is involved in commercial property rental in Atoka, Tennessee. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment options, supported by a large nationwide network of financial advisors and branch offices.

Stephanie Billings is a financial advisor at Edward Jones in Atoka, Tennessee, holding a Series 66 designation with three years of industry experience. Her work history includes seven years at Levite Vocal School and three years as a stay-at-home mom prior to joining Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

James Craig Jr. is a financial advisor with Ameriprise, holding a Series 63 designation and 24 years of industry experience. He previously worked at LPL Financial from 2015 to 2020 before joining Ameriprise in 2020. Outside of his advisory role, he serves on the Atoka Industrial Development Board and is Vice Chairman of Promise 4 Hope Ministries. Ameriprise provides retirement-income planning services tailored to individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Jonathan Lafferty is a financial advisor with Cambridge Investment Research Advisors, holding Series 63, 65, and 66 licenses and possessing 27 years of industry experience. His prior roles include positions at Principal Securities Inc. and Principal Life Insurance, as well as operating his own firm, Lafferty & Associates, LLC. Outside of advising, he is involved in agriculture as a farm owner and serves as a FINRA arbitrator. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a wide network of independent professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing various account platforms and third-party strategists to deliver customized investment solutions.

John Moses IV is a financial advisor with Cambridge Investment Research Advisors and holds the ChFC® and Series 63 designations. He has 40 years of industry experience, including prior roles at Cantella & Co., Inc. and Delta Global Asset Management. In addition to his advisory work, he owns Greenbridge Insurance and Investment Services. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services using a variety of account platforms and investment strategies.