Stacy Barrom is a CFP® with 12 years of industry experience, currently serving as the sole advisor at Mosaic Wealth Consultants, Inc. She has worked at several firms including Coastal Investment Advisors, Calton & Associates, and FSC Securities Corporation. Outside of her advisory role, she coaches and referees volleyball for a local club. Mosaic Wealth Consultants is an independent, solo-advisor firm that provides asset management, financial planning, and consulting services to individual investors, business owners, and other entities. The firm’s investment approach incorporates client-specific goals, risk tolerance, and time horizons, utilizing techniques such as fundamental and technical analysis and 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.

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 at Ameritas Advisory Services, LLC with four years of industry experience. He holds the Series 66 designation and has worked at firms including Ameritas Investment Company, LLC and Marston Rogers Group. Jared is also involved with UCL Financial Group, LLC, where he provides financial planning services. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to a diverse client base that includes individual investors, retirement plans, charitable organizations, and corporate clients. The firm provides various managed account programs and fee-based management of variable products, supported by an Investment Committee and third-party partners to assist with portfolio construction and monitoring.

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.

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.

Cameron Collins is a CFP®-credentialed financial advisor with two years of industry experience, currently working at Edward Jones in Arlington, TN. Prior to joining Edward Jones, he was employed at Northwestern Mutual and also worked at Traxx Outdoor Solutions. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors nationwide.

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.

Janette Lookadoo is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 27 years of industry experience. She has worked at First Tennessee Brokerage, Inc. since 1998 and First Horizon Advisors, Inc. since 2013. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, institutions, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party research, and technology-driven investment solutions.

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 with four years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2017, with a three-year break from the workforce prior to joining. 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 and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

Jared Roaten is a financial advisor with LPL Enterprise LLC, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at Principal Securities, SunTrust Advisory Services, and First South Financial Credit Union. He is based in Memphis, TN. LPL Enterprise serves a broad range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model portfolio management, third-party asset management, and access to various brokerage and insurance products via its integrated platform.