Andrea Johnson is a financial advisor with Lifemark Securities Corp. in Brownsville, TN, holding a Series 66 designation and with 19 years of industry experience. She has been with Lifemark Securities since 2018 and previously worked at Foresters Equity Services, Inc. from 2015 to 2018. Outside of her advisory work, Johnson is the owner and independent agent of Golden Circle Insurance Agency, where she manages operations and sales of life, health, and property and casualty insurance, and she also assists with funeral services as a funeral director at Rawls Funeral Home. Lifemark Securities Corp. provides fee-based investment advisory services and financial planning primarily to individual investors and sponsors of participant-directed retirement plans. The firm offers a range of managed account programs and tailors advice through risk assessments, with accounts managed on both discretionary and non-discretionary bases.

Michael Newman is a financial advisor at Silver Oak Securities, Inc. with two years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for the City of Jackson for 24 years before joining Silver Oak Securities in 2024. Silver Oak Securities serves individuals, including high-net-worth clients, pension and profit-sharing plans, corporations, trusts, estates, and other business entities. The firm offers a variety of advisory programs and emphasizes discretionary investment management tailored to client objectives and risk tolerances.

Susan Cole is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. She has worked at PlanMember since 2012 and previously spent five years at Cornerstone Financial Services. Cole has also operated as a self-employed advisor since 2004. PlanMember provides retirement-plan advisory services to employers and plan participants, serving as an ERISA Section 3(38) fiduciary and offering participant-level investment options through its proprietary asset allocation portfolios. The firm’s investment approach centers on a top-down strategic asset allocation framework with risk-based mutual fund portfolios that are actively monitored and periodically rebalanced.

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.

Jonathan Lafferty is a financial advisor with Cambridge Investment Research Advisors based in Ripley, TN. He holds Series 63, 65, and 66 designations and has 27 years of industry experience. Prior to joining Cambridge in 2023, he worked at Principal Securities and Principal Life Insurance and operated Lafferty & Associates, LLC. Outside of his advisory role, he is involved in agriculture as a farm owner and serves as a FINRA arbiter. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, trusts, and retirement-plan sponsors. The firm provides financial planning, investment management, and retirement advisory services through a network of independent professionals, employing a range of portfolio management strategies across various platforms and custody arrangements.

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.