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.

Joshua Barnes is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2019. Prior to that, he was employed at ABB Optical Group and Symmetry Surgical. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a wide range of households and organizations. The firm offers discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

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.