James Mason

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.

Roxanne Spencer is a financial advisor at Stephens with 21 years of industry experience. She holds a Series 66 designation and has worked at Stephens since 2018, with prior experience at Wells Fargo Advisors. Stephens provides investment advisory and brokerage services to a diverse client base, including individuals, corporations, foundations, pension plans, and public entities. The firm’s investment process involves centralized committees and affiliated sub-advisors to manage equity, fixed-income, and alternative strategies, supported by in-house equity research and specialized client platforms.

Brian Baumeister is a financial advisor at Stephens with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stephens since 2015. Stephens provides investment advisory and brokerage services to a diverse client base, including individuals, corporations, foundations, pension and retirement plans, and public entities. The firm employs a combination of centralized investment committees and affiliated sub-advisors to implement multi-asset strategies, supported by in-house equity research and a range of client platforms.

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.