Jonathan Lafferty

Andrea Johnson is a financial advisor at Lifemark Securities Corp. with 18 years of industry experience. She holds the Series 66 designation and has worked at Lifemark since 2018. Prior to that, she was with Foresters Equity Services, Inc. from 2015 to 2018 and has owned and managed Golden Circle Life Insurance Agency since 2001. Outside of her advisory work, Johnson serves as a funeral director assisting with services at Rawls Funeral Home. Lifemark Securities Corp. provides fee-based investment advisory and financial planning services primarily to individual investors and retirement-plan sponsors. The firm offers tailored, suitability-driven advice with various managed account solutions and permits both discretionary and non-discretionary account management.

Elizabeth Bates is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. She has been with Raymond James since 2017 and previously worked at First TN Bank and FTB Advisors, Inc. in 2016. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations using firm research and planning tools, and also delivers institutional consulting and municipal finance services.

Joshua Barnes is a financial advisor with Edward Jones in Ripley, TN, holding a Series 66 credential and six years of industry experience. He has worked at Edward Jones since 2019, following positions at ABB Optical Group and Symmetry Surgical. 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 through a nationwide network of over 23,700 advisors, offering a range of advisory programs and affiliated investment products under a fiduciary standard.

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.