Robert Wharton

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.

George Coules is a financial advisor with Sound Income Strategies, LLC, holding Series 63 and Series 65 credentials and 12 years of industry experience. He has worked with several firms, including McAdams Tax Advisory Group, Long Term Care Advisors, and Principal Life Insurance Company. Outside of advisory work, he is involved in the sales and service of life insurance, fixed and index annuities, as well as long-term care, Medicare supplements, and disability insurance. Sound Income Strategies, LLC manages approximately $4.0 billion in client assets and serves a diverse client base including individuals, pension plans, trusts, corporations, and other advisers. The firm emphasizes fixed-income analysis combined with equity review and offers customized portfolio management, financial planning, ERISA plan services, and insurance planning through affiliated channels.

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.

Nathaniel Collier is a financial advisor at United Advisor Group with Series 65 and Series 66 licenses and four years of industry experience. His prior roles include positions at Park Avenue Securities, Guardian Life Insurance Company, and Ameriprise. Outside of his advisory work, he is an independent insurance agent and utilizes estate planning software to assist clients with document preparation. United Advisor Group serves individuals, small businesses, trusts, and charities through a network of independent advisers, offering investment management, financial planning, family office services, and financial education. The firm employs a range of investment strategies, including proprietary model portfolios and custom-traded accounts, tailored to client needs.