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.

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.

Jared Sandridge is a financial advisor at Ameritas Advisory Services, LLC with three years of industry experience. He holds the Series 66 designation and has worked at Ameritas Investment Company, LLC and Marston Rogers Group. Outside of his advisory role, he is involved with UCL Financial Group, LLC, focusing on financial planning. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services, using a combination of model portfolios, third-party sub-advisers, and custom strategies.

James Mason is a financial advisor at Ameriprise with two years of industry experience. He holds the Series 66 designation and has prior work experience that includes roles in legal services and education. Outside of his advisory role, Mason owns Prestige Worldwide, a live music entertainment and music ministry business based in Atoka, Tennessee. Ameriprise offers retirement-income planning services targeting individuals approaching or in retirement with substantial investable assets. The firm provides a range of advisory, brokerage, and insurance solutions supported by a centralized retirement-income consulting team that uses research, modeling, and tax-efficiency analysis to develop tailored recommendation reports.

Janette Lookadoo is a financial advisor with LPL Financial, holding a Series 63 designation and 27 years of industry experience. She has worked with First Horizon Advisors, Inc. and First Tennessee Brokerage, Inc. for over two decades. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a broad network of investment adviser representatives.

James Craig Jr. is a financial advisor with Ameriprise, holding a Series 63 designation and 24 years of industry experience. He previously worked at LPL Financial from 2015 to 2020 before joining Ameriprise in 2020. Outside of his advisory role, he serves on the Atoka Industrial Development Board and is Vice Chairman of Promise 4 Hope Ministries. Ameriprise provides retirement-income planning services tailored to individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.