Christopher Chance Copeland

Lanita Wheetley is a CFP® and Series 66-licensed financial advisor with 10 years of industry experience. She is currently with Aurelius Family Office, LLC and has held positions at firms including Morgan Stanley, LPL Financial, and Merrill Lynch. Aurelius Family Office provides wealth management and comprehensive financial planning to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a disciplined investment process using modern portfolio theory and quantitative analysis, managing a range of asset types through discretionary portfolio management and plan services.

Joe Selby II is a financial advisor with Lasting Mark Retirement Group LLC in Jonesboro, Arkansas, holding Series 65 and Series 66 licenses and bringing 26 years of industry experience. His career includes roles at Impact Legacy Retirement Group RIA, LLC, First Heartland Capital Inc, and ownership of Selby Insurance & Financial, Inc., where he has been involved in insurance and financial services since 2008. Lasting Mark Retirement Group LLC provides portfolio management and integrated financial planning primarily for individual and high-net-worth clients nearing retirement. The firm employs a Modern Portfolio Theory-based investment approach with regular portfolio monitoring and offers both discretionary and non-discretionary management.

Lisa Myer is a financial advisor with Benjamin F. Edwards Wealth Management, LLC, holding a Series 66 designation and 24 years of industry experience. She has been with Benjamin F. Edwards & Company, Inc. since 2010. Benjamin F. Edwards Wealth Management serves a diverse client base including individuals, high-net-worth clients, pension plans, trusts, corporations, and charitable and governmental entities. The firm offers discretionary investment management, financial planning, and customized consulting, utilizing a combination of in-house portfolio managers, broker-dealer solutions, and third-party money managers.

Jacqueline Pardew is a seasoned financial advisor with 36 years of industry experience, currently serving with 1 St Discount Brokerage, Inc. since 2002. She holds Series 63 and Series 65 designations and also has a longstanding role at Southern Management Corp. Outside of advising, Pardew is co-owner and treasurer of a construction company and president of a property management firm, and she participates in volunteer activities with her local Episcopal Church. 1 St Discount Brokerage, Inc. serves individual and institutional clients, providing a range of advisory services including portfolio management, financial planning, and pension consulting. The firm employs a diverse investment approach guided by written policy statements and blends fundamental, technical, quantitative, and qualitative analyses.

John Gay is a financial advisor with Stephens in Jonesboro, Arkansas, holding Series 63 and Series 66 licenses and 29 years of industry experience. He has been with Stephens since 2008 and previously worked at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Gay serves as a board member and part owner of First National Bank in Paragould, Arkansas. Stephens provides investment advisory and wealth management services to a broad client base, including individuals, pension plans, foundations, corporations, banks, insurance companies, and government entities. The firm offers a range of financial planning and portfolio management strategies, supported by internal investment committees and research capabilities.

Heather Vangilder is a financial advisor at Stephens with 19 years of industry experience. She holds a Series 66 designation and has worked previously at Merrill, Bank of America, and Morgan Stanley. Stephens provides investment advisory and wealth management services to individual investors, pension plans, foundations, corporations, and government entities, offering a range of financial planning, portfolio management, and institutional equity research solutions. The firm employs both bottom-up and top-down investment strategies across multiple sponsored programs and benefits from an integrated broker-dealer and investment banking platform.