Jason Baldwin

Timothy Barnum is a financial advisor with Dickinson Barnum Investment Management, LLC and holds Series 63 and Series 66 licenses. He has 24 years of industry experience, including 15 years at Purshe Kaplan Sterling Investments and Dickinson Barnum Investment Management. Outside of his advisory role, he is a board member of the Kiwanis Club of Paragould, Arkansas, and is involved in a speculative homebuilding business. Dickinson Barnum Investment Management, LLC provides discretionary portfolio management and comprehensive financial planning primarily for individuals, high-net-worth clients, personal trusts, and estates. The firm manages approximately $60 million and employs a value-biased investment approach with customized portfolios that include equities, fixed income, mutual funds, and ETFs.

Christopher Dickinson is a financial advisor with Dickinson Barnum Investment Management, LLC in Paragould, Arkansas. He holds Series 63 and Series 65 licenses and has 25 years of industry experience. Prior to founding Dickinson Barnum, he has been affiliated with Purshe Kaplan Sterling Investments since 2011. Outside of his advisory role, he co-owns a hunting club and serves on the board of the Arkansas State Police Foundation. Dickinson Barnum Investment Management, LLC is a state-registered adviser that provides active discretionary portfolio management and financial planning primarily for individuals, including high-net-worth clients, as well as personal trusts and estates. The firm employs a value-biased investment approach based on fundamental analysis and manages roughly $60 million across several hundred client relationships.

Lanita Wheetley is a CFP® and holds a Series 66 license, with 10 years of industry experience. She is currently with Aurelius Family Office, LLC and has previous experience at firms including Morgan Stanley, Cogent Private Wealth, and LPL Financial LLC. Aurelius Family Office, LLC provides wealth management and comprehensive financial planning to individuals, retirement plans, charitable organizations, and corporate entities. The firm customizes portfolios based on clients’ objectives and risk tolerance using various investment techniques and offers fiduciary services, estate-planning facilitation, and model allocation for qualified plans.

Joe Selby II is a financial advisor at Lasting Mark Retirement Group LLC with 26 years of industry experience. He holds the Series 65 and Series 66 licenses and has worked at firms including Impact Legacy Retirement Group RIA, LLC, First Heartland Capital Inc, and Mutual Of Omaha Investor Services, Inc. He is also the owner of Selby Insurance & Financial, Inc., an insurance and financial services business. Lasting Mark Retirement Group LLC serves individual and high-net-worth clients, particularly those nearing or in retirement, offering portfolio management and integrated financial planning. The firm uses modern portfolio theory, strategic asset allocation, and periodic rebalancing to tailor recommendations to clients’ goals and risk tolerance, and it operates with a team of about a dozen advisers managing roughly $109 million across multiple offices.

Olivea Jett is a financial advisor with AAN Wealth Advisors LLC, holding a Series 65 credential and having two years of industry experience. She has worked at Stidham Financial Services and is involved with Bail Bond Financing, Inc. Ms. Jett holds insurance licenses in Life & Health and Property & Casualty, dedicating a significant portion of her time to insurance-related activities. AAN Wealth Advisors serves individuals, retirement plans, trusts, estates, charitable organizations, and investment companies by providing investment management through recommended subadvisors, along with project consulting and financial planning. The firm uses a risk tolerance questionnaire and Investment Policy Statement to guide model portfolio recommendations and collaborates with an external subadvisor to manage and rebalance client portfolios.

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.