Matthew E Phillips

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 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 prior roles include positions at Impact Legacy Retirement Group RIA, LLC and First Heartland Capital Inc. Selby is also owner of Selby Insurance & Financial, Inc., a business providing health, personal, and commercial insurance services. Lasting Mark Retirement Group serves individual and high-net-worth clients with portfolio management and financial planning, emphasizing modern portfolio theory and a long-term trading approach. The firm operates a five-advisor team across seven offices, managing approximately $33 million in assets and offering services through negotiated fixed annual planning packages.

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 at Stephens with 29 years of industry experience. He holds Series 63 and Series 66 designations and has been with Stephens since 2008. He serves as a board member of First National Bank in Paragould, AR. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and other institutional clients. The firm offers tailored portfolio programs with committee-based oversight and combines advisory services with broker-dealer and investment banking activities.

Heather Vangilder is a financial advisor with Stephens, holding a Series 66 designation and 19 years of industry experience. Her prior work includes roles at Merrill and Bank of America, N.A. She has been with Stephens since 2018. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and other institutional clients, offering tailored portfolio programs with committee-based oversight and a combination of broker-dealer and investment banking activities alongside advisory services.