Peter Roulier

Robert Mcgaha is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked at Cetera and its affiliated entities since 2020 and owns Mcgaha Investment Group. Outside of his advisory role, Mcgaha serves as president of Gideons International, a nonprofit organization. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a variety of portfolio management and fiduciary services, combining advisor-managed accounts, firm-sponsored models, and third-party solutions.

Charles Schaaf is a financial advisor at Ameriprise with 10 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise and its affiliated entities since 2018, with prior experience at Investment Professionals, Inc. Outside of his advisory role, he performs as a guitarist and singer in the band Deadbird. Ameriprise serves clients primarily through its retirement-income planning service aimed at individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary retirement recommendations.

Andrew Walmsley is a financial advisor at Ameriprise with 18 years of industry experience. He has worked at Ameriprise since 2016 and previously was with LPL Financial. Outside of his advisory role, he serves on the board of Jenkins-Henderson American Legion Baseball, is a member of the Batesville School Board, and acts as secretary for the Kiwanis Club of Batesville. Ameriprise offers a retirement-income planning service primarily for individuals with at least $1 million in investable assets, providing detailed recommendation reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement planning supported by both automated tools and advisory oversight.

David Winberry is a financial advisor with Edward Jones in Batesville, AR, holding a Series 66 designation and bringing 17 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, he serves as Vice President of the Kiwanis Club of Batesville. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Braden Mead is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and two years of industry experience. His prior roles include positions at RTS Financial Service, Inc. and Bad Boy Inc. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering comprehensive written financial plans without portfolio management. The firm offers goal-based analyses and allows clients to combine planning with managed-account services through its consolidated WealthPlan billing option.

Jimmy Limbaugh III is a financial advisor with Ameriprise in Cave City, Arkansas, holding a Series 66 designation and four years of industry experience. He has been with Ameriprise since 2020 and previously worked at several educational institutions and investment firms. Outside of his advisory role, he volunteers by maintaining the grounds at Rejoice Fellowship Church. Ameriprise is a large institutional firm offering retirement-income planning services primarily for individuals with significant investable assets, combining research-driven strategies and algorithmic tools to deliver tailored, non-discretionary recommendations through a centralized consulting team.