Marshall Moon is a financial advisor at Meridian Investment Advisors in Little Rock, AR, holding a Series 65 designation with nine years of industry experience. He has been with Meridian Management Company since 2015. Meridian provides discretionary investment management and retirement plan consulting for individuals, high-net-worth families, trusts, charitable organizations, public pension funds, municipalities, and company retirement plans. The firm emphasizes asset allocation and risk alignment using a variety of investment vehicles, offering customized portfolios and overseeing third-party managers.

Charles Gardner is a financial advisor at Meridian Investment Advisors in Little Rock, AR, holding a Series 65 credential with two years of industry experience. Prior to joining Meridian, he spent eight years with Student Mobilization. Meridian provides discretionary investment management and retirement plan consulting for a diverse client base including individuals, high-net-worth families, trusts, charitable organizations, public pension funds, and municipalities. The firm emphasizes asset allocation and aligning portfolio risk with client objectives through customized portfolios and ongoing oversight.

Pat Moon is a CFA® charterholder with 27 years of experience in the financial services industry. He has been with Meridian Investment Advisors since 1997. Outside of his advisory role, he is a managing member or manager of several brokerage entities specializing in ship lease agreements. Meridian Investment Advisors provides discretionary investment management and retirement plan consulting for individuals, high-net-worth families, trusts, charitable organizations, endowments, company retirement plans, public pension funds, and municipalities. The firm emphasizes asset allocation and portfolio risk alignment through a mix of common stocks, fixed income, ETFs, mutual funds, and selected independent managers.

Jeffrey Mc Coy is a financial advisor with Meridian Investment Advisors in Little Rock, AR, holding a Series 65 designation and one year of industry experience. His prior work includes roles at Castellano & Associates and Ouachita Baptist University. Meridian Investment Advisors provides discretionary investment management and retirement plan consulting to individuals, high-net-worth families, trusts, charitable organizations, endowments, company retirement plans, public pension funds, and municipalities. The firm emphasizes asset allocation and aligning portfolio risk with client objectives, utilizing a variety of investment vehicles and maintaining a dedicated Retirement Services division.