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.

Raymond Ponnath is a financial advisor with Edward Jones in Batesville, Arkansas, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has worked at Edward D. Jones & Co., L.P. since 1991. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Matthew Martin is a financial advisor with Ameriprise in Batesville, Arkansas, holding Series 63 and Series 65 licenses and having 19 years of industry experience. His prior work includes positions at LPL Financial and The Citizens Bank. Martin serves on the boards of the Batesville-Independence County Industrial Development Corporation and the BSD Educational Foundation, and he owns Killian Brothers, LLC, an advisory business providing financial planning and managed account services. Ameriprise provides a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver non-discretionary recommendations through a centralized consulting team.

Keith Davis is a financial advisor with Thrivent Investment Management who holds Series 63 and Series 65 designations and has 19 years of industry experience. He has been with Thrivent and its affiliate THRIVENT Financial since 2014. Outside of his advisory work, he is involved in a small family cattle operation and serves as a member of the Independence County 4-H Foundation, contributing to youth development and scholarship activities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses without discretionary trading authority. The firm offers both one-time and ongoing planning engagements covering a broad range of financial topics, allowing clients to combine planning with managed-account programs under a consolidated billing option.

Jacob Higgins is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 15 years of industry experience. His prior roles include positions at Harvest Investment Strategies and First Allied Advisory Services. Outside of his advisory work, Higgins serves as Vice President and Membership Chairman for the Batesville camp of The Gideons International, a nonprofit organization. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions, combining advisor-managed accounts with firm-sponsored model portfolios and third-party managed options.

Otha Davis Jr. is a Series 66-credentialed financial advisor with Edward Jones in Batesville, AR. He has 11 years of industry experience, all of which have been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies supported by a nationwide network of over 23,700 financial advisors.

Randy Cross is a CFP® with five years of industry experience, currently serving as a financial advisor at Edward Jones since 2020. Prior to joining Edward Jones, he worked for nine years at Merchants & Planters Bank. He holds a director position on the board of White River Health Systems, providing oversight for the hospital. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment strategies, and affiliated financial services.

Audrey Pool is a financial advisor with LPL Financial in Batesville, Arkansas, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. She has worked at LPL Financial since 2017 and previously at Investment Centers of America from 2015 to 2017. In addition to her advisory role, she has also been a financial advisor at First Community Bank of Batesville. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Peter Roulier is a financial advisor at LPL Financial with three years of industry experience. He holds a Series 66 designation and has previously worked at Citizens Bank and First Community Bank. Outside of his advisory role, he has experience in media and entrepreneurship, including involvement with HawgSports.com and Saddlebock Brewery. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team, combining large-scale advisory operations with a broad range of non-advisory financial products.

Charles Schaaf is a financial advisor at Ameriprise with 41 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Ameriprise since 2018, following a 20-year tenure at Investment Professionals, Inc. Outside of advising, he is involved with the Bellawood Resort property association in Greers Ferry, Arkansas, where he manages billing. Ameriprise offers retirement-income planning services targeted at clients approaching or in retirement who meet specific asset criteria, delivering tailored recommendation reports that incorporate research, modeling, and tax-efficient strategies. The firm serves a broad client base with advisory, brokerage, and insurance solutions typical of large institutional providers.

Laura Sutton is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She worked at Investment Professionals, Inc. for 20 years before joining Ameriprise Financial Services, Inc. in 2018 and transitioning to Ameriprise in 2020. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm uses a combination of research, modeling, and tax-efficiency analysis to deliver non-discretionary, customized recommendation reports in partnership with its financial advisors.

Richard Caster is a financial advisor at Edward Jones in Batesville, AR, holding CFP® and Series 66 designations with seven years of industry experience. He previously worked at FNBC from 2016 to 2018 and at Hillsdale College from 2013 to 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Wesley Brooks is a financial advisor at Thrivent Investment Management with two years of experience in the investment industry. He holds Series 63 and Series 65 credentials. Prior to joining Thrivent, he worked at Farm Bureau Insurance and has experience in the automotive and real estate sectors. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing goal-based financial analyses and written recommendations on a range of topics including retirement and estate planning. The firm separates planning and managed-account services and does not accept discretionary trading authority for its Dedicated Planning Service.

Luanne Gregory is a financial advisor with Thrivent Investment Management in Batesville, AR, holding a Series 66 credential and 10 years of industry experience. She has been with Thrivent Financial and Thrivent Investment Management since 2015. Outside of her financial advisory role, Gregory has authored an adolescent book for publication and serves as a general board member of the Batesville Housing Authority, which provides housing to low-income senior citizens and disabled individuals. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm provides holistic, goal-based analyses and planning recommendations on various financial topics, with services structured to keep planning separate from managed-account programs.