Corey Spain is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and previously worked at the University of Arkansas. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

David Sager is a financial advisor with Raymond James & Associates in Rogers, Arkansas, holding Series 63 and Series 65 licenses with 25 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC, spanning 15 years before joining Raymond James in 2024. Outside of his advisory role, he serves as a technical engineer at Fellowship Bible Church of NWA, managing sound, lights, and graphics. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Nicholas Koehler is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. He holds the Series 66 designation and has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Phillip Thielemier is a financial advisor at Edward Jones in Bentonville, AR with 11 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of nearly 24,000 financial advisors.

Kathy Turner is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 36 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she owns and manages rental properties in Bentonville, Arkansas. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

James Kuhn is a Senior Resident Director and Financial Advisor with Merrill Lynch Wealth Management in Northwest Arkansas, serving as part of The Boskus Group. In his role, he focuses on helping individuals, families, and business owners simplify their financial lives and reach their goals through a team approach. With over 13 years of experience as a Financial Advisor, James specializes in areas such as family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, small business strategies, individual and corporate investment strategy, tax minimization, and retirement income. Prior to his current role, he was founder and partner at Hotwire Design and Marketing Director at The Peel Compton Foundation in Bentonville. James holds a Bachelor's Degree from the Oklahoma State University System and carries the Personal Investment Advisor (PIA) designation. He lives with his wife, Heidi, and their four children in Bella Vista, Northwest Arkansas, where they have been residents for over 20 years. James is involved in the local community, including participation with CAAIR and the I'll Fly Away Foundation. His interests include music, photography, spending time with his family, traveling, and woodworking.

Morgan Hough is a financial advisor with Edward Jones in Gravette, AR, holding a Series 66 designation and 16 years of experience at the firm. Prior to his current role, he has been with Edward Jones since 2010. Outside of his advisory work, he is involved in a residential property management business with a family member. 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 investment strategies and affiliated financial services through a large network of advisors and branch offices.

Hailey Cooper is a financial advisor at Edward Jones with 11 years of industry experience. She holds the ChFC® and Series 66 designations and has been with Edward Jones since 2015. Outside of her advisory role, she works as a waitress at Undercliff Grill & Bar in Joplin, MO. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and maintains a large national network of financial advisors and branch offices.

Bradley Roethlisberger is a financial advisor with Cetera and holds a Series 66 designation. He has 10 years of industry experience and has worked previously at Avantax Advisory Services, 1st Global Advisors, and Beall Barclay & Company. In addition to his advisory role, he is a non-equity member of Landmark PLC CPAs, a CPA practice focused on tax return preparation and consulting. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services using a multi-manager platform that includes model portfolios, third-party managers, and bespoke strategies.

William Sanders is a financial advisor with Cetera who holds a Series 66 designation and has seven years of industry experience. His prior roles include positions at Edward Jones and First Allied Securities. Outside of his advisory work, he is an owner of a property management business. Cetera Investment Advisers LLC operates a multi-manager platform serving individual, corporate, and institutional clients nationwide. The firm offers a range of portfolio management and retirement services through various program structures and affiliated managers.

Brian Upshaw is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been involved in finance since 2010 and joined Merrill Lynch in 2014. Brian works with individuals, families, and businesses to develop strategies and provide advice tailored to their short and long-term financial objectives. He holds a Bachelor's degree in Economy and Industry from the University of Arizona and has earned the CERTIFIED FINANCIAL PLANNER® designation, as well as the Personal Investment Advisor (PIA) certification. Brian's expertise includes college education planning, divorce transition planning, family wealth management strategies, legacy planning, LGBT wealth planning, liquidity management, managing new wealth, personal retirement planning, socially responsible and values-based investing, and women and wealth. Prior to his career in finance, Brian served eight years in the United States Marine Corps, retiring with the rank of Sergeant in 2011. He is involved in community organizations such as the American Red Cross, Boy Scouts of America, Southern Arizona Estate Planning Council, Community Food Bank of Southern Arizona, and The Church of Jesus Christ of Latter-Day Saints. Brian and his wife Alyssa have three children and enjoy spending time together supporting child-centered organizations and engaging in activities such as soccer and visiting the local library.

Jose Cortez Jr. is a financial advisor at Edward Jones with Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at Merrill Lynch, Bank of America NA, LPL Financial, and several regional banks. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products, operating under a fiduciary standard with a large nationwide network of advisors and branch offices.

James Hall Jr. is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 38 years of industry experience. His career includes long tenures at First Allied Advisory Services and First Allied Securities before joining Cetera in 2020. Outside of advisory work, he serves on the board of a mobile golf app company, focusing on marketing, promotions, and sales consulting. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers diverse portfolio management and financial planning services, operating a multi-manager platform with access to various discretionary and non-discretionary investment programs.

Ralph Brainerd is a financial advisor with Edward Jones in Rogers, Arkansas, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory role, he is involved in farm and real estate ventures through ownership interests in R & L Ventures and RCB Holdings LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of discretionary and non-discretionary investment solutions. The firm manages approximately $1.01 trillion in assets and maintains a large nationwide network of advisors and branch offices.

Randal Renkel is a CFP® with 25 years of experience and is affiliated with Cetera. He has worked at Cetera and Cetera Financial Specialists LLC since 2000 and has held roles at DARRCO, LLC, American Dehydrated Foods, Inc., and International Dehydrated Foods, Inc. from 2010 to 2019. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and retirement services through a multi-manager platform with discretionary and non-discretionary program options.

Holly Vaezi is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. She has been with LPL Financial since 2014 and previously worked at IC Advisory Services, Inc. for two years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supporting more than 22,800 advisors and overseeing over $819 billion in discretionary assets.

James Neff is a financial advisor at Raymond James & Associates with 42 years of industry experience. He holds Series 63 and Series 65 designations. In addition to his advisory role since 2006, he manages the Neff Family Farm Operation and serves as Treasurer of the Decatur Park District Foundation. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a broad client base including individuals, institutions, and municipal entities, offering tailored financial planning and consulting through various advisory programs and institutional services.

Robert Fleener is a Senior Financial Advisor and Senior Portfolio Advisor at Merrill Lynch Wealth Management. He focuses on providing a wealth management experience tailored to entrepreneurs, executives, retirees, and their families, emphasizing exceptional service, professionalism, and transparency. Robert and his team employ a goals-based approach to wealth management, working to help clients achieve their objectives while minimizing risk. His client focus areas include college education planning, executive compensation, family wealth management strategies, managing new wealth, personal retirement planning, small business strategies, special needs planning strategies, individual and corporate investment strategy, and retirement income. Robert's role involves managing discretionary custom investment strategies and selecting from a wide range of Merrill Lynch Wealth Management model portfolios and third-party investment strategies. Robert graduated from the University of Arkansas and maintains strong ties to the school and its community. He holds the Personal Investment Advisor (PIA) designation and is proficient in Mandarin and English. In his free time, he enjoys golf, fishing, and following Arkansas Razorback Football.

Tristyn Wheeler is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. Prior to joining Merrill and Bank of America, Tristyn worked at Arvest Wealth Management and Arvest Bank. Merrill, with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering both model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts.

Clayton Borengasser is a CFP® professional with 10 years of experience in the financial industry, currently serving clients at Edward Jones in Bella Vista, AR since 2016. He is also the owner of a trailer leasing business and holds an interest in a residential leasing company managing Airbnb properties. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.