Josiah Fricke is a financial advisor at Foundations Investment Advisors LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Foundations Investment Advisors since 2019. In addition to his advisory role, he owns Compass Financial, where he provides insurance and annuity solutions and assists clients with tax preparation. Foundations Investment Advisors serves a broad client base, including individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm offers financial planning, investment management, and tax coordination through a large network of affiliated offices, employing a mix of fundamental, technical, and cyclical analysis alongside model portfolios and an asymmetric rebalancing approach.

Timothy Ewing is a financial advisor with Mesirow Financial Investment Management, Inc. He holds Series 63 and Series 65 designations and has 29 years of industry experience, including 23 years with Mesirow Financial. Mesirow Financial Investment Management, Inc. provides discretionary and non-discretionary investment management and financial planning services to a diverse client base, including individuals, pension plans, government entities, and charitable organizations. The firm employs a combination of quantitative and qualitative due diligence in portfolio construction and offers access to both third-party managers and proprietary private investment products.

Garret Benson is a financial advisor with Bankers Life Advisory Services, Inc. in Bentonville, AR, holding a Series 66 credential and having eight years of industry experience. He has previously worked at several firms including Edward Jones, Pinnacle Consultants, and Capital Analysts. Benson is also appointed as an insurance agent with Bankers Life and Casualty Company, writing Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary and non-discretionary portfolio management and retirement plan consulting. The firm employs fundamental, technical, and cyclical analysis to create tailored investment strategies and offers both wrap and non-wrap programs.

Lloyd Childress Jr. is a financial advisor with Brookstone Capital Management LLC, holding Series 63 and Series 65 licenses and bringing seven years of industry experience. His career includes roles at Brookstone Capital Management since 2018, a brief tenure at Regal Investment Advisors, and over 20 years running Childress Financial Group. Outside of advisory work, he conducts free Social Security workshops for baby boomers and operates Legacy Lock, LLC, which provides trust information and document assistance. Brookstone Capital Management is an SEC-registered adviser offering fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee programs. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, and institutional clients such as sovereign wealth funds and banking institutions.

Matthew Bessette is a financial advisor with Empower Advisory Group in Bentonville, AR, holding Series 63 and Series 66 designations and four years of industry experience. His prior roles include positions at The Vanguard Group, Bank of America, and Merrill. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm delivers services through an integrated model connected to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Raymond Evans III is a CFP® with 37 years of industry experience and is currently affiliated with Integrity Alliance, LLC in Rogers, AR. He has worked with Brokers International Financial Services, LLC for 20 years and has been self-employed since 1992. Outside of advisory work, he operates independent insurance and tax advisory businesses. Integrity Alliance is an enterprise firm serving a broad client base, including individual investors, corporations, and qualified retirement plans. The firm offers a range of advisory and brokerage services through a network of over 300 advisors managing approximately $5.4 billion in assets, utilizing diverse investment approaches and operational features such as dual SEC and broker-dealer registration.

Leo Harrison is a financial advisor at Rockefeller Financial LLC with 50 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at several major firms, including Bank of America, Merrill, Morgan Stanley, and Citigroup Global Markets. Harrison is based in Rogers, Arkansas. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, and placement and investment banking services.

Grant Allen is a Series 66-licensed advisor with Private Advisor Group, LLC. He has been in the financial services industry since 2025, including roles at LPL Financial LLC and Integrity Capital Wealth Management. Prior to his advisory career, he held positions at HoganTaylor LLP and Ouachita Baptist University. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based model that incorporates a variety of investment strategies and utilizes both proprietary and third-party technology platforms.

Harold Jones is a ChFC® and holds the Series 66 designation with 15 years of experience in the financial services industry. He has worked at Transamerica Financial Advisors since 2020 and previously spent nine years at Axa Advisors. Outside of his advisory role, he manages a small ranch and serves as a trustee for a family trust. Transamerica Financial Advisors serves a wide range of clients including individual investors, pension and profit-sharing plans, trusts, and charitable organizations. The firm offers both advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with discretionary and non-discretionary program options.

Michelle Alsobrook is a financial advisor at Corient with 22 years of industry experience. She holds a Series 66 designation and has previously worked at Merrill and Cabana Asset Management. Alsobrook maintains an active role at Cabana Asset Management alongside her position at Corient. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutional entities. The firm employs a goals-based, team investment approach combining in-house strategies and third-party managers, with continuous portfolio monitoring and risk management.

Mitchel Sherman is a CFP® professional with four years of industry experience, currently affiliated with Commonwealth Financial Network in Bentonville, AR. His prior experience includes roles at Goldman Sachs Personal Financial Management and United Capital Financial Advisers, LLC. Outside of advising, he is involved in tax preparation services through Martin, Wardin & Eissner Financial Group. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors. The firm offers a comprehensive adviser-support platform, including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Todd Brady is a financial advisor at Oppenheimer with 32 years of industry experience. He has held positions at Oppenheimer & Co. Inc since 2010, and previously worked at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. He is a partner in real estate income investment properties in Northwest Arkansas. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm provides a broad range of programs and advisory services, including discretionary and non-discretionary portfolio management, consulting, and retirement services.

Jeffrey Hellerstedt is a financial advisor with First Citizens Investor Services, Inc., holding a Series 66 designation and 24 years of industry experience. He previously worked at Arvest Asset Management for eight years before joining First Citizens Investor Services in 2021. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals—including high-net-worth clients—pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a client process that involves assessments of financial needs, risk tolerance, and time horizon, using fundamental, quantitative, and technical analysis to guide investment allocations across equities, fixed income, mutual funds, and ETFs.

Brandon Simmons is a CFP® with 27 years of industry experience, currently serving at Private Advisor Group, LLC. He previously worked at Strategic Wealth Advisors Group, LPL Financial, LLC, and Merrill. Outside of his advisory roles, he manages a sole proprietorship to employ his children. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and utilizes both proprietary and third-party technology platforms to implement a range of investment strategies.

Kyle Myhra is a Series 65-licensed financial advisor at Mariner with one year of industry experience. Prior to joining Mariner, he worked at Kyle Myhra Consulting LLC, Ibotta, and Container Reclaimer. Mariner serves a diverse client base including individuals, high-net-worth households, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm provides investment management, financial planning, retirement plan consulting, and integrated tax and accounting services, using discretionary, customized portfolios supported by an internal team and third-party managers.

David Welton is a financial advisor at Osaic with 15 years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise and Ameriprise Financial Services, Inc. He serves as a board member of Influencers Global Ministries, a nonprofit focused on business growth and ministry functions. Osaic Wealth, Inc. serves a diverse range of clients including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers, utilizing asset-allocation tools and automated rebalancing across various investment types.

Lynnel Bryson Davis is a financial advisor with Primerica Advisors in Rogers, Arkansas, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. Prior to her advisory role, she worked in education with the Monrovia Unified School District for 18 years. Outside of finance, she is involved part-time as a server for a catering service that provides food and bar services for events. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and discretionary separately managed accounts to individual and high-net-worth clients, primarily under a tiered wrap-fee structure. The firm curates third-party asset managers and delegates model implementation to BNY Mellon Advisors, focusing on individual investor solutions rather than institutional or pension plan management.

Don Fitzpatrick is a Series 66-licensed financial advisor with 20 years of industry experience. He is currently with Cetera Wealth Services, LLC and Cetera, having joined in 2025. Prior to this, he worked at Avantax Investment Services and Avantax Advisory Services from 2019 to 2025, and he also serves as a referring financial advisor for Landmark Financial, LLC. Fitzpatrick’s background includes a lengthy tenure at Beall Barclay & Company, PLC, as well as roles in insurance services and advisory firms. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad range of clients including individual investors, employer-sponsored retirement plans, corporate and charitable entities, and institutional accounts. The firm offers multiple portfolio management and financial planning services through a multi-manager platform, featuring discretionary and non-discretionary strategies, with access to both affiliated and third-party managers.

Matthew Taylor is a financial advisor with Thrivent Investment Management in Rogers, Arkansas, holding a Series 66 designation and 13 years of industry experience. He has been with Thrivent Financial for Lutherans since 2013 and with Thrivent Investment Management since 2012. Outside of his advisory work, he is a partner in a mobile auto glass repair business, where he manages financial aspects such as profit and loss analysis and tax compliance. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses across a broad range of financial topics. The firm emphasizes planning and managed-account services delivered through its network of financial advisors, without discretionary trading authority for its Dedicated Planning Service.

Robert Carper is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 designations and four years of industry experience. His prior roles include positions at Cornerstone Advisors LLC, Anchor Financial Group, and Cetera Advisors. Outside of his advisory work, he serves as a board member and volunteer for Compassion Ministries. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial wellness services through independent Financial Professionals using a variety of portfolio management strategies and platform options.