Benjamin Lincoln is a financial advisor with Raymond James & Associates in Little Rock, Arkansas, holding a Series 66 designation and bringing nine years of industry experience. Prior to joining Raymond James in 2017, he worked at the American Land Title Association from 2014 to 2016. He serves as an officer and board member of the Little Rock Central High Tiger Foundation, a nonprofit that raises funds for the high school's athletics, academics, and arts programs. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and nonprofits, offering financial planning and consulting with a range of portfolio management styles supported by firm research and affiliated sub-advisers.

William Gorman Jr. is a CFP® certificant and Series 66 registered advisor with 22 years of industry experience. He currently works at LPL Financial and has prior experience at Bank of America, Merrill, and UBS Financial Services. Gorman is also involved with Gorman Wealth Management, a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, employing a range of discretionary and non-discretionary strategies supported by research tools.

Laura Buchanan is a financial advisor at Merrill with 35 years of industry experience. She has been with Merrill since 1991 and holds Series 63 and Series 65 designations. Merrill, together with its affiliate Managed Account Advisors LLC (MAA), provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Brandy Springer is a financial advisor with UBS Financial Services in Little Rock, Arkansas, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has been with UBS Financial Services since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor plans to clients' goals and risk tolerances.

Matthew Mcdaniel is a financial advisor with Merrill in Little Rock, AR, holding Series 63 and Series 65 licenses and with 31 years of industry experience. He has worked at Bank of America, N.A. and Merrill Lynch Pierce Fenner & Smith Inc. since 2013. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.

Michael Wisinger is a financial advisor with LPL Financial in Little Rock, AR, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. His prior roles include positions at Cetera, VOYA Financial Advisors, Edward Jones, and as owner of Wisinger Financial Inc. He serves on the finance committee of Chenal Valley Baptist Church. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a wide range of advisory and brokerage services through a large network of representatives, serving individuals, institutions, and retirement plan participants with various investment and retirement solutions.

Abigail Adams is a financial advisor at Stifel with one year of industry experience. She holds the Series 66 designation and has previously held positions at Stifel and the University of Arkansas at Fayetteville. Abigail is also a commissioned Notary Public in the State of Arkansas. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and allocation methodology.

Sherri Simancas is a financial advisor with Edward Jones in Little Rock, AR, holding a Series 66 designation and six years of industry experience. Her prior work includes roles at David Lukas Financial and Chenal Family Therapy PLLC. She has also been self-employed. 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, offering a range of advisory programs and investment strategies supported by a network of over 23,700 financial advisors nationwide.

Cooper Meeks is a financial advisor with Wells Fargo Advisors in Little Rock, AR, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at various Wells Fargo entities since 2012. Meeks serves on the Board of Trustees for The Msgr Hebert Endowment Fund, which provides needs-based scholarships and support for teachers and staff. Wells Fargo Advisors Financial Network offers investment and financial planning services to individuals, trusts, and institutional clients, providing tailored recommendations through a broad menu of planning options. The firm integrates advisory services with various financial products and referral channels.

Jennifer Carter is a Series 66 licensed financial advisor with Morgan Stanley in Little Rock, Arkansas, and has 19 years of industry experience. She has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its financial planning process.

Shannon Allen is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill in 2026, she worked at Morgan Stanley for four years and held various roles in education and healthcare. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Louis Graham is a financial advisor with Morgan Stanley in Little Rock, AR, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been associated with Morgan Stanley and its affiliates since 2007. Graham serves on the board of the Arkansas Council on Economic Education, a nonprofit organization. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services that include both direct client engagements and corporate financial planning agreements.

Lester Matlock is a financial advisor with Ameriprise in Little Rock, AR, holding Series 63 and Series 65 licenses and having 29 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Matlock serves on multiple nonprofit boards, including the University of Arkansas at Pine Bluff Foundation Fund Board and the University of Arkansas for Medical Sciences Board of Advisors, where he currently holds the position of president. Ameriprise provides a range of advisory, brokerage, and insurance solutions, with a notable retirement-income planning service aimed at individuals approaching or in retirement who meet specific asset criteria. The firm employs a centralized consulting team that offers non-discretionary, research-driven retirement income recommendations tailored to client needs.

Gregory Trulock is a financial advisor with Raymond James & Associates in Little Rock, AR, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, he is involved in an agricultural business, Trulock Brothers Farm. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, and pension plans. The firm offers financial planning and non-discretionary investment consulting, utilizing various portfolio management styles and affiliated research, and provides municipal advisory services as well as a range of employer-focused retirement plan solutions.

Jeffrey Mccauley is a Senior Financial Advisor with Merrill Lynch Wealth Management. Since joining Merrill in 2012, he has focused on a range of client services including college education planning, corporate executive services, family wealth management strategies, legacy planning, liquidity management, managing new wealth, tax minimization, and retirement income. Before his career at Merrill, Jeffrey was a small business owner. He attended the University of Arkansas at Little Rock and holds the Chartered Retirement Planning Counselor™ (CRPC) and Personal Investment Advisor (PIA) designations. Outside of his professional role, Jeffrey has experience as a former scuba instructor. He resides in North Little Rock, Arkansas, with his wife, Beth, and their two children. Jeffrey enjoys outdoor activities such as hunting and fly fishing, values spending time with his family, and is actively involved in community volunteer work.

Kimberly Williams is a financial advisor with Merrill in Little Rock, AR, holding Series 63 and Series 65 credentials and over 32 years of industry experience. She has been with Merrill and its predecessor Merrill Lynch since 1991 and Bank of America since 2009. Outside of her advisory role, she serves as Vice President of the Finance Committee at Jacksonville First United Methodist Church. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutions, offering managed account programs, discretionary portfolio management, and brokerage services. The firm’s investment approach includes multiple program strategies and manager-constructed portfolios, supported by a CIO and platform oversight, with notable integration within the broader Bank of America platform.

Matthew Johnson is a financial advisor at Ameriprise with eight years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Sage Advisory Services, Merrill, Charles Schwab, and AXA Advisors. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Cassandra Rector is a financial advisor at Edward Jones with eight years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2017. Prior to her financial advisory career, she worked for the North Little Rock School District for five years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment options, supported by a nationwide network of over 23,000 financial advisors and 15,000 branch offices.

April Dwiggins is a financial advisor with LPL Financial, holding a Series 66 designation and 16 years of industry experience. Prior to joining LPL in 2026, she worked at Edward Jones for four years and Merrill Lynch for fifteen years. She is based in Little Rock, Arkansas. 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 portfolios, third-party asset management, and institutional platforms.

Lena Strickland is a financial advisor at Edward Jones in Little Rock, AR, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, she worked at CAM Collaborative and the Shannon Westbrook Agency, and spent seven years with the State of Arkansas. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.