Carlon Cagle is a Series 66-licensed financial advisor with 27 years of industry experience. He has been with Cetera and its affiliate Cetera Financial Specialists LLC since 1999 and previously worked at Wealthwise Financial Services, Inc. from 2008 to 2021. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of investment management and consulting services through a multi-manager platform that includes both affiliated and unaffiliated model portfolios.

Kraig Williams is a financial advisor at Stifel with 26 years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, he is a member of Brown Note, LLC, a group that pools resources to purchase Arkansas Razorback basketball tickets between two families. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm utilizes a proprietary methodology developed by its Investment Strategy Group to provide investment analysis and allocation guidance.

Wade Colwell is a financial advisor with Raymond James Financial in Fayetteville, Arkansas, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. Prior to joining Raymond James in 2022, he worked at Wells Fargo advisors from 2009 to 2022. Outside of his advisory role, Colwell is president of Colwell Wealth Management and is involved in property management through C&W Properties LLC. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored, non-discretionary advisory services using analytical tools to support client goals and is notable for its affiliation with a municipal advisor and specialized SIMPLE IRA Employer Advisory programs.

Spencer O'rourke is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at JP Morgan Securities, Key Investment Services, KeyBank, PNC Wealth Management, and Mass Mutual Investors Services. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs, including tailored financial planning developed through a structured discovery process and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and offers services directly and through corporate financial planning agreements.

Bethany Atchley is a CFP® with 14 years of experience currently affiliated with Raymond James Financial. She has worked at Raymond James Financial Services Advisors, Inc. and Signature Bank of Arkansas. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and employs analytical tools such as risk profiling and probability modeling to support client goals.

Kimberly Shepherd is a financial advisor at Raymond James Financial with eight years of industry experience. She holds a Series 66 designation and has worked at various firms including Arvest Wealth Management and State Farm Investment Management Corp prior to her current roles since 2024 at Raymond James. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional entities. The firm offers tailored non-discretionary planning and consulting using analytic tools and supports a broad advisor network with specialized municipal and public finance advisory capabilities.

Emily Powers is a financial advisor at Ameriprise with two years of industry experience. She holds a Series 66 designation and has worked at firms including LPL Enterprise, The Prudential Insurance Company of America, and Oakmont Group. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security claiming options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary retirement income recommendations.

Leticia Castellanos Casasola is a financial advisor with Thrivent Investment Management in Fayetteville, AR. She holds a Series 66 designation and has one year of industry experience. Her prior work history includes roles at UnitedHealth Group, Walmart, and VSP Vision. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses across a broad range of financial planning topics. The firm offers these planning services separately from managed-account programs and does not provide portfolio management for institutional clients.

Blake Maxwell is a financial advisor at Edward Jones with 15 years of industry experience. He holds the Series 63 and Series 66 licenses and has been with Edward Jones since 2011. Outside of his advisory role, he works as an independent contractor and agent for Farm Bureau Insurance, holding life, health, and property and casualty licenses. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Matthew Weber is a financial advisor with Raymond James & Associates in Fayetteville, Arkansas. He holds a Series 66 designation and has 22 years of industry experience, including 13 years with Raymond James & Associates. Outside of advisory services, he is a partner in Eatthefrog, LLC, which owns an office building in Fayetteville. 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, and charitable organizations, offering financial planning, investment consulting, and municipal advisory services with a range of portfolio management styles and affiliated research.

Gs Jeremy White is a financial advisor at Ameriprise with 20 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he manages several legal entities related to land holdings and tax purposes. Ameriprise provides a retirement-income planning service focused on clients approaching or in retirement who meet certain asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Andrew Batson is a financial advisor with Edward Jones in Fayetteville, AR, holding a Series 66 designation and less than one year of industry experience. His prior work experience includes roles at State Farm, Centennial Bank, and various educational institutions. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices across the country.

Brian Denman is a financial advisor at Edward Jones with seven years of industry experience. He holds the CFP® and Series 66 designations. Prior to joining Edward Jones in 2018, he worked at Washington Regional Medical Center Home Health for five years. Denman manages Sage Investments, LLC, an LLC that includes his Edward Jones office and related banking activities. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a large national network of financial advisors and branch offices.

Tyler Williams is a Series 66–licensed financial advisor with eight years of industry experience, currently serving clients through Cetera in Fayetteville, Arkansas. His prior work includes roles at AXA Advisors, First National Bank of Fort Smith, Simmons Food, Inc., JM Supply, Inc., and the University of Arkansas. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients, including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers and a variety of program structures and custodial relationships.

Tanner Bass is a financial advisor with Raymond James & Associates in Fayetteville, Arkansas, holding a Series 66 credential and 10 years of industry experience. His prior work includes roles at Infinex Investments, BancorpSouth, and Arvest Wealth Management. He also serves as a Trust Officer for BancorpSouth, focusing on trust and estate planning. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser serving a wide range of clients, including individuals, institutions, and municipal entities. The firm offers tailored financial planning and consulting services supported by extensive research and multiple portfolio management approaches.

Mason Hayes is a financial advisor at Raymond James Financial with 13 years of industry experience. He previously worked at Merrill Lynch for five years before joining Solomon Wealth Group and Raymond James Financial Services Advisors, where he has been since 2018. Hayes holds a Series 66 designation. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning and consulting using risk profiling and analytical tools, and it supports municipal and public-finance activities through a unique affiliation with a municipal advisor.

Matthew Cole is a financial advisor with Raymond James Financial in Fayetteville, Arkansas. He holds the Series 66 designation and has one year of industry experience. Prior to financial advising, he worked in professional golf for three years and was employed at AES Drilling Fluids for one year. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning using risk profiling and analytical modeling and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Deanna Wright is a financial advisor with Raymond James & Associates in Fayetteville, AR, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. Her career includes roles at Arvest Asset Management and ownership of M&D Wright Investment LLC, which manages residential construction projects. She is also the owner of Better Together Properties LLC. Raymond James & Associates serves a diverse client base including individuals, institutions, and municipal entities, providing financial planning and non-discretionary investment consulting through a range of portfolio management styles and affiliated research resources.