Spencer Bratcher is a financial advisor with Raymond James Financial Services, Inc. in Fayetteville, Arkansas, holding a Series 66 designation and six years of industry experience. He has been with Raymond James since 2019 and also works with Signature Bank of Arkansas. Outside of his advisory role, he is an associate at Signature Private Wealth Group, where he provides financial advice. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, pension plans, charitable organizations, and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, offering tailored recommendations supported by extensive research and a broad affiliate network.

Misty Morris is a Series 66-licensed financial advisor with three years of industry experience, currently with Thrivent Investment Management. Her prior experience includes roles at Meyer, Raymond, and Scott, LLC, as well as entrepreneurial activity with More Brewing Company. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering goal-based, holistic planning without portfolio management on institutional accounts.

Isabel Kasman is a financial advisor at Morgan Stanley with one year of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2024, including the Morgan Stanley Private Bank, N.A. Outside of her advisory role, she is involved with Puritan/Garden Room, a restaurant and bar in Fayetteville, Arkansas. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs structured planning processes supported by firm-approved tools and manages approximately $2.74 trillion in client assets.

Trey Sanders is a financial advisor at Raymond James Financial with one year of industry experience. He holds a Series 66 designation and previously worked in the automotive industry with Davis Buick GMC and Ben Eddings Auto Group. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth investors, charitable organizations, and government entities. The firm offers tailored, non-discretionary advisory services and specialized programs for small businesses and institutional clients.

Marcus Heckman is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 17 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC and Bank of Oklahoma. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Joshua Barnard is a financial advisor with LPL Enterprise and holds the ChFC® designation along with Series 63, 65, and 66 licenses. He has 20 years of industry experience, including prior roles at Prudential Insurance Company of America, Pruco Securities, LLC, and Arvest Wealth Management. He serves on the board of Returning Home, a nonprofit focused on transitional living programs for individuals recently released from prison. LPL Enterprise serves a broad range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory, and brokerage services through an integrated platform that combines investment advice, insurance products, and lending solutions.

Abigail Jones is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation. Prior to joining Edward Jones, she worked in various roles including at Gearhead Outfitters, an outdoor retail store where she remains on call for occasional shifts. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients with a range of advisory programs, managed solutions, and affiliated investment products, supported by a large national network of advisors and branch offices.

Randy Cramer is a financial advisor with Raymond James Financial Services Advisors, Inc. in Springdale, Arkansas. He holds a Series 66 designation and has 21 years of industry experience, including nine years at Merrill Lynch. He is also an officer and owner of RGC LLC and serves as vice president of Solomon Wealth Group. Raymond James Financial Services Advisors serves a diverse client base, including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm provides financial planning and non-discretionary investment consulting, with an emphasis on tailored financial plans and a broad range of implementation options.

Zhilu Zhang is a financial advisor with Merrill, holding a Series 66 credential and three years of industry experience. Prior to joining Merrill and Bank of America in 2026, Zhang worked at BNY Mellon Securities Corporation and Newton from 2022 to 2026, as well as at NEPC, LLC from 2020 to 2022. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations.

Ted Sego is a financial advisor with LPL Financial, holding a Series 66 designation and 14 years of industry experience. He previously worked at Morgan Stanley Private Bank, National Association for five years before joining LPL Financial in 2020. Outside of his advisory role, he is involved with The Point Financial Group, a business related to his LPL activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm provides a range of advisory programs and financial planning services, utilizing model portfolios, research, and various technologies to support diversified investment strategies.

Stephen Cosby is a financial advisor at Edward Jones in Springdale, Arkansas, holding a Series 66 designation with three years of industry experience. His professional background includes roles at Hub Group, Amazon, Honeywell FM&T, and six years of service in the United States Marine Corps. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of investment advisory programs and affiliated financial services. The firm is notable for its extensive retail advisor and branch network and offers both discretionary and non-discretionary investment strategies under a fiduciary standard.

Jason Herring is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds the Series 66 designation and has held roles at Thrivent Financial and Thrivent Investment Management since 2022. Prior to his financial career, he worked at True Dermatology and Vestcom. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering goal-based analyses and written recommendations on a variety of financial planning topics without managing client portfolios directly.

Maci Satterfield is a financial advisor at Raymond James Financial with a Series 66 designation and two years of industry experience. Her background includes roles at Realty Title & Closing Services, LLC, Collier & Associates, and the University of Arkansas. Raymond James Financial Services Advisors provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth investors, pension plans, charitable organizations, and government entities. The firm offers tailored, non-discretionary advisory services and specialized programs for small businesses, supported by a wide affiliate network and public finance capabilities.

Ryan Brisiel is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He worked at Arvest Asset Management for 22 years before joining Raymond James & Associates in 2024. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $500.956 billion in assets. The firm serves a broad client base including individuals, pensions, corporations, charitable organizations, and government entities, providing wealth advisory planning and investment consulting through a range of programs and institutional services.

Jim Blount is a financial advisor at LPL Financial with 30 years of industry experience. He has been with LPL Financial since 2001 and holds Series 63 and Series 66 licenses. In addition to his advisory role, he operates an independent insurance agency and serves as a branch manager through The Point Enterprises, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a nationwide network of representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by internal and third-party research.

George Gowan is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. He has worked at Edward Jones since 2021 and is also involved with Bentonville Brewing Co. Prior to his current role, he held positions at Alex Baldwin State Farm, James Carlton State Farm, and spent time in education and the food service industry. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of over 23,000 financial advisors. The firm offers a range of advisory programs, including managed solutions, separately managed accounts, and affiliated investment products, operating under a fiduciary standard.

Patrick Kelley is a financial advisor with Morgan Stanley in Fayetteville, AR, holding a Series 66 designation and bringing 25 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and has been associated with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services through both direct individual relationships and corporate financial planning agreements.

Timothy Hynes is a financial advisor with Raymond James Financial in Fayetteville, Arkansas, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has operated Hynes & Associates and PCTH Investments LLC since 2013. Raymond James Financial Services Advisors, Inc. serves a diverse client base, including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, offering tailored recommendations supported by firm research and a broad affiliate network.

John Bradford is a financial advisor with Raymond James Financial in Fayetteville, AR, holding a Series 66 designation and 12 years of industry experience. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing before joining Raymond James and Colwell Wealth Management, where he is also an associate. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored advice supported by firm research and a significant non-discretionary advisory business.

Robert Baker is a financial advisor at Edward Jones with 24 years of industry experience. He has held the Series 63 and Series 66 designations and has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.