Allison Hayes is a financial advisor at Edward Jones with 14 years of industry experience. She holds the ChFC® designation and Series 66 license and has been with Edward Jones since 2012. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jonathan Coker is a CFP® practitioner with over 21 years of industry experience, currently serving at Raymond James Financial Services Advisors, Inc. He co-owns Wilson Coker Wealth Advisors LLC and holds leadership roles in related business entities, including Wilson Coker Meyers LLC and Wilson Coker Peterman Group. His business activities extend to managing and overseeing administrative and financial operations within these firms. 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, and institutions. The firm employs a non-discretionary approach tailored to client goals and supports municipal and public-finance advisory services, along with specialized employer consulting programs.

Gary Kearney is a financial advisor with Raymond James & Associates based in Rogers, Arkansas. He holds Series 63 and Series 65 licenses and has 30 years of industry experience, including 20 years with Raymond James. 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 municipalities, offering financial planning and non-discretionary investment consulting through various specialized programs.

Katherine Williams is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. She has been with LPL Financial since 2011. Williams serves as a high school gymnastics judge and is the creator of financial education content aimed at low to middle income earners. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm supports advisors with various investment options, including model portfolios and third-party asset management, and integrates technology for operational and research support.

Holly Hood is a financial advisor at Raymond James Financial with 19 years of industry experience. She holds a Series 66 designation and has previously worked at UBS Financial Services and Signature Private Wealth Management. 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 offers tailored, non-discretionary planning using analytical tools and supports various advisory programs, with notable municipal and public finance expertise uncommon among large institutional advisors.

Dana Peloquin is a financial advisor with Thrivent Investment Management in Rogers, Arkansas. Holding the Series 66 designation, Peloquin has previous experience in the pharmaceutical industry, including roles at Novartis and GlaxoSmithKline. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based planning that covers a broad range of topics, with services delivered outside of portfolio management and without discretionary trading authority.

Robert Mahaffey Jr. is a financial advisor at Ameriprise with six years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2019. Prior to his advisory role, he has experience at Washington University in St. Louis, Walmart/Sam’s Club, and the University of Mississippi. He serves on the Board of Directors for Mahaffey Enterprises. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research-driven analysis and tax-efficient strategies to produce tailored written Recommendation Reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Mark Labash is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked at Avantax Advisory Services and Avantax Investment Services and has operated his own tax and financial consulting business since 1995. Outside of his advisory role, he serves as president of the Mountain View Estates Homeowners Association in Chatsworth, CA. Cetera Investment Advisers LLC is an SEC-registered advisor that serves a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and consulting services through a multi-manager platform that includes affiliated and third-party managers, with over $256 billion in assets under management and a network of more than 10,000 advisors.

Lee Brooks is a financial advisor at Cetera with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cetera Advisors LLC since 2022 and Cetera since 2020, following previous roles at First Allied Advisory Services, Inc. and First Allied Securities, Inc. Outside of his advisory work, he operates the Brooks Investment Group. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of over 10,000 independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with various program options and affiliations.

Steven Tucker is a financial advisor with Wells Fargo Clearing in Rogers, Arkansas, holding Series 63 and Series 65 designations and 29 years of industry experience. His prior experience includes roles at Bank of America for 24 years and multiple positions at Raymond James Financial Services and Woodforest-affiliated firms. 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 solutions. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment options and bank deposit sweep programs.

Clayton Guthrie is a financial advisor with LPL Financial in Bentonville, Arkansas, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He was previously with Arvest Wealth Management for 13 years before joining LPL Financial in 2012. Guthrie is involved with Heritage Wealth Management, a related entity operating under LPL, spending significant time managing that business. 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, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Christopher Altimont is a financial advisor with Charles Schwab & Co., Inc. in Bentonville, Arkansas. He holds a Series 66 designation and has six years of industry experience. Prior to joining Charles Schwab in 2018, he worked at Pro Unlimited and Abilene Christian University. Charles Schwab & Co., Inc. serves a large client base of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment management, integrating multi-asset model portfolios with strategic asset allocation and alternative investment options.

David Hayes is a financial advisor at Edward Jones with 48 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1977. Outside of his advisory role, he has engaged in selling collectible ball cards on eBay, a process that is nearly complete. 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 strategies, and manages approximately $1.01 trillion in assets with a nationwide network of more than 23,700 financial advisors.

Jeffrey Reeves is a financial advisor with LPL Financial in Bentonville, AR, holding Series 63 and Series 65 credentials and possessing 24 years of industry experience. His career includes roles at Morgan Keegan & Company, ProEquities, Summit Wealth Management, and LPL Financial. He also operates Summit Wealth Management, an investment-related business associated with his LPL activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive technology tools and a broad network of over 22,000 advisors.

Marjorie Richesin is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing extensive experience in financial services dating back to 1988. She began her career as a Corporate Bond Trader and liaison to Morgan Stanley Private Wealth Advisors, and later specialized in Middle Market Taxable Fixed Income at Lehman Brothers and Barclays. Since 2014, she has served as a Financial Advisor, focusing on personal planning and wealth management strategies to assist clients in achieving their financial goals. Marjorie holds a Bachelor of Science degree in Business Management from the State University of New York system. She has earned professional designations including the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification and the Certified Divorce Financial Analyst (CDFA®) designation, qualifications that enhance her ability to support clients with matters such as divorce transition planning, college education planning, tax minimization, and retirement income strategies. She is also a member of the Vistage professional organization. In addition to her professional responsibilities, Marjorie actively participates in community service as a board member of the Ramapo-Bergen Animal Refuge, a no-kill shelter dedicated to animal welfare. She enjoys spending time with her family, engaging in physical fitness, golfing, and other personal interests.

Joseph Boskus is a Wealth Management Advisor with Merrill Lynch Wealth Management. He partners with clients to develop personalized financial strategies that align with their individual goals and adapt to changing market conditions. Joseph leverages investment insights from Merrill along with banking and lending solutions from Bank of America to help clients pursue their wealth management objectives. He holds the professional designations of Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA). Joseph earned his Bachelor's degree from Xavier University. Committed to community engagement, he dedicates time to volunteering with local organizations, reflecting the Merrill tradition of community participation.

Blake Robbins is a financial advisor at LPL Enterprise with 12 years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked with Prudential Insurance Company of America, Pruco Securities, Equitable Advisors, Axa Advisors, and Northwestern Mutual. Outside of his advisory role, Robbins owns a pizza shop and serves on the board of a nonprofit organization focused on event planning and community engagement. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance product facilitation through affiliated entities.

Craig Jamison is a financial advisor with Edward Jones in Bella Vista, Arkansas. He holds a Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, he worked at Arkansas Blue Cross Blue Shield, Sun Solar, Goosehead Insurance, and Shelter Insurance. Jamison is the founder of The Foundry NWA, an executive leadership mastermind group focused on business referrals. 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 and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Kathleen Verkamp is a Financial Advisor at Merrill Lynch Wealth Management. She provides investment advice and financial solutions tailored to her clients' needs and lifestyles, focusing on services including mutual funds, annuities, and insurance to help meet various financial goals. Kathleen began her career in financial services as a short-term bond trader for a national broker-dealer and later served as director of strategy and new business development for several startups. After a period dedicated to raising her three children as a stay-at-home mother, she returned to the industry to assist clients with long-term financial planning, including saving for home ownership, college, and retirement. She holds a bachelor's degree in English with a minor in business administration from Xavier University. Kathleen holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. She is also involved in her community, supporting organizations such as Blood Cancer United.

Max Scholfield is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His prior roles include positions at First Allied Advisory Services and FIRST Allied Securities. Outside of advising, he is involved as an inventor, a partner in a fishing retail business, and serves as vice president on the board of a local fishing and conservation club. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.