Mitchell Lockhart is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves on the Rogers Public Schools Board of Education, where he participates in setting district policies and overseeing finances. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s approach 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.

Jason Bennett is a financial advisor at Edward Jones with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at TD Ameritrade Investment Management, LLC, TD Ameritrade, Inc., and Scottrade, Inc. He has been with Edward Jones since 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment strategies through a nationwide network of financial advisors and branch offices.

Christopher Donovan is a CFP®-certified financial advisor with Edward Jones, based in Pea Ridge, AR. He has 24 years of industry experience, including 25 years with Edward Jones. Outside of his advisory role, he is the owner and manager of Paintbrush Divide, LLC, a real estate development business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of investment and advisory solutions. The firm manages approximately $1.01 trillion in assets and is known for its extensive network of financial advisors and branch offices nationwide.

Rebecca Hutchens is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 38 years of industry experience. She has been with Wells Fargo Clearing since 2016. Outside of her advisory work, she serves as a trustee for family trusts and is commissioned as a notary public. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Charles Wallace is a financial advisor with Wells Fargo Clearing in Rogers, Arkansas. He holds Series 63 and Series 65 credentials and has 34 years of industry experience. Wallace has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Darrin Hewitt is a financial advisor with Edward Jones in Bentonville, AR, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 20 years of industry experience and has been with Edward Jones since 2013. 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 solutions, including discretionary and non-discretionary wrap fee strategies, managed accounts, and affiliated mutual funds, while operating under a fiduciary standard.

Clay Woods is a financial advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. His prior roles include positions at Kanakuk Ministries, Big Cedar Lodge, and the University of Arkansas. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm uses model-driven investment implementation and offers services such as financial planning, access to third-party asset managers, and participation in the Model Wealth Portfolios wrap program.

Alisha Priddy is a Financial Advisor at Merrill Lynch Wealth Management with over six years of experience in financial services. Prior to her current role, she spent 13 years in corporate America, developing leadership and client service expertise. This background informs her approach to helping individuals, families, and business owners navigate financial decisions. She focuses on areas including Corporate Benefits, Institutional Investment Consulting, Employee Financial Health, Managing New Wealth, Portfolio Management Services, and Women and Wealth. Alisha's process emphasizes listening to clients to understand their unique goals and values, developing personalized strategies tailored to their circumstances. She joined Merrill Lynch for the opportunity to provide clients with expanded resources and comprehensive support. Alisha is committed to building lasting, trust-based relationships and views financial success as interconnected with her clients' achievements. Outside of work, her personal interests include antiquing, bowling, fishing, gardening, spending time with family, and watching movies.

Jane Donner is a financial advisor with Wells Fargo Clearing in Rogers, AR, holding Series 63 and Series 66 designations and possessing 36 years of industry experience. She has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of her advisory role, she co-owns AUX ARCS ENTERPRISES, a business focused on the resale of antiques and collectibles. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Jacob Connelly is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. Prior to joining Wells Fargo, he worked at Ozarks Electric Cooperative for six years and BKD, LLC for two years. Outside of his advisory role, he owns a timber leasing business in Chester, Arkansas. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

James Griffin is a CFP® with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, he worked at Salem Professional Group from 2011 to 2018. Griffin is a seed-level investor in a retail startup based in Bentonville, AR. 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 through a network of over 23,700 financial advisors, offering a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and a proprietary money market fund.

James Hall III is a Series 66 licensed financial advisor with 13 years of industry experience. He is currently with Cetera and has previously worked with First Allied Securities and First Allied Advisory Services. Outside of advisory work, he is involved as a registered sales assistant with Harvest Investment Strategies, LLC. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with over $256 billion in assets under management and more than 10,000 advisors nationwide.

Patricia Nuovo is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and six years of industry experience. She has worked with Raymond James since 2017 and previously spent seven years at Cameron Smith & Associates. Nuovo is also associated with 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 investors. The firm offers tailored, non-discretionary planning and supports municipal and public finance advisory work uncommon among large institutional advisors.

Jennifer Scholfield is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 14 years of industry experience. She has worked with Cetera and its affiliated firms since 2011 and is a partner at Scholfield Wealth Management. Outside of financial advising, she is involved in a retail fishing business and pursues artistic activities. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and consulting services and supports multiple investment program structures and custodial relationships.

David Lange is a CFP®-certified financial advisor with 18 years of industry experience, currently affiliated with LPL Financial. His prior experience includes roles at Ameriprise and RiverSource Distributors Inc. He is involved in a separate business entity related to 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 other institutions through a broad suite of advisory and brokerage services.

Jonathan Jennings is a financial advisor with LPL Financial in Rogers, Arkansas. He holds Series 63 and Series 65 licenses and has recently begun his career in the industry. Prior to joining LPL, Jennings has experience working in various roles, including positions within banking and educational institutions. 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 and access to model portfolios, third-party asset management, and institutional platforms.

Kimberly Ramsay is a CFP®-certified financial advisor with 24 years of industry experience, currently practicing at Edward Jones since 2001. She is based in Pineville, MO. Outside of her advisory work, she manages a leasing arrangement for a rental property in Shell Knob, MO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, supported by a large network of financial advisors and branch offices nationwide.

Eduardo Carrera is a financial advisor at UBS Financial Services with six years of industry experience. He holds the Series 66 designation and has previously worked at Citibank NA for 15 years. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client strategies.

Ronny White is a financial advisor at Wells Fargo Clearing with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Wells Fargo entities since 2009. Outside of his advisory role, he is involved in firearms education as a rifle and pistol instructor and co-owns a shooting school. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and incorporates a broad range of investment products, including insurance-related vehicles and bank deposit sweep options.

Adam Mc Dougal is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2017. Prior to that, he held positions at Beiersdorf and Revlon. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with over $1 trillion in assets under management. The firm provides a range of advisory programs, including discretionary and non-discretionary strategies, and operates a large network of financial advisors and branch offices nationwide.