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, holding Series 63 and Series 65 designations and bringing 39 years of industry experience. He has been associated with multiple related firms since 2013, including Hynes & Associates and PCTH Investments LLC, where he holds ownership and branch management roles. 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 non-discretionary planning tailored to client goals and supports advisory programs through a large network of advisors, with specialized services in municipal and public finance.

John Bradford is a financial advisor with Raymond James Financial based in Fayetteville, AR, holding a Series 66 designation and 13 years of industry experience. His prior work includes positions at Wells Fargo Clearing and Wells Fargo Advisors. He is also associated with Colwell Wealth Management in a non-ownership role. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm employs a fact-finding and risk-profiling approach with analytical tools to tailor non-discretionary planning and investment consulting to client goals.

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.

Catherine Robinson is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. She has worked at LPL Financial since 2019 and previously spent 16 years at Arvest Bank. Robinson is also associated with Simmons Bank in a financial institution capacity. 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 third-party asset management, supported by extensive operational and research tools.

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.

Robert Tracy is a financial advisor at Edward Jones with 11 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2014. 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, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with a nationwide network of more than 23,000 advisors.

Chad Chance is a financial advisor with LPL Financial in Springdale, Arkansas, holding a Series 66 designation and 19 years of industry experience. He has been with LPL Financial since 2007. Outside of his advisory role, he has involvement with Chance Management, LLC, a non-investment related business entity used 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 other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, and access to third-party asset management, supported by a large network of investment adviser representatives.

Spencer O'rourke is a financial advisor with Morgan Stanley in Fayetteville, AR, holding Series 63 and Series 65 licenses with 13 years of industry experience. His prior roles include positions at JP Morgan Securities, Key Investment Services, KeyBank, PNC Wealth Management, and Mass Mutual Investors Services. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides services through various arrangements, including Corporate Financial Planning agreements with employers.

Marty Dennis is a CFP® professional with 28 years of industry experience. He has been with LPL Financial since 2007 and previously worked at Centaurus Financial, Inc. and T. J. Raney & Sons, Inc. Dennis owns Dennis Financial Services, a corporation formed for tax purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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.

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.