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 2021 and has prior experience at Simmons Bank and Arvest Bank, where she spent sixteen years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management and providing access to model portfolios and research.

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, AR, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has worked with firms including Wells Fargo Advisors and Concurrent Advisors. Outside of his advisory role, he is involved in property management through C&W Properties LLC and owns Colwell Wealth Management. Raymond James Financial Services Advisors, Inc. serves a diverse client base, offering financial planning and non-discretionary investment consulting through Wealth Advisory Services and institutional consulting. The firm emphasizes tailored financial plans developed via client interviews and risk profiling, with a distinctive focus on non-discretionary advisory services.

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 credential and 19 years of industry experience. He has been with LPL Financial since 2007. Outside of his advisory role, he is associated with Chance Management, LLC, a non-investment-related business entity used for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by model portfolios and research from multiple sources.

Spencer O'rourke is a financial advisor with Morgan Stanley in Fayetteville, AR, holding Series 65 and Series 63 credentials and possessing 12 years of industry experience. Prior to joining Morgan Stanley in 2020, he worked at JP Morgan Securities, LLC for three years and held positions at Key Investment Services, LLC, KeyBank, and Dick's Sporting Goods. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, incorporating global investment outlooks and simulation models to assist clients.

Marty Dennis is a CFP® professional with 28 years of industry experience, currently affiliated with LPL Financial since 2007. He holds Series 63 and Series 65 licenses and operates out of Springdale, Arkansas. Dennis formed Dennis Financial Services, a business entity related to tax purposes, in addition to his work with LPL. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides financial planning, advisory programs, retirement consulting, and brokerage services, offering both discretionary and non-discretionary management supported by research and model portfolios.

Bethany Atchley is a CFP® professional with 13 years of experience in the financial services industry. She is currently with Raymond James Financial Services Advisors, Inc., where she has worked since 2012, including time at Signature Bank of Arkansas. Raymond James Financial Services Advisors, Inc. serves a diverse client base ranging from individual investors to institutional clients, providing financial planning and non-discretionary investment consulting. The firm emphasizes tailored financial plans developed through detailed client interviews and risk assessments, with a notable focus on non-discretionary advisory services.

Kimberly Shepherd is a financial advisor at Raymond James Financial with eight years of industry experience. She holds the Series 66 designation and has worked at multiple Raymond James affiliates as well as at State Farm Investment Management and Arvest Wealth Management. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and high-net-worth investors, pension plans, charitable organizations, and government entities. The firm offers tailored, non-discretionary advisory solutions and a specialized SIMPLE IRA Employer Advisory program for small businesses.

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, holding a Series 66 designation and 21 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, he is a partner in Eatthefrog, LLC, which owns an office building in Fayetteville. Raymond James & Associates offers financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also provides institutional consulting and public finance services.

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, AR, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions 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 provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses through a variety of advisory programs and institutional consulting services.

Mason Hayes is a financial advisor with Raymond James Financial, holding a Series 66 designation and 12 years of industry experience. He previously worked at Merrill Lynch for five years before joining Solomon Wealth Group and Raymond James Financial Services Advisors in 2018. Mason is also an associate at Solomon Wealth Group. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored recommendations based on risk profiles and firm research, with a significant portion of its advisory business conducted on a non-discretionary basis.