Amie Fielder is a financial advisor with OSAIC, holding a Series 66 designation and 20 years of industry experience. Prior to joining OSAIC in 2024, she worked at Thrasher & Chambers Wealth Management and Arvest Asset Management. She also serves as a successor trustee for a family trust. OSAIC Wealth, Inc. serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers integrated brokerage and advisory services with a variety of investment solutions, employing asset-allocation tools and third-party platforms to manage portfolios across multiple asset classes.

Lucas Davis is a financial advisor with OSAIC, holding a Series 66 designation and 12 years of industry experience. He previously worked with Securities America Advisors and Securities America Inc for eight years. Outside of his advisory role, Davis volunteers as a coach for his son's basketball team. OSAIC serves a diverse client base including individual investors, high-net-worth individuals, pension and profit-sharing plans, corporations, and charitable organizations through a broad network of affiliated advisers. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and third-party managed account solutions to construct portfolios across a range of asset classes.

Clark Johnson is a financial advisor with LPL Financial, holding a Series 66 designation and 17 years of industry experience. He previously worked at Edward Jones for 13 years before joining LPL Financial in 2022. Johnson is also a notary and manages his own business entity, Clark Johnson LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and investment management options through a large network of advisors and utilizes various operational and research support tools.

William Trumbo is a financial advisor with J.P. Morgan Securities LLC, holding a Series 66 license and six years of industry experience. He has previously worked with Arvest Wealth Management and New York Life, among other firms. Outside of his advisory role, he is involved in managing real estate investments through several LLCs, including Eastwood LLC and TruCost Capital, where he oversees property management and rental operations. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Daniel Paul is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2022. Prior to joining Edward Jones, he was employed by Spartan Chemical Company for seven years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a large network of advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and tax-efficient services.

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.

Andrew Adams is a Series 66-licensed financial advisor with 12 years of industry experience. He is currently with LPL Financial and Simmons Bank, and has previously worked at firms including National Asset Management, Arvest Wealth Management, and Edward Jones. Outside of his advisory work, he is employed as a waitress at the Springdale Country Club. 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 and third-party asset management, supported by a network of more than 22,800 advisors.

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.

John Sanderson is a financial advisor at Raymond James Financial with a Series 66 designation and one year of industry experience. His prior experience includes service in the United States Marine Corps and involvement with University Baptist Church. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and maintains a notable municipal advisor affiliation that supports its public finance work.

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.