William Horn is a financial advisor with Wells Fargo Advisors in Little Rock, AR. He holds the Series 66 designation and has one year of experience in the financial industry. Prior to joining Wells Fargo Advisors in 2025, he worked for Pain Medicine Specialists of Arkansas for three years. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including niche areas such as business-owner transition planning and special-needs analysis, using proprietary research and planning tools.

Nicholas Threlkeld is a financial advisor with Primerica Advisors in Little Rock, AR, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has been with Primerica Advisors since 2015 and also owns Ryan's Electric LLC. Outside of advising, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm uses a tiered wrap-fee structure and curates third-party asset managers while delegating trade execution to BNY Mellon Advisors.

Collin Cahill is a Series 66-credentialed financial advisor at Edward Jones with six years of industry experience. Prior to joining Edward Jones in 2020, he worked at Sunstar Insurance and Invest Farms. Outside of his advisory role, Cahill is involved in landscaping and interior design businesses, including co-ownership of a landscaping and hospitality management company and a design firm owned by his wife. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, discretionary and non-discretionary investment strategies, and affiliated financial services. The firm is notable for its extensive advisor network and combination of advisory and affiliated capabilities.

J Barnett is a financial advisor with Morgan Stanley in Little Rock, Arkansas, holding Series 63 and Series 65 credentials and over 21 years of industry experience. He has been with Morgan Stanley since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, Barnett serves on the finance committee of the Williams Junction Volunteer Fire Department and is involved in agricultural and oil/energy ventures through Barnett5 LLC. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individual and institutional clients, managing approximately $2.74 trillion in assets. The firm’s planning process uses structured discovery and model-based tools, offering a range of investment and financial services supported by its broader institutional resources.

Billie Ann Bruce is a Series 66-credentialed advisor with Merrill, based in Little Rock, AR, and has five years of industry experience. She has been with Merrill since 2005. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Justin Mitchell is a Wealth Management Advisor with Merrill Lynch Wealth Management. He joined Merrill in 1999, bringing experience from his earlier work in engineering and graduate studies. Justin’s expertise includes family wealth management strategies, services for endowments, foundations, and non-profits, personal retirement planning, and tax minimization. He holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification awarded by the Certified Financial Planner Board of Standards, Inc., the Certified Investment Management Analyst® (CIMA) designation, and the Personal Investment Advisor (PIA) credential. He earned a Bachelor of Science degree in Electrical Engineering from the University of Illinois. Additionally, Justin completed a Master of Theology degree with honors at Dallas Theological Seminary and pursued postgraduate studies at Southern Methodist University. Justin and his wife, Kate, live in Roland with their four children.

Donald Knoernschild is a financial advisor with Thrivent Investment Management in Little Rock, Arkansas, holding Series 63 and Series 66 designations and bringing 38 years of industry experience. He has worked at Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Knoernschild serves as a board member for the Augsburg Food Pantry, a volunteer organization providing food assistance to about 600 families monthly. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses and written recommendations across various planning areas. The firm separates planning from managed-account services and does not provide portfolio management or institutional advisory services.

Christopher Vanlandingham is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 27 years of industry experience. He previously worked at Wells Fargo Advisors and Prudential Equity Group. Vanlandingham serves as a board member of the Arkansas State University System Foundation and is a trustee at BVJ Wealth Management 401K. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm supports a wide range of investment strategies through a large network of advisors and utilizes technology tools for operational and research support.

Laura Gates is a financial advisor with Merrill in Little Rock, AR, holding Series 63, Series 65, and Series 66 credentials and 28 years of industry experience. Her prior roles include positions at Bank of America, Jackson National Life Distributors LLC, and Morgan Stanley Private Bank. Merrill, alongside its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Edmond Burkett is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been with Merrill Lynch since 2007, following three years as a financial advisor with another firm. He serves a select group of individuals and families, as well as holding primary responsibility for corporate retirement plan clients. Edmond earned a B.S. in Chemical Engineering from the University of Arkansas in 2001. He holds several professional designations, including Certified Financial Planner (CFP), Certified Investment Management Analyst (CIMA), Certified 401(k) Professional (C(k)P), and Certified Plan Fiduciary Advisor (CPFA). His team has been recognized in the Forbes "Best in State Wealth Management Teams" List in 2024, 2025, and 2026, and Edmond himself was named to the Forbes "Best in State Wealth Advisors" List in 2025. He was also named to the Financial Times 401 Retirement Plan Advisors List in 2016. Outside of his professional work, Edmond enjoys baseball, hunting, and spending time with his family.

James Martin is a CFP® professional with 32 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2016. He holds Series 63 and Series 65 licenses. Outside of his work at Wells Fargo Advisors, Martin has ownership interests in several investment-related businesses based in Little Rock, Arkansas. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, risk management, and niche services such as business-owner transition and special-needs planning. The firm integrates advisory services with other financial products and referral channels, delivering tailored recommendations supported by its research and planning tools.

Martha Glass is a financial advisor at Merrill with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Merrill since 1987, as well as Bank of America since 2022. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Mary Henry is a financial advisor with LPL Financial in Little Rock, Arkansas, holding Series 63 and Series 65 licenses and possessing 45 years of industry experience. She has worked at LPL Financial since 2008 and previously spent time with Edward Jones and Prudential Equity Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a large network of advisors. The firm offers a broad range of financial planning and investment services, including model portfolios, third-party asset management, and institutional platforms.

Amber Gateley is a financial advisor at Merrill with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Merrill since 2021. Her prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2021. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary strategies developed by internal and third-party managers for a range of individual and institutional clients.

Dennis Davis is a financial advisor with Primerica Advisors in Little Rock, AR, holding Series 63 and Series 65 licenses and having five years of industry experience. He has worked at Primerica Advisors and Primerica Financial Services since 2020 and has been involved with the Arkansas Legislative Audit since 2013. Outside of his advisory role, he is involved in sales of loan products and home security and automation referrals through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-based strategies and separately managed accounts. The firm curates third-party asset managers and employs a tiered wrap-fee structure, using independent due diligence and delegated trading through BNY Mellon Advisors.

Pledger Monk III is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined Merrill in 1997 and began his career in the wealth management and financial advisory industry in 1994. His focus is on connecting all aspects of clients' financial lives to help prioritize and pursue their most important goals. Pledger and his team specialize in providing comprehensive investment and wealth management services to individuals and families. He holds multiple professional designations including CERTIFIED FINANCIAL PLANNER™, Chartered Financial Analyst®, Certified Investment Management Analyst®, and Certified Private Wealth Advisor®, among others. He earned his bachelor's degree from Hendrix College and his MBA from The Wharton School of the University of Pennsylvania. Pledger lives in Roland, Arkansas, with his wife Jennifer and their six children.

Brian Cross is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has been with Raymond James & Associates since 2016. 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, institutional and pension plans, and charitable organizations, offering financial planning and investment consulting with a range of portfolio management styles and affiliated research resources.

Juan Morales is a financial advisor at Morgan Stanley with 14 years of industry experience and holds a Series 66 designation. He has been with Morgan Stanley and its Private Bank division since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market analysis.

Taylor Byrd is a financial advisor with Ameriprise in Little Rock, AR, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise in 2021, Taylor worked at Apple Inc. from 2017 to 2021 and has experience in retail and academic settings. Outside of finance, Taylor owns an Etsy shop specializing in crochet toys. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement who meet specific asset criteria, providing customized, non-discretionary recommendations that integrate tax-efficient strategies and asset management. The firm combines research-driven modeling and algorithmic tools overseen by a dedicated team to support its advisory approach.

Mark Trimble is a financial advisor with Raymond James & Associates in Little Rock, AR, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. He has worked at Stephens Inc. since 1977 and joined Raymond James & Associates in 2024. Raymond James & Associates, Inc. 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, institutional and pension plans, and municipal entities—and offers financial planning, investment consulting, and institutional fiduciary services with a generally non-discretionary advisory approach.