Jacob Udell is a Financial Advisor affiliated with Merrill Lynch Wealth Management. In his role, he focuses on helping clients develop personalized wealth management strategies by gaining a comprehensive understanding of their financial situations and priorities. He provides guidance on a range of topics including investing, retirement planning, and saving for unforeseen expenses. Jacob collaborates with clients to establish short-, mid-, and long-term financial goals and serves as a resource for ongoing advice as their needs evolve. He also facilitates access to Bank of America specialists for banking, credit, home financing, and small business solutions. Jacob holds the Professional Investment Advisor (PIA) designation and earned a Bachelor's Degree from Missouri Southern State University.

Charles Jones is a financial advisor with Edward Jones in Bentonville, AR, holding Series 63 and Series 66 designations and 22 years of industry experience. He has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a network of more than 23,700 financial advisors and offers a range of advisory services, including discretionary and non-discretionary strategies, tax-efficient services, and affiliated mutual funds.

Bryan Crowley is a financial advisor at LPL Enterprise with a Series 66 credential and one year of industry experience. Prior to joining LPL Enterprise, he worked at New Heights Bentonville and has experience with nonprofit organizations including Northeast Bible Church and Fellowship Bible Church. Outside of his advisory role, he is involved in non-variable insurance activities through an affiliated insurance agency. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists, and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Crissy Wright is a CFP® and Series 66-licensed financial advisor with Edward Jones, based in Bella Vista, AR, and has four years of industry experience. Prior to joining Edward Jones in 2022, she worked for ten years with the International Mission Board. She is an LLC member of Ozark Outdoor Gear Rental, a local outdoor gear rental business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.