Robert Frits is a CFP® professional with 25 years of industry experience, currently affiliated with CWM, LLC. He previously worked at LPL Financial, LLC and Arvest Wealth Management. Outside of his advisory role, he is involved in several business ventures including ownership of multiple LLCs related to real estate and other enterprises. CWM, LLC is an SEC-registered investment adviser serving a diverse client base that includes individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients. The firm manages discretionary portfolios using model-based strategies supported by an in-house Investment Committee, third-party sub-advisors, and customization tools, with an emphasis on retirement plans, institutional services, and transparent fee and conflict disclosures.

Travis Riggs is a financial advisor with Private Advisor Group, LLC, holding a Series 66 license and 25 years of industry experience. Prior to joining Private Advisor Group in 2023, he worked at Equitable Advisors and AXA Advisors, LLC for over two decades. He also operates Riggs & Associates, CPA, PA, providing tax advice and preparation services, and is licensed as an independent insurance agent. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and managed account solutions. The firm employs a fiduciary-based advisory model that incorporates both proprietary and third-party investment strategies through multiple technology platforms.

Bart Allard is a financial advisor at Cetera Planning Partners with 23 years of industry experience. He holds the PFS™ designation and Series 66 license. His career includes long-term roles at Avantax and 1st Global Advisors, and he is also the owner of Allard Financial Advisors, LLC. Outside of advisory work, he serves as treasurer for a small retail support business started by his son. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees with services including investment management, comprehensive financial planning, Social Security optimization, and retirement advice. The firm is notable for offering additional services such as tax planning, bookkeeping, payroll support, and estate planning through a third-party provider.

Adam Wheeler is a financial advisor with Eagle Strategies (NY Life) in Fayetteville, Arkansas, holding Series 63 and Series 66 licenses and possessing 17 years of industry experience. He has been affiliated with New York Life Insurance Company and related entities since 2009, and currently operates under the dba names TSG Financial, LLC and Parity Financial Group, LLC. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a network of affiliated investment adviser representatives. The firm offers multiple advisory programs, emphasizing tailored recommendations, and manages the majority of its assets on a non-discretionary basis.

Robert Spears II is a financial advisor at Mariner with 25 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Arvest Wealth Management, TIAA, and Cetera. Mariner serves a diverse client base that includes individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by an internal team and third-party managers, and it provides integrated tax and accounting services along with financial wellness tools for employer clients.

Kristin Daniel is a financial advisor with Eagle Strategies (NY Life) based in Fayetteville, AR, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. Her prior work includes roles at Parity Financial Group, LLC, Insight Wealth, Jerry Coats and Associates, NYLIFE Securities LLC, and New York Life. She serves as President and on the strategic planning committee of the Helen Walton Children's Enrichment Center board of directors. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients through a large network of affiliated advisors. The firm offers a variety of program types and emphasizes tailoring recommendations to client objectives, managing a significant portion of assets on a non-discretionary basis.

Holden Hall is a Series 65-licensed financial advisor with Private Advisor Group, LLC, based in Bentonville, Arkansas. He has one year of industry experience and has previously worked at UBS Financial Services and Natural State Wealth Advisors. Before entering the financial industry, Hall spent several years in education at the University of Arkansas and local schools. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans through discretionary and non-discretionary portfolio management, financial planning, and retirement consulting. The firm employs a fiduciary-based advisory model, using technology platforms and various investment strategies, often implementing advice through third-party managers and tailored advisory programs.

Louis Newman is a CFP® and holds a Series 65 license with 10 years of experience in the financial advisory industry. He is currently with Empower Advisory Group and has prior experience at Personal Capital Advisors Corporation and United Capital Financial Advisers, LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage clients. The firm’s integrated model links services to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Daniel Wright is a CFP® with nine years of experience in the financial services industry. He is currently with Private Advisor Group, LLC and previously worked at Equitable Advisors, Axa Advisors, and Sphere Wealth. Outside of investment advisory, Mr. Wright is part owner of an accounting firm, Natural State Tax Advisors, which provides tax advice and preparation services separate from his advisory work. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with a fiduciary-based approach to portfolio management, financial planning, and retirement consulting. The firm utilizes technology platforms and collaborates with third-party managers and strategists to implement a range of investment strategies.

Lloyd Du Preez is a CFP® and holds a Series 66 license with 11 years of industry experience. He is affiliated with Private Advisor Group, LLC and also provides investment advisory services through Mariner Independent Advisor Network, LLC. Outside of his advisory roles, he serves as a board member for the Crystal Cove Subdivision Property Owners' Association in Fayetteville, AR. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based model utilizing technology platforms and a range of investment strategies, often implementing advice through third-party managers and TAMPs.

Harrison Heffley is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 licenses. He has been with Kestra since 2025 and has prior experience including roles at Harding University and the Madison Mallards. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients such as sovereign wealth funds and other large institutional investors.

Elizabeth Evans is a Series 66 licensed financial advisor with nine years of industry experience. She has been with Integrity Alliance, LLC since 2016 and also works with Ozark Tax & Advisory Group. Integrity Alliance, LLC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm provides continuous asset management, financial planning, and retirement plan consulting using both advisor-managed and model-based portfolios across multiple platforms.

David Dalton is a financial advisor at J.W. Cole Advisors, Inc. in Bentonville, Arkansas, with 20 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Edward Jones for 12 years before joining J.W. Cole Advisors in 2017. His other business activities include involvement with fixed insurance. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent investment adviser representatives. The firm provides portfolio management, fee-based financial planning, access to third-party managers, and various managed account solutions.

Peyton Reddick is a financial advisor at Private Advisor Group, LLC with three years of industry experience. She holds a Series 65 designation and operates under the business name Natural State Wealth Advisors. In addition to her advisory role, Ms. Reddick owns and operates a farm through PHB LLC. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model that incorporates technology platforms and offers access to various managed account solutions, including proprietary and third-party programs.

Keith Lea is a financial advisor at Prime Capital Financial with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Cetera and Sphere, LLC. Lea is a managing member of BY LO SL HI, LLC, an investment-related business. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with a range of services including asset management, financial planning, and family office offerings. The firm employs a combination of discretionary and non-discretionary management strategies and provides specialized tax and financial administration services through its affiliated entities.

Jonathan Boldebuck is a financial advisor at TIAA-CREF with 24 years of industry experience. He holds Series 63 and Series 66 credentials and has been with TIAA-CREF since 2015. Outside of his advisory role, he serves as a Level 1 CrossFit coach and is the treasurer of The Hearts Project Foundation, a memorial dedicated to lives lost to the COVID-19 pandemic. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm’s advisory model separates point-in-time planning from ongoing discretionary management, applying a fiduciary standard and utilizing a combination of model and customized portfolios.

Andrew Scott is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 licenses and eight years of industry experience. He previously worked at Northwestern Mutual Investment Services and Principal Securities Inc. Scott is also involved with Revolutionary Wealth, a wealth management and insurance sales business. Integrity Alliance serves a broad client base including individual investors, corporations, and qualified retirement plans, managing approximately $5.4 billion in assets through a network of over 300 advisors. The firm provides portfolio management, financial planning, and a range of advisory programs utilizing discretionary accounts, model portfolios, and third-party sub-advisers.

Angela Cothren is a financial advisor at Prime Capital Financial with six years of industry experience. She holds a Series 65 credential and has worked at Longer Investments and Longer Financial for a combined 13 years. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a range of services including asset management, financial planning, qualified retirement plan sponsor and trustee services, and family office offerings with a focus on both discretionary and non-discretionary account management.

Tonya Fulcher is a financial advisor with Cetera Planning Partners in Rogers, AR, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. Her career includes long-term tenures at Allard Financial Advisors, LLC and 1st Global Advisors, Inc., as well as recent roles within the Cetera and Avantax organizations. She remains active with Allard Financial Advisors, LLC alongside her current position. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm also offers specialized services such as tax planning, bookkeeping, payroll support, and estate-planning through a third-party provider, integrating a formal planning process with diversified investment allocations matched to client objectives and risk tolerance.

Josiah Fricke is a financial advisor at Foundations Investment Advisors LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Foundations Investment Advisors since 2019. In addition to his advisory role, he owns Compass Financial, where he provides insurance and annuity solutions and assists clients with tax preparation. Foundations Investment Advisors serves a broad client base, including individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm offers financial planning, investment management, and tax coordination through a large network of affiliated offices, employing a mix of fundamental, technical, and cyclical analysis alongside model portfolios and an asymmetric rebalancing approach.