Natalie Van Schoyck is a financial advisor with Raymond James & Associates in Little Rock, AR, holding a Series 66 credential and bringing 12 years of industry experience. She has been with Raymond James & Associates since 2015 and also teaches swimming lessons part-time at the North Little Rock Athletic Club. 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, offering tailored financial planning and consulting services primarily on a non-discretionary basis, with a wide range of investment strategies and municipal advisory capabilities.

Lisa Rabatin is a CFP® professional with 42 years of experience in the financial services industry. She is currently affiliated with LPL Financial and Simmons Bank, having previously worked at Simmons First Investment Group, Northwestern Mutual Investment Management, and Morgan Stanley. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of financial planning and investment management solutions, including model portfolios and institutional platforms.

Chad Carlson is a CFP® with 29 years of industry experience, currently affiliated with LPL Financial in Little Rock, AR. He has worked at Simmons First Investment Group, Inc. for 18 years prior to joining LPL Financial and Simmons Bank in 2019. 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 financial planning and portfolio management services, utilizing various model portfolios, third-party subadvisors, and customized strategies on both discretionary and non-discretionary bases.

Stephen Wheetley is a financial advisor with Morgan Stanley in Little Rock, AR, holding Series 63 and Series 66 credentials and bringing 16 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he owns a liquor store called Toddy Shop. Morgan Stanley Wealth Management serves individual and institutional clients by offering a range of advisory programs, including tailored financial planning and estate planning strategies. The firm utilizes structured planning tools and investment modeling techniques to support clients, managing approximately $2.74 trillion in client assets.

Amy Waychoff is a financial advisor with Merrill in Little Rock, Arkansas, holding a Series 66 designation and 25 years of industry experience. She has been with Merrill since 2002. Outside of her advisory role, she is a co-owner of a family rental property. 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 plans, corporations, and charitable organizations.

Joe Locke is a financial advisor with Morgan Stanley, holding CFP®, Series 63, and Series 65 designations and bringing 39 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2016. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by proprietary tools and modeling techniques.

Janice Simmons is a financial advisor at Merrill with 25 years of industry experience. She holds the Series 63 and Series 66 licenses and has worked at Merrill since 2009, with prior experience at Bank of America dating back to 1993. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary strategies developed by internal and third-party managers.

Kelly Journey is a CFP® professional with 24 years of experience in financial advising, currently serving clients at Edward Jones since 2002. Based in Little Rock, AR, Journey holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm with over four million individual and institutional clients and approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Hatim Smouni is a Wealth Management Advisor at Merrill Lynch Wealth Management. He is dedicated to providing personalized wealth management strategies that reflect each client's unique financial situation and goals. Hatim focuses on a comprehensive approach to managing wealth, utilizing investment insights from Merrill and banking services from Bank of America to support various aspects of clients' financial lives. Hatim's expertise includes college education planning, corporate executive services, employee benefits planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, small business strategies, and special needs planning. He holds multiple professional designations such as Certified Exit Planning Advisor (CEPA), CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned his high school diploma from Lycee Moulay Idriss I Casablanca, a bachelor's degree from the University of Central Arkansas, and a master's degree from the College for Financial Planning. He is fluent in French, English, and Arabic. Born and raised in Morocco, Hatim moved to the United States in 1994 to pursue higher education. He is involved in community service and serves on several boards, including the Arkansas Children's Hospital PAC, the UAMS Board of Advisors, and the Winthrop P Rockefeller Cancer Institute at UAMS. His community involvement extends to volunteering with organizations such as the Arkansas Foodbank and UAMS Cancer Institute. Outside of work, Hatim enjoys dancing, soccer, spending time with his family, surfing, tennis, traveling, and watching movies.

Charles Gaba is a financial advisor with Merrill in Little Rock, Arkansas, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He has worked at Merrill since 2012. Outside of his advisory role, he serves as a board member of the Little Rock Chamber of Commerce, focusing on regional economic and community development. 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 plans, corporations, and charitable organizations.

Ashley Moore is a financial advisor with Merrill in Little Rock, AR, holding a Series 66 designation and over 21 years of industry experience. She has been with Merrill since 2004 and joined Bank of America, N.A. in 2025. Outside of her advisory work, she serves as a trustee for a fiduciary entity in Little Rock, dedicating some time to that role each month. Merrill serves a diverse client base, including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, discretionary portfolio management, and brokerage services. The firm’s investment management includes a variety of program strategies with advisor or client discretion and emphasizes tax-focused capabilities within a platform integrated with Bank of America affiliates.

Judy Busbey is a financial advisor with LPL Financial in Little Rock, AR, holding Series 63 and Series 65 licenses and 40 years of industry experience. Her prior roles include positions at Wells Fargo Advisors and Citigroup Global Markets. Outside of her advisory work, she holds ownership interests in multiple wealth management entities and has a leadership role as vice president of a local homeowners association. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational tools.

Hector Felix is a Series 66-licensed financial advisor with Thrivent Investment Management, based in Little Rock, AR. He has 10 years of industry experience, all with Thrivent since 2016. Outside of his advisory role, he serves as a board member for the City Church Network of Arkansas, a relational network of churches. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary trading authority. The firm emphasizes holistic analyses and offers an integrated option to combine planning with managed-account services under a consolidated billing system.

Derek Shelton is a financial advisor with Thrivent Investment Management in Little Rock, AR, holding a Series 66 credential and bringing 11 years of industry experience. He has been with Thrivent since 2014 and with THRIVENT Financial since 2015. Outside of his advisory role, Shelton serves as a Beautification Committee Member for Keep Little Rock Beautiful, engaging in community cleanups and local beautification efforts. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on goal-based planning across a broad range of financial topics while keeping planning services separate from managed-account programs.

Mark Floyd is a financial advisor at Charles Schwab with 15 years of industry experience and holds a Series 66 designation. He has worked at Charles Schwab and Charles Schwab Bank since 2017 and previously was employed at Fidelity Investments from 2013 to 2017. Charles Schwab & Co., Inc. serves primarily 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 combines non-discretionary client advisory relationships with access to discretionary separately managed accounts and utilizes a multi-asset investment approach supported by extensive due diligence and centralized operational capabilities.

Angela Crowe is a financial advisor with Morgan Stanley in Little Rock, AR, holding a Series 66 designation and five years of industry experience. Her prior roles include positions at New York Life, Eagle Strategies, Patterson Financial Group, GenWealth Financial Advisors, and Stephens Inc. She also worked at the University of Arkansas at Little Rock. Morgan Stanley Wealth Management offers advisory programs to individuals and institutions, providing tailored financial planning and managing approximately $2.74 trillion in client assets. Their planning process uses firm-approved tools and emphasizes client responsibility for plan implementation and updates.

Mark Scott is a financial advisor with LPL Financial in Little Rock, AR, holding a Series 66 credential and 13 years of industry experience. His career includes roles at Morgan Stanley, Regions Bank, BB&T Investment Services, and Cetera prior to joining LPL Financial. Outside of his advisory work, he is involved with SS Hockey, contributing approximately 10 hours per month. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a broad network of investment adviser representatives. The firm offers a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies across multiple asset classes.

Dennis Curtis Jr. is a Series 66-licensed financial advisor with Stifel in Little Rock, Arkansas, bringing 20 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2011 and prior to that spent five years at Merrill. Outside of his advisory role, he manages a family farm through Curtis Family Harvest LLC. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group to provide investment analysis and allocation guidance.

Jenine Stafford is a financial advisor with Wells Fargo Advisors in Little Rock, AR, holding a Series 66 designation and 23 years of industry experience. She previously worked at Thrivent Financial for Lutherans and Thrivent Investment Management Inc for 16 years. Stafford is a secretary and managing board member of Gigi’s Playhouse, a nonprofit achievement center for people with Down Syndrome. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu including retirement, education, special-needs, and business-owner transition planning, utilizing Wells Fargo research and tools to develop tailored recommendations.

Jason Chacko is a financial advisor with Morgan Stanley in Little Rock, Arkansas, holding a Series 66 designation and 16 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is a partner in Foresee Management Group, a wholesale/distribution business, and serves on the board of Economics Arkansas, a nonprofit focused on children and youth. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutions. The firm provides tailored financial planning supported by structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.