William Clive is a financial advisor with OSAIC, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. His prior roles include positions at Securities America Advisors, Inc., KMS Financial Services, Inc., and he has operated Clive Financial Services, Inc. since 2003. Outside of advisory services, he prepares approximately 600 tax returns annually for clients. OSAIC serves a broad range of retail and institutional clients through a large network of financial advisers, offering brokerage and investment advisory services, financial planning, retirement consulting, and access to third-party managed account solutions. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Seth Hilger is a financial advisor with Edward Jones in Springdale, AR, holding the ChFC® designation and Series 66 license. He has seven years of industry experience, including prior roles at Raymond James and Associates, Legends Hospitality, and the Miami Dolphins. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment options supported by a large nationwide network of financial advisors and branch offices.

Eran Jennings is a financial advisor at Ameriprise with seven years of industry experience. He holds the Series 66 designation and has worked previously at Thrivent Financial, Thrivent Investment Management Inc, and Arvest Bank. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Marc Henline is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 17 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory options. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jonathan Dawson is a financial advisor with Raymond James Financial, holding a Series 66 designation and nine years of industry experience. He has worked at Raymond James since 2018 and previously spent a year at Edward Jones. Outside of his advisory role, he serves as Vice President of SWG Operations, a support company focused on business development and client engagement. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm employs analytical tools and customized planning to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Richard Mc Kone is a financial advisor with Primerica Advisors in Rogers, AR, holding Series 63 and Series 65 licenses and six years of industry experience. He has been with Primerica Advisors since 2018 and has also worked with Primerica Financial Services since 2017. Outside of advisory roles, he is involved in the sale of loan products and home security and automation services through affiliates of Primerica. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which features model-delivery strategies and discretionary separately managed accounts for individual and high-net-worth clients. The firm employs third-party asset managers and uses a tiered wrap-fee structure, maintaining oversight of model selection and implementation.

Christopher Burgess is a Series 66 licensed advisor at Merrill with eight years of industry experience. He has worked at Merrill since 2022 and previously held roles at Arvest Wealth Management and Arvest Bank. His background also includes tenure at Legacy National and involvement with the University of Arkansas and Crossover Liquor. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Ewell Roussell III is a financial advisor at Edward Jones in Rogers, AR, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Wells Fargo Clearing Services LLC and several logistics companies. Outside of his financial career, he is co-owner and vice president of Precision Event Group, an event planning company based in Fayetteville, AR. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets through a broad network of advisors and branches, offering a range of investment advisory programs and affiliated financial services.

Geoffrey Rosen is a financial advisor with Cetera who holds a Series 66 designation and has 14 years of industry experience. His prior roles include positions with Avantax Investment Services, Landmark Financial, and Beall Barclay Wealth Management. Outside of his advisory work, he serves as a trustee for his parents' irrevocable trust and is involved in short-term rental property management through several LLCs. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser that serves individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options, including model portfolios, third-party managers, and bespoke strategies, supporting both discretionary and non-discretionary accounts.

Jared Hall is a financial advisor with Cetera, holding a Series 66 designation and 12 years of industry experience. He has been with Cetera since 2022 and previously worked at First Allied Advisory Services and related firms from 2013 to 2022. Outside of finance, he is involved in photography through his business, Jared Hall Photography. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of investment strategies and program structures, supported by a nationwide network of over 10,000 advisors.

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 financial advisor with LPL Financial based in Springdale, Arkansas. He holds a Series 66 designation and has 11 years of industry experience, having previously worked at firms including Simmons Bank, National Asset Management, Arvest Wealth Management, and Edward Jones. Outside of his advisory role, he is also employed as a waitress at Springdale Country Club. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions including model portfolios, third-party asset management, and institutional platforms.