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.

Quinn Semler is a financial advisor at Corient with a Series 65 designation and 14 years of industry experience. Prior to joining Corient in 2026, he worked for JPMorgan Asset Management from 2013 to 2026. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that integrates proprietary and third-party strategies while using risk management tools and stress testing to align portfolios with client objectives.

Jeremy Webb is a Series 66-licensed financial advisor with 13 years of industry experience, currently practicing at Independent Financial Group, LLC since 2017. Prior to his current role, he worked at SII Investments for four years. Webb operates under the marketing name Webb & Associates Financial Group, where he also provides insurance products as a licensed agent. Independent Financial Group, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, and institutional plans. The firm offers financial planning and portfolio management through multiple platforms and third-party managers, employing a mix of passive and active strategies tailored to client risk profiles.

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.

Jeffery Coffman is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and five years of industry experience. Prior to joining Independent Advisor Alliance, he worked at Equitable Advisors and has experience with organizations such as Sports & Story and Student Mobilization. He is also the owner of Coffman Capital LLC. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement plan consulting. The firm employs a network model with discretionary and non-discretionary management, utilizing technology platforms and third-party resources to deliver comprehensive advisory services.

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 an advisor at Kestra Advisory with Series 65 and Series 63 credentials and no prior industry experience. His work history includes roles at Kestra Investment Services, Harding University, and various positions outside the financial industry. Kestra Advisory provides investment advisory and retirement-plan consulting to plan sponsors as well as institutional and individual clients. The firm offers services including fiduciary consulting, plan design, compliance testing, and access to multiple management platforms and third-party solutions.

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.

Megan Varoz is a financial advisor at &PARTNERS with 14 years of industry experience and holds a Series 66 designation. She has worked at Wells Fargo Clearing, Stephens Inc., and Raymond James Financial Services Advisors among other firms. Outside of her advisory role, she contributes to a family-owned farm, performing administrative and farm work without compensation. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, and institutions. The firm offers investment management, financial and tax planning, and consulting services, utilizing a mix of fundamental, technical, and quantitative analysis across proprietary and third-party strategies.

Max Mahler is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at &PARTNERS since 2024. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC., where he spent a combined 13 years. Outside of his advisory role, he manages 1828 Capital LLC, an operating company for local business expenses. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, and charitable organizations. The firm offers investment management, financial and tax planning, and ERISA consulting, utilizing a combination of proprietary and third-party strategies with ongoing monitoring and regular account reviews.

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.

Mark Gilbert is a financial advisor with &Partners, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. He serves as a board member of the Summersby Homeowners Association in Fayetteville, Arkansas. &Partners serves individual and institutional clients, including high-net-worth individuals, retirement plans, and charitable organizations. The firm offers investment management, financial and tax planning, and ERISA consulting, utilizing a blend of fundamental, technical, and quantitative analysis with both proprietary and third-party strategies.

Matthew Bruton is a financial advisor at &PARTNERS with 21 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations, providing investment management, financial and tax planning, and ERISA consulting. The firm utilizes a variety of investment strategies through discretionary and non-discretionary management, supported by both proprietary and third-party platforms.

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.

Aneta Koziarek is a financial advisor at CWM, LLC with a Series 65 credential and no prior industry experience. Before joining Tungsten Wealth Management in 2026, she worked at Blue Diamond Growers and Danone N.A. for several years. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm employs discretionary portfolio management with model portfolios supported by fundamental and technical analysis, third-party sub-advisors, and customization tools, with a strong focus on retirement plan and institutional services.

Edward Prewitt is a CFP® with 25 years of industry experience, currently serving at &Partners since 2024. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC, accumulating 15 years across those firms. Outside of his advisory role, Prewitt is a co-founder of 1828 Capital LLC and participates on the advisory committee for a local juvenile judge campaign. &Partners serves a diverse client base including high-net-worth individuals, institutions, and charitable organizations, offering investment management, financial and tax planning, and retirement plan services through both discretionary and non-discretionary approaches. The firm combines fundamental, technical, and quantitative methods with proprietary and third-party strategies, and operates under dual registration as a registered investment adviser and broker-dealer.

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.