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.

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.

Timothy Ewing is a financial advisor with Mesirow Financial Investment Management, Inc. He holds Series 63 and Series 65 designations and has 29 years of industry experience, including 23 years with Mesirow Financial. Mesirow Financial Investment Management, Inc. provides discretionary and non-discretionary investment management and financial planning services to a diverse client base, including individuals, pension plans, government entities, and charitable organizations. The firm employs a combination of quantitative and qualitative due diligence in portfolio construction and offers access to both third-party managers and proprietary private investment products.

Garret Benson is a financial advisor with Bankers Life Advisory Services, Inc. in Bentonville, AR, holding a Series 66 credential and having eight years of industry experience. He has previously worked at several firms including Edward Jones, Pinnacle Consultants, and Capital Analysts. Benson is also appointed as an insurance agent with Bankers Life and Casualty Company, writing Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary and non-discretionary portfolio management and retirement plan consulting. The firm employs fundamental, technical, and cyclical analysis to create tailored investment strategies and offers both wrap and non-wrap programs.

Lloyd Childress Jr. is a financial advisor with Brookstone Capital Management LLC, holding Series 63 and Series 65 licenses and bringing seven years of industry experience. His career includes roles at Brookstone Capital Management since 2018, a brief tenure at Regal Investment Advisors, and over 20 years running Childress Financial Group. Outside of advisory work, he conducts free Social Security workshops for baby boomers and operates Legacy Lock, LLC, which provides trust information and document assistance. Brookstone Capital Management is an SEC-registered adviser offering fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee programs. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, and institutional clients such as sovereign wealth funds and banking institutions.

Matthew Bessette is a financial advisor with Empower Advisory Group in Bentonville, AR, holding Series 63 and Series 66 designations and four years of industry experience. His prior roles include positions at The Vanguard Group, Bank of America, and Merrill. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm delivers services through an integrated model connected to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Raymond Evans III is a CFP® with 37 years of industry experience and is currently affiliated with Integrity Alliance, LLC in Rogers, AR. He has worked with Brokers International Financial Services, LLC for 20 years and has been self-employed since 1992. Outside of advisory work, he operates independent insurance and tax advisory businesses. Integrity Alliance is an enterprise firm serving a broad client base, including individual investors, corporations, and qualified retirement plans. The firm offers a range of advisory and brokerage services through a network of over 300 advisors managing approximately $5.4 billion in assets, utilizing diverse investment approaches and operational features such as dual SEC and broker-dealer registration.

David Harris is a financial advisor at TIAA-CREF with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Cetera, Regions Bank, Cambridge Investment Research, and Voya Financial Advisors. His background also includes five years at Domtar Personal Care. TIAA‑CREF Individual & Institutional Services, LLC offers financial planning and managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected through employer retirement plans. The firm provides discretionary portfolio management with both model and customized portfolios and acts as adviser to the TIAA Donor Advised Fund.

Leo Harrison is a financial advisor at Rockefeller Financial LLC with 49 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Rockefeller Financial in 2024, he worked at Bank of America and Merrill for 11 years each. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer providing securities transactions, variable insurance products, placement, and investment banking services.

Grant Allen is a Series 66-licensed advisor with Private Advisor Group, LLC. He has been in the financial services industry since 2025, including roles at LPL Financial LLC and Integrity Capital Wealth Management. Prior to his advisory career, he held positions at HoganTaylor LLP and Ouachita Baptist University. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based model that incorporates a variety of investment strategies and utilizes both proprietary and third-party technology platforms.

Jackie Hils is a financial advisor at SPC with one year of industry experience. She holds a Series 66 designation and has worked at Sigma Planning Corporation and Parkland Securities LLC since 2023. In addition to her advisory role, she is a licensed insurance agent selling health, life, and ancillary insurance products through BFS Independent Insurance. SPC serves a diverse client base including high-net-worth individuals, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, financial planning, and ERISA-related retirement services through a network of over 460 advisors managing approximately $5.66 billion in assets.

Harold Jones is a ChFC® and holds the Series 66 designation with 15 years of experience in the financial services industry. He has worked at Transamerica Financial Advisors since 2020 and previously spent nine years at Axa Advisors. Outside of his advisory role, he manages a small ranch and serves as a trustee for a family trust. Transamerica Financial Advisors serves a wide range of clients including individual investors, pension and profit-sharing plans, trusts, and charitable organizations. The firm offers both advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with discretionary and non-discretionary program options.

Michelle Alsobrook is a financial advisor at Corient with 22 years of industry experience. She holds a Series 66 designation and has previously worked at Merrill and Cabana Asset Management. Alsobrook maintains an active role at Cabana Asset Management alongside her position at Corient. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutional entities. The firm employs a goals-based, team investment approach combining in-house strategies and third-party managers, with continuous portfolio monitoring and risk management.

Mitchel Sherman is a CFP® professional with four years of industry experience, currently affiliated with Commonwealth Financial Network in Bentonville, AR. His prior experience includes roles at Goldman Sachs Personal Financial Management and United Capital Financial Advisers, LLC. Outside of advising, he is involved in tax preparation services through Martin, Wardin & Eissner Financial Group. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors. The firm offers a comprehensive adviser-support platform, including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Todd Brady is a financial advisor at Oppenheimer with 32 years of industry experience. He has held positions at Oppenheimer & Co. Inc since 2010, and previously worked at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. He is a partner in real estate income investment properties in Northwest Arkansas. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm provides a broad range of programs and advisory services, including discretionary and non-discretionary portfolio management, consulting, and retirement services.

Jeffrey Hellerstedt is a financial advisor with First Citizens Investor Services, Inc., holding a Series 66 designation and 24 years of industry experience. He previously worked at Arvest Asset Management for eight years before joining First Citizens Investor Services in 2021. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals—including high-net-worth clients—pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a client process that involves assessments of financial needs, risk tolerance, and time horizon, using fundamental, quantitative, and technical analysis to guide investment allocations across equities, fixed income, mutual funds, and ETFs.

Brandon Simmons is a CFP® with 27 years of industry experience, currently serving at Private Advisor Group, LLC. He previously worked at Strategic Wealth Advisors Group, LPL Financial, LLC, and Merrill. Outside of his advisory roles, he manages a sole proprietorship to employ his children. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and utilizes both proprietary and third-party technology platforms to implement a range of investment strategies.

James Hudgins is a financial advisor at Prime Capital Financial in Fayetteville, AR, holding a Series 65 credential with less than one year of industry experience. His prior work history includes roles at Fastenal, Colson Group, and Arkansas State University. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans through asset management, financial planning, qualified retirement plan services, and family office offerings. The firm employs a range of investment strategies and provides tax planning and financial administration services through an affiliated accounting subsidiary.

Donald Paul is a financial advisor with Prime Capital Financial who holds Series 63 and Series 65 licenses and has 33 years of industry experience. His prior experience includes roles at Sphere, LLC, First National Bank of Fort Smith, and Cetera. Outside of advising, he is involved in catering through REE Adventurs, LLC and serves on the advisory board of Freedom 5 One. Prime Capital Financial is an SEC-registered advisory firm serving a diverse client base, including high-net-worth individuals, trusts, and retirement plans. The firm offers a range of services such as asset management, financial planning, retirement plan services, and family office offerings, employing varied investment strategies and maintaining an affiliated tax advisory subsidiary.

Kyle Myhra is a Series 65-licensed financial advisor at Mariner with one year of industry experience. Prior to joining Mariner, he worked at Kyle Myhra Consulting LLC, Ibotta, and Container Reclaimer. Mariner serves a diverse client base including individuals, high-net-worth households, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm provides investment management, financial planning, retirement plan consulting, and integrated tax and accounting services, using discretionary, customized portfolios supported by an internal team and third-party managers.