Brian Upshaw is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been involved in finance since 2010 and joined Merrill Lynch in 2014. Brian works with individuals, families, and businesses to develop strategies and provide advice tailored to their short and long-term financial objectives. He holds a Bachelor's degree in Economy and Industry from the University of Arizona and has earned the CERTIFIED FINANCIAL PLANNER® designation, as well as the Personal Investment Advisor (PIA) certification. Brian's expertise includes college education planning, divorce transition planning, family wealth management strategies, legacy planning, LGBT wealth planning, liquidity management, managing new wealth, personal retirement planning, socially responsible and values-based investing, and women and wealth. Prior to his career in finance, Brian served eight years in the United States Marine Corps, retiring with the rank of Sergeant in 2011. He is involved in community organizations such as the American Red Cross, Boy Scouts of America, Southern Arizona Estate Planning Council, Community Food Bank of Southern Arizona, and The Church of Jesus Christ of Latter-Day Saints. Brian and his wife Alyssa have three children and enjoy spending time together supporting child-centered organizations and engaging in activities such as soccer and visiting the local library.

George Doria Medina is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He previously worked at National Planning Corporation for 16 years and has been associated with Trilogy Financial Services for over two decades. Medina is also involved as a life insurance agent with affiliated non-variable insurance activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management services, combining advisory platforms with extensive non-advisory financial products and operational support tools.

Jose Cortez Jr. is a financial advisor at Edward Jones with four years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Merrill Lynch, Bank of America NA, LPL Financial, Simmons Bank, and Arvest Wealth Management. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices.

James Hall Jr. is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 38 years of industry experience. His career includes long tenures at First Allied Advisory Services and First Allied Securities before joining Cetera in 2020. Outside of advisory work, he serves on the board of a mobile golf app company, focusing on marketing, promotions, and sales consulting. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers diverse portfolio management and financial planning services, operating a multi-manager platform with access to various discretionary and non-discretionary investment programs.

Ralph Brainerd is a financial advisor with Edward Jones in Rogers, Arkansas, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory role, he is involved in farm and real estate ventures through ownership interests in R & L Ventures and RCB Holdings LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of discretionary and non-discretionary investment solutions. The firm manages approximately $1.01 trillion in assets and maintains a large nationwide network of advisors and branch offices.

Randal Renkel is a CFP® with 25 years of experience and is affiliated with Cetera. He has worked at Cetera and Cetera Financial Specialists LLC since 2000 and has held roles at DARRCO, LLC, American Dehydrated Foods, Inc., and International Dehydrated Foods, Inc. from 2010 to 2019. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and retirement services through a multi-manager platform with discretionary and non-discretionary program options.

Holly Vaezi is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. She has been with LPL Financial since 2014 and previously worked at IC Advisory Services, Inc. for two years. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supporting more than 22,800 advisors and overseeing over $819 billion in discretionary assets.

James Neff is a financial advisor at Raymond James & Associates with 42 years of industry experience. He holds Series 63 and Series 65 designations. In addition to his advisory role since 2006, he manages the Neff Family Farm Operation and serves as Treasurer of the Decatur Park District Foundation. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a broad client base including individuals, institutions, and municipal entities, offering tailored financial planning and consulting through various advisory programs and institutional services.

Robert Fleener is a Senior Financial Advisor and Senior Portfolio Advisor at Merrill Lynch Wealth Management. He focuses on providing a wealth management experience tailored to entrepreneurs, executives, retirees, and their families, emphasizing exceptional service, professionalism, and transparency. Robert and his team employ a goals-based approach to wealth management, working to help clients achieve their objectives while minimizing risk. His client focus areas include college education planning, executive compensation, family wealth management strategies, managing new wealth, personal retirement planning, small business strategies, special needs planning strategies, individual and corporate investment strategy, and retirement income. Robert's role involves managing discretionary custom investment strategies and selecting from a wide range of Merrill Lynch Wealth Management model portfolios and third-party investment strategies. Robert graduated from the University of Arkansas and maintains strong ties to the school and its community. He holds the Personal Investment Advisor (PIA) designation and is proficient in Mandarin and English. In his free time, he enjoys golf, fishing, and following Arkansas Razorback Football.

Tristyn Wheeler is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. Prior to joining Merrill and Bank of America, Tristyn worked at Arvest Wealth Management and Arvest Bank. Merrill, with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering both model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts.

Clayton Borengasser is a CFP® professional with 10 years of experience in the financial industry, currently serving clients at Edward Jones in Bella Vista, AR since 2016. He is also the owner of a trailer leasing business and holds an interest in a residential leasing company managing Airbnb properties. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.

Michael Coleman is a financial advisor at Edward Jones in Bentonville, AR, holding a Series 66 designation with eight years of industry experience. His work history includes roles at Edward Jones since 2018, consulting independently from 2017 to 2018, and a position at Vista Outdoor from 2016 to 2017. 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 strategies supported by a large nationwide network of financial advisors and branch offices. The firm operates under a fiduciary standard and provides discretionary and non-discretionary wrap fee strategies, separately managed accounts, affiliated mutual funds, and overlay tax-efficient services.

John Evans is a financial advisor with Cetera who holds a Series 66 credential and has 24 years of industry experience. He has worked at firms including Avantax Investment Services and 1ST Global Advisors and is a member of Landmark PLC Certified Public Accountants, a full-service CPA firm. Cetera Investment Advisers LLC provides a multi-manager platform serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and consulting services, utilizing both affiliated and third-party managers across multiple program structures and custodial relationships.

Raymond Dyches is a financial advisor with Edward Jones in Bentonville, Arkansas, holding CFP® and CFA® designations with 10 years of industry experience. His prior work includes roles at Arvest Wealth Management, Blue Valley Wealth Advisors, and U.S. Trust, Bank of America. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions with over $1 trillion in assets under management.

David Proffitt is a financial advisor with Raymond James Financial in Rogers, Arkansas, holding a Series 66 designation and having six years of industry experience. His career includes roles at Mass Mutual Investors Services and American National Insurance Company. Outside of his advisory work, he has experience in the food service industry, having been involved with Wright's Barbeque and Bizy's Custom Catering. 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, and institutional clients. The firm employs tailored, non-discretionary planning and analytical tools to help clients pursue their financial goals and supports a broad network of advisors and affiliated firms.

Bryan Binz is a financial advisor at Ameriprise with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliated entities since 2012. Outside of his advisory work, he is involved in a personal farming operation called Binz Farms in Arkansas. Ameriprise is a large institutional firm that offers retirement-income planning services primarily to clients with significant investable assets, utilizing a centralized consulting team and algorithmic tools to deliver tailored, tax-efficient recommendations.

Seth Holder is a financial advisor with LPL Financial in Rogers, Arkansas, holding Series 63 and Series 66 credentials and over 20 years of industry experience. His prior roles include positions at Ameriprise Financial Services and Edward Jones. Outside of advising, he is involved with White Oak Ridge Cattle Co, LLC, a farming enterprise. 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 both proprietary and third-party strategies across various account types.

Tracie Hill is a financial advisor with LPL Financial in Rogers, Arkansas, holding the Series 66 designation and bringing nine years of industry experience. Her prior roles include positions at Simmons Investment Services, Northwestern Mutual, Cetera, Zynergy Financial Group, and D.A. Davidson & Co. 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 financial planning and investment management services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

Kyle Moore is a financial advisor at Edward Jones with 15 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management and operates a large nationwide network of financial advisors and branch offices.

Darryl Dunn is a financial advisor with Raymond James & Associates based in Bentonville, AR. He holds a Series 66 designation and has 19 years of industry experience, including 14 years at UBS Financial Services prior to joining Raymond James in 2020. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a broad client base that includes individuals, institutions, and municipal entities. The firm offers comprehensive financial planning and consulting services, employing a variety of portfolio management styles supported by affiliated research and resources.