Holly Hood is a financial advisor at Raymond James Financial with 19 years of industry experience. She holds a Series 66 designation and has previously worked at UBS Financial Services and Signature Private Wealth Management. 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, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports various advisory programs, with notable municipal and public finance expertise uncommon among large institutional advisors.

Dana Peloquin is a financial advisor with Thrivent Investment Management in Rogers, Arkansas. Holding the Series 66 designation, Peloquin has previous experience in the pharmaceutical industry, including roles at Novartis and GlaxoSmithKline. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based planning that covers a broad range of topics, with services delivered outside of portfolio management and without discretionary trading authority.

Troy Kestner is a CFP®-certified financial advisor with 32 years of industry experience, currently with Raymond James & Associates since 2019. Prior to this, he worked for 13 years at Arvest Wealth Management. Outside of his advisory role, he owns and manages a small cattle herd and holds several real estate-related business interests, including managing member positions in multiple LLCs. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and nonprofit entities. The firm offers a range of financial planning and consulting services, utilizing diverse portfolio management styles and proprietary research, with an emphasis on non-discretionary client relationships.

Tafta Rogers is a financial advisor with Edward Jones in Fayetteville, AR, holding a Series 66 designation and nine years of industry experience. Prior to joining Edward Jones in 2017, Rogers spent 15 years with Caddo Parish Public Schools. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and 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.

Robert Mahaffey Jr. is a financial advisor at Ameriprise with six years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2019. Prior to his advisory role, he has experience at Washington University in St. Louis, Walmart/Sam’s Club, and the University of Mississippi. He serves on the Board of Directors for Mahaffey Enterprises. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research-driven analysis and tax-efficient strategies to produce tailored written Recommendation Reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Mark Labash is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked at Avantax Advisory Services and Avantax Investment Services and has operated his own tax and financial consulting business since 1995. Outside of his advisory role, he serves as president of the Mountain View Estates Homeowners Association in Chatsworth, CA. Cetera Investment Advisers LLC is an SEC-registered advisor that serves a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and consulting services through a multi-manager platform that includes affiliated and third-party managers, with over $256 billion in assets under management and a network of more than 10,000 advisors.

John Sanderson is a financial advisor at Raymond James Financial with a Series 66 designation and one year of industry experience. His prior experience includes service in the United States Marine Corps and involvement with University Baptist Church. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and maintains a notable municipal advisor affiliation that supports its public finance work.

Lee Brooks is a financial advisor at Cetera with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cetera Advisors LLC since 2022 and Cetera since 2020, following previous roles at First Allied Advisory Services, Inc. and First Allied Securities, Inc. Outside of his advisory work, he operates the Brooks Investment Group. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of over 10,000 independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with various program options and affiliations.

George Bethell is a financial advisor at Raymond James Financial with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James Financial Services Advisors, Inc. since 2004. Outside of advising, he owns Malpaso LLC, a real estate brokerage focused on vacant land in Fayetteville, Arkansas. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and nonprofit organizations. The firm provides tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and it maintains unique affiliations supporting municipal finance and SIMPLE IRA Employer Advisory services.

Steven Tucker is a financial advisor with Wells Fargo Clearing in Rogers, Arkansas, holding Series 63 and Series 65 designations and 29 years of industry experience. His prior experience includes roles at Bank of America for 24 years and multiple positions at Raymond James Financial Services and Woodforest-affiliated firms. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment options and bank deposit sweep programs.

Clayton Guthrie is a financial advisor with LPL Financial in Bentonville, Arkansas, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He was previously with Arvest Wealth Management for 13 years before joining LPL Financial in 2012. Guthrie is involved with Heritage Wealth Management, a related entity operating under LPL, spending significant time managing that business. 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, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Sarah Merciez is a financial advisor with Edward Jones in Fayetteville, Arkansas, holding a Series 66 designation and with one year of industry experience. Her prior work includes roles at Design Break Studios/Pixelstack and time at the Thinkwell Hybrid School of Discovery. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies, including managed solutions and separately managed accounts, and maintains a large national network of advisors and branch offices.

Christopher Altimont is a financial advisor with Charles Schwab & Co., Inc. in Bentonville, Arkansas. He holds a Series 66 designation and has six years of industry experience. Prior to joining Charles Schwab in 2018, he worked at Pro Unlimited and Abilene Christian University. Charles Schwab & Co., Inc. serves a large client base of 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 offers a combination of non-discretionary and discretionary investment management, integrating multi-asset model portfolios with strategic asset allocation and alternative investment options.

David Hayes is a financial advisor at Edward Jones with 48 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1977. Outside of his advisory role, he has engaged in selling collectible ball cards on eBay, a process that is nearly complete. 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, including discretionary and non-discretionary strategies, and manages approximately $1.01 trillion in assets with a nationwide network of more than 23,700 financial advisors.

Jeffrey Reeves is a financial advisor with LPL Financial in Bentonville, AR, holding Series 63 and Series 65 credentials and possessing 24 years of industry experience. His career includes roles at Morgan Keegan & Company, ProEquities, Summit Wealth Management, and LPL Financial. He also operates Summit Wealth Management, an investment-related business associated with his LPL activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive technology tools and a broad network of over 22,000 advisors.

Blake Spain is a financial advisor at Edward Jones with seven years of industry experience. He has been with Edward Jones since 2017 and previously worked at the University of Arkansas. He holds a Series 66 designation. 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 approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kyle Powell is a financial advisor with LPL Financial in Springdale, Arkansas, holding the Series 66 designation and five years of industry experience. His prior roles include positions at Edward Jones, State Street, and the Fayetteville Housing Authority. 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 delivered through a large network of advisors using model portfolios, third-party subadvisors, and customized strategies.

Marjorie Richesin is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing extensive experience in financial services dating back to 1988. She began her career as a Corporate Bond Trader and liaison to Morgan Stanley Private Wealth Advisors, and later specialized in Middle Market Taxable Fixed Income at Lehman Brothers and Barclays. Since 2014, she has served as a Financial Advisor, focusing on personal planning and wealth management strategies to assist clients in achieving their financial goals. Marjorie holds a Bachelor of Science degree in Business Management from the State University of New York system. She has earned professional designations including the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification and the Certified Divorce Financial Analyst (CDFA®) designation, qualifications that enhance her ability to support clients with matters such as divorce transition planning, college education planning, tax minimization, and retirement income strategies. She is also a member of the Vistage professional organization. In addition to her professional responsibilities, Marjorie actively participates in community service as a board member of the Ramapo-Bergen Animal Refuge, a no-kill shelter dedicated to animal welfare. She enjoys spending time with her family, engaging in physical fitness, golfing, and other personal interests.

Jared Robinson is a financial advisor at Fidelity with Series 63 and Series 66 designations and six years of industry experience. His prior work includes roles at Fidelity Brokerage Services LLC and several other companies in various capacities. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from a broad range of mutual funds, ETFs, and ETPs.

Joseph Boskus is a Wealth Management Advisor with Merrill Lynch Wealth Management. He partners with clients to develop personalized financial strategies that align with their individual goals and adapt to changing market conditions. Joseph leverages investment insights from Merrill along with banking and lending solutions from Bank of America to help clients pursue their wealth management objectives. He holds the professional designations of Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA). Joseph earned his Bachelor's degree from Xavier University. Committed to community engagement, he dedicates time to volunteering with local organizations, reflecting the Merrill tradition of community participation.