James Bell is a CFA® charterholder with 23 years of industry experience. He is currently an advisor at MAI Capital Management, LLC and previously spent 19 years at Garrison Asset Management, LLC. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, institutional clients, and sports professionals. The firm offers customized portfolio management across various strategies and integrates financial planning and trust services as part of its comprehensive approach.

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.

Cory Gelvin is a financial advisor at Empower Advisory Group with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Prudential Insurance Company of America, Arvest Wealth Management, and LPL Enterprise. Empower Advisory Group provides financial planning and investment management services primarily to employer‑sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage clients. The firm’s approach emphasizes long-term portfolio returns and annual rebalancing within integrated recordkeeping and administrative platforms.

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.

Kerry Bradley is a CFA® charterholder with 26 years of industry experience. He is currently with MAI Capital Management, LLC, having joined the firm in 2024 after 25 years at Garrison Asset Management LLC. MAI Capital Management, LLC provides investment management, wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm customizes portfolio management across multiple strategies and also offers trust and insurance administration through affiliated entities.

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.

George Mason is a Series 65-licensed financial advisor at Corient with 17 years of industry experience. He has been with Corient and Corient Services LLC since 2025. In addition to his advisory role, Mason is CEO of The Cabana Group, LLC, and is involved in several legal and business ventures through entities such as Cabana Law Group LLC and Cabana Realty, LLC. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporations. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and uses risk management tools and stress testing to align portfolios with client objectives.

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.

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.

Christopher Boushelle is a financial advisor at &PARTNERS with 13 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. &PARTNERS serves a wide range of individual and institutional clients, offering investment management, financial and tax planning, ERISA consulting, and brokerage services. The firm utilizes a combination of fundamental, technical, and quantitative analysis across discretionary and non-discretionary portfolios, supported by both proprietary and third-party strategies.

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.

Eric Crawford is a financial advisor with Kestra Advisory, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has worked with Kestra Investment Services since 2016. Outside of his advisory role, he works part-time as an event parking attendant. Kestra Advisory provides investment advisory and retirement-plan consulting services to plan sponsors and a diverse range of institutional and individual clients. The firm offers fiduciary consulting, plan design, compliance testing, and investment advice, serving large institutional investors including sovereign wealth funds.

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.

Ruth Miller is a financial advisor at &PARTNERS with 28 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory work, she is involved in a bookkeeping business unrelated to investment activities. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management, financial and tax planning, and retirement-plan consulting, utilizing a combination of fundamental, technical, and quantitative analysis along with third-party strategies.