Lynnel Bryson Davis is a financial advisor with Primerica Advisors in Rogers, Arkansas, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. Prior to her advisory role, she worked in education with the Monrovia Unified School District for 18 years. Outside of finance, she is involved part-time as a server for a catering service that provides food and bar services for events. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and discretionary separately managed accounts to individual and high-net-worth clients, primarily under a tiered wrap-fee structure. The firm curates third-party asset managers and delegates model implementation to BNY Mellon Advisors, focusing on individual investor solutions rather than institutional or pension plan management.

Don Fitzpatrick is a Series 66-licensed financial advisor with 20 years of industry experience. He is currently with Cetera Wealth Services, LLC and Cetera, having joined in 2025. Prior to this, he worked at Avantax Investment Services and Avantax Advisory Services from 2019 to 2025, and he also serves as a referring financial advisor for Landmark Financial, LLC. Fitzpatrick’s background includes a lengthy tenure at Beall Barclay & Company, PLC, as well as roles in insurance services and advisory firms. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad range of clients including individual investors, employer-sponsored retirement plans, corporate and charitable entities, and institutional accounts. The firm offers multiple portfolio management and financial planning services through a multi-manager platform, featuring discretionary and non-discretionary strategies, with access to both affiliated and third-party managers.

Matthew Taylor is a financial advisor with Thrivent Investment Management in Rogers, Arkansas, holding a Series 66 designation and 13 years of industry experience. He has been with Thrivent Financial for Lutherans since 2013 and with Thrivent Investment Management since 2012. Outside of his advisory work, he is a partner in a mobile auto glass repair business, where he manages financial aspects such as profit and loss analysis and tax compliance. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses across a broad range of financial topics. The firm emphasizes planning and managed-account services delivered through its network of financial advisors, without discretionary trading authority for its Dedicated Planning Service.

Robert Carper is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 designations and four years of industry experience. His prior roles include positions at Cornerstone Advisors LLC, Anchor Financial Group, and Cetera Advisors. Outside of his advisory work, he serves as a board member and volunteer for Compassion Ministries. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial wellness services through independent Financial Professionals using a variety of portfolio management strategies and platform options.

Amanda Roland is a financial advisor at LPL Financial with 22 years of industry experience. She holds the Series 66 designation and previously worked at Arvest Wealth Management for eight years before joining LPL Financial in 2012. Outside of her advisory work, she owns a lawn care business in Bentonville, Arkansas, and serves as a notary public for clients. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by technology tools and oversight of substantial discretionary assets.

Marsha Dunbar is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 designations and bringing 41 years of industry experience. She has been with Raymond James since 2010 and has also worked with HM Capital, LLC and Holliday American Mortgage since 2008. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and employs analytical tools such as risk profiling and probability modeling, supporting client implementation through its advisory programs and partnerships.

John McConnell is a Senior Financial Advisor with the Boskus Group, a financial advisory team based in Rogers, Arkansas, operating within Merrill Lynch Wealth Management. He focuses on relationship management, portfolio construction, and structured products to develop personalized wealth management strategies for his clients. John holds a Bachelor of Science degree in Business from the University of Arkansas and a Master of Business Administration from the University of Arkansas Little Rock. He has earned professional designations including Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Prior to his advisory career, John was team captain of the Razorback tennis team and played professionally for several years. In addition to his professional work, John participates in community service consistent with the Merrill tradition of engagement. He enjoys golf, tennis, and spending time with his family.

Derrick Dohmen is a financial advisor at OSAIC with 20 years of industry experience. He holds a Series 66 designation and has worked previously at Securities America Advisors, LPL Financial, and Edward Jones. Outside of his advisory work, he is president of Immediate Impact Fund, a nonprofit that funds churches in impoverished areas outside the USA using his own resources. OSAIC serves a diverse client base including individual, high-net-worth, pension, corporate, and charitable clients through a broad network of affiliated advisors and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, utilizing asset allocation tools and third-party solutions to construct and manage portfolios across various asset classes.

Alexander Huff is a financial advisor with Cetera, holding a Series 66 designation and 11 years of industry experience. He previously worked at Edward Jones from 2014 to 2025 before joining Cetera. Huff is also involved as a financial advisor with Vantage Financial Group, a wealth management DBA. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary program options.

Robert Alexander is a financial advisor at Raymond James & Associates with nine years of industry experience. He previously worked at JPMorgan Chase Bank, NA and Wells Fargo Clearing. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Michael Sales is a financial advisor with Morgan Stanley in Fayetteville, AR, holding a Series 66 designation and 22 years of industry experience. He has worked at Morgan Stanley since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and the Global Investment Committee’s research.

Ryan Wallace is a financial advisor with Raymond James Financial, holding a Series 66 designation and 11 years of industry experience. He has been affiliated with Raymond James Financial Services Advisers Inc. and related entities since 2015. Outside of his primary role, he is also an associate at BB Capital, LLC, where he works as a financial advisor. 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, corporations, and institutional investors. The firm offers tailored non-discretionary planning and consulting that incorporates risk profiling and modeling to support client goals and maintains unique affiliations in municipal and public finance, as well as specialized advisory programs.

Richard Binns is a financial advisor with Edward Jones in Bentonville, AR, holding a Series 66 credential and 18 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory role, he manages a rental property in Bentonville. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies. The firm is notable for its large network of advisors and branch offices, as well as affiliated services such as mutual funds, trust services, and securities-based lending.

James Watkins is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His prior roles include positions at Morgan Stanley and Simmons First Investment Group. He is based in Fayetteville, Arkansas. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting investment strategies that include discretionary and non-discretionary approaches across a broad spectrum of asset classes.

Alexander Blount is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to joining LPL, he was associated with The Point Financial Group and has a background that includes various roles alongside his education. 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, including financial planning and access to model portfolios, third-party asset management, and institutional platforms.

Stephanie Hogan is a financial advisor with Edward Jones in Rogers, AR, holding a Series 66 designation and eight years of industry experience. She has worked at Edward Jones since 2018 and previously held positions at Walmart Stores Inc. Outside of her advisory role, she is involved with Challenge Entertainment LLC, where she hosts trivia events. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm supports more than four million clients and manages approximately $1.01 trillion in assets.

Jessica Lassiter is a financial advisor at Edward Jones with seven years of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2019. Her prior experience includes roles at J.B. Hunt, the Barcelona Graduate School of Economics, and Capstone On Campus Management. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets, offering discretionary and non-discretionary investment strategies, separately managed accounts, affiliated mutual funds, and fiduciary advisory services.

James Summers is a CFP® professional with 29 years of industry experience, currently serving at Raymond James & Associates since 2019. Prior to that, he spent 13 years at Arvest Asset Management. He is a partner in Better Together Investments LLC, a small business formed with colleagues for a potential future business site. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse clientele including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Christian Harbin is a financial advisor at Edward Jones in Bentonville, AR, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2025, he worked at Garrett Youngblood State Farm and was self-employed in promotional products and marketing ventures. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of investment advisory programs and maintaining one of the largest retail advisor and branch networks in the industry.

William Clive is a financial advisor with OSAIC, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. His prior roles include positions at Securities America Advisors, Inc., KMS Financial Services, Inc., and he has operated Clive Financial Services, Inc. since 2003. Outside of advisory services, he prepares approximately 600 tax returns annually for clients. OSAIC serves a broad range of retail and institutional clients through a large network of financial advisers, offering brokerage and investment advisory services, financial planning, retirement consulting, and access to third-party managed account solutions. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.