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.

Misty Morris is a Series 66-licensed financial advisor with three years of industry experience, currently with Thrivent Investment Management. Her prior experience includes roles at Meyer, Raymond, and Scott, LLC, as well as entrepreneurial activity with More Brewing Company. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering goal-based, holistic planning without portfolio management on 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 CFP® and CFA® charterholder with 10 years of industry experience. He currently works at Edward Jones and has previously held positions at Arvest Wealth Management, Blue Valley Wealth Advisors, U.S. Trust Bank of America, and SMART401K. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a wide range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

Cody Smith is a financial advisor at LPL Enterprise with a Series 66 designation and three years of industry experience. His prior work includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, and CR Partners. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth clients, retirement plans, banks, and corporate and charitable entities through a large network of investment adviser representatives. The firm’s investment implementation is typically model-driven, with a range of services including financial planning, access to third-party asset managers, and participation in a wrap fee program.

David Proffitt is a financial advisor with Raymond James Financial in Rogers, AR, holding a Series 66 designation and six years of industry experience. His work history includes roles at MassMutual Life Insurance Company and American National Insurance Company. Outside of finance, he has experience managing small businesses, including Wright's Barbeque and Bizy's Custom Catering. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm uses tailored, non-discretionary planning supported by analytical tools and offers unique municipal advisory services alongside programs such as SIMPLE IRA Employer Advisory & Consulting Services.

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.

Jeffrey Kinard is a financial advisor at Cetera with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at multiple firms including Avantax and Przybysz & Associates. In addition to his advisory work, he serves as a pastor and operates a tax and CPA practice. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, and institutions. The firm offers diverse portfolio management and financial planning services through a multi-manager platform that supports various investment strategies and custodial arrangements.

Zhilu Zhang is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Prior to joining Merrill in 2026, Zhang worked at BNY Mellon Securities Corporation and Newton from 2022 to 2026, as well as NEPC, LLC from 2020 to 2022. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Nathan Cooley is a financial advisor at Cetera with four years of industry experience. He holds a Series 66 designation and has worked at various firms including Bankers Life and Regions Bank. Outside of advising, he has also worked as a Home Depot associate. Cetera Investment Advisers LLC is an SEC-registered advisor serving individual, retirement plan, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services utilizing multiple program structures and both affiliated and third-party investment managers.

Chad Dilday is a financial advisor with LPL Financial in Bentonville, AR, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at LPL Financial since 2010 and previously spent five years at Arvest Wealth Management. Dilday also serves as president of Avery Hudson Insurance, where he is involved in property and casualty insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a large network of advisors. The firm offers a range of financial planning and investment management services, including access to third-party asset managers and institutional platforms, utilizing both discretionary and non-discretionary strategies.

Ted Sego is a financial advisor with LPL Financial, holding a Series 66 designation and 14 years of industry experience. Prior to joining LPL Financial in 2020, he worked at Morgan Stanley Private Bank and Morgan Stanley from 2012 to 2020. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual clients, 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, supported by a large network of investment adviser representatives.

Stephen Cosby is a financial advisor at Edward Jones in Springdale, Arkansas, holding a Series 66 designation with three years of industry experience. His professional background includes roles at Hub Group, Amazon, Honeywell FM&T, and six years of service in the United States Marine Corps. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of investment advisory programs and affiliated financial services. The firm is notable for its extensive retail advisor and branch network and offers both discretionary and non-discretionary investment strategies under a fiduciary standard.