Ronald Bruton is a financial advisor with Money Concepts Capital Corp in Little Rock, Arkansas, holding Series 63 and Series 65 licenses and having nine years of industry experience. He previously worked at Veritas Independent Partners for six years and is currently involved with Rasberry Producers Group and McGhee Insurance Agency, where he offers property, casualty, and commercial insurance. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a variety of managed programs and investment approaches, combining model portfolios, advisor-designed strategies, and third-party sub-advisers to manage approximately $3.33 billion for around 14,700 clients.

Jay White is a financial advisor at MAI Capital Management, LLC with 25 years of industry experience. He holds a Series 66 designation and previously worked at Smith Capital Management, Inc. for 19 years before joining MAI Capital Management in 2020. MAI Capital Management, LLC offers discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base that includes high- and ultra-high-net-worth individuals, families, trusts, institutional clients, and sports professionals. The firm employs a range of portfolio management strategies and combines financial planning with tax and bill-pay services, managing $72.3 billion in assets as of May 31, 2026.

Warren Woodham is a financial advisor with Primerica Advisors in Little Rock, AR, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Primerica Advisors and Guardian Life Insurance Company of America since 2006. Outside of his advisory role, he provides insurance products including group health plans for small business owners. Primerica Advisors serves a broad retail client base with a range of brokerage and advisory services, financial planning, and consulting. The firm offers multiple proprietary advisory programs alongside third-party manager platforms, implementing investment strategies through various portfolios and supporting both discretionary and non-discretionary account management.

David Meador is a financial advisor at MAI Capital Management, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Transparent Wealth Partners LLC, Ameriprise Financial Services, LLC, and Neuberger Berman BD LLC. Outside of his advisory role, he is the author of a children's book titled "7 Days with God." MAI Capital Management provides investment management, wealth management, retirement plan consulting, and family-office services to a broad client base including individuals, families, sports professionals, trusts, and institutional clients. The firm manages over $72 billion in assets and offers a range of customized portfolio strategies alongside integrated financial planning and trust administration services.

Abigail Hollar is a CFP® professional at CWM, LLC with 16 years of industry experience. She previously worked at Advisory Alpha LLC for seven years and Conger Wealth Management for eight years. CWM, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, high-net-worth families, and institutional clients through a large network of more than 600 advisors. The firm offers portfolio management, financial planning, and a range of retirement-plan services, utilizing model portfolios governed by an in-house Investment Committee and combining various analytical and investment tools.

Mona Khairi is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. Her prior roles include positions at GenWealth Financial Advisors and LPL Financial. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement consulting. The firm combines independent advisory representatives with sophisticated portfolio management techniques and leverages technology platforms to support integrated planning and coaching services.

Adam Burke is a financial advisor with Independent Advisor Alliance, LLC. He holds Series 65 and Series 63 licenses and has experience working at LPL Financial and Independent Advisor Alliance since 2024. His background includes roles in education and small business operations prior to entering the financial advisory field. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, and charitable organizations. The firm offers asset management, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary portfolio management strategies supported by various analytical techniques and technology platforms.

Scott Inman is a financial advisor with Independent Advisor Alliance, LLC and holds a Series 66 designation. He has 10 years of industry experience, including roles at LPL Financial and GenWealth Financial Advisors. Outside of his advisory work, he is a co-owner of Momentum Media, a non-investment-related business. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering services such as asset management, financial planning, and retirement consulting. The firm employs a network model with several hundred advisors and integrates technology platforms to support portfolio management and estate planning.

Alec Daril is a financial advisor with Independent Advisor Alliance, LLC and holds Series 65 and Series 63 licenses. He has three years of industry experience and has previously worked at LPL and the University of Arkansas. Outside of financial advising, he has experience running a lawn mowing business earlier in his career. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans. The firm provides asset management, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary portfolio management with a variety of strategies and technology platforms.

Stephen Chaffin is a financial advisor at MAI Capital Management, LLC with 30 years of industry experience. He held prior roles at Smith Capital Management from 1996 to 2020 before joining MAI Capital Management in 2020. He holds Series 63 and Series 65 licenses. MAI Capital Management provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm offers a range of portfolio strategies and integrates financial planning with services such as tax and bill payment.

Alisha Bailey is a financial advisor with Independent Advisor Alliance, LLC, holding Series 65 and Series 63 licenses and bringing 20 years of industry experience. She has worked at GenWealth Financial Advisors, LLC since 2008 and LPL Financial, LLC since 2005. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, wealth coaching, and retirement plan consulting. The firm utilizes a network model with a combination of discretionary and non-discretionary portfolio management and incorporates technology platforms to support estate planning and asset aggregation.

Jerrod Pinkston is a financial advisor with NewEdge Advisors in Little Rock, Arkansas, holding Series 63 and Series 66 credentials and possessing 24 years of industry experience. He previously worked at LPL Financial and Next Financial Group Inc. Pinkston is also a certified public accountant. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers, offering a broad range of portfolio management and consulting services supported by centralized due diligence and technology tools.

Gary Martin is a financial advisor with Valic Financial Advisors in Little Rock, Arkansas. He holds Series 63 and Series 65 licenses and has 30 years of industry experience. He has been with Valic Financial Advisors since 1999 and has also been associated with Agia since 2022, where he is involved with non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models to construct client portfolios.

Janet Walker is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 65 licenses and 24 years of industry experience. She previously worked for GenWealth Financial Advisors, LLC for 15 years and has been associated with LPL Financial for over two decades. In addition to her advisory role, she owns an advertising agency called Momentum Media. Independent Advisor Alliance serves a broad range of clients, including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement plan consulting. The firm combines a large network of advisory representatives with access to technology platforms and third-party services to provide tailored portfolio management and estate-planning solutions.

Erin Eason is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 24 years of industry experience. She has worked at notable firms including Morgan Stanley, Merrill, and UBS Financial Services. Outside of her advisory role, she is involved in hospitality management and caregiving activities in her local community. 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 advisory model and utilizes technology platforms alongside a variety of investment strategies, often implementing advice through third-party managers and TAMPs.

Patrick Dennis is a financial advisor at TIAA-CREF with 21 years of industry experience. He has held his current role since 2015 and holds the Series 63 and Series 65 designations. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm distinguishes between point-in-time planning services and ongoing portfolio management, serving clients often connected through employer retirement plans and acting as adviser to a donor-advised fund.

Caroline Rodriguez is a financial advisor at CWM, LLC with two years of industry experience. She holds a Series 66 designation and has worked at several firms, including Edward Jones and Cetera Wealth Services, prior to joining CWM. Outside of advisory work, she manages a vacation rental property in Hot Springs, Arkansas. CWM, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, high-net-worth families, foundations, and institutions. The firm offers portfolio management, financial planning, and retirement-plan services, utilizing discretionary model portfolios overseen by an in-house Investment Committee.

Paul Schaefer is a financial advisor with Empower Advisory Group, holding Series 63, 65, and 66 licenses and 16 years of industry experience. He previously worked at Milliman for 13 years and has held roles at AGIA and Valic Financial Advisors. Outside of advising, he is appointed as an agent to sell non-securities insurance products for AGIA. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm uses an integrated model linked to Empower’s administrative platforms, focusing on long-term portfolio returns, annual rebalancing, and clients’ savings rates.

Anna Olive is a Series 66-licensed financial advisor with 21 years of industry experience. She is currently with Independent Advisor Alliance, LLC and has previously worked at LPL Financial, GenWealth Financial Advisors, and Ameriprise Financial Services. Outside of her advisory roles, she has been associated with a business entity named AJ's Hauling for tax and investment purposes. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, wealth coaching, and retirement plan consulting. The firm employs both discretionary and non-discretionary portfolio management strategies and integrates technology platforms to support asset aggregation, rebalancing, and estate planning.

Dustin Dandurand is a financial advisor with Independent Advisor Alliance, LLC. He holds Series 63 and Series 65 licenses and has recently transitioned into the advisory industry following roles at LPL Financial, Peoples Bank, Simmons Bank, and BancorpSouth Bank. He is also involved in a registered investment advisory business under the name GenWealth Financial Advisors. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans. The firm provides asset management, financial planning, and retirement consulting services, employing a network model that combines independent advisory representatives with access to brokerage services through LPL Financial and third-party platforms.