James Jordan is a financial advisor at Stephens in Little Rock, AR, with 40 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Stephens since 2005. Stephens provides investment advisory and wealth management services to a diverse client base, including high-net-worth individuals, pension plans, foundations, and government entities. The firm offers a broad range of services such as financial planning, portfolio management, private equity, alternative investments, and equity research, utilizing both bottom-up security selection and top-down fixed-income strategies.

John Stephens is a financial advisor with Stephens, holding a Series 66 designation and 15 years of industry experience. He has been with Stephens and its affiliates in various roles since 2011. Outside of his advisory work, he is a part-owner of a helium mining business and owns a restaurant in Little Rock, Arkansas. Stephens provides investment advisory and wealth management services to a diverse client base, including high-net-worth individuals, pension plans, and institutional investors. The firm employs both bottom-up security selection and top-down fixed-income management through multiple sponsored programs and investment committees.

Jackson Smith is a financial advisor at Mariner with one year of industry experience. He holds a Series 65 designation and previously worked at 49 Financial. Mariner serves a diverse client base including individuals, pension plans, and charitable organizations, offering investment management, financial planning, retirement consulting, and integrated tax and accounting services. The firm employs customized discretionary portfolios supported by an internal team and third-party managers, with a range of strategies covering equities, fixed income, alternatives, and digital assets.

Jason Marshall is a financial advisor with Independent Advisor Alliance, LLC and holds a Series 66 designation. He has experience spanning several roles in the financial services industry, including eight years at Marshall Insurance and Financial Solutions and two years at New York Life Insurance Company. He is currently based in Little Rock, AR. Independent Advisor Alliance serves a diverse client base, including individuals, businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement plan consulting. The firm combines a network of independent advisory representatives with access to technology platforms and third-party services to support portfolio management and estate planning.

Shannon Harrington is a financial advisor with TIAA-CREF in Little Rock, Arkansas, holding Series 63 and Series 66 designations and 28 years of industry experience. She has been with TIAA-CREF and TIAA since 2014. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals linked to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm’s advisory model separates one-time planning services from ongoing discretionary management through various managed account programs, applying a fiduciary standard to its RIA services.

Caleb Fite is a financial advisor at Lincoln Investment with a Series 66 designation and four years of industry experience. Prior to joining Lincoln Investment, he held roles at Fidelity Investments and Capital Analysts. He is also an insurance agent providing insurance services to clients. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and manages a mix of in-house and third-party strategies using both strategic and dynamic approaches.

Ronald Lee is an investment advisor at CWM, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Wealth Management, Inc., Cetera Wealth Services, LLC, and LPL Financial, LLC. Outside his advisory role, he serves as an ordained deacon and school board member at Our Lady of Fatima Catholic Church in Benton, Arkansas. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm employs discretionary portfolio management using model portfolios, combines fundamental and technical analysis with third-party sub-advisors, and offers a variety of retirement-plan services.

Matthew Chaffin is a financial advisor at MAI Capital Management, LLC in Little Rock, AR, with 10 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Smith Capital Management and Crews & Associates, Inc. MAI Capital Management provides investment management, wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages a diverse range of portfolios and offers integrated financial planning and related services, serving both advisory and product-sponsor roles.

Stuart Pipho is a financial advisor with Valic Financial Advisors in Little Rock, AR, holding Series 63 and Series 65 licenses and possessing 22 years of industry experience. His career includes roles at Crews & Associates, Inc. and Valic Financial Advisors, and he is also an agent for non-securities insurance products with Agia. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants, offering managed-account programs, financial planning, and brokerage services through a comprehensive investment platform.

Stuart Burke is a financial advisor with NewEdge Advisors in Little Rock, AR, holding Series 65 and Series 63 licenses and having six years of industry experience. His prior roles include positions at LPL Financial and Ameriprise, as well as entrepreneurial activities including operating a residential real estate sales business as a principal broker since 2005. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, institutions, and charitable organizations through a network of independent advisers, offering a range of portfolio management, financial planning, and consulting services with an emphasis on centralized due diligence and technology-enabled solutions.

Terry Minton is a financial advisor with Money Concepts Capital Corp and holds a Series 66 designation. He has 16 years of industry experience, including roles at HD Vest Insurance Agency Inc and Lucas Minton. Outside of his advisory work, he is involved in accounting services and tax preparation through ownership of McMahan, Jacobs, and Company CPAs. Money Concepts Advisory Service (MCAS) provides portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm uses a combination of model portfolios, IAR-designed portfolios, and third-party sub-advisers, applying fundamental and technical analysis alongside modern portfolio theory.

Brandon Barber is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and three years of industry experience. Prior to joining Independent Advisor Alliance, he worked at LPL Financial. Outside of his advisory work, he owns and operates The Lawn Barber, a lawn service business based in Little Rock, Arkansas. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, and retirement plans, offering asset management, financial planning, and retirement consulting. The firm uses a network model with independent advisory representatives and provides access to various portfolio management strategies and technology platforms.

Gwendolen Blair is a financial advisor at Eagle Strategies (NY Life) based in Little Rock, Arkansas, holding Series 63 and Series 65 licenses with nine years of industry experience. She is also the owner of Empire Financial Architects, through which she sells New York Life products and brokers non-registered insurance products. Blair serves as President Elect and board member of the Hot Springs Village Rotary Club, a nonprofit volunteer organization. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailored recommendations, with the majority of its assets managed on a non-discretionary basis.

Timothy Key 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. His background includes managing investment advisory services and non-variable insurance activities. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, and charitable organizations, providing asset management, financial planning, and retirement plan consulting. The firm utilizes discretionary and non-discretionary portfolio management with various analytical strategies and integrates technology platforms for asset aggregation and estate planning.

Jerry Coats is a financial advisor with Eagle Strategies (NY Life) in Little Rock, AR, holding the ChFC® designation and Series 63 license. He has 43 years of industry experience, including roles at Insight Wealth and his own firm, Edison Wealth Strategies. Coats participates on the Arkansas Children's Foundation Gift Planning Advisory Committee and serves as a board member of the Estate Planning Council of Arkansas. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients through a large network of affiliated representatives. The firm offers a range of program types and emphasizes tailoring recommendations to client objectives and plan sponsor criteria, with a significant portion of its assets managed on a non-discretionary basis.

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.