Thomas Knight is a CFP® with 21 years of experience in the financial services industry. He is currently with Mutual Advisors, LLC and has previously worked at firms including Veritas Independent Partners, Sowell Management Services, and Ameriprise. Outside of advising, he is the owner and CEO of SoMa Cleaners, LLC, a dry cleaning pickup and delivery service. Mutual Advisors, LLC serves a diverse client base ranging from individual investors to institutional clients, providing asset management, financial planning, and consulting services. The firm employs a mix of active and passive investment strategies tailored to client objectives and manages approximately $9.45 billion across 154 advisors.

Reed Seay is a financial advisor at Stephens in Little Rock, AR, holding a Series 66 designation with four years of industry experience. He has worked at Stephens in multiple periods since 2021 and briefly at Townley Pool and Spa in 2018. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management, serving individuals, retirement plans, foundations, corporations, and institutional clients. The firm offers a range of advisory and brokerage services, combining bottom-up equity research with committee-led asset allocation across various wrap and advisory programs.

Charles Porter is a financial advisor at Stephens with 19 years of industry experience and holds a Series 66 designation. He has been with Stephens since 2007. Outside of his advisory role, he owns interests in two businesses related to real estate in Little Rock, Arkansas. Stephens is a multi-team investment adviser with approximately 243 advisors and about $18 billion in assets under management. The firm serves individuals, retirement plans, foundations, corporations, and institutional clients, offering a range of advisory and brokerage services alongside investment banking and research capabilities.

Edward Frost is a financial advisor at Stephens in Little Rock, Arkansas, holding Series 63 and Series 65 licenses with 31 years of industry experience. He has been with Stephens since 1999. Outside of his advisory role, he is involved with Southfork Storage Inc, a boat storage facility in Little Rock. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management, serving individuals, retirement plans, foundations, corporations, and institutional clients. The firm offers a range of advisory and brokerage services, combining equity research with committee-driven asset allocation, and provides municipal advisory and investment banking services.

Lori Avant is a Series 65-licensed financial advisor with The Fiduciary Alliance, based in Little Rock, AR, with one year of industry experience. She has held positions at several firms including M21, Impact Partnership Wealth, AVA Wealth Group, and Croslow Agency. Outside of advising, Lori provides sales consulting for Fundamental Brands and luxury property management consulting for The Cottages on the Key. The Fiduciary Alliance serves individual investors, including high-net-worth clients, as well as retirement plans and other advisers by offering investment management and comprehensive financial planning. The firm employs a combination of fundamental, technical, cyclical, and charting analysis, and provides both discretionary portfolio management and written financial plans.

Daniel Robinson is a financial advisor with Arvest Wealth Management in Little Rock, AR, holding Series 63 and Series 65 licenses and having 13 years of industry experience. He has worked within the Arvest organization since 2013, including roles at Arvest Bank's Trust Department, where he splits his time evenly. Outside of his financial advisory work, he and his wife own a women's retail boutique, though he has no official duties in that business. Arvest Wealth Management provides investment advisory services, financial planning, retirement plan consulting, and wrap fee programs to individuals, employer-sponsored plans, charitable organizations, and corporate clients. The firm employs a multifaceted investment process combining fundamental, technical, quantitative, and qualitative analysis to create tailored strategies aligned with client goals and risk tolerances.

James Grooms III is a financial advisor with Stephens in Little Rock, AR, holding Series 63 and Series 65 designations and 24 years of industry experience. He has worked at Stephens since 2001. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management, serving individuals, retirement plans, foundations, corporations, and other institutional clients. The firm offers a range of advisory and brokerage services, combining bottom-up equity research with committee-driven asset allocation and provides municipal advisory and investment banking services.

Sabrina Freeman is a financial advisor with Sowell Management in North Little Rock, AR, holding Series 63 and Series 65 licenses and seven years of industry experience. She has previously worked at LPL Financial, LLC and Pensionmark Financial Group, and is a volunteer advocate for Court Appointed Special Advocates (CASA) of Northwest Arkansas. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services through a broad independent-contractor network. The firm uses multiple management styles and offers various model portfolios and third-party manager solutions.

James Martindale is a financial advisor with Stephens in Little Rock, AR, holding a Series 66 credential and one year of industry experience. Prior to joining Stephens, he was self-employed for two years and worked at Dobbs Brothers Management and Stephens Inc. Martindale is also a minority investor in River Wellness Holdings, LLC, a cannabis manufacturing and distribution business in Mississippi. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management. The firm serves individuals, retirement plans, foundations, corporations, and institutional clients, offering discretionary and non-discretionary management through a variety of investment programs and leveraging bottom-up equity research combined with committee-driven asset allocation.

Cory Grummer is a CFP® and holds a Series 66 license with 12 years of industry experience. He has been with Stephens in Little Rock, AR since 2013, working in various roles within the firm. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management, serving individuals, retirement plans, foundations, corporations, and other institutions. The firm offers a range of advisory services, brokerage, investment banking, and research, utilizing both discretionary and non-discretionary management across diverse strategies.

Jackson Paine is a Series 66-licensed financial advisor at Stephens with one year of industry experience. His prior roles include positions at Legacy National Bank and Gallagher. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management, serving individuals, retirement plans, foundations, corporations, and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary management, brokerage, investment banking, and research produced by its Equity Research group.

James Jordan is a financial advisor with Stephens in Little Rock, Arkansas, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Stephens since 2005. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management, serving individuals, retirement plans, foundations, corporations, and institutional clients. The firm offers a range of advisory, brokerage, investment banking, and custody services, combining bottom-up equity research with committee-driven asset allocation and also provides municipal advisory and pension trust programs uncommon among multi-team advisers.

John Stephens is a financial advisor at Stephens with 15 years of industry experience. He holds a Series 66 designation and has worked with various entities within the Stephens organization since 2011. Outside of his advisory role, Stephens is a part-owner of a helium mining business and owns a restaurant in Little Rock, Arkansas. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management. The firm serves individuals, retirement plans, foundations, corporations, and institutional clients using both discretionary and non-discretionary management strategies across a wide range of programs, combining equity research with committee-driven asset allocation and fixed-income management.

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.

Rachel Todd is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and two years of industry experience. She previously worked at LPL Financial and GenWealth Financial Advisors for seven years each and spent five years at Arvest Bank. Outside of her advisory work, she is associated with Tailored Tactical Arms LLC, a business entity registered for tax purposes. 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 utilizes discretionary and non-discretionary management strategies supported by various analytical techniques and technology platforms, and operates a network model of advisory representatives, many of whom maintain dual registration with LPL Financial.

Lewis Partridge II is a financial advisor at Mariner with 30 years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes positions at LexAurum Advisors, Veritas Independent Partners, Sowell Management Services, and Summit Financial Group. Outside of advising, he is a 50/50 partner in JW Downtown Partners, LLC, a company that owns a commercial building in Benton, Arkansas. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement plan consulting. The firm uses discretionary, customized portfolios supported by in-house research and third-party managers, and offers integrated tax and administrative services uncommon for firms of its size.

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.

Candice Stanley is a financial advisor with Independent Advisor Alliance, LLC who holds Series 63 and Series 66 credentials and has 14 years of industry experience. She has worked at firms including LPL Financial, GenWealth Financial Advisors, and Edward Jones. Independent Advisor Alliance serves a broad range of clients such as individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement consulting through both discretionary and non-discretionary portfolio management. The firm utilizes model portfolios, sub-advisors, and various analytical techniques, supported by technology platforms for asset aggregation 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.

James Stilwell is a financial advisor with Money Concepts Capital Corp, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He worked at Nationwide for 32 years before joining Money Concepts Capital Corp in 2020. Outside his advisory role, he serves as a community advisor for First Security Bank and is involved in local planning and zoning committees in Benton, Arkansas. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base including individuals, trusts, and corporations. The firm employs model-driven and asset-allocation strategies with both discretionary and non-discretionary programs and integrates third-party managers and platforms to support portfolio management and reporting.