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 and holds Series 63 and Series 66 licenses. He has 23 years of industry experience, including prior roles at Next Financial Group Inc and LPL Financial. Pinkston is also a certified public accountant (CPA). NewEdge Advisors serves a diverse client base, including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning, utilizing a range of investment approaches and regular portfolio reviews.

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 23 years of industry experience. She has been with Private Advisor Group and LPL Financial since 2014. Outside of her advisory role, she is involved in caregiving for seniors and participates in hospitality activities at local medical meetings in Little Rock, Arkansas. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, and access to third-party asset management programs through a variety of discretionary and non-discretionary strategies.

Patrick Dennis is a financial advisor at TIAA-CREF with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been with TIAA since 2015. 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, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm provides separate broker-dealer services and acts as investment adviser to a donor-advised fund, operating within a vertically integrated group that employs model portfolios and customized management under client-approved investment policy statements.

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.

Beth Roberts is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 licenses and 15 years of industry experience. Her prior roles include positions at Regions Bank, Fidelity Investments, Cetera Investment Services, LPL Financial, Bank of America, Merrill, Stephens Inc., TD Ameritrade, and Scottrade. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing in its planning approach and serves a large participant base relative to its advisor headcount.

Selin Wei is a financial advisor at Valic Financial Advisors in Little Rock, AR, holding a Series 66 designation with less than one year of industry experience. Prior to joining Valic Financial Advisors in 2025, Wei worked at Simmons Bank, Arvest Bank, and the Arkansas Department of Finance and Administration. Wei is also appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Richard Patterson is a financial advisor with Eagle Strategies (New York Life) based in Little Rock, AR, holding the ChFC® and Series 63 designations and possessing 43 years of industry experience. He has worked with Eagle Strategies since 2004 and operates Patterson Financial Group, focusing on New York Life products and services. Outside of his advisory role, he serves as a deacon and volunteer at his local Catholic church, participating in scripture study discussions. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a broad range of individual and institutional clients. The firm emphasizes tailored recommendations and offers multiple program types, including fee-based advice and retirement plan consulting, with a significant portion of assets managed on a non-discretionary basis.

Troy Johnson is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and bringing 10 years of industry experience. He previously worked with LPL Financial and GenWealth Financial Advisors. Johnson is involved in multiple investment-related activities, including advisory services through Independent Advisor Alliance. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement plan consulting. The firm employs both discretionary and non-discretionary portfolio management strategies and utilizes technology platforms to support asset aggregation and estate planning.

Joshua Danforth is a CFP® professional with 20 years of experience in financial advisory. He is currently with MAI Capital Management, LLC, where he has worked since 2021. Prior to this, he held positions at Purshe Kaplan Sterling Investments, Legacy Capital Wealth Partners, and Kestra Financial Services. Outside of his advisory work, Danforth is involved in real estate as a landlord. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm’s investment approach includes customized portfolio management across various strategies using both in-house and third-party managers, and it offers additional services such as financial planning, trust administration, and insurance.

Deborah Marsh is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has worked at Commonwealth Financial Network since 2016 and founded Marsh Wealth Services, LLC in 2020. Marsh also spent 11 years at Century Bank & Trust. In addition to her advisory work, she spends a portion of her time involved in fixed insurance sales. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm offers a broad platform including discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and comprehensive custody and clearing services.

Robert Holdford is a financial advisor with CWM, LLC based in Little Rock, AR, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been involved with Cetera Wealth Services, LPL Financial, and Wealth Management, Inc., among other roles. Outside of advising, he is an author and owner of a publishing company, a musician in a pop/rock cover band, and a life coach contributing to personal development content. 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 provides portfolio management, financial planning, retirement-plan services, and sub-advisory options, utilizing model portfolios governed by an in-house Investment Committee and a combination of fundamental and technical analysis.

Perry Streett is a Series 65-licensed advisor at MAI Capital Management, LLC with five years of industry experience. Prior to joining MAI Capital Management in 2023, he worked at Transparent Wealth and held positions at the University of Arkansas at Little Rock and the University of Arkansas. He is also an independent insurance agent. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base including high- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages $72.3 billion in assets and offers a range of portfolio strategies and financial planning services, as well as trust and insurance administration through affiliated entities.