Marc Henline is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 17 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory options. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jonathan Dawson is a financial advisor with Raymond James Financial, holding a Series 66 designation and nine years of industry experience. He has worked at Raymond James since 2018 and previously spent a year at Edward Jones. Outside of his advisory role, he serves as Vice President of SWG Operations, a support company focused on business development and client engagement. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm employs analytical tools and customized planning to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Elizabeth Quesenberry is a CFP®-certified financial advisor with Edward Jones, where she has worked since 2006. She has 27 years of industry experience. Outside of her advisory role, she owns a short-term rental property in Springdale, Arkansas. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and operates a nationwide network of approximately 23,701 financial advisors, offering a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and tax-efficient services.

Jeremy Mcgee is a financial advisor with Morgan Stanley in Fayetteville, Arkansas, holding a Series 66 credential and 25 years of industry experience. He has been associated with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, as well as Citigroup Global Markets, Inc. Outside of his advisory role, he is a sole proprietor involved in property management. Morgan Stanley Wealth Management offers a range of advisory programs to individual and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and analytical models. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-sponsored financial planning services.

Ewell Roussell III is a financial advisor at Edward Jones in Rogers, AR, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Wells Fargo Clearing Services LLC and several logistics companies. Outside of his financial career, he is co-owner and vice president of Precision Event Group, an event planning company based in Fayetteville, AR. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets through a broad network of advisors and branches, offering a range of investment advisory programs and affiliated financial services.

Geoffrey Rosen is a financial advisor with Cetera who holds a Series 66 designation and has 14 years of industry experience. His prior roles include positions with Avantax Investment Services, Landmark Financial, and Beall Barclay Wealth Management. Outside of his advisory work, he serves as a trustee for his parents' irrevocable trust and is involved in short-term rental property management through several LLCs. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser that serves individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options, including model portfolios, third-party managers, and bespoke strategies, supporting both discretionary and non-discretionary accounts.

Amie Fielder is a financial advisor with OSAIC, holding a Series 66 designation and 20 years of industry experience. Prior to joining OSAIC in 2024, she worked at Thrasher & Chambers Wealth Management and Arvest Asset Management. She also serves as a successor trustee for a family trust. OSAIC Wealth, Inc. serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers integrated brokerage and advisory services with a variety of investment solutions, employing asset-allocation tools and third-party platforms to manage portfolios across multiple asset classes.

Lucas Davis is a financial advisor with OSAIC, holding a Series 66 designation and 12 years of industry experience. He previously worked with Securities America Advisors and Securities America Inc for eight years. Outside of his advisory role, Davis volunteers as a coach for his son's basketball team. OSAIC serves a diverse client base including individual investors, high-net-worth individuals, pension and profit-sharing plans, corporations, and charitable organizations through a broad network of affiliated advisers. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and third-party managed account solutions to construct portfolios across a range of asset classes.

William Trumbo is a financial advisor with J.P. Morgan Securities LLC, holding a Series 66 license and six years of industry experience. He has previously worked with Arvest Wealth Management and New York Life, among other firms. Outside of his advisory role, he is involved in managing real estate investments through several LLCs, including Eastwood LLC and TruCost Capital, where he oversees property management and rental operations. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Daniel Paul is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2022. Prior to joining Edward Jones, he was employed by Spartan Chemical Company for seven years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a large network of advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and tax-efficient services.

Allison Hayes is a financial advisor at Edward Jones with 14 years of industry experience. She holds the ChFC® designation and Series 66 license and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jonathan Coker is a CFP® practitioner with over 21 years of industry experience, currently serving at Raymond James Financial Services Advisors, Inc. He co-owns Wilson Coker Wealth Advisors LLC and holds leadership roles in related business entities, including Wilson Coker Meyers LLC and Wilson Coker Peterman Group. His business activities extend to managing and overseeing administrative and financial operations within these firms. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, and institutions. The firm employs a non-discretionary approach tailored to client goals and supports municipal and public-finance advisory services, along with specialized employer consulting programs.

Gary Kearney is a financial advisor with Raymond James & Associates based in Rogers, Arkansas. He holds Series 63 and Series 65 licenses and has 30 years of industry experience, including 20 years with Raymond James. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and municipalities, offering financial planning and non-discretionary investment consulting through various specialized programs.

Mark Morris is a financial advisor with Raymond James & Associates in Fayetteville, Arkansas, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, he is a partner and co-owner of eatthefrog, LLC, which manages an office building in Fayetteville. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, institutions, and charitable organizations. The firm offers financial planning and investment consulting through a variety of portfolio management styles and provides municipal advisory services alongside its market-making and execution roles in municipal and government bonds.

Ross Larwood is a financial advisor with Morgan Stanley in Fayetteville, Arkansas, holding a Series 66 designation and eight years of industry experience. Prior to joining Morgan Stanley in 2018, he worked at Atlas Technology Group for two years. He serves as a trustee at The Grove Church, where he participates in reviewing and approving the annual operational budget and contributes to financial oversight. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutions, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and offers planning services supported by structured discovery processes and firm-approved tools.

Andrew Adams is a financial advisor with LPL Financial based in Springdale, Arkansas. He holds a Series 66 designation and has 11 years of industry experience, having previously worked at firms including Simmons Bank, National Asset Management, Arvest Wealth Management, and Edward Jones. Outside of his advisory role, he is also employed as a waitress at Springdale Country Club. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions including model portfolios, third-party asset management, and institutional platforms.

Holly Hood is a financial advisor at Raymond James Financial with 19 years of industry experience. She holds a Series 66 designation and has previously worked at UBS Financial Services and Signature Private Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports various advisory programs, with notable municipal and public finance expertise uncommon among large institutional advisors.

Dana Peloquin is a financial advisor with Thrivent Investment Management in Rogers, Arkansas. Holding the Series 66 designation, Peloquin has previous experience in the pharmaceutical industry, including roles at Novartis and GlaxoSmithKline. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based planning that covers a broad range of topics, with services delivered outside of portfolio management and without discretionary trading authority.

Jason Webb is a financial advisor with LPL Financial, holding a Series 66 designation and 24 years of industry experience. He has worked with LPL Financial since 2018 and has been associated with SII Investments Inc. since 2005. Outside of his advisory role, he is president and owner of Cornerstone Wealth Management, Inc., an insurance agency offering life, disability, dental, and vision coverage. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset managers.

Troy Kestner is a CFP®-certified financial advisor with 32 years of industry experience, currently with Raymond James & Associates since 2019. Prior to this, he worked for 13 years at Arvest Wealth Management. Outside of his advisory role, he owns and manages a small cattle herd and holds several real estate-related business interests, including managing member positions in multiple LLCs. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and nonprofit entities. The firm offers a range of financial planning and consulting services, utilizing diverse portfolio management styles and proprietary research, with an emphasis on non-discretionary client relationships.