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.

Katherine Williams is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. She has been with LPL Financial since 2011. Williams serves as a high school gymnastics judge and is the creator of financial education content aimed at low to middle income earners. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm supports advisors with various investment options, including model portfolios and third-party asset management, and integrates technology for operational and research support.

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.

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.

Tafta Rogers is a financial advisor with Edward Jones in Fayetteville, AR, holding a Series 66 designation and nine years of industry experience. Prior to joining Edward Jones in 2017, Rogers spent 15 years with Caddo Parish Public Schools. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and 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.

Robert Mahaffey Jr. is a financial advisor at Ameriprise with six years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2019. Prior to his advisory role, he has experience at Washington University in St. Louis, Walmart/Sam’s Club, and the University of Mississippi. He serves on the Board of Directors for Mahaffey Enterprises. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research-driven analysis and tax-efficient strategies to produce tailored written Recommendation Reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

John Sanderson is a financial advisor at Raymond James Financial with a Series 66 designation and one year of industry experience. His prior experience includes service in the United States Marine Corps and involvement with University Baptist Church. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and maintains a notable municipal advisor affiliation that supports its public finance work.

Robert Coleman is a financial advisor at Stifel with 21 years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Clearing, Wells Fargo Advisors LLC, and A.G. Edwards & Sons, Inc. Coleman serves on the boards of the non-profit OneLove Outreach and the Circle of Life Hospice Foundation. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies.

Lee Brooks is a financial advisor at Cetera with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cetera Advisors LLC since 2022 and Cetera since 2020, following previous roles at First Allied Advisory Services, Inc. and First Allied Securities, Inc. Outside of his advisory work, he operates the Brooks Investment Group. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of over 10,000 independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with various program options and affiliations.

George Bethell is a financial advisor at Raymond James Financial with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James Financial Services Advisors, Inc. since 2004. Outside of advising, he owns Malpaso LLC, a real estate brokerage focused on vacant land in Fayetteville, Arkansas. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and nonprofit organizations. The firm provides tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and it maintains unique affiliations supporting municipal finance and SIMPLE IRA Employer Advisory services.

Steven Tucker is a financial advisor with Wells Fargo Clearing in Rogers, Arkansas, holding Series 63 and Series 65 designations and 29 years of industry experience. His prior experience includes roles at Bank of America for 24 years and multiple positions at Raymond James Financial Services and Woodforest-affiliated firms. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment options and bank deposit sweep programs.

Clayton Guthrie is a financial advisor with LPL Financial in Bentonville, Arkansas, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He was previously with Arvest Wealth Management for 13 years before joining LPL Financial in 2012. Guthrie is involved with Heritage Wealth Management, a related entity operating under LPL, spending significant time managing that business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Arthur Walker is a Certified Financial Planner (CFP®) with seven years of industry experience. He has worked at Edward Jones since 2019 and was previously with Smith Hamilton Inc for four years. Based in Ft Worth, TX, Walker holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households across wealth levels, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory strategies and affiliated investment products, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Hannah Jennings is a financial advisor at Stifel with 12 years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC. Jennings is based in Fayetteville, Arkansas. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is supported by a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to produce asset allocation and planning analyses.

Sarah Merciez is a financial advisor with Edward Jones in Fayetteville, Arkansas, holding a Series 66 designation and with one year of industry experience. Her prior work includes roles at Design Break Studios/Pixelstack and time at the Thinkwell Hybrid School of Discovery. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies, including managed solutions and separately managed accounts, and maintains a large national network of advisors and branch offices.

Christopher Altimont is a financial advisor with Charles Schwab & Co., Inc. in Bentonville, Arkansas. He holds a Series 66 designation and has six years of industry experience. Prior to joining Charles Schwab in 2018, he worked at Pro Unlimited and Abilene Christian University. Charles Schwab & Co., Inc. serves a large client base of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment management, integrating multi-asset model portfolios with strategic asset allocation and alternative investment options.