Hardee Jerrels is a financial advisor with Charles Schwab in Little Rock, AR, holding Series 63, 65, and 66 licenses and with 21 years of industry experience. His career includes roles at Charles Schwab Bank, Allstate Insurance Company, Securities Management & Research, and management of his own insurance business, Hardee David Jerrels Insurance, Inc. He has a background spanning both insurance and investment advisory services. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. Schwab combines non-discretionary advisory relationships with access to discretionary separately managed accounts and employs multi-asset model portfolios, supported by centralized supervisory and custody arrangements.

Sydney Gilbert is a CFP® with 20 years of experience in the financial industry. She has been with Wells Fargo Advisors since 2022 and held prior roles within Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2022. Gilbert has ownership interests in two investment-related businesses based in Little Rock, Arkansas. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides tailored investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options and integrating advisory services with various financial products and referral channels.

Roger O'quin is a financial advisor at Wells Fargo Advisors in Little Rock, AR, holding Series 63 and Series 65 credentials with 41 years of industry experience. He has been with Wells Fargo Advisors and its affiliates since 2009. Outside of his advisory role, he has ownership stakes in The Oquin Group, Inc. and Oquin Gilbert, LLC, both investment-related businesses. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and investment solutions, leveraging Wells Fargo research and tools to create tailored recommendations for clients.

Robert Scott is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has worked at Equitable Advisors since 1999, including through its prior identity as AXA Advisors. Scott also operates an outside insurance brokerage business. Equitable Advisors serves individuals across wealth levels, pension and profit-sharing plans, corporations, and nonprofit organizations by providing financial planning, retirement consulting, and asset management programs. The firm delivers advice through a network of Investment Adviser Representatives and utilizes a range of proprietary and third-party investment solutions.

Tricia Curreri is a financial advisor with Edward Jones in Little Rock, AR, holding a Series 66 designation and six years of industry experience. She has worked at Edward Jones since 2019 and previously spent 14 years at Arvest Bank. Outside of her advisory role, she is a partner in a family real estate partnership. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, offering a range of advisory programs and investment solutions supported by a large network of advisors and branch offices.

Trevor Holbert is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined Merrill Lynch in 2008 after spending two years in public accounting with JPMS, Cox PLLC, an accounting firm based in Little Rock. Trevor's focus areas include legacy planning, personal retirement planning, philanthropic planning, and portfolio management services. He holds a Bachelor of Business Administration in Economics from Harding University, where he also played baseball. He has earned the CERTIFIED FINANCIAL PLANNER® certification and is a Chartered Retirement Planning Counselor™ designee, as well as a Personal Investment Advisor (PIA). Trevor has been recognized on the Forbes "Best-in-State Wealth Advisors" lists in 2025 and 2026, as well as the "Best-in-State Next-Generation Wealth Advisors" list in 2022. Trevor is a former member of the Arkansas Children's Foundation Board and a graduate of Leadership Greater Little Rock, Class XXVI. He currently serves on the boards of Junior Deputy Baseball Park and Explore. He resides in Little Rock with his wife, Lori, and their children, Lee and Rhett. His personal interests include adventure sports, baseball, golfing, and skiing.

Christopher Phillips is a financial advisor with Primerica Advisors in Little Rock, AR, holding Series 63 and Series 65 licenses and six years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2018. Outside of his advisory role, Phillips has worked with the Little Rock School District since 2008 and is involved in sales of home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap fee structure, offering a range of strategic investment models implemented with the assistance of BNY Mellon Advisors.

William Gorman Jr. is a CFP® professional with 22 years of experience in the financial services industry. He is currently with LPL Financial and has prior experience at Bank of America and Merrill. Gorman also operates a home-based business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, and institutions through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and brokerage solutions supported by in-house and third-party research.

Laura Buchanan is a financial advisor at Merrill with 35 years of industry experience. She has been with Merrill since 1991 and holds Series 63 and Series 65 designations. Merrill, together with its affiliate Managed Account Advisors LLC (MAA), provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Brandy Springer is a financial advisor with UBS Financial Services in Little Rock, Arkansas, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has been with UBS Financial Services since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor plans to clients' goals and risk tolerances.

Matthew Mcdaniel is a financial advisor with Merrill in Little Rock, AR, holding Series 63 and Series 65 licenses and with 31 years of industry experience. He has worked at Bank of America, N.A. and Merrill Lynch Pierce Fenner & Smith Inc. since 2013. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.

Michael Wisinger is a financial advisor at LPL Financial with 23 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Cetera, Cetera Wealth Services, Voya Financial Advisors, and operated Wisinger Financial Inc., where he provided insurance and financial services. He serves on the finance committee of Chenal Valley Baptist Church, assisting in financial oversight and budget review. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with a range of portfolio management options and research support.

Sherri Simancas is a financial advisor with Edward Jones in Little Rock, AR, holding a Series 66 designation and six years of industry experience. Her prior work includes roles at David Lukas Financial and Chenal Family Therapy PLLC. She has also been self-employed. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets, offering a range of advisory programs and investment strategies supported by a network of over 23,700 financial advisors nationwide.

Robby Tiffee is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has been with Cetera since 2016 and has concurrently worked at Regions Bank since 2006. Outside of his advisory role, he serves as president of the XI Educational Foundation of Arkansas, which provides educational assistance to college students. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of advisors. The firm offers a range of portfolio management and financial planning services, utilizing multiple program structures and managerial options to suit client needs.

Cooper Meeks is a financial advisor with Wells Fargo Advisors in Little Rock, AR, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at various Wells Fargo entities since 2012. Meeks serves on the Board of Trustees for The Msgr Hebert Endowment Fund, which provides needs-based scholarships and support for teachers and staff. Wells Fargo Advisors Financial Network offers investment and financial planning services to individuals, trusts, and institutional clients, providing tailored recommendations through a broad menu of planning options. The firm integrates advisory services with various financial products and referral channels.

Jennifer Carter is a Series 66 licensed financial advisor with Morgan Stanley in Little Rock, Arkansas, and has 19 years of industry experience. She has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its financial planning process.

Paul Lanier Jr. is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Raymond James since 2012. Lanier serves on the Arkansas State Bank Department Board, a non-investment-related political appointment. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, and municipal entities, offering financial planning and non-discretionary investment consulting supported by various portfolio management styles and affiliated research.

Shannon Allen is a financial advisor at Merrill with one year of industry experience. She holds a Series 66 designation and has prior experience at Morgan Stanley and in educational and healthcare roles. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Louis Graham is a financial advisor with Morgan Stanley in Little Rock, AR, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been associated with Morgan Stanley and its affiliates since 2007. Graham serves on the board of the Arkansas Council on Economic Education, a nonprofit organization. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services that include both direct client engagements and corporate financial planning agreements.

Lester Matlock is a financial advisor with Ameriprise in Little Rock, AR, holding Series 63 and Series 65 licenses and having 29 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Matlock serves on multiple nonprofit boards, including the University of Arkansas at Pine Bluff Foundation Fund Board and the University of Arkansas for Medical Sciences Board of Advisors, where he currently holds the position of president. Ameriprise provides a range of advisory, brokerage, and insurance solutions, with a notable retirement-income planning service aimed at individuals approaching or in retirement who meet specific asset criteria. The firm employs a centralized consulting team that offers non-discretionary, research-driven retirement income recommendations tailored to client needs.