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.

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.

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.

Jeffrey Reeves is a financial advisor with LPL Financial in Bentonville, AR, holding Series 63 and Series 65 credentials and possessing 24 years of industry experience. His career includes roles at Morgan Keegan & Company, ProEquities, Summit Wealth Management, and LPL Financial. He also operates Summit Wealth Management, an investment-related business associated with his LPL activities. 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 offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive technology tools and a broad network of over 22,000 advisors.

Blake Spain is a financial advisor at Edward Jones with seven years of industry experience. He has been with Edward Jones since 2017 and previously worked at the University of Arkansas. He holds a Series 66 designation. 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 approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Alexandra Etges is a Series 66-licensed financial advisor with Morgan Stanley, based in Fayetteville, Arkansas, and has seven years of industry experience. She has worked with Morgan Stanley Private Bank, N.A. since 2020 and Morgan Stanley Smith Barney LLC since 2019. Outside of her advisory role, she serves on the investment committee of the Alpha Delta Pi Foundation and is a board member of The Salvation Army in Fayetteville. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, emphasizing tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct services and corporate financial planning agreements.

Kyle Powell is a financial advisor with LPL Financial in Springdale, Arkansas, holding the Series 66 designation and five years of industry experience. His prior roles include positions at Edward Jones, State Street, and the Fayetteville Housing Authority. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services delivered through a large network of advisors using model portfolios, third-party subadvisors, and customized strategies.