Jacob Grice is a financial advisor with Independent Advisor Alliance, LLC and holds a Series 66 designation. He has two years of industry experience, including roles at LPL Financial LLC and prior positions outside the advisory field. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement consulting. The firm utilizes a network model of advisory representatives and integrates various investment strategies and technology platforms to support client needs.

Eric Britt is a financial advisor at TIAA-CREF with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has been with TIAA-CREF since 2014. Outside of finance, he is a musician and sole proprietor involved in music sales. TIAA-CREF Individual & Institutional Services, LLC 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 separates one-time financial planning from ongoing portfolio management and acts as adviser to a donor-advised fund while operating within a vertically integrated group using affiliated funds.

Zachary Martin is a Series 66-licensed financial advisor with 10 years of experience, currently with Guardian Life and Park Avenue Securities. He is based in Little Rock, AR, and has been affiliated with both firms since 2016. In addition to his advisory work, Martin serves on the board of directors for the Adult Learning Alliance of Arkansas and is involved in teaching at Harding University College of Pharmacy. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of brokerage services, financial planning, retirement plan consulting, and investment advisory programs using both proprietary and third-party models.

Angela Cutler is a financial advisor with TIAA-CREF in Little Rock, Arkansas, holding Series 66 and Series 65 licenses and bringing 12 years of industry experience. She has been with TIAA-CREF since 2015. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals—often those linked to TIAA-administered employer retirement plans—as well as trusts, estates, partnerships, and other entities. The firm combines point-in-time planning with ongoing portfolio management and serves as adviser to a donor-advised fund.

Lawrence Chance is a Wealth Management Advisor at Merrill Lynch Wealth Management. He utilizes a disciplined process to deliver a consistent and customized wealth management experience tailored to clients' personal perspectives and priorities. Larry collaborates closely with clients to fully understand their objectives and recommends strategies drawing on the resources of Merrill Lynch to integrate all aspects of their financial life. He regularly conducts reviews to monitor progress and adjusts strategies to align with any changes in clients' personal or business situations. Larry holds several professional designations, including the CERTIFIED FINANCIAL PLANNER™ certification awarded by the Certified Financial Planner Board of Standards, Inc., the Certified Investment Management Analyst® designation, and the Certified Private Wealth Advisor® designation, both awarded by the Investments & Wealth Institute™. He earned his Bachelor of Business Administration in Finance from Texas Tech University in 1986 and a Master of Science in Industrial Administration from Purdue University in 1987. In addition to his professional work, Larry is active in Fellowship Bible Church in Little Rock. His personal interests include camping, fishing, hunting, and traveling.

Laura Witt is a financial advisor with LPL Financial in Little Rock, Arkansas, holding a Series 66 designation and 16 years of industry experience. Her prior experience includes roles at Simmons Bank, Simmons First Investment Group, and 1 St Global Advisors Inc. She is involved with Simmons Investment Services, a DBA related to her LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing model portfolios and research from multiple sources.

Parker Marshall is a CFP® professional affiliated with Charles Schwab, with nine years of industry experience. He has held positions at Charles Schwab since 2022, and prior to that worked at TD Ameritrade, Ameriprise Financial Services, Bankers Life, Bank of America, Merrill, and PFS Investments. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related services. The firm offers a combination of non-discretionary advice and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Julie Garcia is a financial advisor with Wells Fargo Advisors in Little Rock, AR, holding Series 63 and Series 66 licenses with six years at the firm and two years of industry experience. Prior to her current role, she worked at Corning and T2Biosystems. She serves as a scientific advisory board member for Detact Diagnostics, providing expertise on in-vitro diagnostics and medical device assay development. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services and uses proprietary research and tools to develop tailored recommendations for clients.

Jerrie Stokes is a financial advisor at Edward Jones in Little Rock, Arkansas, holding a Series 66 designation. Stokes has worked at Edward Jones since 2010 and has previous experience with companies including Ephemeral Labs LLC, FedEx, Amazon, Hobby Lobby, Levi, and At Home Stores. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Erin Purkiss is a financial advisor with Merrill in Little Rock, Arkansas, holding Series 63 and Series 66 credentials and bringing 12 years of industry experience. She has been with Merrill since 2006. Outside of her advisory role, she owns and oversees a small family rental property business. 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, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Miriam Scheibner is a financial advisor at OSAIC with 26 years of industry experience. She holds the ChFC® and Series 63 credentials and has worked at Royal Alliance Associates, Inc. and Signator Investors, Inc. in addition to operating her own firm, Schneibner, since 1982. Outside of advising, she is an attorney specializing in wills and trusts and leads an insurance sales and brokerage agency. OSAIC serves a diverse client base including individuals, institutions, and charitable organizations through a broad network of advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services utilizing asset-allocation tools, efficient-frontier analysis, and automated rebalancing across a range of investment vehicles and third-party solutions.

John Curreri is a financial advisor with Edward Jones in Little Rock, AR, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2018, he worked for Bank of Arkansas Mortgage from 2014 to 2018. Edward Jones is a full-service wealth management firm that serves individual and institutional clients with a broad range of advisory programs and investment options, supported by a nationwide network of over 23,000 financial advisors.

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 at Equitable Advisors with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Equitable Advisors since 1999, previously working at Axa Advisors. He also has an outside insurance brokerage business. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through a network of third-party asset managers and LPL programs. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage channels to implement client recommendations.

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.