Candice Stanley is a financial advisor with Independent Advisor Alliance, LLC who holds Series 63 and Series 66 credentials and has 14 years of industry experience. She has worked at firms including LPL Financial, GenWealth Financial Advisors, and Edward Jones. Independent Advisor Alliance serves a broad range of clients such as individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement consulting through both discretionary and non-discretionary portfolio management. The firm utilizes model portfolios, sub-advisors, and various analytical techniques, supported by technology platforms for asset aggregation and estate planning.

Shannon Harrington is a financial advisor with TIAA-CREF in Little Rock, Arkansas, holding Series 63 and Series 66 designations and 28 years of industry experience. She has been with TIAA-CREF and TIAA since 2014. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals linked to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm’s advisory model separates one-time planning services from ongoing discretionary management through various managed account programs, applying a fiduciary standard to its RIA services.

Ronald Lee is an investment advisor at CWM, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Wealth Management, Inc., Cetera Wealth Services, LLC, and LPL Financial, LLC. Outside his advisory role, he serves as an ordained deacon and school board member at Our Lady of Fatima Catholic Church in Benton, Arkansas. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm employs discretionary portfolio management using model portfolios, combines fundamental and technical analysis with third-party sub-advisors, and offers a variety of retirement-plan services.

Matthew Chaffin is a financial advisor at MAI Capital Management, LLC in Little Rock, AR, with 10 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Smith Capital Management and Crews & Associates, Inc. MAI Capital Management provides investment management, wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages a diverse range of portfolios and offers integrated financial planning and related services, serving both advisory and product-sponsor roles.

Stuart Pipho is a financial advisor with Valic Financial Advisors in Little Rock, AR, holding Series 63 and Series 65 licenses and possessing 22 years of industry experience. His career includes roles at Crews & Associates, Inc. and Valic Financial Advisors, and he is also an agent for non-securities insurance products with Agia. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants, offering managed-account programs, financial planning, and brokerage services through a comprehensive investment platform.

Michael Verser is a financial advisor with Eagle Strategies (NY Life) based in Little Rock, AR, holding Series 63 and Series 66 licenses, with 12 years of industry experience. He has worked at Eagle Strategies since 2020 and is also the owner of VerSer Financial Group, LLC, through which he brokers non-registered insurance products. Verser is engaged in insurance brokering activities, including disability insurance policies through specialized brokerage firms. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers a variety of program types, including fee-based advice and co-advisory relationships, with a focus on tailored solutions and primarily non-discretionary asset management.

Heath Hagan is a financial advisor with Prime Capital Financial in Little Rock, AR, holding a Series 65 credential and five years of industry experience. Prior to joining Prime Capital in 2021, he worked for the Vilonia School District from 2016 to 2021. He is also involved in a non-investment related business, Hagan Newkirk Financial Services, which manages business-related activities such as marketing employee benefit offerings. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with services including asset management, financial planning, and qualified retirement plan sponsor and trustee services. The firm employs a range of investment strategies and offers family office services and specialized tax planning through its affiliated accounting subsidiary.

James Meaders is a financial advisor at VOYA Financial Advisors, Inc. He holds Series 63 and Series 65 licenses and has 29 years of industry experience. His prior roles include positions at Fidelity Investments, Charles Schwab & Co., Inc., and Berthhel Fisher & Company Planning. VOYA Financial Advisors, Inc. serves a diverse client base including individuals, pension plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and retirement advisory services through both discretionary and non-discretionary accounts, utilizing a range of in-house and third-party investment strategies supported by technology-enabled tools.

Stuart Burke is a financial advisor with NewEdge Advisors in Little Rock, AR, holding Series 63 and Series 65 licenses and six years of industry experience. He has worked at firms including LPL Financial and Ameriprise. Outside of advisory services, Burke is a principal broker conducting residential real estate sales through his own business, Stuart Burke Group. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, plans, corporations, and charitable organizations via a network of independent adviser representatives. The firm offers a range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools to support advisor and client needs.

Dawn Stoffel is a financial advisor at Creative Planning with 20 years of industry experience. She holds a Series 66 designation and has previously worked at U.S. Bancorp Investments and Charles Schwab. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets and offers a financial planning–led investment process emphasizing low-cost indexing and buy-and-hold strategies, supplemented by advanced portfolio management techniques and integrated retirement plan services.

Terry Minton is a financial advisor with Money Concepts Capital Corp and holds a Series 66 designation. He has 16 years of industry experience, including roles at HD Vest Insurance Agency Inc and Lucas Minton. Outside of his advisory work, he is involved in accounting services and tax preparation through ownership of McMahan, Jacobs, and Company CPAs. Money Concepts Advisory Service (MCAS) provides portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm uses a combination of model portfolios, IAR-designed portfolios, and third-party sub-advisers, applying fundamental and technical analysis alongside modern portfolio theory.

Lesley Nalley is a financial advisor with Eagle Strategies (New York Life) in Little Rock, Arkansas, holding Series 63 and Series 66 licenses with four years of industry experience. She has previously been affiliated with Empire Financial Architects LLC and NYLIFE Securities LLC. Outside of her advisory work, Nalley is involved in mentoring women entrepreneurs through the Venture Center Woman Achieve Mentoring Program and serves as a director for the Accounting & Financial Women's Alliance of Central Arkansas. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a broad range of individual and institutional clients. The firm emphasizes tailored recommendations across multiple program types, operates predominantly on a non-discretionary asset management model, and maintains a strong affiliation with New York Life products.

Brandon Barber is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and three years of industry experience. Prior to joining Independent Advisor Alliance, he worked at LPL Financial. Outside of his advisory work, he owns and operates The Lawn Barber, a lawn service business based in Little Rock, Arkansas. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, and retirement plans, offering asset management, financial planning, and retirement consulting. The firm uses a network model with independent advisory representatives and provides access to various portfolio management strategies and technology platforms.

Luke Ferradj is a financial advisor with Eagle Strategies (New York Life) in Little Rock, Arkansas. He holds Series 63 and Series 66 licenses and has 12 years of industry experience. His work history includes roles at Eagle Strategies since 2021, Nylife Securities LLC since 2014, and New York Life Insurance Company since 2013. Eagle Strategies serves a diverse clientele including individual investors, institutional clients, and plan sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers tailored solutions through multiple program types and manages the majority of its assets on a non-discretionary basis.

Brian Helms is a financial advisor with Independent Advisor Alliance, LLC based in Alexander, Arkansas. He holds Series 63 and Series 65 licenses and has three years of experience in the financial industry, having previously worked at LPL Financial. Prior to his advisory career, he spent 27 years with the University of Arkansas System Division of Agriculture. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans. The firm provides asset management, financial planning, and retirement plan consulting, utilizing a network model with access to a range of portfolio management strategies and technology platforms.

Matthew Thompson is a Series 66-licensed financial advisor at Empower Advisory Group with one year of industry experience. His prior work includes roles at Ameriprise, AGIA, Valic Financial Advisors, and Fis. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and retail brokerage clients. The firm’s services integrate with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns and savings rates over short-term forecasts.

Gwendolen Blair is a financial advisor with Eagle Strategies (NY Life) in Little Rock, Arkansas, holding Series 63 and Series 65 designations and possessing 10 years of industry experience. She has worked with multiple firms including Empire Financial Architects and NYLIFE Securities LLC. Blair is also involved in community service as President Elect of the Hot Springs Village Rotary Club. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse range of individual and institutional clients. The firm delivers tailored advice through various programs and maintains a significant focus on non-discretionary asset management within an integrated New York Life affiliate structure.

Timothy Key is a financial advisor with Independent Advisor Alliance, LLC and holds a Series 66 designation. He has 10 years of industry experience, including roles at LPL Financial and GenWealth Financial Advisors. His background includes managing investment advisory services and non-variable insurance activities. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, and charitable organizations, providing asset management, financial planning, and retirement plan consulting. The firm utilizes discretionary and non-discretionary portfolio management with various analytical strategies and integrates technology platforms for asset aggregation and estate planning.

John Shrewsbury is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. His prior roles include 15 years at Genwealth Financial Advisors and over two decades at LPL Financial. Outside of advising, he owns Momentum Media, an advertising agency based in Arkansas. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement consulting. The firm employs a network model with several hundred independent advisory representatives and uses various portfolio management strategies supported by technology platforms and third-party managers.

Autumn Maack is a financial advisor with Prime Capital Financial, holding Series 63 and Series 66 credentials and 18 years of industry experience. She previously worked at Scottrade for 15 years and has been with Private Client Services since 2019. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with services that include asset management, financial planning, and family office offerings. The firm employs a range of investment strategies and provides integrated tax and financial administration services through its affiliated accounting subsidiary.