Caleb Fite is a financial advisor at Lincoln Investment with four years of industry experience. He holds a Series 66 designation and has worked at Captal Analysts, Fidelity Investments, and Northwestern Mutual. In addition to his advisory role, Caleb provides insurance services to clients. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a variety of investment programs managed through strategic and tactical approaches overseen by an Investment Management & Research team.

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.

Stuart Burke is a financial advisor with NewEdge Advisors in Little Rock, AR, holding Series 65 and Series 63 licenses and six years of industry experience. His prior experience includes roles at LPL Financial and Ameriprise. In addition to his advisory work, he is a principal broker engaged in residential real estate sales through his own firm. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools to support client and advisor 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 (NY Life) in Little Rock, Arkansas, holding Series 63 and Series 66 licenses and bringing four years of industry experience. She has worked with multiple firms, including Empire Financial Architects LLC and NYLIFE Securities LLC. Outside of her advisory role, Nalley serves as Vice President and minority shareholder of Arkansas Document Solutions, Inc., participates as a volunteer mentor in the Venture Center Woman Achieve Mentoring Program, and is a board director for the Accounting & Financial Women’s Alliance of Central Arkansas. Eagle Strategies serves a diverse client base with financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored recommendations and manages a significant portion of assets on a non-discretionary basis, with a focus on both individual and institutional clients within an integrated New York Life structure.

Brandon Barber is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and two years of industry experience. He previously worked at LPL Financial and operates a lawn services business called The Lawn Barber. 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 through both discretionary and non-discretionary portfolio management. The firm utilizes various investment strategies and technology platforms to support its advisory services, and it operates a network model with advisory representatives often dually registered with LPL Financial.

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.

Gwendolen Blair is a financial advisor with Eagle Strategies (NY Life) based in Little Rock, AR. She holds Series 63 and Series 65 licenses and has nine years of industry experience. Blair also serves as President Elect of the Hot Springs Village Rotary Club, a nonprofit volunteer organization. She operates under the DBA Empire Financial Architects, selling New York Life products and brokering non-registered insurance products. 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 range of advisory programs that emphasize tailored recommendations and manages the majority of its assets on a non-discretionary basis.

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.

Jerry Coats is a financial advisor with Eagle Strategies (NY Life) in Little Rock, AR, holding the ChFC® designation and Series 63 license. He has 43 years of industry experience, including roles at Insight Wealth and his own firm, Edison Wealth Strategies. Coats participates on the Arkansas Children's Foundation Gift Planning Advisory Committee and serves as a board member of the Estate Planning Council of Arkansas. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients through a large network of affiliated representatives. The firm offers a range of program types and emphasizes tailoring recommendations to client objectives and plan sponsor criteria, with a significant portion of its assets managed on a non-discretionary basis.

Christopher Armistead is a financial advisor with Eagle Strategies (NY Life) based in Little Rock, AR. He holds Series 63 and Series 66 licenses and has nine years of industry experience. Armistead operates Armistead Wealth, LLC, through which he sells New York Life products and brokers non-registered insurance products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a broad network of affiliated representatives. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis.

Ronald Bruton is a financial advisor with Money Concepts Capital Corp in Little Rock, Arkansas, holding Series 63 and Series 65 licenses and having nine years of industry experience. He previously worked at Veritas Independent Partners for six years and is currently involved with Rasberry Producers Group and McGhee Insurance Agency, where he offers property, casualty, and commercial insurance. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a variety of managed programs and investment approaches, combining model portfolios, advisor-designed strategies, and third-party sub-advisers to manage approximately $3.33 billion for around 14,700 clients.

Jay White is a financial advisor at MAI Capital Management, LLC with 25 years of industry experience. He holds a Series 66 designation and previously worked at Smith Capital Management, Inc. for 19 years before joining MAI Capital Management in 2020. MAI Capital Management, LLC offers discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base that includes high- and ultra-high-net-worth individuals, families, trusts, institutional clients, and sports professionals. The firm employs a range of portfolio management strategies and combines financial planning with tax and bill-pay services, managing $72.3 billion in assets as of May 31, 2026.

Warren Woodham is a financial advisor with Primerica Advisors in Little Rock, AR, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Primerica Advisors and Guardian Life Insurance Company of America since 2006. Outside of his advisory role, he provides insurance products including group health plans for small business owners. Primerica Advisors serves a broad retail client base with a range of brokerage and advisory services, financial planning, and consulting. The firm offers multiple proprietary advisory programs alongside third-party manager platforms, implementing investment strategies through various portfolios and supporting both discretionary and non-discretionary account management.

David Meador is a financial advisor at MAI Capital Management, LLC with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Transparent Wealth Partners LLC, Ameriprise, and Neuberger Berman Management LLC. Outside of advising, he is the author of a children's book titled *7 Days with God*. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse clientele including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm customizes portfolio management and asset allocation through various strategies and integrates financial planning and tax services into many client relationships.

Abigail Hollar is a CFP® professional at CWM, LLC with 16 years of industry experience. She previously worked at Advisory Alpha LLC for seven years and Conger Wealth Management for eight years. CWM, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, high-net-worth families, and institutional clients through a large network of more than 600 advisors. The firm offers portfolio management, financial planning, and a range of retirement-plan services, utilizing model portfolios governed by an in-house Investment Committee and combining various analytical and investment tools.