Cory Grummer is a Certified Financial Planner (CFP®) with 12 years of experience in the financial services industry. He has been with Stephens since 2013, serving in various capacities throughout his tenure at the firm. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and other institutional clients. The firm offers tailored portfolio programs with committee-based oversight and combines substantial broker-dealer and investment banking activities alongside advisory services.

Jackson Paine is a Series 66 licensed financial advisor at Stephens with one year of industry experience. He previously worked at Legacy National Bank and Gallagher before joining Stephens. Outside of finance, he has experience related to Southern Trace Country Club. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and other institutional clients. The firm delivers tailored portfolio programs with committee-based oversight and combines advisory services with broker-dealer and investment banking activities.

James Jordan is a financial advisor at Stephens with 40 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Stephens since 2005. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and other institutional clients. The firm offers tailored portfolio programs with committee-based oversight, combining advisory services with substantial broker-dealer and investment banking activities.

John Stephens is a Series 66-licensed financial advisor at Stephens with 15 years of industry experience. He has been with Stephens and its affiliates since 2013, serving in various roles including Associate Director at Stephens Europe Limited. Outside of his advisory work, he is a part owner of a helium mining business and owns a restaurant in Little Rock, Arkansas. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and institutional clients. The firm offers tailored portfolio programs with committee-based oversight and combines broker-dealer, investment banking, and advisory services.

Jackson Smith is a financial advisor at Mariner with one year of industry experience. He holds a Series 65 designation and previously worked at 49 Financial. Mariner serves a diverse client base including individuals, pension plans, and charitable organizations, offering investment management, financial planning, retirement consulting, and integrated tax and accounting services. The firm employs customized discretionary portfolios supported by an internal team and third-party managers, with a range of strategies covering equities, fixed income, alternatives, and digital assets.

Jason Marshall is a financial advisor with Independent Advisor Alliance, LLC and holds a Series 66 designation. He has experience spanning several roles in the financial services industry, including eight years at Marshall Insurance and Financial Solutions and two years at New York Life Insurance Company. He is currently based in Little Rock, AR. Independent Advisor Alliance serves a diverse client base, including individuals, businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement plan consulting. The firm combines a network of independent advisory representatives with access to technology platforms and third-party services to support portfolio management 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.

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.

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.

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.

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 (New York Life) based in Little Rock, AR, holding the ChFC® designation and Series 63 license. He has 42 years of industry experience, including over two decades with Eagle Strategies and New York Life. He serves as a board member of the Estate Planning Council of Arkansas and volunteers on the AR Children’s Foundation Gift Planning Advisory Committee. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base that includes individual investors, defined contribution and benefit plans, and charitable and corporate clients. The firm emphasizes tailored advice delivered through multiple program types, often managing assets on a predominantly non-discretionary basis within the integrated New York Life affiliate structure.

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.