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.

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.

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.

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.

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.

Stephen Barns is a financial advisor with Prime Capital Financial, holding a Series 66 designation and 12 years of industry experience. His work history includes roles at Pclr, LLC, Private Client Services, Cambridge Investment Research, and Barns Insurance Inc, where he serves as president and owner. Outside of his advisory work, Barns is a published author of investment-related material and performs as a bassist in a band called Hindsight Groove. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a wide range of services including asset management, financial planning, retirement plan services, and family office solutions, employing a mix of investment strategies and coordinated reporting across multiple custodians.

Travis Mays is a financial advisor at Prime Capital Financial with eight years of industry experience. He holds Series 65 and Series 66 licenses and has worked with Prime Capital Investment Advisors since 2020. Prior to this, he was involved with PCLR Advisors and has experience at the University of Central Arkansas and Next Financial Group. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a range of services including asset management, financial planning, qualified retirement plan services, and family office offerings, utilizing both discretionary and non-discretionary investment approaches.

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 Guardian Life in Little Rock, Arkansas, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with Guardian Life Insurance Co of America since 2006. Outside of his advisory role, he is involved in providing group health insurance plans for small business owners and has roles related to local business entities and family land management. Guardian Life’s Park Avenue® Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, retirement plan consulting, and a range of investment advisory programs that include both proprietary and third-party strategies.

Merlin Hagan is a financial advisor at Prime Capital Financial with 40 years of industry experience. He holds a Series 63 designation and has worked at multiple firms including Cambridge Investment Research and Lawing Financial. Outside of advising, he is involved in non-investment related business activities such as managing a financial services entity and serving as area vice president for a benefits services firm. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a range of services including asset management, financial planning, qualified retirement plan sponsor and trustee services, and family office offerings.

David Meador is a financial advisor at MAI Capital Management, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Transparent Wealth Partners LLC, Ameriprise Financial Services, LLC, and Neuberger Berman BD LLC. Outside of his advisory role, he is the author of a children's book titled "7 Days with God." MAI Capital Management provides investment management, wealth management, retirement plan consulting, and family-office services to a broad client base including individuals, families, sports professionals, trusts, and institutional clients. The firm manages over $72 billion in assets and offers a range of customized portfolio strategies alongside integrated financial planning and trust administration services.

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.

Mona Khairi is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. Her prior roles include positions at GenWealth Financial Advisors and LPL Financial. 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 combines independent advisory representatives with sophisticated portfolio management techniques and leverages technology platforms to support integrated planning and coaching services.

Scott Inman 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. Outside of his advisory work, he is a co-owner of Momentum Media, a non-investment-related business. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering services such as asset management, financial planning, and retirement consulting. The firm employs a network model with several hundred advisors and integrates technology platforms to support portfolio management and estate planning.

Alec Daril is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 65 licenses and three years of industry experience. He has worked at Independent Advisor Alliance and LPL since 2022 and has held various positions including roles at the University of Arkansas and in small business ventures. 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 of advisory representatives who utilize discretionary and non-discretionary portfolio management, leveraging technology platforms and third-party managers to deliver comprehensive services.