Alexandra Etges is a Series 66-licensed financial advisor with Morgan Stanley, based in Fayetteville, Arkansas, and has seven years of industry experience. She has worked with Morgan Stanley Private Bank, N.A. since 2020 and Morgan Stanley Smith Barney LLC since 2019. Outside of her advisory role, she serves on the investment committee of the Alpha Delta Pi Foundation and is a board member of The Salvation Army in Fayetteville. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, emphasizing tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct services and corporate financial planning agreements.

Kyle Powell is a financial advisor with LPL Financial in Springdale, Arkansas, holding the Series 66 designation and five years of industry experience. His prior roles include positions at Edward Jones, State Street, and the Fayetteville Housing Authority. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services delivered through a large network of advisors using model portfolios, third-party subadvisors, and customized strategies.

Travis Harbin is a CFP® professional with 12 years of experience at Edward Jones, where he has been an advisor since 2014. Outside of his financial advisory role, he is co-owner of a pet waste management business and serves as the 2nd Vice President of the Fayetteville Lions Club. He also occasionally ministers at the Cave Springs Church of Christ. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices across the United States.

Marjorie Richesin is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing extensive experience in financial services dating back to 1988. She began her career as a Corporate Bond Trader and liaison to Morgan Stanley Private Wealth Advisors, and later specialized in Middle Market Taxable Fixed Income at Lehman Brothers and Barclays. Since 2014, she has served as a Financial Advisor, focusing on personal planning and wealth management strategies to assist clients in achieving their financial goals. Marjorie holds a Bachelor of Science degree in Business Management from the State University of New York system. She has earned professional designations including the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification and the Certified Divorce Financial Analyst (CDFA®) designation, qualifications that enhance her ability to support clients with matters such as divorce transition planning, college education planning, tax minimization, and retirement income strategies. She is also a member of the Vistage professional organization. In addition to her professional responsibilities, Marjorie actively participates in community service as a board member of the Ramapo-Bergen Animal Refuge, a no-kill shelter dedicated to animal welfare. She enjoys spending time with her family, engaging in physical fitness, golfing, and other personal interests.

Jared Robinson is a financial advisor at Fidelity with Series 63 and Series 66 designations and six years of industry experience. His prior work includes roles at Fidelity Brokerage Services LLC and several other companies in various capacities. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from a broad range of mutual funds, ETFs, and ETPs.

Joseph Boskus is a Wealth Management Advisor with Merrill Lynch Wealth Management. He partners with clients to develop personalized financial strategies that align with their individual goals and adapt to changing market conditions. Joseph leverages investment insights from Merrill along with banking and lending solutions from Bank of America to help clients pursue their wealth management objectives. He holds the professional designations of Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA). Joseph earned his Bachelor's degree from Xavier University. Committed to community engagement, he dedicates time to volunteering with local organizations, reflecting the Merrill tradition of community participation.

Blake Robbins is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 licenses and having 12 years of industry experience. He has worked previously with firms including Prudential Insurance Company of America, Equitable Advisors, AXA Advisors, and Northwestern Mutual. Outside of his advisory work, he owns a local pizza shop and serves on the board of a nonprofit organization through the Branson Chamber. LPL Enterprise provides investment advisory and brokerage services to a diverse client base that includes individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm emphasizes model-driven investment implementation using portfolios developed by LPL’s Research Department and third-party strategists, and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Craig Jamison is a financial advisor with Edward Jones in Bella Vista, Arkansas. He holds a Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, he worked at Arkansas Blue Cross Blue Shield, Sun Solar, Goosehead Insurance, and Shelter Insurance. Jamison is the founder of The Foundry NWA, an executive leadership mastermind group focused on business referrals. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Kathleen Verkamp is a Financial Advisor at Merrill Lynch Wealth Management. She provides investment advice and financial solutions tailored to her clients' needs and lifestyles, focusing on services including mutual funds, annuities, and insurance to help meet various financial goals. Kathleen began her career in financial services as a short-term bond trader for a national broker-dealer and later served as director of strategy and new business development for several startups. After a period dedicated to raising her three children as a stay-at-home mother, she returned to the industry to assist clients with long-term financial planning, including saving for home ownership, college, and retirement. She holds a bachelor's degree in English with a minor in business administration from Xavier University. Kathleen holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. She is also involved in her community, supporting organizations such as Blood Cancer United.

Jenna Davis is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses. She has four years of industry experience and has previously worked at Stephens Inc., Thrivent Advisor Network (49 Financial), and Purshe Kaplan Sterling Investments. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a diverse client base that includes individuals, institutional and pension plans, charitable organizations, and government entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services supported by a nationwide network of advisers.

Jason Harpham is a financial advisor at Thrivent Investment Management with five years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at TD Ameritrade and Ricoh. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on goal-based financial planning without discretionary portfolio management. Their approach includes comprehensive written recommendations and offers clients the option to combine planning with managed accounts under a consolidated billing structure.

Michael Stafford is a CFP® and PFS™ professional with 24 years of industry experience. He has worked at OSAIC since 2017 and previously spent 10 years with National Planning Corporation. Stafford is also the managing partner of Stafford & Westervelt, a CPA firm operating three offices. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisors. The firm provides integrated brokerage and advisory services with a focus on diversified portfolios constructed using asset-allocation tools and automated rebalancing.

Grant Hynes is a financial advisor at Raymond James Financial with two years of industry experience. He holds a Series 66 designation and has worked at various entities under the Raymond James umbrella as well as his own firm, Hynes and Associates. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning using risk profiling and analytical tools, and supports a range of advisory programs across a large network of advisors.

Kristopher Keck is a financial advisor with Primerica Advisors in Rogers, AR, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His prior work includes roles at PFSU Insurance and PFS Investments, Inc., where he has been active since 2010. Outside of investment advisory services, he is involved in the sale of loan products and home-related services through affiliates of PFS Investments Inc. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which features model-delivery strategies and a selection of separately managed accounts for individual and high-net-worth clients. The firm uses a tiered wrap-fee structure and curates third-party asset managers, maintaining authority over model selection and implementation.

Gideon Carper is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo Clearing, he worked at Republic Brass Sales and Wells Fargo Advisors. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions grounded in an IPS-driven process and modern portfolio theory. The firm’s services include investment policy preparation, performance reporting, participant education, and plan benchmarking, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in their investment menus.

Tandi Stevens is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. She previously worked at Merrill Lynch from 2009 to 2018 and has been with Solomon Wealth Group and Raymond James Financial Services Advisors Inc. since 2018. Stevens also serves as a Registered Services Client Manager at Solomon Wealth Group. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary planning and analytical tools, supporting clients through advisory programs and maintaining unique offerings such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Sheldon Metz is a financial advisor at Robert W. Baird & Co. with eight years of industry experience. He has worked at Baird since 2018 and previously spent five years at Harvest Christian Academy. Metz serves as a director for the National Multiple Sclerosis Society, where he advocates for access to quality and affordable health care for people living with MS. Robert W. Baird & Co.'s DDK Group serves individual, corporate, pension, and charitable clients through a range of financial planning, portfolio management, and advisory services. The firm employs both manager-traded and model-traded SMA strategies supported by internal research and ongoing manager oversight.

Terri Shields is a financial advisor at Wells Fargo Clearing with one year of industry experience. She holds a Series 66 designation and previously worked at Stifel, Nicolaus & Co., Inc. and Arkansas Support Network. Terri is also a notary for the State of Arkansas. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Gavin Allred is a financial advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise, he held roles at Bass Pro Shops, Bells Marketing Consultant, and several educational and recreational organizations. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm typically uses model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in a wrap program.

David Sager is a financial advisor with Raymond James & Associates in Rogers, Arkansas, holding Series 63 and Series 65 licenses with 25 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC, spanning 15 years before joining Raymond James in 2024. Outside of his advisory role, he serves as a technical engineer at Fellowship Bible Church of NWA, managing sound, lights, and graphics. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.