Jeffrey Mccauley is a Senior Financial Advisor with Merrill Lynch Wealth Management. Since joining Merrill in 2012, he has focused on a range of client services including college education planning, corporate executive services, family wealth management strategies, legacy planning, liquidity management, managing new wealth, tax minimization, and retirement income. Before his career at Merrill, Jeffrey was a small business owner. He attended the University of Arkansas at Little Rock and holds the Chartered Retirement Planning Counselor™ (CRPC) and Personal Investment Advisor (PIA) designations. Outside of his professional role, Jeffrey has experience as a former scuba instructor. He resides in North Little Rock, Arkansas, with his wife, Beth, and their two children. Jeffrey enjoys outdoor activities such as hunting and fly fishing, values spending time with his family, and is actively involved in community volunteer work.

Kimberly Williams is a financial advisor with Merrill in Little Rock, AR, holding Series 63 and Series 65 credentials and over 32 years of industry experience. She has been with Merrill and its predecessor Merrill Lynch since 1991 and Bank of America since 2009. Outside of her advisory role, she serves as Vice President of the Finance Committee at Jacksonville First United Methodist Church. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutions, offering managed account programs, discretionary portfolio management, and brokerage services. The firm’s investment approach includes multiple program strategies and manager-constructed portfolios, supported by a CIO and platform oversight, with notable integration within the broader Bank of America platform.

Matthew Johnson is a financial advisor with Ameriprise in Little Rock, AR, holding Series 66 and Series 63 licenses and seven years of industry experience. Prior to joining Ameriprise, he worked at Sage Advisory Services, Merrill, Charles Schwab, and AXA Advisors. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement-income planning through a written Recommendation Report and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

April Dwiggins is a financial advisor at LPL Financial with 16 years of industry experience. She holds a Series 66 designation and has previously worked at Merrill Lynch for 15 years and Edward Jones for four years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by research and model portfolios.

Lena Strickland is a financial advisor at Edward Jones in Little Rock, AR, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, she worked at CAM Collaborative and the Shannon Westbrook Agency, and spent seven years with the State of Arkansas. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Victor Solarin is a Financial Advisor at Merrill Lynch Wealth Management, specializing in personalized, goal-driven financial strategies. He works with individuals, families, and business owners to help them build and preserve wealth through tailored investment approaches. His expertise spans areas including education planning, family wealth management, institutional investment consulting, legacy planning, managing new wealth, personal retirement planning, sports and entertainment, individual and corporate investment strategy, tax minimization, and retirement income. Victor holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He earned a Bachelor's Degree from Robert Morris University and a Master of Business Administration (MBA) from Henderson State University. He values building lasting relationships with clients based on trust and transparency, guiding them through major life transitions and financial planning stages. Outside of his professional role, Victor enjoys adventure sports, basketball, hiking, and running. His approach to financial advising is centered on understanding each client's unique priorities to deliver thoughtful and comprehensive guidance.

Chris Vincent is a Wealth Management Advisor with Merrill Lynch Wealth Management, based in Little Rock, Arkansas. He joined Merrill Lynch initially in 2004 and, after a period working as a Financial Analyst with Trent Capital Management, rejoined Merrill Lynch in 2011 as part of the Monk, Mitchell & Williams Group. He currently works on a seven-person team focusing on managing client relationships, developing goals-based financial strategies, and contributing to investment discipline and portfolio management. Chris earned a Bachelor of Science in Business Administration, Finance, from the University of Arkansas and holds an MBA from Auburn University. He has obtained several professional designations, including CERTIFIED FINANCIAL PLANNER™ (CFP), Certified Investment Management Analyst® (CIMA), and Personal Investment Advisor (PIA). Beyond his advisory role, Chris serves as an adjunct professor at John Brown University, where he has taught courses since 2009. Chris lives in Little Rock with his wife, Courtney, and their children. Outside of his professional commitments, he is involved in coaching youth sports and leading a Sunday School group for high school students.

Jacquelin Sebastian is a financial advisor at Merrill with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Merrill since 2015. Prior to that, she worked at Bank of America. Outside of her advisory role, she works as a yoga instructor in Little Rock, AR. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Steven Pierce is a financial advisor at Cetera with a Series 66 credential and three years of industry experience. He previously worked at Avantax Advisory Services and Avantax Investment Services and has been a member of Landmark CPAs since 2018, where he manages the audit department in the Little Rock office. He also holds ownership in Landmark CPAs and participates in managing a family-owned hunting property LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management options, including discretionary and non-discretionary accounts, supported by a nationwide network of over 10,000 advisors.

Kymberlie Reed is a financial advisor at Ameriprise with 17 years of industry experience. She holds the Series 66 designation and has been with Ameriprise and its related entities since 2006. Outside of her advisory role, she has involvement in real estate ownership unrelated to investment activities. Ameriprise provides retirement-income planning services targeting individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Joshua Gomez is a financial advisor with Cetera who holds Series 63 and Series 65 designations and has 18 years of industry experience. He previously worked at Stephens Inc for eight years before joining Cetera Wealth Services and then Cetera. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, combining discretionary and non-discretionary authorities, and oversees more than $256 billion in assets through a nationwide network of over 10,000 advisors.

Christina Barfield is a financial advisor at Merrill with seven years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2018, following prior roles at Firestone and Autozone. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Michael Videll is a Series 66-licensed financial advisor with Thrivent Investment Management in Little Rock, Arkansas, where he has worked since 2015. He has 10 years of industry experience, all with Thrivent Financial and its affiliated investment management firm. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a large network of advisors. The firm offers holistic, goal-based financial planning across a broad range of topics without discretionary trading authority and allows clients to combine planning with managed-account programs under a consolidated billing option.

Pamela Dillie is a financial advisor with Charles Schwab in Little Rock, AR, holding Series 63 and Series 66 designations and having 23 years of industry experience. She has been with Charles Schwab and its affiliated bank since 2002 and 2005, respectively. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a mix of non-discretionary investment guidance and access to discretionary separately managed accounts, supported by a multi-asset model portfolio approach and centralized operational infrastructure.

Andrew Winters is a financial advisor with Wells Fargo Advisors in Little Rock, AR, holding a Series 66 designation and two years of industry experience. Prior to joining Wells Fargo Advisors, he worked at Caddell Reynolds Law Firm and Rainwater, Holt & Sexton. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser providing investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options tailored to client needs.

Thurlo Cobb is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has been with Primerica Advisors since 2009 and has worked at Primerica Financial Services since 2006. Outside of his advisory role, he serves on the Arkansas Martin Luther King Jr. Commission, dedicating time monthly to this community organization. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which features model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm employs a tiered wrap-fee structure and curates third-party asset managers, with trading and implementation delegated to BNY Mellon Advisors.

Mallory Rush is a CFP® and ChFC® with seven years of industry experience, currently serving at Edward Jones since 2018. Prior to joining Edward Jones, she worked at the Wellness Center at The University of Arkansas at Monticello and the University of Arkansas at Monticello. Edward Jones is a full-service wealth management firm supporting over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions through a large network of financial advisors and branch offices.

David Dudley is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in areas including college education planning, legacy planning, managing new wealth, personal retirement planning, women and wealth, tax minimization, and retirement income. David holds a Bachelor's Degree from the University of Kentucky and has earned the CERTIFIED FINANCIAL PLANNER® certification awarded by the Certified Financial Planner Board of Standards, Inc. He also holds the Personal Investment Advisor (PIA) designation. He is a member of the Rotaract Club of Little Rock. Outside of his professional work, David enjoys cooking, football, running, and traveling.

Mitchell Beggs is a financial advisor with Edward Jones in Little Rock, AR, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2016 and previously worked in used car sales. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment strategies, operating through a nationwide network of more than 23,700 advisors.

Douglas Menz is a Wealth Management Advisor with Merrill Lynch Wealth Management. He brings 37 years of experience in the financial industry, focusing on developing personalized wealth management strategies tailored to clients' unique financial goals. Douglas offers clients access to Merrill's investment insights alongside the banking and lending solutions of Bank of America. He holds a Bachelor's Degree from Rhodes College and has been a CERTIFIED FINANCIAL PLANNER™ certificant since February 2003. His professional designations also include Personal Investment Advisor (PIA). Douglas follows a personal philosophy of working closely with clients one-on-one to create flexible and effective financial strategies aligned with their long-term objectives. In addition to his professional work, Douglas has a history of community involvement, including volunteering with Big Brothers Big Sisters of Central Arkansas from 1986 to 2004.