Jerrie Stokes is a financial advisor at Edward Jones in Little Rock, Arkansas, holding a Series 66 designation. Stokes has worked at Edward Jones since 2010 and has previous experience with companies including Ephemeral Labs LLC, FedEx, Amazon, Hobby Lobby, Levi, and At Home Stores. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Erin Purkiss is a financial advisor with Merrill in Little Rock, Arkansas, holding Series 63 and Series 66 credentials and bringing 12 years of industry experience. She has been with Merrill since 2006. Outside of her advisory role, she owns and oversees a small family rental property business. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Miriam Scheibner is a financial advisor at OSAIC with 26 years of industry experience. She holds the ChFC® and Series 63 credentials and has worked at Royal Alliance Associates, Inc. and Signator Investors, Inc. in addition to operating her own firm, Schneibner, since 1982. Outside of advising, she is an attorney specializing in wills and trusts and leads an insurance sales and brokerage agency. OSAIC serves a diverse client base including individuals, institutions, and charitable organizations through a broad network of advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services utilizing asset-allocation tools, efficient-frontier analysis, and automated rebalancing across a range of investment vehicles and third-party solutions.

John Curreri is a financial advisor with Edward Jones in Little Rock, AR, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2018, he worked for Bank of Arkansas Mortgage from 2014 to 2018. Edward Jones is a full-service wealth management firm that serves individual and institutional clients with a broad range of advisory programs and investment options, supported by a nationwide network of over 23,000 financial advisors.

Hardee Jerrels is a financial advisor with Charles Schwab in Little Rock, AR, holding Series 63, 65, and 66 licenses and with 21 years of industry experience. His career includes roles at Charles Schwab Bank, Allstate Insurance Company, Securities Management & Research, and management of his own insurance business, Hardee David Jerrels Insurance, Inc. He has a background spanning both insurance and investment advisory services. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. Schwab combines non-discretionary advisory relationships with access to discretionary separately managed accounts and employs multi-asset model portfolios, supported by centralized supervisory and custody arrangements.

Denise Williams is a financial advisor at Stifel with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Stifel Nicolaus & Co Inc since 2019, following four years at Wunderlich Securities, Inc. She is also a commissioned notary in Conway, Arkansas. Stifel serves a wide range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation, retirement, insurance, and estate planning analyses.

Tricia Curreri is a financial advisor with Edward Jones in Little Rock, AR, holding a Series 66 designation and six years of industry experience. She has worked at Edward Jones since 2019 and previously spent 14 years at Arvest Bank. Outside of her advisory role, she is a partner in a family real estate partnership. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, offering a range of advisory programs and investment solutions supported by a large network of advisors and branch offices.

Trevor Holbert is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined Merrill Lynch in 2008 after spending two years in public accounting with JPMS, Cox PLLC, an accounting firm based in Little Rock. Trevor's focus areas include legacy planning, personal retirement planning, philanthropic planning, and portfolio management services. He holds a Bachelor of Business Administration in Economics from Harding University, where he also played baseball. He has earned the CERTIFIED FINANCIAL PLANNER® certification and is a Chartered Retirement Planning Counselor™ designee, as well as a Personal Investment Advisor (PIA). Trevor has been recognized on the Forbes "Best-in-State Wealth Advisors" lists in 2025 and 2026, as well as the "Best-in-State Next-Generation Wealth Advisors" list in 2022. Trevor is a former member of the Arkansas Children's Foundation Board and a graduate of Leadership Greater Little Rock, Class XXVI. He currently serves on the boards of Junior Deputy Baseball Park and Explore. He resides in Little Rock with his wife, Lori, and their children, Lee and Rhett. His personal interests include adventure sports, baseball, golfing, and skiing.

Christopher Phillips is a financial advisor with Primerica Advisors in Little Rock, AR, holding Series 63 and Series 65 licenses and six years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2018. Outside of his advisory role, Phillips has worked with the Little Rock School District since 2008 and is involved in sales of home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap fee structure, offering a range of strategic investment models implemented with the assistance of BNY Mellon Advisors.

William Gorman Jr. is a CFP® certificant and Series 66 registered advisor with 22 years of industry experience. He currently works at LPL Financial and has prior experience at Bank of America, Merrill, and UBS Financial Services. Gorman is also involved with Gorman Wealth Management, a business entity for tax and investment purposes. 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 financial planning, model portfolios, third-party asset management, and institutional platforms, employing a range of discretionary and non-discretionary strategies supported by research tools.

Diane Talley is a financial advisor with LPL Financial who holds Series 63 and Series 66 credentials and has 19 years of industry experience. She has been with LPL Financial since 2007. In addition to her advisory work, she is a notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with proprietary research and technology tools.

Laura Buchanan is a financial advisor at Merrill with 35 years of industry experience. She has been with Merrill since 1991 and holds Series 63 and Series 65 designations. Merrill, together with its affiliate Managed Account Advisors LLC (MAA), provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Brandy Springer is a financial advisor with UBS Financial Services in Little Rock, Arkansas, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has been with UBS Financial Services since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor plans to clients' goals and risk tolerances.

Matthew Mcdaniel is a financial advisor with Merrill in Little Rock, AR, holding Series 63 and Series 65 licenses and with 31 years of industry experience. He has worked at Bank of America, N.A. and Merrill Lynch Pierce Fenner & Smith Inc. since 2013. Merrill, along 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.

Michael Wisinger is a financial advisor with LPL Financial in Little Rock, AR, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. His prior roles include positions at Cetera, VOYA Financial Advisors, Edward Jones, and as owner of Wisinger Financial Inc. He serves on the finance committee of Chenal Valley Baptist Church. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a wide range of advisory and brokerage services through a large network of representatives, serving individuals, institutions, and retirement plan participants with various investment and retirement solutions.

Abigail Adams is a financial advisor at Stifel with one year of industry experience. She holds the Series 66 designation and has previously held positions at Stifel and the University of Arkansas at Fayetteville. Abigail is also a commissioned Notary Public in the State of Arkansas. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and allocation methodology.

Sherri Simancas is a financial advisor with Edward Jones in Little Rock, AR, holding a Series 66 designation and six years of industry experience. Her prior work includes roles at David Lukas Financial and Chenal Family Therapy PLLC. She has also been self-employed. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets, offering a range of advisory programs and investment strategies supported by a network of over 23,700 financial advisors nationwide.

Robby Tiffee is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has been with Cetera since 2016 and has concurrently worked at Regions Bank since 2006. Outside of his advisory role, he serves as president of the XI Educational Foundation of Arkansas, which provides educational assistance to college students. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of advisors. The firm offers a range of portfolio management and financial planning services, utilizing multiple program structures and managerial options to suit client needs.

Cooper Meeks is a financial advisor with Wells Fargo Advisors in Little Rock, AR, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at various Wells Fargo entities since 2012. Meeks serves on the Board of Trustees for The Msgr Hebert Endowment Fund, which provides needs-based scholarships and support for teachers and staff. Wells Fargo Advisors Financial Network offers investment and financial planning services to individuals, trusts, and institutional clients, providing tailored recommendations through a broad menu of planning options. The firm integrates advisory services with various financial products and referral channels.

Jennifer Carter is a Series 66 licensed financial advisor with Morgan Stanley in Little Rock, Arkansas, and has 19 years of industry experience. She has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its financial planning process.