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.

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.

Joseph Mc Clung III is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and having seven years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2020 and previously at TD Ameritrade Investment Management and TD Ameritrade. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

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.

James Hopkins Jr. is a financial advisor with Cetera, holding a Series 66 credential and four years of industry experience. He has previously worked with Avantax Insurance Agency and Avantax Investment Services and currently serves as Client Relations Coordinator at Landmark Financial LLC. Cetera Investment Advisers LLC is an SEC-registered advisor offering a broad range of portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors.

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.

Joseph Van Dee is a financial advisor at Edward Jones with Series 66 credentials and two years of industry experience. He previously worked at AHF Products for nine years and has held roles at DaySpring Cards and Edward Jones since 2023. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products. The firm operates with a nationwide network of more than 23,700 financial advisors and manages approximately $1.01 trillion in assets under management.

Amoree Michalek is a financial advisor with J.P. Morgan Securities who holds a Series 66 designation and has 25 years of industry experience. Her career includes long-term roles at Bank of America and Merrill, as well as positions at Arvest Wealth Management and JPMorgan Chase Bank. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through a structured, non-discretionary process.

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.

Nicholas Koehler is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. He holds the Series 66 designation and has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.