David Meador is a financial advisor at MAI Capital Management, LLC with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Transparent Wealth Partners LLC, Ameriprise, and Neuberger Berman Management LLC. Outside of advising, he is the author of a children's book titled *7 Days with God*. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse clientele including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm customizes portfolio management and asset allocation through various strategies and integrates financial planning and tax services into many client relationships.

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.

Jim Leonard is a financial advisor with Money Concepts Capital Corp and holds a Series 63 designation. He has 37 years of industry experience and previously worked at Veritas Independent Partners and Avantax Advisory Services. Outside of his advisory role, Leonard is a CPA involved in tax preparation and co-manages a timber business with his spouse. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a variety of managed programs and investment strategies, serving approximately 14,700 clients across its enterprise of 431 advisors.

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.

Paul Jara is a financial advisor at First Command Advisory Services with four years of industry experience. He holds the Series 66, Series 63, and Series 65 designations. His prior work includes roles at First Command Insurance Services and First Command Brokerage Services, as well as service with the Arkansas National Guard and its Moral Welfare and Recreation Fund. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team to design and manage model portfolios and third-party managers from approved universes.

Jason Jenkins is a CFP® and ChFC® credentialed financial advisor with eight years of industry experience. He has worked at First Command Advisory Services and affiliated First Command entities since 2017. Outside of his advisory role, he owns Jenkins Financial LLC, which he uses to manage business operations related to his income. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed centrally by an Investment Management Team and Wealth Portfolio Managers.

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 and holds Series 65 and Series 63 licenses. He has three years of industry experience and has previously worked at LPL and the University of Arkansas. Outside of financial advising, he has experience running a lawn mowing business earlier in his career. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans. The firm provides asset management, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary portfolio management with a variety of strategies and technology platforms.

Stephen Chaffin is a financial advisor at MAI Capital Management, LLC with 30 years of industry experience. He held prior roles at Smith Capital Management from 1996 to 2020 before joining MAI Capital Management in 2020. He holds Series 63 and Series 65 licenses. MAI Capital Management provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm offers a range of portfolio strategies and integrates financial planning with services such as tax and bill payment.

Alisha Bailey is a financial advisor with Independent Advisor Alliance, LLC, holding Series 65 and Series 63 licenses and bringing 20 years of industry experience. She has worked at GenWealth Financial Advisors, LLC since 2008 and LPL Financial, LLC since 2005. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, wealth coaching, and retirement plan consulting. The firm utilizes a network model with a combination of discretionary and non-discretionary portfolio management and incorporates technology platforms to support estate planning and asset aggregation.

Jerrod Pinkston is a financial advisor with NewEdge Advisors and holds Series 63 and Series 66 licenses. He has 23 years of industry experience, including prior roles at Next Financial Group Inc and LPL Financial. Pinkston is also a certified public accountant (CPA). NewEdge Advisors serves a diverse client base, including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning, utilizing a range of investment approaches and regular portfolio reviews.

Gary Martin is a financial advisor with Valic Financial Advisors in Little Rock, Arkansas. He holds Series 63 and Series 65 licenses and has 30 years of industry experience. He has been with Valic Financial Advisors since 1999 and has also been associated with Agia since 2022, where he is involved with non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models to construct client portfolios.

Patrick Dennis is a financial advisor at TIAA-CREF with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been with TIAA since 2015. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm provides separate broker-dealer services and acts as investment adviser to a donor-advised fund, operating within a vertically integrated group that employs model portfolios and customized management under client-approved investment policy statements.

Caroline Rodriguez is a financial advisor at CWM, LLC with two years of industry experience. She holds a Series 66 designation and has worked at several firms, including Edward Jones and Cetera Wealth Services, prior to joining CWM. Outside of advisory work, she manages a vacation rental property in Hot Springs, Arkansas. CWM, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, high-net-worth families, foundations, and institutions. The firm offers portfolio management, financial planning, and retirement-plan services, utilizing discretionary model portfolios overseen by an in-house Investment Committee.

Paul Schaefer is a financial advisor with Empower Advisory Group, holding Series 63, 65, and 66 licenses and 16 years of industry experience. He previously worked at Milliman for 13 years and has held roles at AGIA and Valic Financial Advisors. Outside of advising, he is appointed as an agent to sell non-securities insurance products for AGIA. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm uses an integrated model linked to Empower’s administrative platforms, focusing on long-term portfolio returns, annual rebalancing, and clients’ savings rates.

Selin Wei is a financial advisor at Valic Financial Advisors in Little Rock, AR, holding a Series 66 designation with less than one year of industry experience. Prior to joining Valic Financial Advisors in 2025, Wei worked at Simmons Bank, Arvest Bank, and the Arkansas Department of Finance and Administration. Wei is also appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Richard Patterson is a financial advisor with Eagle Strategies (New York Life) based in Little Rock, AR, holding the ChFC® and Series 63 designations and possessing 43 years of industry experience. He has worked with Eagle Strategies since 2004 and operates Patterson Financial Group, focusing on New York Life products and services. Outside of his advisory role, he serves as a deacon and volunteer at his local Catholic church, participating in scripture study discussions. 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 and offers multiple program types, including fee-based advice and retirement plan consulting, with a significant portion of assets managed on a non-discretionary basis.

Joshua Danforth is a CFP® professional with 20 years of experience in financial advisory. He is currently with MAI Capital Management, LLC, where he has worked since 2021. Prior to this, he held positions at Purshe Kaplan Sterling Investments, Legacy Capital Wealth Partners, and Kestra Financial Services. Outside of his advisory work, Danforth is involved in real estate as a landlord. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm’s investment approach includes customized portfolio management across various strategies using both in-house and third-party managers, and it offers additional services such as financial planning, trust administration, and insurance.

Deborah Marsh is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has worked at Commonwealth Financial Network since 2016 and founded Marsh Wealth Services, LLC in 2020. Marsh also spent 11 years at Century Bank & Trust. In addition to her advisory work, she spends a portion of her time involved in fixed insurance sales. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm offers a broad platform including discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and comprehensive custody and clearing services.

Robert Holdford is a financial advisor with CWM, LLC based in Little Rock, AR, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been involved with Cetera Wealth Services, LPL Financial, and Wealth Management, Inc., among other roles. Outside of advising, he is an author and owner of a publishing company, a musician in a pop/rock cover band, and a life coach contributing to personal development content. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm provides portfolio management, financial planning, retirement-plan services, and sub-advisory options, utilizing model portfolios governed by an in-house Investment Committee and a combination of fundamental and technical analysis.