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.

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.

Jacob Springer is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has 27 years of industry experience. In addition to his advisory role, he is involved in real estate investments through multiple partnerships and ownership interests. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports a broad advisor network along with specialized municipal and retirement plan advisory services.

Kathy Turner is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 36 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she owns and manages rental properties in Bentonville, Arkansas. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

James Kuhn is the Senior Resident Director and a Financial Advisor with Merrill Lynch Wealth Management in Northwest Arkansas, serving as part of The Boskus Group. In this role, he works with individuals, families, and business owners to simplify their financial lives and help them reach their goals using a team approach. He has over 13 years of experience advising families, individuals, and businesses in the community. His expertise includes family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, small business strategies, individual and corporate investment strategy, tax minimization, and retirement income. Prior to joining Merrill Lynch, James was founder and partner at Hotwire Design and served as Marketing Director at The Peel Compton Foundation in Bentonville. James holds a Bachelor's Degree from Oklahoma State University System and is a Personal Investment Advisor (PIA) by designation. He and his wife Heidi live in Bella Vista, where they have raised their four children. James is involved in the community through organizations such as the I'll Fly Away Foundation, and he enjoys music, photography, traveling, woodworking, and spending time with his family.

Jacie Ward is a financial advisor with Morgan Stanley in Fayetteville, Arkansas, holding a Series 66 designation and beginning her advisory career in 2025. Prior to joining Morgan Stanley, she has held roles at Axe Pay, Liberty University School of Law, and Big Cedar Lodge Uncle Bucks, among others. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a broad range of advisory programs to both individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and research.

Hailey Cooper is a financial advisor at Edward Jones with 11 years of industry experience. She holds the ChFC® and Series 66 designations and has been with Edward Jones since 2015. Outside of her advisory role, she works as a waitress at Undercliff Grill & Bar in Joplin, MO. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and maintains a large national network of financial advisors and branch offices.

Bradley Roethlisberger is a financial advisor with Cetera and holds a Series 66 designation. He has 10 years of industry experience and has worked previously at Avantax Advisory Services, 1st Global Advisors, and Beall Barclay & Company. In addition to his advisory role, he is a non-equity member of Landmark PLC CPAs, a CPA practice focused on tax return preparation and consulting. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services using a multi-manager platform that includes model portfolios, third-party managers, and bespoke strategies.

Brian Cole is a financial advisor with Raymond James Financial in Fayetteville, Arkansas, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. Prior to his full-time advisory role, he maintained a private law practice for 12 years. He also serves as President of Signature Private Wealth Management and heads the Trust Department at Signature Bank of Arkansas, where he is the sole Trust Officer. Cole is involved with the Fayetteville High School Golf Booster Club. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses fact-finding, risk profiling, and modeling tools to tailor advice and supports a wide network of advisors through various advisory and institutional consulting programs.