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.

Phillip Thielemier is a financial advisor at Edward Jones in Bentonville, AR with 11 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of nearly 24,000 financial advisors.

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 a Senior Resident Director and Financial Advisor with Merrill Lynch Wealth Management in Northwest Arkansas, serving as part of The Boskus Group. In his role, he focuses on helping individuals, families, and business owners simplify their financial lives and reach their goals through a team approach. With over 13 years of experience as a Financial Advisor, James specializes in areas such as 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 his current role, he was founder and partner at Hotwire Design and Marketing Director at The Peel Compton Foundation in Bentonville. James holds a Bachelor's Degree from the Oklahoma State University System and carries the Personal Investment Advisor (PIA) designation. He lives with his wife, Heidi, and their four children in Bella Vista, Northwest Arkansas, where they have been residents for over 20 years. James is involved in the local community, including participation with CAAIR and the I'll Fly Away Foundation. His interests include music, photography, spending time with his family, traveling, and woodworking.

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.

Timothy Burress is a financial advisor at Cetera with 22 years of industry experience. He holds Series 63, Series 65, and Series 66 designations and has worked at Cetera and Cetera Advisors LLC since 2013. He also serves as a member of the Tontitown City Council, a nonprofit role involving attendance at monthly meetings. Cetera Investment Advisers LLC is a large SEC-registered advisory firm supporting over 10,000 advisors and 800,000 clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers for individuals, retirement plans, corporations, and institutions.

Robin Coggins is a financial advisor with LPL Financial, holding Series 63, 65, and 66 credentials and over 27 years of industry experience. He has been with LPL Financial since 2004. Outside of his advisory role, he serves on the medical advisory board for Cabaletta Bio, a pharmaceutical company. 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 a range of financial planning and investment management services through a large network of advisors, utilizing both proprietary and third-party strategies.

William Sanders is a financial advisor with Cetera who holds a Series 66 designation and has seven years of industry experience. His prior roles include positions at Edward Jones and First Allied Securities. Outside of his advisory work, he is an owner of a property management business. Cetera Investment Advisers LLC operates a multi-manager platform serving individual, corporate, and institutional clients nationwide. The firm offers a range of portfolio management and retirement services through various program structures and affiliated managers.

Don Ogden is a financial advisor at Edward Jones in Springdale, AR, with 13 years of industry experience. He has held the Series 63 and Series 66 licenses and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Brian Upshaw is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been involved in finance since 2010 and joined Merrill Lynch in 2014. Brian works with individuals, families, and businesses to develop strategies and provide advice tailored to their short and long-term financial objectives. He holds a Bachelor's degree in Economy and Industry from the University of Arizona and has earned the CERTIFIED FINANCIAL PLANNER® designation, as well as the Personal Investment Advisor (PIA) certification. Brian's expertise includes college education planning, divorce transition planning, family wealth management strategies, legacy planning, LGBT wealth planning, liquidity management, managing new wealth, personal retirement planning, socially responsible and values-based investing, and women and wealth. Prior to his career in finance, Brian served eight years in the United States Marine Corps, retiring with the rank of Sergeant in 2011. He is involved in community organizations such as the American Red Cross, Boy Scouts of America, Southern Arizona Estate Planning Council, Community Food Bank of Southern Arizona, and The Church of Jesus Christ of Latter-Day Saints. Brian and his wife Alyssa have three children and enjoy spending time together supporting child-centered organizations and engaging in activities such as soccer and visiting the local library.

George Doria Medina is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He previously worked at National Planning Corporation for 16 years and has been associated with Trilogy Financial Services for over two decades. Medina is also involved as a life insurance agent with affiliated non-variable insurance activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management services, combining advisory platforms with extensive non-advisory financial products and operational support tools.

Joshua Blount is a financial advisor with LPL Financial based in Springdale, Arkansas. He holds Series 63 and Series 66 credentials and has six years of industry experience. Prior to joining LPL Financial in 2020, he worked at The Point Financial Group and served in Congressman Steve Womack's office. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management access, and institutional platforms.

Jose Cortez Jr. is a financial advisor at Edward Jones with Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at Merrill Lynch, Bank of America NA, LPL Financial, and several regional banks. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products, operating under a fiduciary standard with a large nationwide network of advisors and branch offices.

James Hall Jr. is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 38 years of industry experience. His career includes long tenures at First Allied Advisory Services and First Allied Securities before joining Cetera in 2020. Outside of advisory work, he serves on the board of a mobile golf app company, focusing on marketing, promotions, and sales consulting. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers diverse portfolio management and financial planning services, operating a multi-manager platform with access to various discretionary and non-discretionary investment programs.

John Harrell is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. His prior roles include positions at Walker Brothers, KLIFE, and Kanakuk Kamps, as well as experience at Truman State University. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of investment strategies and advisory services supported by a nationwide network of financial advisors and branch offices.

Juan Zarruk is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His prior roles include positions at The Point Financial Group Inc. and LPL Financial LLC. 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 for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.