Carrie Carr is a financial advisor with Aria Wealth Management in Little Rock, AR, holding Series 63 and Series 66 credentials and 18 years of industry experience. She previously worked at Merrill and Concert Wealth Management before joining Aria Wealth Management in 2017. Aria Wealth Management serves individual and institutional clients, including high-net-worth families, trusts, corporations, pension plans, and charitable organizations. The firm employs an asset allocation approach based on fundamental and technical analysis and Modern Portfolio Theory, often working with third-party managers and sub-advisors to manage discretionary accounts and develop investment policies.

Roy Gutierrez is a financial advisor with Gutierrez Wealth Advisory, LLC in Little Rock, Arkansas, holding Series 63 and Series 65 licenses and over 45 years of industry experience. He worked at UBS Financial Services for 35 years before joining Purshe Kaplan Sterling Investments and later founding his current firm. Gutierrez also sells fixed and traditional insurance products as a licensed agent. Gutierrez Wealth Advisory serves individuals, trusts, estates, charitable organizations, and business entities, providing financial planning, investment management, wealth management, and retirement-plan consulting. The firm employs a strategic asset allocation process tailored to client risk profiles, managing portfolios with a mix of ETFs, mutual funds, third-party managers, alternatives, structured products, private investments, and, when appropriate, digital assets.

Hillary Canterbury is a financial advisor at Gutierrez Wealth Advisory, LLC with 24 years of industry experience. She holds a Series 66 designation and has worked at firms including UBS Financial Services and Purshe Kaplan Sterling Investments. Gutierrez Wealth Advisory serves individuals, trusts, estates, charitable organizations, and business entities with financial planning, investment management, wealth management, and retirement-plan consulting. The firm adopts a strategic asset allocation approach tailored to clients’ risk profiles and objectives, managing portfolios with a range of investment vehicles including ETFs, mutual funds, third-party managers, alternatives, and digital assets.

David Gutierrez is a financial advisor with 19 years of industry experience. He is the co-founder, wealth advisor, and chief compliance officer at Gutierrez Wealth Advisory, LLC, and previously spent 15 years at UBS Financial Services. He holds the Series 66 designation. Gutierrez Wealth Advisory provides financial planning, investment management, wealth management, and retirement-plan consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm uses a strategic asset allocation approach tailored to each client’s risk profile and objectives, typically allocating across ETFs, mutual funds, third-party managers, and, where appropriate, alternative investments and digital assets.

William Somers is a financial advisor at EverSource Wealth Advisors, LLC with three years of industry experience. He holds a Series 65 designation and previously worked at BRS Financial LLC and operated Somers Lawn for eleven years. EverSource Wealth Advisors serves a diverse client base including individuals, families, estates, trusts, charitable foundations, broker-dealers, retirement plans, and other RIAs. The firm offers wealth management, financial planning, investment advisory, and consulting services through a national network of advisors using multiple investment platforms and conducts due diligence on private market opportunities.

Michael Linn is a financial advisor with Mutual Of Omaha Investor Services, Inc. based in Little Rock, AR. He holds Series 63 and Series 65 licenses and has 14 years of industry experience, having been with Mutual of Omaha since 2010. Outside of his advisory role, he is a freelance writer of memoirs and short stories and operates an insurance agency offering health, life, annuity, property, and casualty insurance. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans. The firm offers financial planning, managed account programs, and retirement plan consulting, primarily delivering solutions through a platform relationship with Envestnet while working alongside broker-dealer and insurance distribution businesses within the Mutual of Omaha group.

David Sims is a financial advisor with Eversource Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. Prior to joining Eversource in 2024, he worked at BRS Financial LLC and BRS Consulting, Inc., where he held multiple roles since 2008. Aside from his advisory work, Sims has been a licensed attorney since 1986 and serves as General Counsel, Director, and President of Church Mortgage and Loan Corporation, a nonprofit engaged in Chapter 11 mortgage liquidation. Eversource Wealth Advisors serves a diverse client base including individuals, families, estates, charitable foundations, and other RIAs. The firm offers wealth management, financial planning, and investment advisory services through various investment programs and a national network of advisors, managing both external RIA relationships and private pooled investments.

Jackson Smith is a financial advisor at Mariner with one year of industry experience. He holds a Series 65 designation and previously worked at 49 Financial. Mariner serves a diverse client base including individuals, pension plans, and charitable organizations, offering investment management, financial planning, retirement consulting, and integrated tax and accounting services. The firm employs customized discretionary portfolios supported by an internal team and third-party managers, with a range of strategies covering equities, fixed income, alternatives, and digital assets.

Rachel Todd is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and two years of industry experience. She previously worked at LPL Financial and GenWealth Financial Advisors for seven years each and spent five years at Arvest Bank. Outside of her advisory work, she is associated with Tailored Tactical Arms LLC, a business entity registered for tax purposes. 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 utilizes discretionary and non-discretionary management strategies supported by various analytical techniques and technology platforms, and operates a network model of advisory representatives, many of whom maintain dual registration with LPL Financial.

Lewis Partridge II is a financial advisor at Mariner with 30 years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes positions at LexAurum Advisors, Veritas Independent Partners, Sowell Management Services, and Summit Financial Group. Outside of advising, he is a 50/50 partner in JW Downtown Partners, LLC, a company that owns a commercial building in Benton, Arkansas. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement plan consulting. The firm uses discretionary, customized portfolios supported by in-house research and third-party managers, and offers integrated tax and administrative services uncommon for firms of its size.

Jason Marshall is a financial advisor with Independent Advisor Alliance, LLC and holds a Series 66 designation. He has experience spanning several roles in the financial services industry, including eight years at Marshall Insurance and Financial Solutions and two years at New York Life Insurance Company. He is currently based in Little Rock, AR. Independent Advisor Alliance serves a diverse client base, including individuals, businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement plan consulting. The firm combines a network of independent advisory representatives with access to technology platforms and third-party services to support portfolio management and estate planning.

Candice Stanley is a financial advisor with Independent Advisor Alliance, LLC who holds Series 63 and Series 66 credentials and has 14 years of industry experience. She has worked at firms including LPL Financial, GenWealth Financial Advisors, and Edward Jones. Independent Advisor Alliance serves a broad range of clients such as individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement consulting through both discretionary and non-discretionary portfolio management. The firm utilizes model portfolios, sub-advisors, and various analytical techniques, supported by technology platforms for asset aggregation and estate planning.

Shannon Harrington is a financial advisor with TIAA-CREF in Little Rock, Arkansas, holding Series 63 and Series 66 designations and 28 years of industry experience. She has been with TIAA-CREF and TIAA since 2014. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals linked to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm’s advisory model separates one-time planning services from ongoing discretionary management through various managed account programs, applying a fiduciary standard to its RIA services.

James Stilwell is a financial advisor with Money Concepts Capital Corp, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He worked at Nationwide for 32 years before joining Money Concepts Capital Corp in 2020. Outside his advisory role, he serves as a community advisor for First Security Bank and is involved in local planning and zoning committees in Benton, Arkansas. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base including individuals, trusts, and corporations. The firm employs model-driven and asset-allocation strategies with both discretionary and non-discretionary programs and integrates third-party managers and platforms to support portfolio management and reporting.

Ronald Lee is an investment advisor at CWM, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Wealth Management, Inc., Cetera Wealth Services, LLC, and LPL Financial, LLC. Outside his advisory role, he serves as an ordained deacon and school board member at Our Lady of Fatima Catholic Church in Benton, Arkansas. 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 employs discretionary portfolio management using model portfolios, combines fundamental and technical analysis with third-party sub-advisors, and offers a variety of retirement-plan services.

James Meaders is a financial advisor at VOYA Financial Advisors, Inc. He holds Series 63 and Series 65 licenses and has 29 years of industry experience. His prior roles include positions at Fidelity Investments, Charles Schwab & Co., Inc., and Berthhel Fisher & Company Planning. VOYA Financial Advisors, Inc. serves a diverse client base including individuals, pension plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and retirement advisory services through both discretionary and non-discretionary accounts, utilizing a range of in-house and third-party investment strategies supported by technology-enabled tools.

Brandon Barber is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and three years of industry experience. Prior to joining Independent Advisor Alliance, he worked at LPL Financial. Outside of his advisory work, he owns and operates The Lawn Barber, a lawn service business based in Little Rock, Arkansas. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, and retirement plans, offering asset management, financial planning, and retirement consulting. The firm uses a network model with independent advisory representatives and provides access to various portfolio management strategies and technology platforms.

Brian Helms is a financial advisor with Independent Advisor Alliance, LLC based in Alexander, Arkansas. He holds Series 63 and Series 65 licenses and has three years of experience in the financial industry, having previously worked at LPL Financial. Prior to his advisory career, he spent 27 years with the University of Arkansas System Division of Agriculture. 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 plan consulting, utilizing a network model with access to a range of portfolio management strategies and technology platforms.

Matthew Thompson is a Series 66-licensed financial advisor at Empower Advisory Group with one year of industry experience. His prior work includes roles at Ameriprise, AGIA, Valic Financial Advisors, and Fis. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and retail brokerage clients. The firm’s services integrate with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns and savings rates over short-term forecasts.

Timothy Key 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. His background includes managing investment advisory services and non-variable insurance activities. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, and charitable organizations, providing asset management, financial planning, and retirement plan consulting. The firm utilizes discretionary and non-discretionary portfolio management with various analytical strategies and integrates technology platforms for asset aggregation and estate planning.