Angel Duncan is a financial advisor with Capital Analysts, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. Prior to joining Capital Analysts, Duncan worked at Anchorpoint Financial, Lincoln Investment, Cincinnati Analysts, Inc., and Wells Fargo Clearing. Outside of advising, Duncan is a commissioned notary public. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, and charitable organizations, offering portfolio management, custom and model portfolios, and retirement-plan advice through a national network of independent advisors. The firm provides both discretionary investment management via an in-house team and non-discretionary services through advisors and third-party managers, utilizing proprietary screening processes for portfolio construction.

Kimby O'briant is a financial advisor with Stephens in Conway, AR, holding Series 63 and Series 65 licenses and 30 years of industry experience. O'briant has been with Stephens Inc since 2002. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management. The firm serves individuals, retirement plans, foundations, corporations, and other institutional clients, offering a range of advisory services, brokerage, investment banking, and research, with investment approaches that include both discretionary and non-discretionary management across various strategies.

William Cole is a financial advisor at Stephens with 26 years of industry experience. He holds the Series 66 designation and has worked at Stephens and Merrill during his career. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management, serving individuals, retirement plans, foundations, corporations, and other institutional clients. The firm offers a broad range of advisory and brokerage services, combining bottom-up equity research with committee-driven asset allocation and fixed-income management.

Judah Day is a financial advisor at Gradient Advisors, LLC with three years of industry experience. He has held roles at Gradient Financial Group since 2007 and has owned Judah Day & Associates Inc. since 2004, where he provides sales and business coaching. Outside of his advisory work, Day is involved in insurance sales and financial planning through related businesses. Gradient Advisors, LLC offers investment management, financial planning, and consulting services to individuals, retirement plans, trusts, charitable organizations, corporations, and other entities. The firm operates primarily through third-party money managers and Investment Advisor Representatives, employing a mostly non-discretionary model that incorporates various analytical approaches and risk assessment tools.

Bryan Cook is a financial advisor at Stephens with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stephens since 2016, following a 17-year tenure at Merrill. Outside of his advisory role, he owns and operates Cook Family Farms, which produces registered Polled Hereford cattle. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management, serving individuals, retirement plans, foundations, corporations, and institutional clients. The firm offers a range of advisory and brokerage services, combining bottom-up equity research with committee-driven asset allocation, and provides access to private equity and alternative investments.

Ryan Boyd is a financial advisor at Capital Analysts with 25 years of industry experience. He holds the CFP® and Series 66 designations and has previously worked at Cincinnati Analysts, Inc. and Lincoln Investment. Outside of his advisory role, he serves on the board of Fellowship Missions, focusing on partnerships with churches for mission work, and is a director on the Walton College Alumni Society Board of Directors. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, advisor-managed custom and model portfolios, third-party manager access, and retirement plan advice through a nationwide network of independent advisors and firm-managed programs.

Georgia Stuart is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and one year of industry experience. Her prior work background includes roles at LPL Financial, Dillard's Corporate Office, Cracker Barrel, and Target. Outside of advising, she is involved in social media activities under the name Georgia Wilder. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans. The firm offers a range of services such as asset management, financial planning, and retirement plan consulting, utilizing discretionary and non-discretionary portfolio management strategies along with technology platforms to support client needs.

Rebecca Murdoch is a CFP®-certified financial advisor with 19 years of industry experience. She is currently affiliated with Trutoro and has held roles at Money Concepts Capital Corp, Veritas Independent Partners, LLC, and Murdoch Financial Services Inc. She is also involved in managing Murdoch Financial Services, which operates as Cardinal Investment Group, providing advisory and insurance services. Trutoro manages approximately $130 million in client assets, serving individuals, families, foundations, endowments, charitable organizations, and corporations. The firm employs a proactive, risk-aware investment strategy using a variety of asset classes and analytical methods, while also offering discretionary portfolio management and financial planning services.

John Weir is a CFP® professional with over 42 years of experience in the financial services industry. He has worked with Benjamin F. Edwards & Company, Inc. since 2014 and previously held positions at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Outside of his advisory work, he is a member of a family farming LLC that manages rice and soybean cultivation. Benjamin F. Edwards & Company, Inc. is a large integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension plans, charitable organizations, and corporations. The firm offers a range of advisory and brokerage services, combining proprietary and third-party investment strategies across multiple asset classes.

Donald Dietz is a financial advisor with Stratos Wealth Partners, Ltd, holding a Series 66 designation and 17 years of industry experience. He has worked at Stratos Wealth Partners and LPL Financial since 2013 and previously at Edward Jones from 2009 to 2013. Stratos Wealth Partners, Ltd is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management, serving individuals, retirement plans, corporations, nonprofits, and institutional clients. The firm offers a range of investment and planning services through independent advisor representatives, utilizing an open-architecture model that integrates multiple third-party platforms and managers.

Kevin Leach is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and 25 years of industry experience. He has worked at Benjamin F. Edwards since 2022, following roles at Wells Fargo Clearing and Wells Fargo Advisors LLC, as well as A. G. Edwards & Sons, Inc. Outside of advisory work, he has partial ownership in Leach Crum and Deal Investments LLC and full ownership of Leach Properties LLC, which involves property management in Conway, Arkansas. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through over 500 advisors. The firm offers a range of advisory and brokerage services, including wrap-fee programs, financial planning, investment management, and insurance products, utilizing both proprietary and third-party strategies in its discretionary and non-discretionary managed solutions.

Teresa Arrigo is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and having 10 years of industry experience. She previously worked at GenWealth Financial Advisors, LLC for five years and has been associated with LPL Financial, LLC for over a decade. Outside of advisory services, she provides tax preparation and accounting support for a small business owner. 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 plan consulting. The firm employs a network model with a combination of discretionary and non-discretionary portfolio management, utilizing various investment strategies and technology platforms to support client needs.

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.

Jamie Taber is a financial advisor with Money Concepts Capital Corp, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. His prior roles include positions at OSAIC, Securities America Advisors, Summit Financial Group, and Knight Investments Group. Outside of his advisory work, he owns a photography business, Diamond J Action Photos, and serves as a notary public. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse clientele, including individuals, pension plans, trusts, and corporations. The firm employs model-driven and asset-allocation strategies, offering both discretionary and non-discretionary programs supported by third-party managers and robust platform technology.

David De Rosa is a financial advisor with Trutoro in Conway, Arkansas, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Money Concepts Capital Corp., Level Four Advisory Services, and LPL Financial, among others. Outside of his advisory work, he is involved with The Call Forum, a sales training LLC. Trutoro provides portfolio management and financial planning services to individuals, families, foundations, and other entities, managing approximately $130 million in client assets. The firm employs a proactive, risk-aware investment approach using a range of asset classes and analytical methods, and also offers access to third-party money manager services.

Laura Holder is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and 23 years of industry experience. Her career includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC prior to joining her current firm in 2022. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension plans, charitable organizations, and corporate clients through a network of over 500 advisors. The firm offers a range of advisory programs, financial planning, investment management, brokerage services, and M&A advisory services, utilizing both proprietary strategies and third-party model providers.

Chad Roller is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 65 licenses and having 19 years of industry experience. His prior work includes roles at LPL Financial, GenWealth Financial Advisors, ProEquities, Inc., and Gordon Financial. He also provides financial planning and investment advisory services through GenWealth Financial Advisors, an independent investment advisor firm. Independent Advisor Alliance serves a broad range of clients including individuals, small businesses, charitable organizations, and retirement plans. The firm offers asset management, financial planning, and retirement plan consulting using both discretionary and non-discretionary portfolio management strategies, leveraging multiple analytical approaches and technology platforms.

Gary Seibel Jr. is a financial advisor at Money Concepts Capital Corp with 16 years of industry experience. He holds a Series 66 designation and previously worked at Veritas Independent Partners, LLC for 11 years. In addition to his advisory role, he serves in the Little Rock Fire Department and is involved with several nonprofits supporting veterans, first responders, and burn survivors. Money Concepts Capital Corp is an enterprise advisory firm with approximately 431 advisors managing over $3 billion for nearly 14,700 clients. The firm offers portfolio management, financial planning, and consulting services through a variety of managed programs that utilize fundamental and technical analysis alongside modern portfolio theory.

Mitchum Tapson is a financial advisor at Money Concepts Capital Corp with 17 years of industry experience. He previously worked for Veritas Independent Partners, LLC for 11 years. Outside of his advisory role, he serves as pastor of Hillcrest Community Church in Little Rock, Arkansas. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm utilizes a mix of model portfolios, adviser-designed portfolios, and third-party sub-advisers, applying fundamental and technical analysis along with modern portfolio theory.

William Lindsey is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and beginning his career in 2026. Before entering the financial industry, he worked in education at several high schools. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers, offering financial planning, asset management, and educational programs.