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.

Anna Olive is a Series 66-licensed financial advisor with 21 years of industry experience. She is currently with Independent Advisor Alliance, LLC and has previously worked at LPL Financial, GenWealth Financial Advisors, and Ameriprise Financial Services. Outside of her advisory roles, she has been associated with a business entity named AJ's Hauling for tax and investment purposes. 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 employs both discretionary and non-discretionary portfolio management strategies and integrates technology platforms to support asset aggregation, rebalancing, and estate planning.

Dustin Dandurand is a financial advisor with Independent Advisor Alliance, LLC. He holds Series 63 and Series 65 licenses and has recently transitioned into the advisory industry following roles at LPL Financial, Peoples Bank, Simmons Bank, and BancorpSouth Bank. He is also involved in a registered investment advisory business under the name GenWealth Financial Advisors. 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 services, employing a network model that combines independent advisory representatives with access to brokerage services through LPL Financial and third-party platforms.

Beth Roberts is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 licenses and 15 years of industry experience. Her prior roles include positions at Regions Bank, Fidelity Investments, Cetera Investment Services, LPL Financial, Bank of America, Merrill, Stephens Inc., TD Ameritrade, and Scottrade. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing in its planning approach and serves a large participant base relative to its advisor headcount.

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.

Troy Johnson is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and bringing 10 years of industry experience. He previously worked with LPL Financial and GenWealth Financial Advisors. Johnson is involved in multiple investment-related activities, including advisory services through Independent Advisor Alliance. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement plan consulting. The firm employs both discretionary and non-discretionary portfolio management strategies and utilizes technology platforms to support asset aggregation and estate planning.

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.

Perry Streett is a Series 65-licensed advisor at MAI Capital Management, LLC with five years of industry experience. Prior to joining MAI Capital Management in 2023, he worked at Transparent Wealth and held positions at the University of Arkansas at Little Rock and the University of Arkansas. He is also an independent insurance agent. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base including high- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages $72.3 billion in assets and offers a range of portfolio strategies and financial planning services, as well as trust and insurance administration through affiliated entities.

Jacob Grice is a financial advisor with Independent Advisor Alliance, LLC and holds a Series 66 designation. He has two years of industry experience, including roles at LPL Financial LLC and prior positions outside the advisory field. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement consulting. The firm utilizes a network model of advisory representatives and integrates various investment strategies and technology platforms to support client needs.

Eric Britt is a financial advisor at TIAA-CREF with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has been with TIAA-CREF since 2014. Outside of finance, he is a musician and sole proprietor involved in music sales. TIAA-CREF Individual & Institutional Services, LLC 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 separates one-time financial planning from ongoing portfolio management and acts as adviser to a donor-advised fund while operating within a vertically integrated group using affiliated funds.

Zachary Martin is a Series 66-licensed financial advisor with 10 years of experience, currently with Guardian Life and Park Avenue Securities. He is based in Little Rock, AR, and has been affiliated with both firms since 2016. In addition to his advisory work, Martin serves on the board of directors for the Adult Learning Alliance of Arkansas and is involved in teaching at Harding University College of Pharmacy. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of brokerage services, financial planning, retirement plan consulting, and investment advisory programs using both proprietary and third-party models.

Timothy Mccutchen is a financial advisor with Prime Capital Financial in Little Rock, AR, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. His career includes roles at firms such as Cambridge Investment Research and Lawing Financial. He is also a partner in CHHSZ Holdings LLC, the sole owner of Prime Capital Investment Advisors, LLC. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a wide range of services including asset management, financial planning, qualified retirement plan services, and family office offerings, utilizing both discretionary and non-discretionary strategies.

Angela Cutler is a financial advisor with TIAA-CREF in Little Rock, Arkansas, holding Series 66 and Series 65 licenses and bringing 12 years of industry experience. She has been with TIAA-CREF since 2015. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals—often those linked to TIAA-administered employer retirement plans—as well as trusts, estates, partnerships, and other entities. The firm combines point-in-time planning with ongoing portfolio management and serves as adviser to a donor-advised fund.

Lawrence Chance is a Wealth Management Advisor at Merrill Lynch Wealth Management. He utilizes a disciplined process to deliver a consistent and customized wealth management experience tailored to clients' personal perspectives and priorities. Larry collaborates closely with clients to fully understand their objectives and recommends strategies drawing on the resources of Merrill Lynch to integrate all aspects of their financial life. He regularly conducts reviews to monitor progress and adjusts strategies to align with any changes in clients' personal or business situations. Larry holds several professional designations, including the CERTIFIED FINANCIAL PLANNER™ certification awarded by the Certified Financial Planner Board of Standards, Inc., the Certified Investment Management Analyst® designation, and the Certified Private Wealth Advisor® designation, both awarded by the Investments & Wealth Institute™. He earned his Bachelor of Business Administration in Finance from Texas Tech University in 1986 and a Master of Science in Industrial Administration from Purdue University in 1987. In addition to his professional work, Larry is active in Fellowship Bible Church in Little Rock. His personal interests include camping, fishing, hunting, and traveling.

Laura Witt is a financial advisor with LPL Financial in Little Rock, Arkansas, holding a Series 66 designation and 16 years of industry experience. Her prior experience includes roles at Simmons Bank, Simmons First Investment Group, and 1 St Global Advisors Inc. She is involved with Simmons Investment Services, a DBA related to her LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing model portfolios and research from multiple sources.

Parker Marshall is a CFP® credentialed financial advisor with 10 years of industry experience, currently with Charles Schwab in Little Rock, AR. His career includes previous roles at TD Ameritrade, Ameriprise Financial Services, Bankers Life, Bank of America, and Merrill. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment management supported by multi-asset model portfolios and alternative investment options.

Julie Garcia is a financial advisor with Wells Fargo Advisors in Little Rock, AR, holding Series 63 and Series 66 licenses with six years at the firm and two years of industry experience. Prior to her current role, she worked at Corning and T2Biosystems. She serves as a scientific advisory board member for Detact Diagnostics, providing expertise on in-vitro diagnostics and medical device assay development. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services and uses proprietary research and tools to develop tailored recommendations for clients.