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.

Jerrie Stokes is a financial advisor at Edward Jones in Little Rock, Arkansas, holding a Series 66 designation. Stokes has worked at Edward Jones since 2010 and has previous experience with companies including Ephemeral Labs LLC, FedEx, Amazon, Hobby Lobby, Levi, and At Home Stores. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Erin Purkiss is a financial advisor with Merrill in Little Rock, Arkansas, holding Series 63 and Series 66 credentials and bringing 12 years of industry experience. She has been with Merrill since 2006. Outside of her advisory role, she owns and oversees a small family rental property business. 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 to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Miriam Scheibner is a financial advisor at OSAIC with 26 years of industry experience. She holds the ChFC® and Series 63 credentials and has worked at Royal Alliance Associates, Inc. and Signator Investors, Inc. in addition to operating her own firm, Schneibner, since 1982. Outside of advising, she is an attorney specializing in wills and trusts and leads an insurance sales and brokerage agency. OSAIC serves a diverse client base including individuals, institutions, and charitable organizations through a broad network of advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services utilizing asset-allocation tools, efficient-frontier analysis, and automated rebalancing across a range of investment vehicles and third-party solutions.

John Curreri is a financial advisor with Edward Jones in Little Rock, AR, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2018, he worked for Bank of Arkansas Mortgage from 2014 to 2018. Edward Jones is a full-service wealth management firm that serves individual and institutional clients with a broad range of advisory programs and investment options, supported by a nationwide network of over 23,000 financial advisors.

Hardee Jerrels is a financial advisor with Charles Schwab in Little Rock, AR, holding Series 63, 65, and 66 licenses and with 21 years of industry experience. His career includes roles at Charles Schwab Bank, Allstate Insurance Company, Securities Management & Research, and management of his own insurance business, Hardee David Jerrels Insurance, Inc. He has a background spanning both insurance and investment advisory services. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. Schwab combines non-discretionary advisory relationships with access to discretionary separately managed accounts and employs multi-asset model portfolios, supported by centralized supervisory and custody arrangements.

Sydney Gilbert is a CFP® with 20 years of experience in the financial industry. She has been with Wells Fargo Advisors since 2022 and held prior roles within Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2022. Gilbert has ownership interests in two investment-related businesses based in Little Rock, Arkansas. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides tailored investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options and integrating advisory services with various financial products and referral channels.

Roger O'quin is a financial advisor at Wells Fargo Advisors in Little Rock, AR, holding Series 63 and Series 65 credentials with 41 years of industry experience. He has been with Wells Fargo Advisors and its affiliates since 2009. Outside of his advisory role, he has ownership stakes in The Oquin Group, Inc. and Oquin Gilbert, LLC, both investment-related businesses. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and investment solutions, leveraging Wells Fargo research and tools to create tailored recommendations for clients.

Denise Williams is a financial advisor at Stifel with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Stifel Nicolaus & Co Inc since 2019, following four years at Wunderlich Securities, Inc. She is also a commissioned notary in Conway, Arkansas. Stifel serves a wide range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation, retirement, insurance, and estate planning analyses.

Tricia Curreri is a financial advisor with Edward Jones in Little Rock, AR, holding a Series 66 designation and six years of industry experience. She has worked at Edward Jones since 2019 and previously spent 14 years at Arvest Bank. Outside of her advisory role, she is a partner in a family real estate partnership. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, offering a range of advisory programs and investment solutions supported by a large network of advisors and branch offices.

Gregory Minton is a financial advisor with Raymond James Financial in Little Rock, AR, holding Series 63 and Series 66 credentials and more than 32 years of industry experience. He worked at Edward D. Jones & Co., L.P. for 27 years before joining Raymond James Financial Services Advisors, Inc. in 2020. Minton is also the owner and president of Minton Wealth Management, a support company based in Little Rock. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm employs non-discretionary planning and analytical tools to tailor recommendations to client goals and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Trevor Holbert is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined Merrill Lynch in 2008 after spending two years in public accounting with JPMS, Cox PLLC, an accounting firm based in Little Rock. Trevor's focus areas include legacy planning, personal retirement planning, philanthropic planning, and portfolio management services. He holds a Bachelor of Business Administration in Economics from Harding University, where he also played baseball. He has earned the CERTIFIED FINANCIAL PLANNER® certification and is a Chartered Retirement Planning Counselor™ designee, as well as a Personal Investment Advisor (PIA). Trevor has been recognized on the Forbes "Best-in-State Wealth Advisors" lists in 2025 and 2026, as well as the "Best-in-State Next-Generation Wealth Advisors" list in 2022. Trevor is a former member of the Arkansas Children's Foundation Board and a graduate of Leadership Greater Little Rock, Class XXVI. He currently serves on the boards of Junior Deputy Baseball Park and Explore. He resides in Little Rock with his wife, Lori, and their children, Lee and Rhett. His personal interests include adventure sports, baseball, golfing, and skiing.

Christopher Phillips is a financial advisor with Primerica Advisors in Little Rock, AR, holding Series 63 and Series 65 licenses and six years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2018. Outside of his advisory role, Phillips has worked with the Little Rock School District since 2008 and is involved in sales of home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap fee structure, offering a range of strategic investment models implemented with the assistance of BNY Mellon Advisors.

Benjamin Lincoln is a financial advisor with Raymond James & Associates in Little Rock, Arkansas, holding a Series 66 designation and bringing nine years of industry experience. Prior to joining Raymond James in 2017, he worked at the American Land Title Association from 2014 to 2016. He serves as an officer and board member of the Little Rock Central High Tiger Foundation, a nonprofit that raises funds for the high school's athletics, academics, and arts programs. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and nonprofits, offering financial planning and consulting with a range of portfolio management styles supported by firm research and affiliated sub-advisers.

William Gorman Jr. is a CFP® professional with 22 years of experience in the financial services industry. He is currently with LPL Financial and has prior experience at Bank of America and Merrill. Gorman also operates a home-based business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, and institutions through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and brokerage solutions supported by in-house and third-party research.

Laura Buchanan is a financial advisor at Merrill with 35 years of industry experience. She has been with Merrill since 1991 and holds Series 63 and Series 65 designations. Merrill, together with its affiliate Managed Account Advisors LLC (MAA), provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Brandy Springer is a financial advisor with UBS Financial Services in Little Rock, Arkansas, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has been with UBS Financial Services since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor plans to clients' goals and risk tolerances.

Matthew Mcdaniel is a financial advisor with Merrill in Little Rock, AR, holding Series 63 and Series 65 licenses and with 31 years of industry experience. He has worked at Bank of America, N.A. and Merrill Lynch Pierce Fenner & Smith Inc. since 2013. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.

Michael Wisinger is a financial advisor at LPL Financial with 23 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Cetera, Cetera Wealth Services, Voya Financial Advisors, and operated Wisinger Financial Inc., where he provided insurance and financial services. He serves on the finance committee of Chenal Valley Baptist Church, assisting in financial oversight and budget review. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with a range of portfolio management options and research support.

Abigail Adams is a financial advisor at Stifel with one year of industry experience. She holds the Series 66 designation and has previously held positions at Stifel and the University of Arkansas at Fayetteville. Abigail is also a commissioned Notary Public in the State of Arkansas. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and allocation methodology.