Catherine Robinson is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. She has worked at LPL Financial since 2019 and previously spent 16 years at Arvest Bank. Robinson is also associated with Simmons Bank in a financial institution capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by extensive operational and research tools.

Darrin Hewitt is a financial advisor with Edward Jones in Bentonville, AR, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 20 years of industry experience and has been with Edward Jones since 2013. 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 and investment solutions, including discretionary and non-discretionary wrap fee strategies, managed accounts, and affiliated mutual funds, while operating under a fiduciary standard.

Jane Donner is a financial advisor with Wells Fargo Clearing in Rogers, AR, holding Series 63 and Series 66 designations and possessing 36 years of industry experience. She has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of her advisory role, she co-owns AUX ARCS ENTERPRISES, a business focused on the resale of antiques and collectibles. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Jacob Connelly is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. Prior to joining Wells Fargo, he worked at Ozarks Electric Cooperative for six years and BKD, LLC for two years. Outside of his advisory role, he owns a timber leasing business in Chester, Arkansas. 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 incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Robert Tracy is a financial advisor at Edward Jones 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 strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with a nationwide network of more than 23,000 advisors.

James Griffin is a CFP® with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, he worked at Salem Professional Group from 2011 to 2018. Griffin is a seed-level investor in a retail startup based in Bentonville, AR. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a network of over 23,700 financial advisors, offering a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and a proprietary money market fund.

James Hall III is a Series 66 licensed financial advisor with 13 years of industry experience. He is currently with Cetera and has previously worked with First Allied Securities and First Allied Advisory Services. Outside of advisory work, he is involved as a registered sales assistant with Harvest Investment Strategies, LLC. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with over $256 billion in assets under management and more than 10,000 advisors nationwide.

Chad Chance is a financial advisor with LPL Financial in Springdale, Arkansas, holding a Series 66 designation and 19 years of industry experience. He has been with LPL Financial since 2007. Outside of his advisory role, he has involvement with Chance Management, LLC, a non-investment related business entity used for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, and access to third-party asset management, supported by a large network of investment adviser representatives.

Patricia Nuovo is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and six years of industry experience. She has worked with Raymond James since 2017 and previously spent seven years at Cameron Smith & Associates. Nuovo is also associated with Signature Bank of Arkansas. 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, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and supports municipal and public finance advisory work uncommon among large institutional advisors.

Jennifer Scholfield is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 14 years of industry experience. She has worked with Cetera and its affiliated firms since 2011 and is a partner at Scholfield Wealth Management. Outside of financial advising, she is involved in a retail fishing business and pursues artistic activities. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and consulting services and supports multiple investment program structures and custodial relationships.

Marty Dennis is a CFP® professional with 28 years of industry experience. He has been with LPL Financial since 2007 and previously worked at Centaurus Financial, Inc. and T. J. Raney & Sons, Inc. Dennis owns Dennis Financial Services, a corporation formed for tax purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Bethany Atchley is a CFP® with 14 years of experience currently affiliated with Raymond James Financial. She has worked at Raymond James Financial Services Advisors, Inc. and Signature Bank of Arkansas. 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, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and employs analytical tools such as risk profiling and probability modeling to support client goals.

Kimberly Shepherd is a financial advisor at Raymond James Financial with eight years of industry experience. She holds a Series 66 designation and has worked at various firms including Arvest Wealth Management and State Farm Investment Management Corp prior to her current roles since 2024 at Raymond James. 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, corporations, and institutional entities. The firm offers tailored non-discretionary planning and consulting using analytic tools and supports a broad advisor network with specialized municipal and public finance advisory capabilities.

David Lange is a CFP®-certified financial advisor with 18 years of industry experience, currently affiliated with LPL Financial. His prior experience includes roles at Ameriprise and RiverSource Distributors Inc. He is involved in a separate business entity related to tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a broad suite of advisory and brokerage services.

Jonathan Jennings is a financial advisor with LPL Financial in Rogers, Arkansas. He holds Series 63 and Series 65 licenses and has recently begun his career in the industry. Prior to joining LPL, Jennings has experience working in various roles, including positions within banking and educational institutions. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios, third-party asset management, and institutional platforms.

Eduardo Carrera is a financial advisor at UBS Financial Services with six years of industry experience. He holds the Series 66 designation and has previously worked at Citibank NA for 15 years. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client strategies.

Ronny White is a financial advisor at Wells Fargo Clearing with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Wells Fargo entities since 2009. Outside of his advisory role, he is involved in firearms education as a rifle and pistol instructor and co-owns a shooting school. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and incorporates a broad range of investment products, including insurance-related vehicles and bank deposit sweep options.

Adam Mc Dougal is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2017. Prior to that, he held positions at Beiersdorf and Revlon. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with over $1 trillion in assets under management. The firm provides a range of advisory programs, including discretionary and non-discretionary strategies, and operates a large network of financial advisors and branch offices nationwide.

Jacob Udell is a Financial Advisor affiliated with Merrill Lynch Wealth Management. In his role, he focuses on helping clients develop personalized wealth management strategies by gaining a comprehensive understanding of their financial situations and priorities. He provides guidance on a range of topics including investing, retirement planning, and saving for unforeseen expenses. Jacob collaborates with clients to establish short-, mid-, and long-term financial goals and serves as a resource for ongoing advice as their needs evolve. He also facilitates access to Bank of America specialists for banking, credit, home financing, and small business solutions. Jacob holds the Professional Investment Advisor (PIA) designation and earned a Bachelor's Degree from Missouri Southern State University.

Charles Jones is a financial advisor with Edward Jones in Bentonville, AR, holding Series 63 and Series 66 designations and 22 years of industry experience. He has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a network of more than 23,700 financial advisors and offers a range of advisory services, including discretionary and non-discretionary strategies, tax-efficient services, and affiliated mutual funds.