Jacob Springer is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has 27 years of industry experience. In addition to his advisory role, he is involved in real estate investments through multiple partnerships and ownership interests. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports a broad advisor network along with specialized municipal and retirement plan advisory services.

Kathy Turner is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 36 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she owns and manages rental properties in Bentonville, Arkansas. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

James Kuhn is the Senior Resident Director and a Financial Advisor with Merrill Lynch Wealth Management in Northwest Arkansas, serving as part of The Boskus Group. In this role, he works with individuals, families, and business owners to simplify their financial lives and help them reach their goals using a team approach. He has over 13 years of experience advising families, individuals, and businesses in the community. His expertise includes family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, small business strategies, individual and corporate investment strategy, tax minimization, and retirement income. Prior to joining Merrill Lynch, James was founder and partner at Hotwire Design and served as Marketing Director at The Peel Compton Foundation in Bentonville. James holds a Bachelor's Degree from Oklahoma State University System and is a Personal Investment Advisor (PIA) by designation. He and his wife Heidi live in Bella Vista, where they have raised their four children. James is involved in the community through organizations such as the I'll Fly Away Foundation, and he enjoys music, photography, traveling, woodworking, and spending time with his family.

Jacie Ward is a financial advisor with Morgan Stanley in Fayetteville, Arkansas, holding a Series 66 designation and beginning her advisory career in 2025. Prior to joining Morgan Stanley, she has held roles at Axe Pay, Liberty University School of Law, and Big Cedar Lodge Uncle Bucks, among others. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a broad range of advisory programs to both individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and research.

Hailey Cooper is a financial advisor at Edward Jones with 11 years of industry experience. She holds the ChFC® and Series 66 designations and has been with Edward Jones since 2015. Outside of her advisory role, she works as a waitress at Undercliff Grill & Bar in Joplin, MO. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and maintains a large national network of financial advisors and branch offices.

Bradley Roethlisberger is a financial advisor with Cetera and holds a Series 66 designation. He has 10 years of industry experience and has worked previously at Avantax Advisory Services, 1st Global Advisors, and Beall Barclay & Company. In addition to his advisory role, he is a non-equity member of Landmark PLC CPAs, a CPA practice focused on tax return preparation and consulting. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services using a multi-manager platform that includes model portfolios, third-party managers, and bespoke strategies.

Brian Cole is a financial advisor with Raymond James Financial in Fayetteville, Arkansas, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. Prior to his full-time advisory role, he maintained a private law practice for 12 years. He also serves as President of Signature Private Wealth Management and heads the Trust Department at Signature Bank of Arkansas, where he is the sole Trust Officer. Cole is involved with the Fayetteville High School Golf Booster Club. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses fact-finding, risk profiling, and modeling tools to tailor advice and supports a wide network of advisors through various advisory and institutional consulting programs.

Timothy Burress is a financial advisor at Cetera with 22 years of industry experience. He holds Series 63, Series 65, and Series 66 designations and has worked at Cetera and Cetera Advisors LLC since 2013. He also serves as a member of the Tontitown City Council, a nonprofit role involving attendance at monthly meetings. Cetera Investment Advisers LLC is a large SEC-registered advisory firm supporting over 10,000 advisors and 800,000 clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers for individuals, retirement plans, corporations, and institutions.

Robin Coggins is a financial advisor with LPL Financial, holding Series 63, 65, and 66 credentials and over 27 years of industry experience. He has been with LPL Financial since 2004. Outside of his advisory role, he serves on the medical advisory board for Cabaletta Bio, a pharmaceutical company. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, utilizing both proprietary and third-party strategies.

Don Ogden is a financial advisor at Edward Jones in Springdale, AR, with 13 years of industry experience. He has held the Series 63 and Series 66 licenses and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Brian Upshaw is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been involved in finance since 2010 and joined Merrill Lynch in 2014. Brian works with individuals, families, and businesses to develop strategies and provide advice tailored to their short and long-term financial objectives. He holds a Bachelor's degree in Economy and Industry from the University of Arizona and has earned the CERTIFIED FINANCIAL PLANNER® designation, as well as the Personal Investment Advisor (PIA) certification. Brian's expertise includes college education planning, divorce transition planning, family wealth management strategies, legacy planning, LGBT wealth planning, liquidity management, managing new wealth, personal retirement planning, socially responsible and values-based investing, and women and wealth. Prior to his career in finance, Brian served eight years in the United States Marine Corps, retiring with the rank of Sergeant in 2011. He is involved in community organizations such as the American Red Cross, Boy Scouts of America, Southern Arizona Estate Planning Council, Community Food Bank of Southern Arizona, and The Church of Jesus Christ of Latter-Day Saints. Brian and his wife Alyssa have three children and enjoy spending time together supporting child-centered organizations and engaging in activities such as soccer and visiting the local library.

George Doria Medina is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He previously worked at National Planning Corporation for 16 years and has been associated with Trilogy Financial Services for over two decades. Medina is also involved as a life insurance agent with affiliated non-variable insurance activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management services, combining advisory platforms with extensive non-advisory financial products and operational support tools.

Joshua Blount is a financial advisor with LPL Financial based in Springdale, Arkansas. He holds Series 63 and Series 66 credentials and has six years of industry experience. Prior to joining LPL Financial in 2020, he worked at The Point Financial Group and served in Congressman Steve Womack's office. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management access, and institutional platforms.

Jose Cortez Jr. is a financial advisor at Edward Jones with four years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Merrill Lynch, Bank of America NA, LPL Financial, Simmons Bank, and Arvest Wealth Management. 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, managing approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices.

John Harrell is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. His prior roles include positions at Walker Brothers, KLIFE, and Kanakuk Kamps, as well as experience at Truman State University. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of investment strategies and advisory services supported by a nationwide network of financial advisors and branch offices.

Juan Zarruk is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His prior roles include positions at The Point Financial Group Inc. and LPL Financial LLC. 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 for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kane Moix is a financial advisor with Edward Jones in Fayetteville, Arkansas, holding a Series 66 designation. He joined Edward Jones in 2026 and previously worked for the Department of Veterans Affairs, Care IV Home Health, and Incite Rehab, LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with a nationwide network of approximately 23,700 financial advisors. The firm offers a range of advisory strategies and affiliated investment products under a fiduciary standard.

Ralph Brainerd is a financial advisor with Edward Jones in Rogers, Arkansas, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory role, he is involved in farm and real estate ventures through ownership interests in R & L Ventures and RCB Holdings LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of discretionary and non-discretionary investment solutions. The firm manages approximately $1.01 trillion in assets and maintains a large nationwide network of advisors and branch offices.

Randal Renkel is a CFP® with 25 years of experience and is affiliated with Cetera. He has worked at Cetera and Cetera Financial Specialists LLC since 2000 and has held roles at DARRCO, LLC, American Dehydrated Foods, Inc., and International Dehydrated Foods, Inc. from 2010 to 2019. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and retirement services through a multi-manager platform with discretionary and non-discretionary program options.

Benjamin Evans is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Edward Jones since 2004. He holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of roughly 23,700 advisors.