Kymberlie Reed is a financial advisor at Ameriprise with 17 years of industry experience. She holds the Series 66 designation and has been with Ameriprise and its related entities since 2006. Outside of her advisory role, she has involvement in real estate ownership unrelated to investment activities. Ameriprise provides retirement-income planning services targeting individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Joshua Gomez is a financial advisor with Cetera who holds Series 63 and Series 65 designations and has 18 years of industry experience. He previously worked at Stephens Inc for eight years before joining Cetera Wealth Services and then Cetera. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, combining discretionary and non-discretionary authorities, and oversees more than $256 billion in assets through a nationwide network of over 10,000 advisors.

Christina Barfield is a financial advisor at Merrill with seven years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2018, following prior roles at Firestone and Autozone. Merrill, together 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Michael Videll is a Series 66-licensed financial advisor with Thrivent Investment Management in Little Rock, Arkansas, where he has worked since 2015. He has 10 years of industry experience, all with Thrivent Financial and its affiliated investment management firm. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a large network of advisors. The firm offers holistic, goal-based financial planning across a broad range of topics without discretionary trading authority and allows clients to combine planning with managed-account programs under a consolidated billing option.

Pamela Dillie is a financial advisor with Charles Schwab in Little Rock, AR, holding Series 63 and Series 66 designations and having 23 years of industry experience. She has been with Charles Schwab and its affiliated bank since 2002 and 2005, respectively. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a mix of non-discretionary investment guidance and access to discretionary separately managed accounts, supported by a multi-asset model portfolio approach and centralized operational infrastructure.

Andrew Winters is a financial advisor with Wells Fargo Advisors in Little Rock, AR, holding a Series 66 designation and two years of industry experience. Prior to joining Wells Fargo Advisors, he worked at Caddell Reynolds Law Firm and Rainwater, Holt & Sexton. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser providing investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options tailored to client needs.

Thurlo Cobb is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has been with Primerica Advisors since 2009 and has worked at Primerica Financial Services since 2006. Outside of his advisory role, he serves on the Arkansas Martin Luther King Jr. Commission, dedicating time monthly to this community organization. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which features model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm employs a tiered wrap-fee structure and curates third-party asset managers, with trading and implementation delegated to BNY Mellon Advisors.

Mallory Rush is a CFP® and ChFC® with seven years of industry experience, currently serving at Edward Jones since 2018. Prior to joining Edward Jones, she worked at the Wellness Center at The University of Arkansas at Monticello and the University of Arkansas at Monticello. Edward Jones is a full-service wealth management firm supporting over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions through a large network of financial advisors and branch offices.

David Dudley is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in areas including college education planning, legacy planning, managing new wealth, personal retirement planning, women and wealth, tax minimization, and retirement income. David holds a Bachelor's Degree from the University of Kentucky and has earned the CERTIFIED FINANCIAL PLANNER® certification awarded by the Certified Financial Planner Board of Standards, Inc. He also holds the Personal Investment Advisor (PIA) designation. He is a member of the Rotaract Club of Little Rock. Outside of his professional work, David enjoys cooking, football, running, and traveling.

Mitchell Beggs is a financial advisor with Edward Jones in Little Rock, AR, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2016 and previously worked in used car sales. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment strategies, operating through a nationwide network of more than 23,700 advisors.

Douglas Menz is a Wealth Management Advisor with Merrill Lynch Wealth Management. He brings 37 years of experience in the financial industry, focusing on developing personalized wealth management strategies tailored to clients' unique financial goals. Douglas offers clients access to Merrill's investment insights alongside the banking and lending solutions of Bank of America. He holds a Bachelor's Degree from Rhodes College and has been a CERTIFIED FINANCIAL PLANNER™ certificant since February 2003. His professional designations also include Personal Investment Advisor (PIA). Douglas follows a personal philosophy of working closely with clients one-on-one to create flexible and effective financial strategies aligned with their long-term objectives. In addition to his professional work, Douglas has a history of community involvement, including volunteering with Big Brothers Big Sisters of Central Arkansas from 1986 to 2004.

Chelsya Knorenschild is a financial advisor with Thrivent Investment Management in Little Rock, AR, holding Series 63 and Series 66 licenses and 21 years of industry experience. She has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2004. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering detailed written recommendations on a broad range of planning topics. The firm combines goal-based analyses and planning with managed-account services under a consolidated billing option, while maintaining separate planning and portfolio management functions.

Judith Cecil is a financial advisor with Merrill in Little Rock, Arkansas, holding Series 63 and Series 65 licenses and over 38 years of industry experience. She has been with Merrill since 1996 and concurrently affiliated with Bank of America since 2009. Outside of her advisory role, she is an investor and owner of a sole proprietorship in rental property. Merrill, together 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, pension and profit-sharing plans, corporations, and charitable organizations.

Jeremy Mcdade is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services from 1997 to 2023. He serves as a board member for the Bauxite School District in Arkansas. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets.

Samual Crouch is a financial advisor at Fidelity with Series 66 credentials and one year of industry experience. His background includes service in the U.S. Army and U.S. Army Reserves, as well as roles at Sowell Management Services and Fairway Independent Mortgage Corporation. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolio delivery.

Charles Lincoln II is a financial advisor with Morgan Stanley in Little Rock, AR, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked with Morgan Stanley Private Bank since 2015 and with Morgan Stanley Smith Barney since 2009. Prior to that, he was with Citigroup Global Markets starting in 1994. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its financial planning process.

Justin Carter is a financial advisor with Merrill in Little Rock, AR, holding Series 63 and Series 65 credentials and 11 years of industry experience. He has worked at Merrill since 2016 and at Bank of America, N.A. since 2019. Merrill, together 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.

William Horn is a financial advisor with Wells Fargo Advisors in Little Rock, AR. He holds the Series 66 designation and has one year of experience in the financial industry. Prior to joining Wells Fargo Advisors in 2025, he worked for Pain Medicine Specialists of Arkansas for three years. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including niche areas such as business-owner transition planning and special-needs analysis, using proprietary research and planning tools.

Nicholas Threlkeld is a financial advisor with Primerica Advisors in Little Rock, AR, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has been with Primerica Advisors since 2015 and also owns Ryan's Electric LLC. Outside of advising, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm uses a tiered wrap-fee structure and curates third-party asset managers while delegating trade execution to BNY Mellon Advisors.

William Jeter Jr. is a financial advisor with LPL Financial in Little Rock, AR, holding a Series 63 designation and 40 years of industry experience. He has been with LPL Financial since 2008. Outside of his advisory role, he is involved in several personal business activities, including co-owning a farm with his spouse, operating a dog kennel, and working as a singer-songwriter. 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 a range of advisory programs, financial planning, and retirement consulting services, utilizing model portfolios, third-party subadvisors, and advanced technologies such as machine learning.