Gary Martin is a financial advisor with Valic Financial Advisors in Little Rock, Arkansas. He holds Series 63 and Series 65 licenses and has 30 years of industry experience. He has been with Valic Financial Advisors since 1999 and has also been associated with Agia since 2022, where he is involved with non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models to construct client portfolios.

Janet Walker is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 65 licenses and 25 years of industry experience. She previously worked at GenWealth Financial Advisors, LLC for 15 years and has been associated with LPL Financial for over two decades. Outside of her advisory work, she owns an advertising agency called Momentum Media. Independent Advisor Alliance serves a diverse range of clients including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement consulting services. The firm employs both discretionary and non-discretionary portfolio management strategies and integrates technology platforms to support comprehensive wealth and estate planning.

Jonnathan Davis is a financial advisor with Prime Capital Financial in Little Rock, AR, holding a Series 66 credential and bringing 15 years of industry experience. His career includes roles at Pclr, LLC, Private Client Services, Lawing Financial Inc., Cambridge Investment Research, Inc., and Hagan Newkirk Financial Services. Outside of advising, he manages business-related activities through SKELLYCO, LLC. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with services including asset management, financial planning, qualified retirement plan sponsorship, and family office offerings. The firm employs various investment strategies and utilizes platforms for tax-efficient portfolio management while also providing integrated tax advisory services and consolidated financial reporting.

Jason Gerber is a CFP® with 20 years of industry experience, currently serving at Prime Capital Financial. His prior roles include positions at Cambridge Investment Research, Lawing Financial Inc., and Hagan Newkirk. He is also the owner of H2G Consulting, a business consulting firm based in Little Rock, AR. Prime Capital Financial is an SEC-registered enterprise advisory firm that serves individuals, trusts, corporations, and retirement plans with a broad range of services including asset management, financial planning, and family office offerings. The firm employs various investment strategies and platforms while providing tax planning and consolidated reporting through affiliated subsidiaries.

Patrick Dennis is a financial advisor at TIAA-CREF with 21 years of industry experience. He has held his current role since 2015 and holds the Series 63 and Series 65 designations. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm distinguishes between point-in-time planning services and ongoing portfolio management, serving clients often connected through employer retirement plans and acting as adviser to a donor-advised fund.

Caroline Rodriguez is a financial advisor with CWM, LLC, holding a Series 66 credential and two years of industry experience. She has worked at several firms including Edward Jones and Cetera Wealth Services. Outside of advising, she manages a vacation rental business in Hot Springs, Arkansas. CWM, LLC is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors and approximately $50.6 billion in assets under management. The firm serves corporate, institutional, and high-net-worth clients, offering discretionary asset management, financial planning, and retirement plan services with an investment approach guided by an Investment Committee that uses both fundamental and technical analysis.

Paul Schaefer is a financial advisor at Empower Advisory Group in Little Rock, AR, with 17 years of industry experience. His background includes roles at Milliman, Valic Financial Advisors, and Securities America Advisors. He is also an appointed agent for non-securities insurance products at AGIA. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, using an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and manages a large participant base relative to its adviser headcount.

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, holding Series 63 and Series 65 credentials and one year of industry experience. His prior work includes roles at LPL Financial, Peoples Bank, Simmons Bank, and BancorpSouth Bank, as well as a position at Third Baptist Church. He is also involved with GenWealth Financial Advisors, an RIA business and LPL DBA in Bryant, Arkansas. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement consulting through discretionary and non-discretionary portfolio management. The firm leverages various investment strategies and technology platforms while operating a network model of advisory representatives under independent DBAs.

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 (NY Life) based in Little Rock, Arkansas. He holds the ChFC® designation and Series 63 license, with 44 years of industry experience. Patterson has been affiliated with Eagle Strategies since 2004 and operates his own business, Patterson Financial Group, selling New York Life products and brokering non-registered insurance products. He is also active as a deacon and volunteer in his local Catholic church, leading scripture study discussions. Eagle Strategies serves individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored advice across multiple program types and manages the majority of its assets on a non-discretionary basis, working within an integrated New York Life affiliate structure.

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®-certified financial advisor with 21 years of industry experience, currently with MAI Capital Management, LLC since 2021. His prior roles include positions at Purshe Kaplan Sterling Investments, Legacy Capital Wealth Partners, Kestra Financial Services, and Merrill. Outside of advisory work, he is an owner of a real estate business. MAI Capital Management serves a diverse client base including high-net-worth individuals, families, and institutional investors, offering discretionary and non-discretionary investment management along with integrated wealth and retirement plan consulting services. The firm employs a range of portfolio strategies managed through both in-house teams and third-party sub-advisers, and provides additional services such as trust administration and insurance through affiliated entities.

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 in Little Rock, Arkansas, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has held roles at firms including Cetera Wealth Services, LLC and LPL Financial and is also engaged in authoring personal development books and performing as a singer in a pop/rock cover band. Additionally, he leads a life coaching business focusing on health, wellness, relationships, and purpose. CWM, LLC is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors and approximately $50.6 billion in assets under management. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing an Investment Committee to construct and monitor model portfolios and delivering tailored investment solutions integrated with major custodial and technology partners.

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 financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation and 10 years of industry experience. He is a part-owner of a pharmacy and serves on the board of the Adult Learning Alliance of Arkansas. Additionally, he is involved with Moose and Squirrel, LLC, and contributes as a faculty member at Harding University College of Pharmacy. Park Avenue Securities LLC, a subsidiary of Guardian Life, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers both advisor-led discretionary management and model-based strategies, combining proprietary and third-party solutions tailored to clients’ needs.