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.

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 Series 66-licensed financial advisor with 10 years of experience, currently with Guardian Life and Park Avenue Securities. He is based in Little Rock, AR, and has been affiliated with both firms since 2016. In addition to his advisory work, Martin serves on the board of directors for the Adult Learning Alliance of Arkansas and is involved in teaching at Harding University College of Pharmacy. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of brokerage services, financial planning, retirement plan consulting, and investment advisory programs using both proprietary and third-party models.

Angela Cutler is a financial advisor with TIAA-CREF in Little Rock, Arkansas, holding Series 66 and Series 65 licenses and bringing 12 years of industry experience. She has been with TIAA-CREF since 2015. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals—often those linked to TIAA-administered employer retirement plans—as well as trusts, estates, partnerships, and other entities. The firm combines point-in-time planning with ongoing portfolio management and serves as adviser to a donor-advised fund.

Parker Marshall is a CFP® professional affiliated with Charles Schwab, with nine years of industry experience. He has held positions at Charles Schwab since 2022, and prior to that worked at TD Ameritrade, Ameriprise Financial Services, Bankers Life, Bank of America, Merrill, and PFS Investments. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related services. The firm offers a combination of non-discretionary advice and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

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.

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.

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.

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.

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.

Diane Talley is a financial advisor with LPL Financial in Cabot, Arkansas, holding Series 63 and Series 66 licenses and 19 years of industry experience. She has been with LPL Financial since 2007. Talley also serves as a notary, dedicating a small portion of her time to this role during securities trading hours. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, 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 both discretionary and non-discretionary management across a variety of investment strategies.

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.

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.

Sherri Simancas is a financial advisor with Edward Jones in Little Rock, AR, holding a Series 66 designation and six years of industry experience. Her prior work includes roles at David Lukas Financial and Chenal Family Therapy PLLC. She has also been self-employed. 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, offering a range of advisory programs and investment strategies supported by a network of over 23,700 financial advisors nationwide.

Robby Tiffee is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has been with Cetera since 2016 and has concurrently worked at Regions Bank since 2006. Outside of his advisory role, he serves as president of the XI Educational Foundation of Arkansas, which provides educational assistance to college students. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of advisors. The firm offers a range of portfolio management and financial planning services, utilizing multiple program structures and managerial options to suit client needs.

Cooper Meeks is a financial advisor with Wells Fargo Advisors in Little Rock, AR, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at various Wells Fargo entities since 2012. Meeks serves on the Board of Trustees for The Msgr Hebert Endowment Fund, which provides needs-based scholarships and support for teachers and staff. Wells Fargo Advisors Financial Network offers investment and financial planning services to individuals, trusts, and institutional clients, providing tailored recommendations through a broad menu of planning options. The firm integrates advisory services with various financial products and referral channels.