Jason Jenkins is a CFP® and ChFC® credentialed financial advisor with eight years of industry experience. He has worked at First Command Advisory Services and affiliated First Command entities since 2017. Outside of his advisory role, he owns Jenkins Financial LLC, which he uses to manage business operations related to his income. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed centrally by an Investment Management Team and Wealth Portfolio Managers.

Scott Inman is a financial advisor with Independent Advisor Alliance, LLC and holds a Series 66 designation. He has 10 years of industry experience, including roles at LPL Financial and GenWealth Financial Advisors. Outside of his advisory work, he is a co-owner of Momentum Media, a non-investment-related business. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering services such as asset management, financial planning, and retirement consulting. The firm employs a network model with several hundred advisors and integrates technology platforms to support portfolio management and estate planning.

Alec Daril is a financial advisor with Independent Advisor Alliance, LLC and holds Series 65 and Series 63 licenses. He has three years of industry experience and has previously worked at LPL and the University of Arkansas. Outside of financial advising, he has experience running a lawn mowing business earlier in his career. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans. The firm provides asset management, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary portfolio management with a variety of strategies and technology platforms.

Stephen Chaffin is a financial advisor at MAI Capital Management, LLC with 30 years of industry experience. He held prior roles at Smith Capital Management from 1996 to 2020 before joining MAI Capital Management in 2020. He holds Series 63 and Series 65 licenses. MAI Capital Management provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm offers a range of portfolio strategies and integrates financial planning with services such as tax and bill payment.

Alisha Bailey is a financial advisor with Independent Advisor Alliance, LLC, holding Series 65 and Series 63 licenses and bringing 20 years of industry experience. She has worked at GenWealth Financial Advisors, LLC since 2008 and LPL Financial, LLC since 2005. 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 utilizes a network model with a combination of discretionary and non-discretionary portfolio management and incorporates technology platforms to support estate planning and asset aggregation.

Jerrod Pinkston is a financial advisor with NewEdge Advisors and holds Series 63 and Series 66 licenses. He has 23 years of industry experience, including prior roles at Next Financial Group Inc and LPL Financial. Pinkston is also a certified public accountant (CPA). NewEdge Advisors serves a diverse client base, including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning, utilizing a range of investment approaches and regular portfolio reviews.

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.

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 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been with TIAA since 2015. 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, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm provides separate broker-dealer services and acts as investment adviser to a donor-advised fund, operating within a vertically integrated group that employs model portfolios and customized management under client-approved investment policy statements.

Caroline Rodriguez is a financial advisor at CWM, LLC with two years of industry experience. She holds a Series 66 designation and has worked at several firms, including Edward Jones and Cetera Wealth Services, prior to joining CWM. Outside of advisory work, she manages a vacation rental property in Hot Springs, Arkansas. CWM, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, high-net-worth families, foundations, and institutions. The firm offers portfolio management, financial planning, and retirement-plan services, utilizing discretionary model portfolios overseen by an in-house Investment Committee.

Paul Schaefer is a financial advisor with Empower Advisory Group, holding Series 63, 65, and 66 licenses and 16 years of industry experience. He previously worked at Milliman for 13 years and has held roles at AGIA and Valic Financial Advisors. Outside of advising, he is appointed as an agent to sell non-securities insurance products for AGIA. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm uses an integrated model linked to Empower’s administrative platforms, focusing on long-term portfolio returns, annual rebalancing, and clients’ savings rates.

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 (New York Life) based in Little Rock, AR, holding the ChFC® and Series 63 designations and possessing 43 years of industry experience. He has worked with Eagle Strategies since 2004 and operates Patterson Financial Group, focusing on New York Life products and services. Outside of his advisory role, he serves as a deacon and volunteer at his local Catholic church, participating in scripture study discussions. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a broad range of individual and institutional clients. The firm emphasizes tailored recommendations and offers multiple program types, including fee-based advice and retirement plan consulting, with a significant portion of assets managed on a non-discretionary basis.

Joshua Danforth is a CFP® professional with 20 years of experience in financial advisory. He is currently with MAI Capital Management, LLC, where he has worked since 2021. Prior to this, he held positions at Purshe Kaplan Sterling Investments, Legacy Capital Wealth Partners, and Kestra Financial Services. Outside of his advisory work, Danforth is involved in real estate as a landlord. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm’s investment approach includes customized portfolio management across various strategies using both in-house and third-party managers, and it offers additional services such as financial planning, trust administration, and insurance.

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 based in Little Rock, AR, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been involved with Cetera Wealth Services, LPL Financial, and Wealth Management, Inc., among other roles. Outside of advising, he is an author and owner of a publishing company, a musician in a pop/rock cover band, and a life coach contributing to personal development content. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm provides portfolio management, financial planning, retirement-plan services, and sub-advisory options, utilizing model portfolios governed by an in-house Investment Committee and a combination of fundamental and technical analysis.

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.