Fidelma Farinas Cobas is a CFP®-designated financial advisor with 18 years of industry experience, currently affiliated with Osaic Wealth. Her prior roles include positions at PNC Investments, City National Rochdale, and MassMutual, among others. She holds board positions with VOCE Inc., Women in Insurance and Financial Services, and Opera in the Ozark's. Osaic Wealth serves a diverse client base, including individual, high-net-worth, institutional, and charitable organizations, providing integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs asset-allocation tools and third-party platforms to offer customized portfolio management across a broad range of investment options.

Holly Vaezi is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. She has been with LPL Financial since 2014 and previously worked at IC Advisory Services, Inc. for two years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supporting more than 22,800 advisors and overseeing over $819 billion in discretionary assets.

Spencer Bratcher is a financial advisor at Raymond James Financial with six years of industry experience. He holds a Series 66 designation and has been associated with Raymond James since 2019. He is also involved with Signature Private Wealth Group as an associate. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, as well as institutional clients. The firm offers tailored, non-discretionary planning using analytical tools to support client goals and maintains specialized programs in municipal finance and SIMPLE IRA advisory services.

Robert Fleener is a Senior Financial Advisor and Senior Portfolio Advisor at Merrill Lynch Wealth Management. He focuses on providing a wealth management experience tailored to entrepreneurs, executives, retirees, and their families, emphasizing exceptional service, professionalism, and transparency. Robert and his team employ a goals-based approach to wealth management, working to help clients achieve their objectives while minimizing risk. His client focus areas include college education planning, executive compensation, family wealth management strategies, managing new wealth, personal retirement planning, small business strategies, special needs planning strategies, individual and corporate investment strategy, and retirement income. Robert's role involves managing discretionary custom investment strategies and selecting from a wide range of Merrill Lynch Wealth Management model portfolios and third-party investment strategies. Robert graduated from the University of Arkansas and maintains strong ties to the school and its community. He holds the Personal Investment Advisor (PIA) designation and is proficient in Mandarin and English. In his free time, he enjoys golf, fishing, and following Arkansas Razorback Football.

Tristyn Wheeler is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. Prior to joining Merrill and Bank of America, Tristyn worked at Arvest Wealth Management and Arvest Bank. Merrill, with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering both model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts.

Misty Morris is a Series 66-licensed financial advisor with three years of industry experience, currently with Thrivent Investment Management. Her prior experience includes roles at Meyer, Raymond, and Scott, LLC, as well as entrepreneurial activity with More Brewing Company. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering goal-based, holistic planning without portfolio management on institutional accounts.

John Evans is a financial advisor with Cetera who holds a Series 66 credential and has 24 years of industry experience. He has worked at firms including Avantax Investment Services and 1ST Global Advisors and is a member of Landmark PLC Certified Public Accountants, a full-service CPA firm. Cetera Investment Advisers LLC provides a multi-manager platform serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and consulting services, utilizing both affiliated and third-party managers across multiple program structures and custodial relationships.

Isabel Kasman is a financial advisor at Morgan Stanley with one year of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2024, including the Morgan Stanley Private Bank, N.A. Outside of her advisory role, she is involved with Puritan/Garden Room, a restaurant and bar in Fayetteville, Arkansas. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs structured planning processes supported by firm-approved tools and manages approximately $2.74 trillion in client assets.

David Proffitt is a financial advisor with Raymond James Financial in Rogers, Arkansas, holding a Series 66 designation and having six years of industry experience. His career includes roles at Mass Mutual Investors Services and American National Insurance Company. Outside of his advisory work, he has experience in the food service industry, having been involved with Wright's Barbeque and Bizy's Custom Catering. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional clients. The firm employs tailored, non-discretionary planning and analytical tools to help clients pursue their financial goals and supports a broad network of advisors and affiliated firms.

Bryan Binz is a financial advisor at Ameriprise with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliated entities since 2012. Outside of his advisory work, he is involved in a personal farming operation called Binz Farms in Arkansas. Ameriprise is a large institutional firm that offers retirement-income planning services primarily to clients with significant investable assets, utilizing a centralized consulting team and algorithmic tools to deliver tailored, tax-efficient recommendations.

Seth Holder is a financial advisor with LPL Financial in Rogers, Arkansas, holding Series 63 and Series 66 credentials and over 20 years of industry experience. His prior roles include positions at Ameriprise Financial Services and Edward Jones. Outside of advising, he is involved with White Oak Ridge Cattle Co, LLC, a farming enterprise. 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 advisory and brokerage services, utilizing both proprietary and third-party strategies across various account types.

Tracie Hill is a financial advisor with LPL Financial in Rogers, Arkansas, holding the Series 66 designation and bringing nine years of industry experience. Her prior roles include positions at Simmons Investment Services, Northwestern Mutual, Cetera, Zynergy Financial Group, and D.A. Davidson & Co. 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 model portfolios, third-party subadvisors, and customized strategies.

Trey Sanders is a financial advisor at Raymond James Financial with one year of industry experience. He holds a Series 66 designation and previously worked in the automotive industry with Davis Buick GMC and Ben Eddings Auto Group. Outside of advising, he is a partner in a rental real estate business. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base, including individuals, high-net-worth clients, and institutional clients. The firm offers tailored, non-discretionary planning and supports a wide advisor network, with specialized services in municipal finance and SIMPLE IRA employer advisory programs.

Kyle Moore is a financial advisor at Edward Jones with 15 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management and operates a large nationwide network of financial advisors and branch offices.

Marcus Heckman is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 17 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC and Bank of Oklahoma. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Joshua Barnard is a financial advisor with LPL Enterprise holding the ChFC® designation and Series 63, 65, and 66 licenses. He has 20 years of industry experience, with prior roles at Prudential Insurance Company of America, Pruco Securities, Arvest Wealth Management, and Securian Financial Services. Barnard serves on the board of Returning Home, a nonprofit providing transitional living programs for individuals paroled from prison. LPL Enterprise, LLC offers investment advisory and brokerage services to individual and high-net-worth clients, retirement plans, banks, and charitable entities. The firm utilizes model-driven investment implementation and provides access to third-party asset managers, financial planning, and insurance products through a broad network of investment adviser representatives.

Abigail Jones is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation. Prior to joining Edward Jones, she worked in various roles including at Gearhead Outfitters, an outdoor retail store where she remains on call for occasional shifts. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients with a range of advisory programs, managed solutions, and affiliated investment products, supported by a large national network of advisors and branch offices.

Jeffrey Kinard is a financial advisor at Cetera with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at multiple firms including Avantax and Przybysz & Associates. In addition to his advisory work, he serves as a pastor and operates a tax and CPA practice. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, and institutions. The firm offers diverse portfolio management and financial planning services through a multi-manager platform that supports various investment strategies and custodial arrangements.

Randy Cramer is a financial advisor with Raymond James Financial Services Advisors Inc., holding a Series 66 designation and bringing 22 years of industry experience. Prior to joining Raymond James in 2018, he worked at Merrill Lynch for nine years. He is also involved as an officer in two support companies, RGC LLC and Solomon Wealth Group, based in Springdale, AR. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and consulting services using analytical tools and models, and supports its clients through a large network of advisors and affiliated firms.

Nathan Cooley is a financial advisor at Cetera with four years of industry experience. He holds a Series 66 designation and has worked at various firms including Bankers Life and Regions Bank. Outside of advising, he has also worked as a Home Depot associate. Cetera Investment Advisers LLC is an SEC-registered advisor serving individual, retirement plan, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services utilizing multiple program structures and both affiliated and third-party investment managers.