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.

Jennifer Carter is a Series 66 licensed financial advisor with Morgan Stanley in Little Rock, Arkansas, and has 19 years of industry experience. She has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. 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.

Paul Lanier Jr. is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Raymond James since 2012. Lanier serves on the Arkansas State Bank Department Board, a non-investment-related political appointment. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, and municipal entities, offering financial planning and non-discretionary investment consulting supported by various portfolio management styles and affiliated research.

Shannon Allen is a financial advisor at Merrill with one year of industry experience. She holds a Series 66 designation and has prior experience at Morgan Stanley and in educational and healthcare roles. 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 using model-based and discretionary investment strategies.

Louis Graham is a financial advisor with Morgan Stanley in Little Rock, AR, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been associated with Morgan Stanley and its affiliates since 2007. Graham serves on the board of the Arkansas Council on Economic Education, a nonprofit organization. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services that include both direct client engagements and corporate financial planning agreements.

Lester Matlock is a financial advisor with Ameriprise in Little Rock, AR, holding Series 63 and Series 65 licenses and having 29 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Matlock serves on multiple nonprofit boards, including the University of Arkansas at Pine Bluff Foundation Fund Board and the University of Arkansas for Medical Sciences Board of Advisors, where he currently holds the position of president. Ameriprise provides a range of advisory, brokerage, and insurance solutions, with a notable retirement-income planning service aimed at individuals approaching or in retirement who meet specific asset criteria. The firm employs a centralized consulting team that offers non-discretionary, research-driven retirement income recommendations tailored to client needs.

Gregory Trulock is a financial advisor with Raymond James & Associates in Little Rock, AR, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, he is involved in an agricultural business, Trulock Brothers Farm. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, and pension plans. The firm offers financial planning and non-discretionary investment consulting, utilizing various portfolio management styles and affiliated research, and provides municipal advisory services as well as a range of employer-focused retirement plan solutions.

Jeffrey Mccauley is a Senior Financial Advisor with Merrill Lynch Wealth Management. Since joining Merrill in 2012, he has focused on a range of client services including college education planning, corporate executive services, family wealth management strategies, legacy planning, liquidity management, managing new wealth, tax minimization, and retirement income. Before his career at Merrill, Jeffrey was a small business owner. He attended the University of Arkansas at Little Rock and holds the Chartered Retirement Planning Counselor™ (CRPC) and Personal Investment Advisor (PIA) designations. Outside of his professional role, Jeffrey has experience as a former scuba instructor. He resides in North Little Rock, Arkansas, with his wife, Beth, and their two children. Jeffrey enjoys outdoor activities such as hunting and fly fishing, values spending time with his family, and is actively involved in community volunteer work.

Kimberly Williams is a financial advisor with Merrill in Little Rock, AR, holding Series 63 and Series 65 credentials and over 32 years of industry experience. She has been with Merrill and its predecessor Merrill Lynch since 1991 and Bank of America since 2009. Outside of her advisory role, she serves as Vice President of the Finance Committee at Jacksonville First United Methodist Church. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutions, offering managed account programs, discretionary portfolio management, and brokerage services. The firm’s investment approach includes multiple program strategies and manager-constructed portfolios, supported by a CIO and platform oversight, with notable integration within the broader Bank of America platform.

Matthew Johnson is a financial advisor with Ameriprise in Little Rock, AR, holding Series 66 and Series 63 licenses and seven years of industry experience. Prior to joining Ameriprise, he worked at Sage Advisory Services, Merrill, Charles Schwab, and AXA Advisors. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement-income planning through a written Recommendation Report and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Cassandra Rector is a financial advisor at Edward Jones with eight years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2017. Prior to her financial advisory career, she worked for the North Little Rock School District for five years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment options, supported by a nationwide network of over 23,000 financial advisors and 15,000 branch offices.

April Dwiggins is a financial advisor at LPL Financial with 16 years of industry experience. She holds a Series 66 designation and has previously worked at Merrill Lynch for 15 years and Edward Jones for four years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by research and model portfolios.

Lena Strickland is a financial advisor at Edward Jones in Little Rock, AR, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, she worked at CAM Collaborative and the Shannon Westbrook Agency, and spent seven years with the State of Arkansas. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Victor Solarin is a Financial Advisor at Merrill Lynch Wealth Management, specializing in personalized, goal-driven financial strategies. He works with individuals, families, and business owners to help them build and preserve wealth through tailored investment approaches. His expertise spans areas including education planning, family wealth management, institutional investment consulting, legacy planning, managing new wealth, personal retirement planning, sports and entertainment, individual and corporate investment strategy, tax minimization, and retirement income. Victor holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He earned a Bachelor's Degree from Robert Morris University and a Master of Business Administration (MBA) from Henderson State University. He values building lasting relationships with clients based on trust and transparency, guiding them through major life transitions and financial planning stages. Outside of his professional role, Victor enjoys adventure sports, basketball, hiking, and running. His approach to financial advising is centered on understanding each client's unique priorities to deliver thoughtful and comprehensive guidance.

Chris Vincent is a Wealth Management Advisor with Merrill Lynch Wealth Management, based in Little Rock, Arkansas. He joined Merrill Lynch initially in 2004 and, after a period working as a Financial Analyst with Trent Capital Management, rejoined Merrill Lynch in 2011 as part of the Monk, Mitchell & Williams Group. He currently works on a seven-person team focusing on managing client relationships, developing goals-based financial strategies, and contributing to investment discipline and portfolio management. Chris earned a Bachelor of Science in Business Administration, Finance, from the University of Arkansas and holds an MBA from Auburn University. He has obtained several professional designations, including CERTIFIED FINANCIAL PLANNER™ (CFP), Certified Investment Management Analyst® (CIMA), and Personal Investment Advisor (PIA). Beyond his advisory role, Chris serves as an adjunct professor at John Brown University, where he has taught courses since 2009. Chris lives in Little Rock with his wife, Courtney, and their children. Outside of his professional commitments, he is involved in coaching youth sports and leading a Sunday School group for high school students.

Jacquelin Sebastian is a financial advisor at Merrill with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Merrill since 2015. Prior to that, she worked at Bank of America. Outside of her advisory role, she works as a yoga instructor in Little Rock, AR. 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Steven Pierce is a financial advisor at Cetera with a Series 66 credential and three years of industry experience. He previously worked at Avantax Advisory Services and Avantax Investment Services and has been a member of Landmark CPAs since 2018, where he manages the audit department in the Little Rock office. He also holds ownership in Landmark CPAs and participates in managing a family-owned hunting property LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management options, including discretionary and non-discretionary accounts, supported by a nationwide network of over 10,000 advisors.

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.