Guillermo Garcia Vasquez is a CFP® with five years of industry experience, currently serving as a financial advisor at Charles Schwab in Little Rock, AR. His prior experience includes roles at Wells Fargo Bank, N.A., and Charles Schwab Bank, SSB. Charles Schwab & Co., Inc. serves a large client base primarily consisting 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 offers a combination of non-discretionary and discretionary investment options supported by centralized custody and operational infrastructure.

Amanda Leija is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 licenses and four years of industry experience. She previously worked at Edward Jones and NYLIFE Securities LLC. Outside of advising, she is co-owner of J&A Creations, a laser engraving business based in Greenbrier, Arkansas. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives and third-party programs. The firm offers a range of investment options including mutual funds, ETFs, separately managed accounts, and alternative investments, with a focus on matching clients to suitable advisory models and discretionary managers.

John Arthur is a financial advisor at Stifel in Little Rock, AR, holding Series 63 and Series 65 licenses with 46 years of industry experience. He has been with Stifel since 2015. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation and financial planning.

Kevin Kordsmeier is a CFP®-credentialed financial advisor with Edward Jones in Little Rock, AR, with over 31 years of industry experience. He has been with Edward Jones since 1994. Outside of his advisory role, he is a passive investor in several businesses, including a restaurant, banking, fintech ventures, medical marijuana processing, online payment providers, and hotel operations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a large nationwide network of advisors and branch offices. The firm offers a range of advisory programs and investment solutions under a fiduciary standard.

Jason Fakouri is a financial advisor at Edward Jones in Jacksonville, Arkansas, holding a Series 66 designation. He has over 12 years of industry experience, including 11 years at Golden Eagle of Arkansas prior to joining Edward Jones in 2026. 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 and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Anthony Drake is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, he worked at Honda World of Conway and Dick's Sporting Goods. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a network of more than 23,700 advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

James Norman Jr. is a financial advisor at Edward Jones with four years of industry experience. He holds the Series 66 designation and previously worked at Ragan & Associates and Bruce Oakley, Inc. Outside of his advisory role, he serves as Finance Chair for a nonprofit organization, Life Plan, where he updates financial reports and reviews banking information. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, offering a range of advisory programs and investment options supported by a large nationwide network of financial advisors and branch offices.

Alexander Varela is a financial advisor with LPL Financial in Little Rock, Arkansas, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Wells Fargo Advisors, U.S. Bancorp Investments, Edward Jones, and Merrill. Outside of his advisory work, he is a commissioned notary. 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, utilizing model portfolios, third-party subadvisors, and customized strategies on discretionary and non-discretionary bases.

Susan Screeton is a financial advisor at Fidelity with 14 years of industry experience. She holds the Series 66 designation and has worked at Merrill and Fidelity-affiliated firms since 2012. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to create model portfolios, and it serves a range of intermediary platforms while maintaining formal advisory roles and oversight responsibilities.

Bradley Seagraves is a financial advisor with Wells Fargo Advisors in Little Rock, AR, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. He has been with Wells Fargo Advisors since 2016. Outside of his advisory role, he serves as a power of attorney and trustee for his sister’s trust and owns Brad Seagraves, Inc., an investment-related business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu using proprietary research and tools, with services tailored to clients meeting net-worth thresholds and covering a range of specialized planning needs.

William Wilson is a financial advisor at Ameriprise with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Ameriprise since 2018, previously spending 15 years at Investment Professionals, Inc. Wilson is also employed as a financial advisor at Centennial Bank. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning services that provide written recommendations and ongoing advice focused on reliable income sources and tax-aware withdrawal strategies.

Benjamin Moore is a financial advisor with Edward Jones in Little Rock, AR, holding a Series 66 designation and 17 years of industry experience, all with Edward Jones since 2009. He serves on the board of World Services for the Blind, where he is involved in fundraising and raising awareness. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment options, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Robert Scott is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and previously worked at Unity Health Hospital for seven years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

Matthew Rush is a financial advisor at Mass Mutual Investors Services with 19 years of industry experience. He holds a Series 66 license and previously worked at MetLife Securities, Inc. from 2011 to 2017. Outside of his advisory role, he is an agent involved in fixed annuities and is the owner of Rush Family Partnership, LLC. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring engagements as ongoing collaborative relationships focused on goal analysis and strategy recommendations.

Joseph Small is a financial advisor with Ameriprise in Little Rock, AR, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has worked at Ameriprise and its predecessor Ameriprise Financial Services, Inc. since 2005. Outside of advising, he is involved with Oaktree Premier Management Services, LLC, providing administrative services. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce tailored, non-discretionary recommendation reports. The firm delivers these services through a centralized consulting team and emphasizes the use of Ameriprise-managed accounts alongside a broad range of advisory, brokerage, and insurance solutions.

John Burton is a financial advisor with LPL Financial in Little Rock, AR, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His career includes roles at Cetera, CUNA Mutual Group, and several regional banks. Burton has no reported outside business activities. 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, including financial planning, model portfolio programs, and institutional platforms, supported by a network of more than 22,800 advisors and over $819 billion in discretionary assets.

James Brandt is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and with 30 years of industry experience. He has worked at LPL Financial since 2017 and previously held roles at Investment Centers of America, SWBC Investment Company, and Kestra Investment Services. 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, third‑party asset management, and institutional platforms.

Harold Shollmier Jr. is a financial advisor with Stifel in Little Rock, AR, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at International Advisory Consultants Inc. and Sterne, Agee & Leach, Inc. He serves on the boards of several local nonprofits, including Centers for Youth & Families, Family Home of Little Rock, and the Garrison Institute through the University of Arkansas Walton College, contributing to fundraising and educational efforts. Stifel serves a diverse client base, including individuals, institutional clients, and nonprofit organizations, offering brokerage and investment advisory services. The firm’s investment guidance is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to inform asset allocation and financial planning.

Michelle Bradford is a financial advisor at Primerica Advisors in Little Rock, AR, holding Series 63 and Series 65 licenses with one year of industry experience. Her prior work includes positions at Primerica Financial Services and Pampered Chef, as well as over a decade at Coleman’s Office and School Products. She is involved in sales of loan products and home security services through affiliates of PFS Investments Inc. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm uses third-party asset managers and a tiered wrap-fee structure in delivering its investment solutions.

Christy Hornaday is a financial advisor at Stifel with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Stifel since 2015. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodology from its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and planning.