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.

Laura Buchanan is a financial advisor with Merrill in Little Rock, Arkansas, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. She has been with Merrill since 1991. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries, leveraging integration with Bank of America’s broader platform.

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.

Matthew Mcdaniel is a financial advisor at Merrill with 30 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Bank of America, N.A. and Merrill Lynch Pierce Fenner & Smith Inc. since 2013. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies for a broad client base including individuals, high-net-worth clients, and institutional fiduciaries. The firm integrates investment management with a wide range of banking services and access to diverse financial products.

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.

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 in Little Rock, AR, holding Series 63 and Series 65 credentials and 33 years of industry experience. He has been with Raymond James since 2012. He serves on the Arkansas State Bank Department Board in a non-investment-related capacity. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management and more than 5,400 advisors. The firm provides wealth advisory planning, investment consulting, and institutional services to a broad client base, including individuals, pension plans, corporations, and government entities, delivering non-discretionary financial planning and portfolio recommendations supported by an extensive affiliate network.

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 credentials and bringing 32 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, he is involved in agricultural activities through Trulock Brothers Farm. Raymond James & Associates offers financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and asset-allocation analyses, serving both retail and institutional clients with a range of advisory programs.

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 Wealth Management Advisor with Merrill Lynch Wealth Management. She has been in the financial services industry since 1983 and joined Merrill in 1992. Kimberly specializes in wealth management and retirement planning. She holds a Bachelor's Degree in Organizational Management from John Brown University. Kimberly is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and a Chartered Retirement Planning Counselor™ (CRPC®). She also holds the Personal Investment Advisor (PIA) designation. Kimberly is originally from central Arkansas, where she lives with her husband, Charles.

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. Her prior work includes roles at CAM Collaborative and the Shannon Westbrook Agency, as well as seven years with the State of Arkansas. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a wide range of advisory strategies and maintains a large network of advisors and branch offices nationwide.