Patrick Kelley is a financial advisor with Morgan Stanley in Fayetteville, AR, holding a Series 66 designation and bringing 25 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and has been associated with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services through both direct individual relationships and corporate financial planning agreements.

Mitchell Lockhart is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves on the Rogers Public Schools Board of Education, where he participates in setting district policies and overseeing finances. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s approach 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.

Timothy Hynes is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 designations and bringing 39 years of industry experience. He has been associated with multiple related firms since 2013, including Hynes & Associates and PCTH Investments LLC, where he holds ownership and branch management roles. 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, corporations, and institutional investors. The firm offers non-discretionary planning tailored to client goals and supports advisory programs through a large network of advisors, with specialized services in municipal and public finance.

Rebecca Hutchens is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 38 years of industry experience. She has been with Wells Fargo Clearing since 2016. Outside of her advisory work, she serves as a trustee for family trusts and is commissioned as a notary public. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Charles Wallace is a financial advisor with Wells Fargo Clearing in Rogers, Arkansas. He holds Series 63 and Series 65 credentials and has 34 years of industry experience. Wallace has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Catherine Robinson is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. She has worked at LPL Financial since 2019 and previously spent 16 years at Arvest Bank. Robinson is also associated with Simmons Bank in a financial institution capacity. 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 and access to third-party asset management, supported by extensive operational and research tools.

Darrin Hewitt is a financial advisor with Edward Jones in Bentonville, AR, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 20 years of industry experience and has been with Edward Jones since 2013. 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 solutions, including discretionary and non-discretionary wrap fee strategies, managed accounts, and affiliated mutual funds, while operating under a fiduciary standard.

Clay Woods is a financial advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. His prior roles include positions at Kanakuk Ministries, Big Cedar Lodge, and the University of Arkansas. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm uses model-driven investment implementation and offers services such as financial planning, access to third-party asset managers, and participation in the Model Wealth Portfolios wrap program.

Alisha Priddy is a Financial Advisor at Merrill Lynch Wealth Management with over six years of experience in financial services. Prior to her current role, she spent 13 years in corporate America, developing leadership and client service expertise. This background informs her approach to helping individuals, families, and business owners navigate financial decisions. She focuses on areas including Corporate Benefits, Institutional Investment Consulting, Employee Financial Health, Managing New Wealth, Portfolio Management Services, and Women and Wealth. Alisha's process emphasizes listening to clients to understand their unique goals and values, developing personalized strategies tailored to their circumstances. She joined Merrill Lynch for the opportunity to provide clients with expanded resources and comprehensive support. Alisha is committed to building lasting, trust-based relationships and views financial success as interconnected with her clients' achievements. Outside of work, her personal interests include antiquing, bowling, fishing, gardening, spending time with family, and watching movies.

Jane Donner is a financial advisor with Wells Fargo Clearing in Rogers, AR, holding Series 63 and Series 66 designations and possessing 36 years of industry experience. She has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of her advisory role, she co-owns AUX ARCS ENTERPRISES, a business focused on the resale of antiques and collectibles. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Kraig Williams is a financial advisor at Stifel with 26 years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, he is a member of Brown Note, LLC, a group that pools resources to purchase Arkansas Razorback basketball tickets between two families. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm utilizes a proprietary methodology developed by its Investment Strategy Group to provide investment analysis and allocation guidance.

Jacob Connelly is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. Prior to joining Wells Fargo, he worked at Ozarks Electric Cooperative for six years and BKD, LLC for two years. Outside of his advisory role, he owns a timber leasing business in Chester, Arkansas. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Robert Tracy is a financial advisor at Edward Jones with 11 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2014. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with a nationwide network of more than 23,000 advisors.

James Griffin is a CFP® with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, he worked at Salem Professional Group from 2011 to 2018. Griffin is a seed-level investor in a retail startup based in Bentonville, AR. 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 through a network of over 23,700 financial advisors, offering a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and a proprietary money market fund.

James Hall III is a Series 66 licensed financial advisor with 13 years of industry experience. He is currently with Cetera and has previously worked with First Allied Securities and First Allied Advisory Services. Outside of advisory work, he is involved as a registered sales assistant with Harvest Investment Strategies, LLC. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with over $256 billion in assets under management and more than 10,000 advisors nationwide.

Chad Chance is a financial advisor with LPL Financial in Springdale, Arkansas, holding a Series 66 designation and 19 years of industry experience. He has been with LPL Financial since 2007. Outside of his advisory role, he has involvement with Chance Management, LLC, a non-investment related business entity used for tax and investment purposes. 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 access to third-party asset management, supported by a large network of investment adviser representatives.

Patricia Nuovo is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and six years of industry experience. She has worked with Raymond James since 2017 and previously spent seven years at Cameron Smith & Associates. Nuovo is also associated with Signature Bank of Arkansas. 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, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and supports municipal and public finance advisory work uncommon among large institutional advisors.

Spencer O'rourke is a financial advisor with Morgan Stanley in Fayetteville, AR, holding Series 63 and Series 65 licenses with 13 years of industry experience. His prior roles include positions at JP Morgan Securities, Key Investment Services, KeyBank, PNC Wealth Management, and Mass Mutual Investors Services. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides services through various arrangements, including Corporate Financial Planning agreements with employers.

Marty Dennis is a CFP® professional with 28 years of industry experience. He has been with LPL Financial since 2007 and previously worked at Centaurus Financial, Inc. and T. J. Raney & Sons, Inc. Dennis owns Dennis Financial Services, a corporation formed for tax purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Bethany Atchley is a CFP® with 14 years of experience currently affiliated with Raymond James Financial. She has worked at Raymond James Financial Services Advisors, Inc. and Signature Bank of Arkansas. 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, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and employs analytical tools such as risk profiling and probability modeling to support client goals.