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.

Christina Barfield is a financial advisor at Merrill with seven years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2018, following prior roles at Firestone and Autozone. 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 with model-based and discretionary investment strategies.

Michael Videll is a Series 66-licensed financial advisor with Thrivent Investment Management in Little Rock, Arkansas, where he has worked since 2015. He has 10 years of industry experience, all with Thrivent Financial and its affiliated investment management firm. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a large network of advisors. The firm offers holistic, goal-based financial planning across a broad range of topics without discretionary trading authority and allows clients to combine planning with managed-account programs under a consolidated billing option.

Pamela Dillie is a financial advisor with Charles Schwab in Little Rock, AR, holding Series 63 and Series 66 designations and having 23 years of industry experience. She has been with Charles Schwab and its affiliated bank since 2002 and 2005, respectively. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a mix of non-discretionary investment guidance and access to discretionary separately managed accounts, supported by a multi-asset model portfolio approach and centralized operational infrastructure.

Andrew Winters is a financial advisor with Wells Fargo Advisors in Little Rock, AR, holding a Series 66 designation and two years of industry experience. Prior to joining Wells Fargo Advisors, he worked at Caddell Reynolds Law Firm and Rainwater, Holt & Sexton. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser providing investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options tailored to client needs.

Lori Brown is a financial advisor with Raymond James & Associates in Little Rock, Arkansas, holding a Series 66 designation and 25 years of industry experience. She has been with Raymond James since 2009. Outside of her advisory role, she serves in an advisory capacity on the finance council for Immaculate Conception Catholic School, assisting with the school’s budget and financial reviews. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Thurlo Cobb is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has been with Primerica Advisors since 2009 and has worked at Primerica Financial Services since 2006. Outside of his advisory role, he serves on the Arkansas Martin Luther King Jr. Commission, dedicating time monthly to this community organization. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which features model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm employs a tiered wrap-fee structure and curates third-party asset managers, with trading and implementation delegated to BNY Mellon Advisors.

Taylor Mcgrew is a financial advisor with Ameriprise in Jacksonville, Arkansas, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise, Mcgrew worked in aircraft sales at Dallas Jet International and spent nearly two decades at Central Flying Service. Outside of advisory work, Mcgrew is involved with Centennial Financial Services as a wealth advisor. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written retirement income plans and ongoing advice, focusing on income sources and tax-aware withdrawal strategies.

David Dudley is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in areas including college education planning, legacy planning, managing new wealth, personal retirement planning, women and wealth, tax minimization, and retirement income. David holds a Bachelor's Degree from the University of Kentucky and has earned the CERTIFIED FINANCIAL PLANNER® certification awarded by the Certified Financial Planner Board of Standards, Inc. He also holds the Personal Investment Advisor (PIA) designation. He is a member of the Rotaract Club of Little Rock. Outside of his professional work, David enjoys cooking, football, running, and traveling.

Kyle Drake is a financial advisor with Edward Jones in North Little Rock, AR, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2023, he worked at Oldcastle Infrastructure from 2016 to 2023. He is the founder and leader of Central Arkansas Leads Group LLC, a networking leads group based in Sherwood, AR. Edward Jones is a full-service wealth management firm that serves both individual and institutional clients, offering a range of investment advisory programs and managing approximately $1.01 trillion in assets. The firm is notable for its extensive network of advisors and branches, affiliated investment capabilities, and comprehensive fiduciary services.

Martin Silverfield is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Raymond James & Associates since 2013. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional and pension plans, charitable organizations, and government entities, offering financial planning and non-discretionary investment consulting through various advisory programs.

Mitchell Beggs is a financial advisor with Edward Jones in Little Rock, AR, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2016 and previously worked in used car sales. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment strategies, operating through a nationwide network of more than 23,700 advisors.

Douglas Menz is a Wealth Management Advisor with Merrill Lynch Wealth Management. He brings 37 years of experience in the financial industry, focusing on developing personalized wealth management strategies tailored to clients' unique financial goals. Douglas offers clients access to Merrill's investment insights alongside the banking and lending solutions of Bank of America. He holds a Bachelor's Degree from Rhodes College and has been a CERTIFIED FINANCIAL PLANNER™ certificant since February 2003. His professional designations also include Personal Investment Advisor (PIA). Douglas follows a personal philosophy of working closely with clients one-on-one to create flexible and effective financial strategies aligned with their long-term objectives. In addition to his professional work, Douglas has a history of community involvement, including volunteering with Big Brothers Big Sisters of Central Arkansas from 1986 to 2004.

Chelsya Knoernschild is a financial advisor at Thrivent Investment Management with 22 years of industry experience. She holds Series 63 and Series 66 designations and has worked with Thrivent Financial for Lutherans since 2004. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. Their approach includes holistic, goal-based analyses and offers planning alongside managed-account programs without discretionary trading authority for the planning service.

Judith Cecil is a financial advisor with Merrill in Little Rock, Arkansas, holding Series 63 and Series 65 licenses and over 38 years of industry experience. She has been with Merrill since 1996 and concurrently affiliated with Bank of America since 2009. Outside of her advisory role, she is an investor and owner of a sole proprietorship in rental property. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jeremy Mcdade is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services from 1997 to 2023. He serves as a board member for the Bauxite School District in Arkansas. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets.