Andrew Norris is a financial advisor with Raymond James Financial, holding a Series 66 designation and four years of industry experience. His work history includes roles at Raymond James Financial Services Advisors, Inc. and Raymond James Financial Services, Inc., as well as prior employment at Home Depot and the University of Central Arkansas. Outside of his advisory role, he owns a business buying and selling vintage clothes. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional entities. The firm offers tailored, non-discretionary planning and uses analytical tools such as deterministic and probability modeling to support client goals, with additional capabilities in municipal and public finance.

John Ostner is a financial advisor with LPL Financial in Little Rock, AR, holding Series 63 and Series 65 credentials and bringing 58 years of industry experience. He has been with LPL Financial since 2001. Ostner serves as treasurer of the PIE Study Group and is involved with Retirement Advisors of Arkansas, a related insurance business. 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 advisers, offering a range of advisory programs, financial planning services, and brokerage solutions.

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 at Equitable Advisors with four years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Edward Jones, NYLIFE Securities LLC, and New York Life Insurance Co. Outside of financial advising, she is co-owner of J&A Creations, LLC, a laser engraving business. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm utilizes LPL-sponsored programs and endorsed TAMPs, focusing on both advisory and brokerage solutions with a mix of discretionary and non-discretionary asset management.

Jonathan Hurd is a financial advisor with Wells Fargo Clearing in Little Rock, AR, holding Series 63 and Series 65 designations and 20 years of industry experience. He previously worked at infinex Investments, Inc. from 2016 to 2018 before joining Wells Fargo Clearing in 2018. Outside of his advisory role, he co-owns an online sports trading card business and serves as secretary/treasurer of a local sports foundation. 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 offers a wide range of brokerage and advisory solutions and manages approximately $671 billion in assets through more than 14,000 financial advisors.

Gerald Schaefer is a financial advisor at Ameriprise in Little Rock, AR, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Arvest Wealth Management, the Arkansas Teacher Retirement System, and various state and private sector organizations. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, delivering detailed Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to provide tailored advice, primarily for clients maintaining assets within Ameriprise-managed accounts.

Melissa Bradley is a Wealth Management Advisor at Merrill Lynch Wealth Management, bringing over 20 years of experience in the financial industry. She began her career at Morgan Stanley, where she worked for 10 years before joining Merrill Lynch in 2010. Melissa specializes in retirement planning for individuals and small businesses, focusing on developing comprehensive financial strategies tailored to her clients' needs. She works with medical professionals, retirees, and women, emphasizing education to help women achieve financial confidence and independence. Melissa holds a Bachelor of Science degree in Business Administration with a concentration in Finance from the University of Arkansas, Fayetteville. She is a CERTIFIED FINANCIAL PLANNER (CFP) and a Personal Investment Advisor (PIA). She is also a registered representative with the NYSE and FINRA. Beyond her professional work, Melissa serves on the Board of Directors of the Winthrop Rockefeller Foundation and is involved with Goodness Village, Pulaski Heights Middle School, and the Young Mens Service League. She resides in Little Rock with her husband and two children.

Cynthia Lemons is a financial advisor at Merrill with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Bank of America, N.A. since 1986. Her tenure at Merrill began in 2009. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Emily Bemberg is a Wealth Management Advisor at Merrill Lynch Wealth Management. She joined Merrill in 2009 and holds several professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Emily earned her bachelor's degree in Business from Loyola University New Orleans. With a focus on guiding clients through the wealth management process, Emily assists clients in defining and prioritizing financial goals, determining asset allocations, and implementing strategies to help achieve those goals. Her areas of expertise include equity investment recommendations, fixed income portfolio management, retirement saving and income strategies, options strategies, and financial analysis. She works with clients of all ages and generations, including members of the LGBTQIA+ community. Emily has been recognized on multiple Forbes and Working Mother/SHOOK Research lists, including the 2019 "Best-in-State Next-Generation Wealth Advisors" and the 2018 "Top Wealth Advisor Moms". She resides in Little Rock with her husband Robert and their two children, Emmett and Evan. Outside of her professional work, Emily enjoys traveling and spending time with her family.

John Brownd is a Series 66-licensed financial advisor with 12 years of industry experience, currently with Morgan Stanley in Little Rock, AR. His background includes roles at Morgan Stanley Private Bank and First Trust Advisors L.P. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individuals and institutional clients, delivering tailored financial planning supported by firm-approved tools and resources.

Terry Stanton is a Vice President and Financial Consultant at Fidelity Investments, a position held since 2011. He has extensive experience in financial services, previously serving as a Branch Manager at UVEST Financial Services Group Inc, IFMG Securities, and TCF Investments from 2005 to 2008. Terry's approach focuses on building relationships with clients to understand their financial situations and collaborate on tailored roadmaps. He holds an Arkansas Insurance License, which supports his ability to provide comprehensive financial advice. Outside of his professional role, Terry enjoys a variety of personal interests including social events with friends, golf, outdoor adventures, caring for pets, soccer, and traveling.

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.

Karen Dennis is a financial advisor at Morgan Stanley with 31 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009 and holds Series 63 and Series 66 designations. 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 analytical models. The firm manages approximately $2.74 trillion in client assets and serves clients through various planning and investment strategies.

Dylan Mcdearmon is a financial advisor with Mass Mutual Investors Services in Little Rock, Arkansas. He holds a Series 66 designation and has seven years of industry experience, including roles at Mass Mutual Life Insurance Company and Arkansas Tech University. In addition to his advisory work, he is an agent with Encompass Financial Partners focusing on individual life and health. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements supported by advanced analytical tools and various event-driven planning programs.

David Barnett is a Financial Consultant currently working with Fidelity Investments in Central Arkansas. He has been with Fidelity since 2019, providing financial consulting services to clients. Prior to joining Fidelity, David worked as a Financial Consultant at Charles Schwab & Co. Inc from 1997 to 2019. David holds an Arkansas Insurance License which supports his professional role. He emphasizes the importance of communication and ongoing connection with clients to develop and maintain effective financial plans that adapt to life's changes. He facilitates access to Fidelity's resources to address clients' financial needs. Outside of his professional work, David engages in family activities, fitness, and enjoys hobbies such as table tennis and tennis. He is also involved in volunteering and has an interest in pets.

Elizabeth Hathaway is a Senior Financial Advisor at Merrill Lynch Wealth Management. In her role, she focuses on creating personalized wealth management strategies that align with clients’ long-term goals and values. She provides guidance across a range of client needs including education planning, family wealth management, legacy planning, tax minimization, philanthropy, socially responsible investing, special needs planning, retirement income, and financial strategies for women. With extensive experience as a Wealth Management Advisor, Elizabeth has worked closely with families to develop financial plans tailored to their aspirations, emphasizing client education on the important financial decisions throughout their life stages. She holds the Personal Investment Advisor (PIA) designation and earned her bachelor's degree from the University of Mississippi. Outside of her professional work, Elizabeth is actively involved in her community and church, serving in leadership roles such as Flower Guild chairman and participating on the Finance and Legacy committees. She is also engaged in Rotary and other local organizations. Elizabeth enjoys horseback riding, gardening, traveling, entertaining, and spending time with her family, which includes three daughters and two grandsons.

Stephen Stanley is a Senior Financial Advisor with Merrill Lynch Wealth Management who focuses on delivering a comprehensive approach to wealth management tailored to clients’ individual financial situations and goals. He works closely with clients and their families to develop customized strategies that adapt to changing needs and market conditions. Stephen provides access to Merrill’s investment insights as well as the banking services of Bank of America to support various aspects of clients' financial lives. With over 13 years of experience in the industry, Stephen specializes in areas including college education planning, executive compensation, family wealth management strategies, legacy planning, personal retirement planning, and small business strategies. He collaborates with clients’ external attorneys, accountants, and other professionals to coordinate financial and legacy plans. Stephen holds the professional designations CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) and Personal Investment Advisor (PIA). Stephen earned a Bachelor's Degree from the University of Arkansas System. Outside of his professional work, he has personal interests in football, golfing, and music. His philosophy centers on connecting all aspects of a client’s financial life to prioritize and pursue the goals that matter most to them.

William Mccoy is a financial advisor with Morgan Stanley Wealth Management in Little Rock, AR, holding Series 63 and Series 65 designations and bringing 43 years of industry experience. He previously worked at UBS Financial Services for 33 years before joining Morgan Stanley Smith Barney LLC in 2023. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning that employs structured discovery processes and advanced modeling tools.

Chad Kulchinski is a Series 66 licensed financial advisor with Edward Jones in Bryant, Arkansas, where he has worked for seven years. Prior to joining Edward Jones in 2019, he was involved with CrossFit Midpoint for three years and the Arkansas Activities Association for four years. He officiates high school and junior high football games as a referee. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of advisory programs and affiliated investment products. The firm operates under a fiduciary standard and is notable for its extensive retail advisor and branch network, as well as additional services including a trust company and securities-based lending.

Ryan Smith is a financial advisor with Edward Jones, holding a Series 66 license and with one year of industry experience. Prior to joining Edward Jones, he worked in various roles including at Arkansas Urology and EGP, PLLC. He also operated a bookkeeping business serving a medical practice, which he plans to dissolve in 2024. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.