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.

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.

Charles Thomas is a financial advisor with Cetera who holds a Series 66 designation and has eight years of industry experience. His prior work includes roles at Edward Jones and Sunovion Pharmaceuticals. Outside of his advisory work, he is involved in breeding and selling Golden Doodles and English Cream Golden Retrievers and is a partial owner of a live music business called The Dadbodz. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual clients, retirement plans, corporate and charitable clients, and institutional accounts through a broad network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform allowing for a variety of investment strategies and program options.

Alexander Varela is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. He previously worked at Wells Fargo Advisors for one year before joining LPL Financial in 2017. Outside of his advisory role, he is a commissioned notary public. LPL Financial is a registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, supporting both discretionary and non-discretionary management with access to model portfolios and research from various sources.

Susan Screeton is a financial advisor with Fidelity, holding a Series 66 designation and 14 years of industry experience. She has been with Fidelity Investments since 2013 and works in Little Rock, AR. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a charitable gift fund. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services, model portfolios, and oversight of sub-advisers.

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 with Ameriprise in North Little Rock, Arkansas, holding Series 63 and Series 65 licenses and with 25 years of industry experience. He has worked at Ameriprise since 2018 and concurrently serves as a financial advisor at Centennial Bank. Wilson's other business activities include his role as a financial advisor at Centennial Financial Services. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written recommendation reports that address income sources, Social Security claiming options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice through a centralized retirement-income consulting team.

Amoree Michalek is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. She holds a Series 66 designation and has previously worked at Bank of America, Merrill, and Arvest Wealth Management. Michalek is based in North Little Rock, Arkansas. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Benjamin Moore is a financial advisor at Edward Jones with 16 years of industry experience. He has been with Edward Jones since 2009 and holds the Series 66 designation. Moore serves on the board of World Services for the Blind in Little Rock, Arkansas, where he is involved in fundraising and raising awareness. 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 and investment strategies through a large nationwide network of financial advisors and branch offices.

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 at LPL Financial with 15 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at multiple firms including Cetera, Regions Bank, and CUNA Mutual Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

James Brandt is a financial advisor with LPL Financial in Cabot, AR, holding Series 63 and Series 65 designations and having 29 years of industry experience. He has worked at LPL Financial since 2017 and has been associated with Investment Centers of America since 2015. 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 a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, research, and various management services.