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.

Kimberly Shepherd is a financial advisor at Raymond James Financial with eight years of industry experience. She holds a Series 66 designation and has worked at various firms including Arvest Wealth Management and State Farm Investment Management Corp prior to her current roles since 2024 at Raymond James. 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 entities. The firm offers tailored non-discretionary planning and consulting using analytic tools and supports a broad advisor network with specialized municipal and public finance advisory capabilities.

Emily Powers is a financial advisor at Ameriprise with two years of industry experience. She holds a Series 66 designation and has worked at firms including LPL Enterprise, The Prudential Insurance Company of America, and Oakmont Group. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security claiming options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary retirement income recommendations.

David Lange is a CFP®-certified financial advisor with 18 years of industry experience, currently affiliated with LPL Financial. His prior experience includes roles at Ameriprise and RiverSource Distributors Inc. He is involved in a separate business entity related to 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 through a broad suite of advisory and brokerage services.

Leticia Castellanos Casasola is a financial advisor with Thrivent Investment Management in Fayetteville, AR. She holds a Series 66 designation and has one year of industry experience. Her prior work history includes roles at UnitedHealth Group, Walmart, and VSP Vision. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses across a broad range of financial planning topics. The firm offers these planning services separately from managed-account programs and does not provide portfolio management for institutional clients.

Jonathan Jennings is a financial advisor with LPL Financial in Rogers, Arkansas. He holds Series 63 and Series 65 licenses and has recently begun his career in the industry. Prior to joining LPL, Jennings has experience working in various roles, including positions within banking and educational institutions. 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 model portfolios, third-party asset management, and institutional platforms.

Blake Maxwell is a financial advisor at Edward Jones with 15 years of industry experience. He holds the Series 63 and Series 66 licenses and has been with Edward Jones since 2011. Outside of his advisory role, he works as an independent contractor and agent for Farm Bureau Insurance, holding life, health, and property and casualty licenses. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Ronny White is a financial advisor at Wells Fargo Clearing with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Wells Fargo entities since 2009. Outside of his advisory role, he is involved in firearms education as a rifle and pistol instructor and co-owns a shooting school. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and incorporates a broad range of investment products, including insurance-related vehicles and bank deposit sweep options.

Matthew Weber is a financial advisor with Raymond James & Associates in Fayetteville, Arkansas. He holds a Series 66 designation and has 22 years of industry experience, including 13 years with Raymond James & Associates. Outside of advisory services, he is a partner in Eatthefrog, LLC, which owns an office building in Fayetteville. 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 diverse client base including individuals, institutions, and charitable organizations, offering financial planning, investment consulting, and municipal advisory services with a range of portfolio management styles and affiliated research.

Adam Mc Dougal is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2017. Prior to that, he held positions at Beiersdorf and Revlon. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with over $1 trillion in assets under management. The firm provides a range of advisory programs, including discretionary and non-discretionary strategies, and operates a large network of financial advisors and branch offices nationwide.

Jacob Udell is a Financial Advisor affiliated with Merrill Lynch Wealth Management. In his role, he focuses on helping clients develop personalized wealth management strategies by gaining a comprehensive understanding of their financial situations and priorities. He provides guidance on a range of topics including investing, retirement planning, and saving for unforeseen expenses. Jacob collaborates with clients to establish short-, mid-, and long-term financial goals and serves as a resource for ongoing advice as their needs evolve. He also facilitates access to Bank of America specialists for banking, credit, home financing, and small business solutions. Jacob holds the Professional Investment Advisor (PIA) designation and earned a Bachelor's Degree from Missouri Southern State University.

Gs Jeremy White is a financial advisor at Ameriprise with 20 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he manages several legal entities related to land holdings and tax purposes. Ameriprise provides a retirement-income planning service focused on clients approaching or in retirement who meet certain asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Andrew Batson is a financial advisor with Edward Jones in Fayetteville, AR, holding a Series 66 designation and less than one year of industry experience. His prior work experience includes roles at State Farm, Centennial Bank, and various educational institutions. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices across the country.

Charles Jones is a financial advisor with Edward Jones in Bentonville, AR, holding Series 63 and Series 66 designations and 22 years of industry experience. He has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a network of more than 23,700 financial advisors and offers a range of advisory services, including discretionary and non-discretionary strategies, tax-efficient services, and affiliated mutual funds.

Tyler Williams is a Series 66–licensed financial advisor with eight years of industry experience, currently serving clients through Cetera in Fayetteville, Arkansas. His prior work includes roles at AXA Advisors, First National Bank of Fort Smith, Simmons Food, Inc., JM Supply, Inc., and the University of Arkansas. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients, including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers and a variety of program structures and custodial relationships.

Kevin Wilson is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been with Raymond James since 2015 and also served on the Huntsville School Board of Education since 2014. Outside of advisory work, Wilson is involved in several business ventures as a managing member of multiple LLCs. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, institutions, and charitable organizations. The firm offers non-discretionary planning tailored to client goals and supports municipal and public finance work through its unique municipal advisor affiliation.

Tanner Bass is a financial advisor with Raymond James & Associates in Fayetteville, Arkansas, holding a Series 66 credential and 10 years of industry experience. His prior work includes roles at Infinex Investments, BancorpSouth, and Arvest Wealth Management. He also serves as a Trust Officer for BancorpSouth, focusing on trust and estate planning. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser serving a wide range of clients, including individuals, institutions, and municipal entities. The firm offers tailored financial planning and consulting services supported by extensive research and multiple portfolio management approaches.

Mason Hayes is a financial advisor at Raymond James Financial with 13 years of industry experience. He previously worked at Merrill Lynch for five years before joining Solomon Wealth Group and Raymond James Financial Services Advisors, where he has been since 2018. Hayes holds a Series 66 designation. 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, pension plans, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning and consulting using risk profiling and analytical tools, and it supports municipal and public-finance activities through a unique affiliation with a municipal advisor.

Matthew Cole is a financial advisor with Raymond James Financial in Fayetteville, Arkansas. He holds the Series 66 designation and has one year of industry experience. Prior to financial advising, he worked in professional golf for three years and was employed at AES Drilling Fluids for one year. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning using risk profiling and analytical modeling and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Deanna Wright is a financial advisor with Raymond James & Associates in Fayetteville, AR, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. Her career includes roles at Arvest Asset Management and ownership of M&D Wright Investment LLC, which manages residential construction projects. She is also the owner of Better Together Properties LLC. Raymond James & Associates serves a diverse client base including individuals, institutions, and municipal entities, providing financial planning and non-discretionary investment consulting through a range of portfolio management styles and affiliated research resources.