Justin Mitchell is a Wealth Management Advisor with Merrill Lynch Wealth Management. He joined Merrill in 1999, bringing experience from his earlier work in engineering and graduate studies. Justin’s expertise includes family wealth management strategies, services for endowments, foundations, and non-profits, personal retirement planning, and tax minimization. He holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification awarded by the Certified Financial Planner Board of Standards, Inc., the Certified Investment Management Analyst® (CIMA) designation, and the Personal Investment Advisor (PIA) credential. He earned a Bachelor of Science degree in Electrical Engineering from the University of Illinois. Additionally, Justin completed a Master of Theology degree with honors at Dallas Theological Seminary and pursued postgraduate studies at Southern Methodist University. Justin and his wife, Kate, live in Roland with their four children.

Donald Knoernschild is a financial advisor with Thrivent Investment Management in Little Rock, Arkansas, holding Series 63 and Series 66 designations and bringing 38 years of industry experience. He has worked at Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Knoernschild serves as a board member for the Augsburg Food Pantry, a volunteer organization providing food assistance to about 600 families monthly. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses and written recommendations across various planning areas. The firm separates planning from managed-account services and does not provide portfolio management or institutional advisory services.

Christopher Vanlandingham is a financial advisor with LPL Financial in Little Rock, Arkansas, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Wells Fargo Advisors, Wells Fargo Clearing, and Prudential Equity Group. He serves as a board member of the Arkansas State University System Foundation and as a trustee for BVJ Wealth Management 401K. 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 investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Laura Gates is a financial advisor with Merrill in Little Rock, Arkansas, holding Series 63, 65, and 66 licenses and bringing 28 years of industry experience. Her prior roles include positions at Bank of America, Jackson National Life Distributors LLC, and Morgan Stanley. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Edmond Burkett is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been with Merrill Lynch since 2007, following three years as a financial advisor with another firm. He serves a select group of individuals and families, as well as holding primary responsibility for corporate retirement plan clients. Edmond earned a B.S. in Chemical Engineering from the University of Arkansas in 2001. He holds several professional designations, including Certified Financial Planner (CFP), Certified Investment Management Analyst (CIMA), Certified 401(k) Professional (C(k)P), and Certified Plan Fiduciary Advisor (CPFA). His team has been recognized in the Forbes "Best in State Wealth Management Teams" List in 2024, 2025, and 2026, and Edmond himself was named to the Forbes "Best in State Wealth Advisors" List in 2025. He was also named to the Financial Times 401 Retirement Plan Advisors List in 2016. Outside of his professional work, Edmond enjoys baseball, hunting, and spending time with his family.

James Martin is a CFP® professional with 32 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2016. He holds Series 63 and Series 65 licenses. Outside of his work at Wells Fargo Advisors, Martin has ownership interests in several investment-related businesses based in Little Rock, Arkansas. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, risk management, and niche services such as business-owner transition and special-needs planning. The firm integrates advisory services with other financial products and referral channels, delivering tailored recommendations supported by its research and planning tools.

Mary Henry is a financial advisor at LPL Financial with 44 years of industry experience. She holds Series 63 and Series 65 licenses and has been with LPL Financial since 2008. 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 investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party subadvisors, and various technologies to support diversified investment strategies.

Ryan Cowell is a CFP® with 24 years of industry experience, currently affiliated with LPL Enterprise. His prior positions include roles at Pruco Securities LLC, Arvest Wealth Management, Arvest Bank, and TIAA-CREF. Cowell is based in Little Rock, AR. LPL Enterprise serves a diverse client base, including individuals across wealth segments, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to various investment and insurance products through its integrated platform.

Amber Gateley is a financial advisor at Merrill with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Merrill since 2021. Her prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2021. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary strategies developed by internal and third-party managers for a range of individual and institutional clients.

Hardy L. Winburn V is a financial advisor with UBS Financial Services in Little Rock, Arkansas, holding a Series 66 designation and 24 years of industry experience. He has been with UBS since 2002. Outside of his advisory work, he is also a musician who performs music. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans to client goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services and offers a broad range of capital markets and custody solutions.

Dennis Davis is a financial advisor with Primerica Advisors in Little Rock, AR, holding Series 63 and Series 65 licenses and having five years of industry experience. He has worked at Primerica Advisors and Primerica Financial Services since 2020 and has been involved with the Arkansas Legislative Audit since 2013. Outside of his advisory role, he is involved in sales of loan products and home security and automation referrals through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-based strategies and separately managed accounts. The firm curates third-party asset managers and employs a tiered wrap-fee structure, using independent due diligence and delegated trading through BNY Mellon Advisors.

Pledger Monk III is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined Merrill in 1997 and began his career in the wealth management and financial advisory industry in 1994. His focus is on connecting all aspects of clients' financial lives to help prioritize and pursue their most important goals. Pledger and his team specialize in providing comprehensive investment and wealth management services to individuals and families. He holds multiple professional designations including CERTIFIED FINANCIAL PLANNER™, Chartered Financial Analyst®, Certified Investment Management Analyst®, and Certified Private Wealth Advisor®, among others. He earned his bachelor's degree from Hendrix College and his MBA from The Wharton School of the University of Pennsylvania. Pledger lives in Roland, Arkansas, with his wife Jennifer and their six children.

Brian Cross is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has been with Raymond James & Associates since 2016. 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, institutional and pension plans, and charitable organizations, offering financial planning and investment consulting with a range of portfolio management styles and affiliated research resources.

Juan Morales is a financial advisor at Morgan Stanley with 14 years of industry experience and holds a Series 66 designation. He has been with Morgan Stanley and its Private Bank division since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market analysis.

Taylor Byrd is a financial advisor with Ameriprise in Little Rock, AR, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise in 2021, Taylor worked at Apple Inc. from 2017 to 2021 and has experience in retail and academic settings. Outside of finance, Taylor owns an Etsy shop specializing in crochet toys. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement who meet specific asset criteria, providing customized, non-discretionary recommendations that integrate tax-efficient strategies and asset management. The firm combines research-driven modeling and algorithmic tools overseen by a dedicated team to support its advisory approach.

Mark Trimble is a financial advisor with Raymond James & Associates in Little Rock, AR, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. He has worked at Stephens Inc. since 1977 and joined Raymond James & Associates in 2024. Raymond James & Associates, Inc. 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, institutional and pension plans, and municipal entities—and offers financial planning, investment consulting, and institutional fiduciary services with a generally non-discretionary advisory approach.

Natalie Van Schoyck is a financial advisor with Raymond James & Associates in Little Rock, AR, holding a Series 66 credential and bringing 12 years of industry experience. She has been with Raymond James & Associates since 2015 and also teaches swimming lessons part-time at the North Little Rock Athletic Club. 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, offering tailored financial planning and consulting services primarily on a non-discretionary basis, with a wide range of investment strategies and municipal advisory capabilities.

Chad Carlson is a CFP® professional with 29 years of industry experience, currently affiliated with LPL Financial in Little Rock, AR. He has worked at Simmons First Investment Group, Inc. from 2001 to 2019 and has concurrently been with Simmons Bank and LPL Financial since 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Stephen Wheetley is a financial advisor with Morgan Stanley in Little Rock, AR, holding Series 63 and Series 66 credentials and bringing 16 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he owns a liquor store called Toddy Shop. Morgan Stanley Wealth Management serves individual and institutional clients by offering a range of advisory programs, including tailored financial planning and estate planning strategies. The firm utilizes structured planning tools and investment modeling techniques to support clients, managing approximately $2.74 trillion in client assets.

Aaron Robinson is a Series 66 licensed financial advisor with eight years of industry experience. He has worked at Edward Jones since 2019 and previously held roles at Thrivent Financial, Thrivent Investment Management Inc, Personal Security Products, and the University of Arkansas - Little Rock. 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, operating under a fiduciary standard.