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.

Tracy Speed is a financial advisor at Morgan Stanley in Little Rock, Arkansas, holding a Series 66 designation with six years of industry experience. She has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including financial and estate planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its financial planning process.

Casey Huie is a financial advisor with Morgan Stanley in Little Rock, Arkansas, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2007, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Huie serves on the board of the Saline County United Way and plays trombone in a band. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using proprietary tools and models and offers a variety of investment and planning solutions.

Benjamin Moore is a financial advisor with Edward Jones in Little Rock, AR, holding a Series 66 designation and 17 years of industry experience, all with Edward Jones since 2009. He serves on the board of World Services for the Blind, where he is involved in fundraising and raising awareness. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment options, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

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.

Stacy Morris is a financial advisor with Ameriprise in Austin, AR, holding Series 63 and Series 65 licenses and 28 years of industry experience. Prior to joining Ameriprise in 2023, she worked at Morgan Stanley for 14 years. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide annual, non-discretionary recommendation reports, supported by a centralized consulting team and algorithmic automation overseen by a Retirement Income Oversight Committee.

Heather Davis is a Series 66-registered financial advisor with Merrill in Little Rock, Arkansas, and has 10 years of industry experience. She has been with Merrill since 2015. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Annie Norris is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. She worked at Merrill Lynch for 32 years before joining Raymond James in 2018. Outside of her advisory role, she is the owner of Red Dog Investment Group, a support company based in Little Rock, Arkansas. Raymond James Financial Services Advisors, Inc. serves a diverse client base that includes individuals, high-net-worth clients, corporations, pension plans, charitable organizations, and institutions. The firm offers non-discretionary financial planning and investment consulting tailored to client goals, employing various analytical tools and supporting municipal and public finance work through specialized affiliations.

Sarah Childress Hogue is a financial advisor with LPL Financial and holds Series 63 and Series 65 licenses. She has 13 years of industry experience, including six years at Delta Trust Investments, Inc. and seven years concurrently at Simmons Bank and LPL Financial. Outside of her advisory work, she is a commissioned notary. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management along with model portfolios supported by in-house and third-party research.

James Gibbs II is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has held this position since joining the firm in 1985 after completing his education. James holds a Bachelor's Degree from the University of Arkansas. He has earned several professional designations, including Certified Financial Planner (CFP), Certified Investment Management Analyst (CIMA), and Personal Investment Advisor (PIA). He has been recognized for his expertise by Forbes, being named to their "Best-in-State Wealth Advisors" list multiple times from 2018 through 2026. Additionally, his team was ranked as the #1 financial services team in Arkansas by Forbes in 2025. In addition to his professional accomplishments, James has been involved in community service, serving as Past-President of both the University of Arkansas Alumni Association and the Rotary Club 99 in Little Rock, Arkansas.

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.

Michael Carter is a financial advisor at Thrivent Investment Management based in Little Rock, AR. He holds a Series 66 designation and has been with Thrivent and its affiliates since 2025. Prior to his current role, he has experience working with multiple community and church organizations. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning across a broad range of topics and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Michelle Bradford is a financial advisor at Primerica Advisors in Little Rock, AR, holding Series 63 and Series 65 licenses with one year of industry experience. Her prior work includes positions at Primerica Financial Services and Pampered Chef, as well as over a decade at Coleman’s Office and School Products. She is involved in sales of loan products and home security services through affiliates of PFS Investments Inc. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm uses third-party asset managers and a tiered wrap-fee structure in delivering its investment solutions.

Anthony Tillman is a Financial Consultant at Fidelity Investments, a position he has held since 2024. He collaborates with his clients to co-create financial plans that they can understand and articulate. Prior to this role, he worked in various capacities at Fidelity Investments, including as an Investment Consultant from 2022 to 2024, a Planning Consultant in 2022, a Relationship Manager from 2020 to 2022, a Financial Representative from 2018 to 2020, and an Investment Solutions Representative from 2017 to 2018. Anthony holds an Arkansas Insurance License, supporting his capabilities in offering insurance-related financial advice. His career at Fidelity Investments spans several years, during which he has developed expertise in financial planning and investment consulting.

Tammy Davis is a financial advisor at Ameriprise with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2005. In addition to her role at Ameriprise, she manages an advisory business at Petite Roche Wealth Management in Little Rock, AR. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement, typically with at least $1 million in net investable assets. The firm provides written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies, supported by a centralized consulting team that combines research, modeling, and tax-efficiency analysis.

Seth Haney is a financial advisor with Thrivent Investment Management in Little Rock, AR. He holds the Series 66 designation and has been with Thrivent since 2026. Prior to joining Thrivent, he worked in various roles including at Clark Contractors, Chambers Bank, Arkansas State Police, Walmart, Lowes Home Improvement, and Atkins High School. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering detailed written recommendations on topics such as retirement, tax, estate, and special needs planning. The firm’s approach combines holistic, goal-based analyses with managed-account services under a consolidated billing option called WealthPlan, while maintaining separation between planning and portfolio management.

Jennifer Gibson is a financial advisor with Ameriprise in Little Rock, AR, holding a Series 66 designation and four years of industry experience. Her prior work includes roles at Raymond James and Edward Jones, as well as experience outside finance at Michaels Supply Store and Hillcrest Family Clinic. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets, providing written recommendations that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored advice, primarily for clients with assets managed within Ameriprise accounts.

Terri Watkins is a financial advisor with Wells Fargo Clearing in Little Rock, AR, holding Series 63 and Series 65 licenses and possessing 41 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Cameron Kremers is a financial advisor at Mass Mutual Investors Services with seven years of industry experience. He holds the CFP®, ChFC®, and Series 63 credentials. His prior work includes roles at Northwestern Mutual Wealth Management Company and the University of Little Rock Arkansas. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved software and provides specialized programs such as divorce planning and estate settlement.