Mark Floyd is a financial advisor at Charles Schwab with 15 years of industry experience and holds a Series 66 designation. He has worked at Charles Schwab and Charles Schwab Bank since 2017 and previously was employed at Fidelity Investments from 2013 to 2017. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary client advisory relationships with access to discretionary separately managed accounts and utilizes a multi-asset investment approach supported by extensive due diligence and centralized operational capabilities.

Angela Crowe is a financial advisor with Morgan Stanley in Little Rock, AR, holding a Series 66 designation and five years of industry experience. Her prior roles include positions at New York Life, Eagle Strategies, Patterson Financial Group, GenWealth Financial Advisors, and Stephens Inc. She also worked at the University of Arkansas at Little Rock. Morgan Stanley Wealth Management offers advisory programs to individuals and institutions, providing tailored financial planning and managing approximately $2.74 trillion in client assets. Their planning process uses firm-approved tools and emphasizes client responsibility for plan implementation and updates.

Mark Scott is a financial advisor with LPL Financial in Little Rock, AR, holding a Series 66 designation and 13 years of industry experience. His prior experience includes roles at Cetera, Regions Bank, and BB&T Investment Services. Outside of his advisory work, Scott is involved in a local hockey organization. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting services supported by research and model portfolios.

Dennis Curtis Jr. is a financial advisor at Stifel in Little Rock, Arkansas, holding a Series 66 designation with 19 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2011. Outside of his financial advisory role, he manages a family farm through Curtis Family Harvest LLC. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

Jason Chacko is a financial advisor with Morgan Stanley in Little Rock, Arkansas, holding a Series 66 designation and 16 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is a partner in Foresee Management Group, a wholesale/distribution business, and serves on the board of Economics Arkansas, a nonprofit focused on children and youth. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutions. The firm provides tailored financial planning supported by structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Cody Bowlan is a CFP®-certified financial advisor with seven years of industry experience, currently practicing at Edward Jones. Before joining Edward Jones, he worked at the United States Department of Agriculture and was a college student during part of that time. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment strategies and operates under a fiduciary standard, supported by a large network of financial advisors and branch offices nationwide.

Mitchell Lowe is a Financial Advisor at Merrill Lynch Wealth Management who focuses on building client relationships through strategic financial planning and personalized service. He specializes in connecting all aspects of clients' financial lives to help them prioritize and pursue the goals that matter most. His areas of expertise include family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, individual and corporate investment strategy, and retirement income. Mitchell works closely with clients to define their goals and develop portfolio strategies tailored to reach those objectives, providing ongoing advice and portfolio adjustments as circumstances evolve. Mitchell holds a Bachelor's Degree from Southern Arkansas University and has earned the Personal Investment Advisor (PIA) designation. Outside of his professional role, he enjoys golfing, music, and spending time with his family.

Kyle Hensley is a financial advisor at LPL Financial with 10 years of industry experience. He holds the Series 66 designation and has worked at firms including Cetera and Girard Securities. 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 representatives. The firm offers a variety of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from LPL Research and third-party subadvisors.

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 with Equitable Advisors, holding Series 63 and Series 66 licenses and four years of industry experience. She previously worked at Edward Jones and NYLIFE Securities LLC. Outside of advising, she is co-owner of J&A Creations, a laser engraving business based in Greenbrier, Arkansas. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives and third-party programs. The firm offers a range of investment options including mutual funds, ETFs, separately managed accounts, and alternative investments, with a focus on matching clients to suitable advisory models and discretionary managers.

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.

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.

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.

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.

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.