John Ekeanyanwu is a financial advisor with Ameriprise in Little Rock, AR, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves on the Board of Directors for Our Lady of Good Counsel Church, participates as a Finance Counsel member, and holds leadership positions with the IMO Union USA and the Oscar Washington, Jr. Educational Fund. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendation reports. The firm delivers these services through a centralized retirement-income consulting team and offers a broad range of advisory, brokerage, and insurance solutions typical for a large institutional firm.

Matthew Black is a Financial Advisor at Merrill Lynch Wealth Management. He works closely with individuals, families, business owners, and executives to develop personalized financial strategies aimed at helping them navigate important financial decisions and gain confidence in their financial futures. His areas of expertise include retirement planning, wealth management strategies, estate planning strategies, concentrated stock and equity compensation planning, tax-efficient investment strategies, banking and lending solutions, and business and corporate retirement plans. Matthew serves clients across a wide range of financial situations, from those beginning to build wealth to high-net-worth and ultra-high-net-worth families. Matthew holds a Bachelor's Degree from the University of Arkansas System and has earned several professional designations, including Accredited Wealth Management Advisor (AWMA), CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Outside of work, he is involved with the First Tee of Arkansas organization and enjoys activities such as golfing, hiking, visiting national parks, and spending time with his family.

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.

Alex M. Danley is a financial advisor at Merrill Lynch Wealth Management specializing in serving C-suite executives, corporate leaders, and high-net-worth individuals. He focuses on delivering tailored, holistic planning strategies that address tax minimization, partnership payout management, and investment structuring to help clients navigate significant life and career transitions. Alex holds a Bachelor of Business Administration in Finance from The George Washington University. He also earned the Certified Plan Fiduciary Advisor® (CPFA®) designation through the National Association of Plan Advisors (NAPA) and maintains credentials as a Personal Investment Advisor (PIA) and Retirement Accredited Financial Advisor (RAFA). In addition to his advisory role, Alex contributes to educational initiatives as an Advisory Board Member for the Customer Experience Program at the University of Oklahoma. Outside of his professional responsibilities, Alex enjoys boating, reading, tennis, traveling, writing, and spending time with his family.

Andy Garcia is a financial advisor at LPL Financial with 20 years of industry experience. He previously worked for Edward Jones for 14 years before joining LPL Financial in 2024. Garcia is licensed with Series 63 and Series 66 credentials. 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 broad network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and retirement consulting, utilizing discretionary and non-discretionary management supported by research and model portfolios.

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.

John Chapman is a Financial Consultant at Fidelity Investments, a position he has held since 2025. Prior to this role, he served as an Investment Consultant at Fidelity Investments from 2023 to 2025. His earlier experience includes roles as a Private Client Advisor and Private Client Banker at JP Morgan Chase between 2021 and 2023, a Health Care Consultant at BKD from 2020 to 2021, and a Financial Advisor at Merrill Lynch from 2016 to 2020. John holds an AR Insurance License. He focuses on helping individuals work towards their life goals, such as saving for retirement or purchasing a home, through collaborative financial planning. Outside of his professional work, John enjoys baseball, camping, outdoor adventures, parenthood, skiing, and traveling.

G Mcleod is a financial advisor with Morgan Stanley in Little Rock, AR, holding Series 63 and Series 65 licenses and has 28 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he serves as a board member on the finance committee for Mount Saint Mary Academy in Little Rock. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by proprietary tools and serves clients through both individual and corporate financial planning engagements.

Chris Grace is a financial advisor with Ameriprise based in Little Rock, Arkansas. He holds Series 63, 65, and 66 licenses and has 23 years of industry experience, including 15 years with Ameriprise Financial Services, Inc. prior to joining Ameriprise in 2020. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice through a centralized consulting team.

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 in Bryant, Arkansas, holding Series 63 and Series 65 licenses and over 12 years of industry experience. She has worked with Simmons Bank and DELTA TRUST INVESTMENTS, INC (Simmons First Investment Group). Additionally, she is a commissioned notary. 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, offering a range of advisory programs, financial planning, and brokerage services.

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.