Charles Lincoln II is a financial advisor with Morgan Stanley in Little Rock, AR, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked with Morgan Stanley Private Bank since 2015 and with Morgan Stanley Smith Barney since 2009. Prior to that, he was with Citigroup Global Markets starting in 1994. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. 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.

Justin Carter is a financial advisor at Merrill with 11 years of industry experience. He holds the Series 63 and Series 65 credentials and has worked at both Merrill and Bank of America over the past decade. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a wide range of clients including individuals, high-net-worth clients, and institutional investors.

William Horn is a financial advisor with Wells Fargo Advisors in Little Rock, AR. He holds the Series 66 designation and has one year of experience in the financial industry. Prior to joining Wells Fargo Advisors in 2025, he worked for Pain Medicine Specialists of Arkansas for three years. 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 range of planning services, including niche areas such as business-owner transition planning and special-needs analysis, using proprietary research and planning tools.

Nicholas Threlkeld is a financial advisor with Primerica Advisors in Little Rock, AR, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has been with Primerica Advisors since 2015 and also owns Ryan's Electric LLC. Outside of advising, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm uses a tiered wrap-fee structure and curates third-party asset managers while delegating trade execution to BNY Mellon Advisors.

William Jeter Jr. is a financial advisor with LPL Financial in Little Rock, AR, holding a Series 63 designation and 40 years of industry experience. He has been with LPL Financial since 2008. Outside of his advisory role, he is involved in several personal business activities, including co-owning a farm with his spouse, operating a dog kennel, and working as a singer-songwriter. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing model portfolios, third-party subadvisors, and advanced technologies such as machine learning.

Collin Cahill is a Series 66-credentialed financial advisor at Edward Jones with six years of industry experience. Prior to joining Edward Jones in 2020, he worked at Sunstar Insurance and Invest Farms. Outside of his advisory role, Cahill is involved in landscaping and interior design businesses, including co-ownership of a landscaping and hospitality management company and a design firm owned by his wife. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, discretionary and non-discretionary investment strategies, and affiliated financial services. The firm is notable for its extensive advisor network and combination of advisory and affiliated capabilities.

J Barnett is a financial advisor with Morgan Stanley in Little Rock, Arkansas, holding Series 63 and Series 65 credentials and over 21 years of industry experience. He has been with Morgan Stanley since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, Barnett serves on the finance committee of the Williams Junction Volunteer Fire Department and is involved in agricultural and oil/energy ventures through Barnett5 LLC. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individual and institutional clients, managing approximately $2.74 trillion in assets. The firm’s planning process uses structured discovery and model-based tools, offering a range of investment and financial services supported by its broader institutional resources.

Mark Brown is a Series 66-licensed financial advisor with Edward Jones in North Little Rock, Arkansas, and has seven years of industry experience. He has worked at Edward Jones since 2018 and previously held positions at Baptist Health and One Life Church. Brown is also involved with Clinical Trials Inc., where he has maintained a role since 2015. 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 nationwide network of more than 23,700 financial advisors, offering a range of advisory programs, discretionary and non-discretionary investment strategies, and affiliated investment products.

Billie Ann Bruce is a financial advisor with Merrill in Little Rock, AR, holding a Series 66 designation and five years of industry experience. She has been with Merrill since 2005. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Cody Dertow is a financial advisor at Edward Jones in North Little Rock, Arkansas, holding a Series 66 designation with seven years of industry experience. He has worked at Edward Jones since 2019 and was previously with Transamerica Life Insurance Company from 2015 to 2019. 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, including discretionary and non-discretionary wrap fee strategies and separately managed accounts, supported by a nationwide network of more than 23,700 financial advisors.

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, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing for a combined 17 years. Vanlandingham serves as a board member of the Arkansas State University System Foundation and is 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 financial planning, advisory programs, retirement plan consulting, and brokerage services, with discretionary and non-discretionary management supported by model portfolios and research from multiple sources.

Thomas Martin is a CFP® with 39 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Martin is a member of the White River Health Foundation Board of Trustees in Batesville, AR. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary recommendations through a centralized consulting team.

Laura Gates is a financial advisor with Merrill in Little Rock, AR, holding Series 63, Series 65, and Series 66 licenses and with 28 years of industry experience. Her prior work includes roles at Bank of America, Jackson National Life Distributors LLC, and Morgan Stanley. Merrill provides managed account services through the Select Portfolio Solutions program, serving a diverse client base that includes individuals, high-net-worth clients, and institutional investors. The firm offers model-based and discretionary investment strategies integrated into Bank of America's broader platform.

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.

Robert Jackson is a CFP® professional with 23 years of experience, currently serving as a financial advisor at Edward Jones since 2002. He holds Series 63 and Series 66 licenses and is based in North Little Rock, Arkansas. 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 strategies, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

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.