John Kellar II is a financial advisor with Ameriprise, holding a Series 66 designation and three years of industry experience. His prior experience includes roles at LPL Financial, Edward Jones, and nearly 14 years in the building materials industry. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides tailored planning and ongoing advice focused on income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Patrick Millwee is a financial advisor with Merrill based in Little Rock, Arkansas, holding Series 63 and Series 65 designations and bringing 41 years of industry experience. He has worked at Merrill since 1986 and has been with Bank of America since 2009. Outside of his advisory role, Millwee is a general partner and managing member of Bullitt & Bee, LLC, a venture focused on restoring and remodeling vehicles with his son. 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 diverse client base that includes individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Houston Franklin is a financial advisor with Charles Schwab in Little Rock, AR, holding a Series 66 designation and five years of industry experience. His prior work includes roles at TD Ameritrade, J.P. Morgan Securities, and Arvest Wealth Management. 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 advisory relationships with access to affiliated discretionary separate managed accounts, utilizing multi-asset model portfolios, written advice policies, and centralized custody and supervisory arrangements.

Stewart McGehee is the sole advisor at McGehee Capital Management, an independent firm, and holds a Series 65 designation with 25 years of industry experience. He has led McGehee Capital Management since 1999. McGehee Capital Management provides portfolio management and investment advisory services primarily through discretionary management for individuals and a limited number of institutional clients, including sovereign wealth funds, government entities, and charitable organizations. The firm manages a small asset base and client count relative to its broad range of client types.

Braden Burnett is a financial advisor at Garland and Greenwood Wealth Advisors LLC with a Series 65 credential and one year of industry experience. His prior work includes roles at Lighthouse Financial and positions in education at the University of Arkansas and Arkansas Tech University. Garland and Greenwood Wealth Advisors LLC provides portfolio management and financial planning to individual clients, including high-net-worth households. The firm manages approximately $53 million in client assets and offers personalized portfolio management with formal supervisory review, along with client-facing educational seminars and workshops.

Richard Simpson is a financial advisor at Garland and Greenwood Wealth Advisors LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Retirement Wealth Advisors and Portfolio Medics, LLC. He is also the owner and president of Financial Dynamics, an independent business focused on annuity and life insurance sales as well as investment advisory services. Garland and Greenwood Wealth Advisors serves individual and high-net-worth clients by providing portfolio management and comprehensive financial planning. The firm offers account-level investment advice and ongoing wealth management, and conducts client education through seminars and workshops.

William Criswell Jr. is a financial advisor with Garland and Greenwood Wealth Advisors LLC, holding Series 63 and Series 66 credentials and possessing 25 years of industry experience. Prior to joining Garland and Greenwood in 2023, he worked at LPL Financial from 2015. Outside of his advisory role, he holds a minority interest in a local restaurant business, Vesuvio Bistro. Garland and Greenwood Wealth Advisors serves individual and high-net-worth clients, providing portfolio management and comprehensive financial planning. The firm offers client education through seminars and workshops and supports a team-based approach to wealth management.

Michael Overturf is a financial advisor at C & S Capital Management, Inc. in Little Rock, AR, holding a Series 65 designation with 21 years of industry experience. He has been with C & S Capital Management since 2000. Outside of advisory work, he serves as president of C & S Business Services, a bookkeeping company. C & S Capital Management provides personalized portfolio management services to individual and high-net-worth clients. The firm employs discretionary portfolio management with regular account reviews and operates at a smaller scale with approximately 28 clients and $34.5 million in assets under management.