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.

Eric Reinhardt is a financial advisor with LPL Financial in Little Rock, AR. He holds a Series 66 designation and has one year of industry experience. Prior to joining LPL Financial, he worked at Simmons Bank, Mass Mutual Investors Services, and Strategic Financial Partners/MassMutual Life Insurance Co. 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, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

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.

Monica Roy is a Series 66 licensed financial advisor with Edward Jones, based in Little Rock, AR, and has 15 years of industry experience. She has worked exclusively with Edward Jones since 2011. Outside of her advisory work, she owns MLR Designs, a small craft business creating items such as shirts and cups. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

Andrew Holland is a CFP® professional with nine years of industry experience, currently advising at Cetera Wealth Services, LLC. He previously worked at Northwestern Mutual and Avantax, among other firms. Outside of his advisory role, he is a principal of Samuel-Lawson Properties LLC, which manages single-family rental housing. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving a broad range of clients, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diverse investment solutions through a multi-manager platform combining model portfolios, third-party managers, and bespoke strategies.

Melissa Kohler is a financial advisor with LPL Financial in Little Rock, AR, holding a Series 66 designation and 20 years of industry experience. She has been with LPL Financial since 2009. Kohler operates Kohler Investment Management as a sole proprietorship for her LPL business. 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 wide range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from both internal and third-party sources.

Richard Greer is a financial advisor with Morgan Stanley in Little Rock, AR, holding a Series 66 designation and 13 years of industry experience. His career includes roles at Merrill, Bank of America, and Morgan Stanley Private Bank. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and a range of investment offerings but generally acts in an advisory capacity for financial planning without providing individual security recommendations.

Sergio Ceja is a financial advisor with LPL Financial in Little Rock, AR, holding a Series 66 designation and 14 years of industry experience. He previously worked at U.S. Bancorp Investments, Inc. from 2013 to 2017 before joining LPL Financial. In addition to his advisory role, Ceja operates the Ceja Law Firm and manages SC Collectibles, an auction sales business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and nonprofits through a national network of advisers. The firm offers a range of advisory programs, financial planning, and retirement consulting, with both discretionary and non-discretionary management supported by proprietary and third-party research.

James Garner is a financial advisor with Morgan Stanley in Little Rock, Arkansas, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. Prior to joining Morgan Stanley in 2025, he spent ten years at Raymond James & Associates. Outside of his advisory role, Garner is a half owner and partner in Double Eagle Investments LLC, a business investment venture unrelated to his financial advisory work. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individuals and institutions. The firm delivers tailored financial planning and investment services supported by structured planning tools and a variety of retail and institutional offerings.

Terrill Caswell is a financial advisor with Primerica Advisors in Little Rock, AR, holding Series 65 and Series 63 designations and 10 years of industry experience. He has been with Primerica Advisors since 2016 and is also involved with Griffin Leggett Funeral Home. Caswell receives compensation related to sales of loan products and home security and automation referrals through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors, offering model-based investment strategies supported by third-party asset managers and custodians.

Tyler Thompson is a financial advisor at Raymond James & Associates with four years of industry experience. He holds a Series 66 designation and previously worked at Arvest Wealth Management and Arvest Bank. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and charitable organizations, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Scott McKinney is a Planning Consultant at Fidelity Investments, where he collaborates with clients to develop personalized financial plans that align with their unique family situations and goals. He emphasizes a planning process that involves understanding each client's story to co-create effective strategies. Scott has been with Fidelity Investments since 2023, progressing through roles including Financial Representative and Relationship Manager before becoming a Planning Consultant. He holds an Arkansas Insurance License. Outside of his professional work, Scott enjoys golf, hiking, reading, soccer, and spending time with his pets.

April Pollard is a CFP®, ChFC®, and Series 66-registered financial advisor with 12 years of experience at Edward Jones in Little Rock, AR. She has served as Executive Director of the nonprofit Women Influencers since 2017, organizing local networking events. Additionally, Pollard is an author and podcast host based in Sherwood, AR. Edward Jones is a full-service wealth management firm serving more than four million clients, offering a range of advisory programs, managed solutions, and affiliated investment products through a nationwide network of financial professionals.