Dustin Hall is a financial advisor with J.P. Morgan Securities and holds a Series 66 designation. He has 13 years of industry experience, including prior roles at Edward Jones, Massachusetts Mutual Life Insurance, Bank of America, and Merrill. He is based in North Little Rock, Arkansas. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Thomas Shurgar Jr. is a financial advisor with LPL Financial in Little Rock, AR, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. He worked at Edward Jones for 15 years before joining LPL Financial in 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management alongside various model portfolios and research resources.

Jen Huang is a financial advisor with Merrill, holding Series 65, Series 63, and Series 66 registrations and having six years of industry experience. Her prior roles include positions at Wells Fargo Clearing and Wells Fargo Bank, NA. Outside of her advisory work, she owns a jewelry business called JH Jewelry Collection. 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 broad client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations.

Rosa Parrish is a financial advisor with Wells Fargo Advisors in Little Rock, AR, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has worked with Wells Fargo affiliates since 2014 and serves as Treasurer of the West Little Rock Civitan Club. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and financial planning services to individuals, trusts, and institutions, with a broad planning menu and a variety of advisory and brokerage solutions.

Manon Tounalom is a financial advisor with Wells Fargo Advisors in Little Rock, Arkansas. She holds a Series 66 designation and has four years of industry experience. Prior to joining Wells Fargo Advisors in 2019, she worked at Rutgers Business School and Ball State University. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo. The firm provides a broad range of investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering tailored recommendations supported by firm research and planning tools.

Eugene Krupitsky is a financial advisor with Primerica Advisors in Little Rock, AR, holding Series 63 and Series 65 licenses and having 15 years of industry experience. He has been associated with PFS Investments Inc. since 2010 and Primerica Financial Services since 2009. In addition to his advisory work, Krupitsky serves as an elected member of the Little Rock School Board. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm emphasizes a tiered wrap-fee structure and curates third-party asset managers while maintaining oversight of its investment models.

William Mitchell is a financial advisor at Wells Fargo Advisors in Little Rock, AR, holding a Series 66 designation with four years of industry experience. He has worked at Wells Fargo Advisors since 2021 and previously was affiliated with the University of Arkansas. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using proprietary research and tools, with planning engagements typically structured as discrete projects.

Matthew Lloyd is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and three years of industry experience. Prior to joining Wells Fargo Advisors in 2021, he spent 11 years at Martindale Landscape Solutions. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and uses Wells Fargo research and tools to develop tailored recommendations for its clients.

James Adams Jr. is a financial advisor with Stifel, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has been with Stifel since 2015. Outside of his advisory role, he serves as president of Hog Wheels, a sports event ticket purchasing organization based in Little Rock, AR. Stifel serves a wide range of clients, 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 planning analyses that support client decision-making.

Bradley Isroff is a financial advisor with LPL Financial, holding a Series 66 designation and 22 years of industry experience. He has worked at LPL Financial since 2004 and was previously with CWM, LLC from 2014 to 2017. He serves as a successor trustee for his parents' trust. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and brokerage services supported by research and model portfolios.

Georgianna King is a financial advisor at Edward Jones with 10 years of industry experience. She holds the Series 66 designation and has been with Edward Jones and its affiliates since 2002. Outside of her advisory work, she shares booth rentals at local antique malls in North Little Rock, Arkansas, where she sells antiques and collectibles. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a wide range of account types. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors, offering both discretionary and non-discretionary investment solutions under a fiduciary standard.

Erin Whitt is a financial advisor at Wells Fargo Advisors with 11 years of industry experience. She holds the Series 66 designation and has been with Wells Fargo in various capacities since 2013. Outside of her advisory role, she holds ownership interests in multiple private businesses, including a partial investment in a franchise enterprise. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services. The firm offers tailored recommendations supported by proprietary research and planning tools, addressing diverse client needs such as retirement, education, business-owner transition, and special-needs planning.

Keith Mc George is a financial advisor with LPL Financial in Little Rock, Arkansas, holding a Series 66 designation and five years of industry experience. Prior to joining LPL Financial in 2021, he worked at Retirement Advisors of Arkansas and was involved with Max Cleaners for four years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm provides a range of advisory programs, financial planning, and retirement plan consulting through a national network of investment adviser representatives.

Carissa Holder is a financial advisor at UBS Financial Services with 14 years of industry experience. She has been with UBS since 2009 and holds Series 63 and Series 65 credentials. Outside of advisory work, she participates in the Young Presidents’ Organization (YPO) in Little Rock, where she supports educational programs and handles administrative duties. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research to tailor investment plans to clients’ goals and risk tolerances.

Daisy Gomez is a financial advisor at Merrill with a Series 66 designation and seven years of industry experience. She has worked at Merrill and Bank of America since 2008 and had a brief tenure at NRT, LLC in 2016. 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 for individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Sarah Esmail is a financial advisor with Equitable Advisors holding a Series 66 credential and one year of industry experience. She has worked at Equitable Advisors and Betts Financial Services since 2024 and has prior experience in the spa and home lending industries. Esmail also holds administrative roles with Homail Inc. and Blackfoot Inc. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through third-party programs. The firm operates a hybrid referral and implementation model that combines advisory and brokerage services with a focus on individualized client goals and risk tolerance.

Trent Murchison is a financial advisor at Edward Jones with 10 years of industry experience. He has held his current position since 2019 and previously worked at Emery Equipment Sales & Rentals Inc for five years. Murchison holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kelley Dunlap is a financial advisor with Stifel, holding a Series 66 designation and bringing 23 years of industry experience. She has been with Stifel Nicolaus & Co Inc since 2011. Outside of her advisory role, she is active in community and philanthropic organizations, including serving on the Junior League of Little Rock Sustainer Board and volunteering with the Young Men's Service League and the Baby Sharon's Children's Catastrophic Illness Grant Program Committee. Stifel serves a diverse client base, including individuals, institutions, and charitable organizations, offering brokerage and advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Charles Brazeal is a financial advisor at Edward Jones in Little Rock, AR, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2024, he worked in various roles at healthcare institutions and other companies. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Kenneth Adams is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Little Rock, AR. He holds Series 63 and Series 65 licenses and has 22 years of industry experience. His prior experience includes roles at Merrill and Bank of America, N.A. He is also the acting co-trustee of Adams IRA. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutions. The firm emphasizes non-discretionary financial planning and investment consulting, utilizing asset-allocation analysis and firm research to develop tailored recommendations.