Caleb Stokes is a financial advisor at Ameriprise in Little Rock, AR, holding Series 63 and Series 66 credentials. He has been with Ameriprise since 2026 and has a varied work history across several industries and roles since 2015. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Ameriprise Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

William Mitchell is a financial advisor at Wells Fargo Advisors in Little Rock, AR, holding a Series 66 designation with five years of industry experience. Prior to joining Wells Fargo Advisors in 2021, he spent four years at the University of Arkansas. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition planning and sports and entertainment planning, using proprietary research and tools to develop tailored recommendations.

Matthew Lloyd is a financial advisor with Wells Fargo Advisors in Little Rock, AR, holding a Series 66 designation and four years of industry experience. Prior to joining Wells Fargo Advisors in 2021, he worked for Martindale Landscape Solutions for 11 years. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering a broad range of investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm uses proprietary research and planning tools to develop tailored recommendations, serving clients who meet certain net-worth thresholds across various planning needs.

Jim Moore is an Investment Consultant at Fidelity Investments, a position he has held since 2025. In his role, he collaborates with clients to develop and implement personalized financial plans that consider various aspects of their lives and priorities. He maintains ongoing contact with clients to ensure their plans remain aligned with their needs. Jim has extensive experience in financial services, having worked as a Financial Representative and Insurance Agent at Bankers Life & Casualty and Bankers Life Securities in 2025, and at Primerica Financial Services and PFS Investments from 2020 to 2025. Prior to that, he served as Senior Vice President at Crews & Associates from 1991 to 2019. His earlier roles include Financial Representative positions at Swink & Company in 1989-1990 and First Investors in 1986. He holds an Arkansas Insurance License. Outside of his professional work, Jim's interests include biking, family activities, fishing, fitness, and music, where he is an instrumentalist.

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.

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 Series 66 licensed financial advisor at Merrill with seven years of industry experience. She has worked at Merrill since 2008 and also has experience with Bank of America, N.A. Outside of her advisory role, she is a co-owner of several family rental properties. Merrill, along 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 investment strategies for a broad range of clients including individuals and institutions.

Derek Cisne is a financial advisor with Morgan Stanley in Little Rock, AR, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at UBS Financial Services for 23 years before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC in 2023. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients through a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market outlook analyses.

Sarah Esmail is a financial advisor at Equitable Advisors with one year of industry experience. She holds a Series 66 designation and has worked at Equitable Advisors and Betts Financial Services since 2024. Outside of financial advising, she has held administrative and sales roles at several companies including Homail Inc. and Blackfoot Inc. Equitable Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset management programs through a network of Investment Adviser Representatives, utilizing both firm-offered and third-party advisory solutions.

Michael Marquez is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career with Merrill in 1999. He holds the CERTIFIED FINANCIAL PLANNER™ certification awarded by the Certified Financial Planner Board of Standards, Inc., and the Certified Investment Management Analyst® designation, as well as the Personal Investment Advisor (PIA) designation. Michael is a graduate of Ouachita Baptist University, where he earned a Bachelor of Science degree in Finance. During his time at the university, he also played tennis for the Tigers. He was recognized by Forbes on their 2022 "Best-in-State Wealth Advisors" list. He is active in his community, serving on the board of the Arkansas Museum of Fine Arts and is a member of Rotary Club 99. Michael and his wife, Sarah, live in Little Rock with their four children.

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. in Little Rock, Arkansas, holding Series 63 and Series 65 licenses and 22 years of industry experience. His prior roles include positions at Bank of America and Merrill. He is the owner of Southern Wealth Group and serves as a trustee of Adams IRA. Raymond James Financial Services Advisors, Inc. provides tailored financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm employs analytical tools and risk profiling to support client goals and offers specialized advisory programs, including municipal and public-finance services.

Sydney Harrod is a financial advisor with Raymond James & Associates, holding a Series 66 designation and two years of industry experience. Prior to joining Raymond James, Harrod worked in various roles including at Steamroller Blues and several showrooms. Raymond James & Associates is a large brokerage and investment advisory firm serving a diverse client base that includes individuals, institutions, and municipal entities. The firm offers financial planning and investment consulting services supported by comprehensive research, a range of portfolio management strategies, and specialized municipal advisory capabilities.

Jonathan Chance is a Financial Advisor at Merrill Lynch Wealth Management who specializes in providing comprehensive wealth management services for individuals, families, and business owners. He focuses on assisting clients with various financial goals, including education planning, executive compensation, family wealth management strategies, retirement income, and tax minimization. Jonathan works closely with clients to develop short-, mid-, and long-term plans that leverage tax efficiency and risk-appropriate investment portfolios. Jonathan began his financial services career in 2006, gaining experience in analysis, trading, and planning with several major firms including JP Morgan Chase, Fidelity, Charles Schwab, First Security Bank of Arkansas, Northwestern Mutual, and Merrill. He holds professional designations such as Certified Investment Management Analyst (CIMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). His educational background includes an accredited certificate program from Yale University, a master's degree from Texas AandM University System, and a bachelor's degree from Northwestern State University of Louisiana. In addition to his professional work, Jonathan is an active member of Grace Bible Church, serving as a care group leader, deacon, and substitute music director. He is also involved with organizations such as the College for Financial Planning, Investments & Wealth Institute, and the Mises Institute. Jonathan's personal interests include boxing, chess, music, reading, singing, spending time with family, traveling, and writing.

Gregory Walker is a Series 65-licensed advisor with Cetera, based in Little Rock, AR, and has four years of industry experience. Prior to joining Cetera in 2025, he worked at Avantax Advisory Services and has an extensive background with Landmark PLC CPAs, where he has been a member since 2008. He serves as Treasurer of the Arkansas Running Klub, which promotes the local running community through events and training. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors, serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through multi-manager platforms and various program structures.

Paul Leech is a financial advisor with Edward Jones in Little Rock, AR, holding Series 63 and Series 66 credentials and over 21 years of industry experience. He has worked at Edward Jones since 2004. Outside of his advisory role, he serves as president of Great Expectations of Kindness, a nonprofit organization based in Little Rock. 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 options supported by a nationwide network of over 23,000 financial advisors.

Nicholas Elliott is a financial advisor with Ameriprise, holding a Series 66 designation and 10 years of industry experience. He has worked at Ameriprise and its affiliate Ameriprise Financial Services since 2016, and previously held roles at Bank of America and Merrill. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets. The firm’s approach includes algorithm-driven recommendations combined with research and tax-efficient strategies, delivered through a centralized consulting team in partnership with advisors like Elliott.

C Harper is a financial advisor with Morgan Stanley in Little Rock, Arkansas, holding a Series 66 designation and 26 years of industry experience. Harper has worked with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank since 2015. Outside of advisory work, Harper serves as a board member of Chenal Country Club. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and modeling tools to support client strategies without providing individual security recommendations as part of standalone plans.