Joshua Monson is a financial advisor at Merrill with 11 years of industry experience. He previously worked at Morgan Stanley for two years and spent 18 years in an earlier Merrill role. He serves as a board member of the Benton Touchdown Club, where he helps organize fundraising events for local football programs. 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Brenden Sweeney is a CFP® professional with five years of industry experience, currently affiliated with Mass Mutual Investors Services in Little Rock, AR. Prior to his current role beginning in 2026, he worked for six years at Northwestern Mutual Wealth Management Company and related entities. His background also includes service in the U.S. Army and a brief role with Fluent Solar. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative annual planning relationships using firm-approved analytical tools and provides event-driven planning programs such as divorce and estate settlement planning.

Kristopher Kriesel is a financial advisor with Cetera, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Regions Bank and GameStop. He is a 50% owner of Kriesel Properties LLC. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, corporate, charitable, and institutional accounts, offering a range of portfolio management and financial planning services through a nationwide network of independent advisors.

Nathan Poston is a financial advisor with Cetera who holds a Series 65 credential and has three years of industry experience. Prior to joining Cetera in 2025, he worked at Avantax Advisory Services for three years. He is also a member of Landmark PLC, Certified Public Accountants, where he has been involved in audit, tax, and bookkeeping services since 2007. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and employs a multi-manager platform featuring diverse investment 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 at Merrill with six years of industry experience. She holds the Series 65, Series 63, and Series 66 licenses. Prior to joining Merrill, Huang worked at Wells Fargo Clearing and Wells Fargo Bank, NA. Outside of her advisory role, she owns a jewelry business that buys and sells accessories. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, 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.

Morgan Keyes is a CFP® professional with 23 years of industry experience, currently serving at Wells Fargo Clearing since 2016. Prior to this, he worked at Wells Fargo Advisors LLC from 2009 to 2016. Based in Little Rock, AR, Keyes holds several trustee and power of attorney roles for family trusts and related entities. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives, demographics, and risk tolerances.

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.

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 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.

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, holding the Series 63 and Series 65 designations and bringing 29 years of industry experience. He worked at UBS Financial Services for 23 years before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services through individual and corporate financial planning agreements.