Janice Simmons is a financial advisor at Merrill with 25 years of industry experience. She holds the Series 63 and Series 66 licenses and has worked at Merrill since 2009, with prior experience at Bank of America dating back to 1993. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary strategies developed by internal and third-party managers.

Kelly Journey is a CFP® professional with 24 years of experience in financial advising, currently serving clients at Edward Jones since 2002. Based in Little Rock, AR, Journey holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm with over four million individual and institutional clients and approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Hatim Smouni is a Wealth Management Advisor at Merrill Lynch Wealth Management. He is dedicated to providing personalized wealth management strategies that reflect each client's unique financial situation and goals. Hatim focuses on a comprehensive approach to managing wealth, utilizing investment insights from Merrill and banking services from Bank of America to support various aspects of clients' financial lives. Hatim's expertise includes college education planning, corporate executive services, employee benefits planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, small business strategies, and special needs planning. He holds multiple professional designations such as Certified Exit Planning Advisor (CEPA), CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned his high school diploma from Lycee Moulay Idriss I Casablanca, a bachelor's degree from the University of Central Arkansas, and a master's degree from the College for Financial Planning. He is fluent in French, English, and Arabic. Born and raised in Morocco, Hatim moved to the United States in 1994 to pursue higher education. He is involved in community service and serves on several boards, including the Arkansas Children's Hospital PAC, the UAMS Board of Advisors, and the Winthrop P Rockefeller Cancer Institute at UAMS. His community involvement extends to volunteering with organizations such as the Arkansas Foodbank and UAMS Cancer Institute. Outside of work, Hatim enjoys dancing, soccer, spending time with his family, surfing, tennis, traveling, and watching movies.

Krista Messer Ferguson is a Series 65-licensed financial advisor with Cetera in Little Rock, Arkansas, and has two years of industry experience. Prior to joining Cetera, she worked at Avantax Advisory Services for one year and has held a senior tax manager role at Landmark PLC, CPAs since 2016. She serves as the treasurer on the board of a local non-profit elementary school, Central AR Montessori, Inc. Cetera Investment Advisers LLC is an SEC-registered firm that supports a network of over 10,000 independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services, utilizing a multi-manager platform that includes model portfolios, third-party managers, and bespoke strategies.

Ryan Bartholomew is a financial advisor with Ameriprise in Little Rock, Arkansas, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of advisory work, he is a minority owner of Oak Tree Premier Management Services, LLC, which provides administrative support. Ameriprise offers a retirement-income planning service tailored for individuals approaching or in retirement with substantial investable assets, combining research and modeling to deliver non-discretionary, tax-smart withdrawal strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Charles Gaba is a financial advisor with Merrill in Little Rock, Arkansas, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He has worked at Merrill since 2012. Outside of his advisory role, he serves as a board member of the Little Rock Chamber of Commerce, focusing on regional economic and community development. 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 plans, corporations, and charitable organizations.

Ashley Moore is a financial advisor with Merrill in Little Rock, AR, holding a Series 66 designation and over 21 years of industry experience. She has been with Merrill since 2004 and joined Bank of America, N.A. in 2025. Outside of her advisory work, she serves as a trustee for a fiduciary entity in Little Rock, dedicating some time to that role each month. Merrill serves a diverse client base, including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, discretionary portfolio management, and brokerage services. The firm’s investment management includes a variety of program strategies with advisor or client discretion and emphasizes tax-focused capabilities within a platform integrated with Bank of America affiliates.

Anna Jeter is a financial advisor with LPL Financial, holding the Series 66 designation and bringing 16 years of industry experience. She has been with LPL Financial since 2009. Outside of her advisory work, she is co-owner and operator of Shady Grove Pecans and owner of Georgetown Antiques, both home-based businesses in Little Rock, AR. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset management, supported by advanced advisor tools and a broad non-advisory financial services platform.

Judy Busbey is a financial advisor with LPL Financial in Little Rock, AR, holding Series 63 and Series 65 licenses and 40 years of industry experience. Her prior roles include positions at Wells Fargo Advisors and Citigroup Global Markets. Outside of her advisory work, she holds ownership interests in multiple wealth management entities and has a leadership role as vice president of a local homeowners association. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational tools.

Michael Weatherford is a financial advisor with Edward Jones in Jacksonville, AR, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Meadors, Adams & Lee and BancorpSouth Insurance Services Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Hector Felix is a Series 66-licensed financial advisor with Thrivent Investment Management, based in Little Rock, AR. He has 10 years of industry experience, all with Thrivent since 2016. Outside of his advisory role, he serves as a board member for the City Church Network of Arkansas, a relational network of churches. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary trading authority. The firm emphasizes holistic analyses and offers an integrated option to combine planning with managed-account services under a consolidated billing system.

Derek Shelton is a financial advisor with Thrivent Investment Management in Little Rock, AR, holding a Series 66 credential and bringing 11 years of industry experience. He has been with Thrivent since 2014 and with THRIVENT Financial since 2015. Outside of his advisory role, Shelton serves as a Beautification Committee Member for Keep Little Rock Beautiful, engaging in community cleanups and local beautification efforts. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on goal-based planning across a broad range of financial topics while keeping planning services separate from managed-account programs.

Mark Floyd is a financial advisor at Charles Schwab with 15 years of industry experience and holds a Series 66 designation. He has worked at Charles Schwab and Charles Schwab Bank since 2017 and previously was employed at Fidelity Investments from 2013 to 2017. 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 client advisory relationships with access to discretionary separately managed accounts and utilizes a multi-asset investment approach supported by extensive due diligence and centralized operational capabilities.

Angela Crowe is a financial advisor with Morgan Stanley in Little Rock, AR, holding a Series 66 designation and five years of industry experience. Her prior roles include positions at New York Life, Eagle Strategies, Patterson Financial Group, GenWealth Financial Advisors, and Stephens Inc. She also worked at the University of Arkansas at Little Rock. Morgan Stanley Wealth Management offers advisory programs to individuals and institutions, providing tailored financial planning and managing approximately $2.74 trillion in client assets. Their planning process uses firm-approved tools and emphasizes client responsibility for plan implementation and updates.

Mark Scott is a financial advisor with LPL Financial in Little Rock, AR, holding a Series 66 credential and 13 years of industry experience. His career includes roles at Morgan Stanley, Regions Bank, BB&T Investment Services, and Cetera prior to joining LPL Financial. Outside of his advisory work, he is involved with SS Hockey, contributing approximately 10 hours per month. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a broad network of investment adviser representatives. The firm offers a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies across multiple asset classes.

Dennis Curtis Jr. is a Series 66-licensed financial advisor with Stifel in Little Rock, Arkansas, bringing 20 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2011 and prior to that spent five years at Merrill. Outside of his advisory role, he manages a family farm through Curtis Family Harvest LLC. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group to provide investment analysis and allocation guidance.

Jenine Stafford is a financial advisor with Wells Fargo Advisors in Little Rock, AR, holding a Series 66 designation and 23 years of industry experience. She previously worked at Thrivent Financial for Lutherans and Thrivent Investment Management Inc for 16 years. Stafford is a secretary and managing board member of Gigi’s Playhouse, a nonprofit achievement center for people with Down Syndrome. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu including retirement, education, special-needs, and business-owner transition planning, utilizing Wells Fargo research and tools to develop tailored recommendations.

Jason Chacko is a financial advisor with Morgan Stanley in Little Rock, Arkansas, holding a Series 66 designation and 16 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is a partner in Foresee Management Group, a wholesale/distribution business, and serves on the board of Economics Arkansas, a nonprofit focused on children and youth. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutions. The firm provides tailored financial planning supported by structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Andrew Norris is a financial advisor with Raymond James Financial, holding a Series 66 designation and four years of industry experience. His work history includes roles at Raymond James Financial Services Advisors, Inc. and Raymond James Financial Services, Inc., as well as prior employment at Home Depot and the University of Central Arkansas. Outside of his advisory role, he owns a business buying and selling vintage clothes. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional entities. The firm offers tailored, non-discretionary planning and uses analytical tools such as deterministic and probability modeling to support client goals, with additional capabilities in municipal and public finance.

Danielle Albright is a financial advisor at Raymond James & Associates with one year of industry experience. She holds the Series 66 designation and has prior work experience in real estate with Keller Williams Realty. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.