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 financial advisor at Stifel in Little Rock, Arkansas, holding a Series 66 designation with 19 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2011. Outside of his financial 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 brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

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.

Mitchell Lowe is a Financial Advisor at Merrill Lynch Wealth Management who focuses on building client relationships through strategic financial planning and personalized service. He specializes in connecting all aspects of clients' financial lives to help them prioritize and pursue the goals that matter most. His areas of expertise include family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, individual and corporate investment strategy, and retirement income. Mitchell works closely with clients to define their goals and develop portfolio strategies tailored to reach those objectives, providing ongoing advice and portfolio adjustments as circumstances evolve. Mitchell holds a Bachelor's Degree from Southern Arkansas University and has earned the Personal Investment Advisor (PIA) designation. Outside of his professional role, he enjoys golfing, music, and spending time with his family.

John Ostner is a financial advisor with LPL Financial in Little Rock, AR, holding Series 63 and Series 65 licenses and bringing 58 years of industry experience. He has been with LPL Financial since 2001. Outside of his advisory work, he serves as treasurer for the PIE Study Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm offers a wide range of financial planning and investment solutions for individuals, retirement plan participants, and institutions.

Guillermo Garcia Vasquez is a CFP® with five years of industry experience, currently serving as a financial advisor at Charles Schwab in Little Rock, AR. His prior experience includes roles at Wells Fargo Bank, N.A., and Charles Schwab Bank, SSB. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. Schwab offers a combination of non-discretionary and discretionary investment options supported by centralized custody and operational infrastructure.

Amanda Leija is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 licenses and four years of industry experience. She previously worked at Edward Jones and NYLIFE Securities LLC. Outside of advising, she is co-owner of J&A Creations, a laser engraving business based in Greenbrier, Arkansas. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives and third-party programs. The firm offers a range of investment options including mutual funds, ETFs, separately managed accounts, and alternative investments, with a focus on matching clients to suitable advisory models and discretionary managers.

Jonathan Hurd is a financial advisor with Wells Fargo Clearing in Little Rock, AR, holding Series 63 and Series 65 designations and 20 years of industry experience. He previously worked at infinex Investments, Inc. from 2016 to 2018 before joining Wells Fargo Clearing in 2018. Outside of his advisory role, he co-owns an online sports trading card business and serves as secretary/treasurer of a local sports foundation. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm offers a wide range of brokerage and advisory solutions and manages approximately $671 billion in assets through more than 14,000 financial advisors.

Gerald Schaefer is a financial advisor at Ameriprise in Little Rock, AR, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Arvest Wealth Management, the Arkansas Teacher Retirement System, and various state and private sector organizations. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, delivering detailed Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to provide tailored advice, primarily for clients maintaining assets within Ameriprise-managed accounts.