Sydney Harrod is a financial advisor at Raymond James & Associates with one year of industry experience. She holds a Series 66 designation and has worked at Raymond James since 2023. Prior to her current role, she held positions at several firms including Steamroller Blues and Circle 5 Showroom. Raymond James & Associates offers financial planning and investment consulting through its Wealth Advisory Services Program to individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also provides institutional consulting and public finance services, combining advisory programs with public-financing and investment banking capabilities.

Gary Williams is a financial advisor with Stifel in Little Rock, Arkansas, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. Prior to joining Stifel in 2019, he worked at Morgan Stanley Private Bank from 2015 to 2019. Outside of his advisory role, he is the owner and president of GW Collectibles, a business focused on buying and selling collectible items. Stifel serves a diverse client base that includes individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach incorporates proprietary methodologies developed by its Investment Strategy Group, which utilize forward-looking capital market assumptions and probabilistic modeling for asset allocation and financial planning.

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.

Terri Lewis is a financial advisor at Edward Jones in Sherwood, AR, holding a Series 66 designation with two years of industry experience. She has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and provides a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Weston Kelly is a Series 66-licensed financial advisor with Edward Jones, based in Sherwood, Arkansas, with one year of industry experience. Prior to joining Edward Jones, he held roles in healthcare and transportation, including positions at CHI St. Vincent and University Arkansas for Medical Sciences. Edward Jones is a full-service wealth management firm serving individual and institutional clients with both discretionary and non-discretionary investment strategies. The firm manages over $1 trillion in assets, supported by a large network of financial advisors and branch offices nationwide.

Matthew Boyles is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and possessing 19 years of industry experience. He has worked at LPL Financial since 2024 and previously spent several years with Cetera and Girard Securities. Boyles is also involved with Grand Prairie Financial Planning Inc., a business he has maintained since 2016. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory services supported by extensive research, model portfolios, and both discretionary and non-discretionary management options.

Daniel Blair is a financial advisor with Cetera, holding Series 63, 65, and 66 licenses and over 20 years of industry experience. His career includes long tenures at American Express Financial Advisors Inc. and IDS Life Insurance Company, as well as ongoing roles at Regions Bank and Cetera Investment Services LLC. In addition to his advisory work, he serves as a wealth advisor for high-net-worth clients at Regions Bank. Cetera Investment Advisers LLC is an SEC-registered firm with a nationwide network of over 10,000 independent advisors. The firm offers a range of portfolio management and financial planning services to individuals, retirement plans, and institutional accounts, utilizing a multi-manager platform that includes both affiliated and third-party investment options.

Cedean Kematick is a financial advisor at Primerica Advisors with eight years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to his current role, he has worked at Arkansas BCBS since 2012. Outside of advisory services, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm uses third-party asset managers and emphasizes a tiered wrap fee structure.

Brooks Browning is a Series 66-licensed financial advisor with Edward Jones in Little Rock, Arkansas, and has 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm provides a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

Eric Miller is a CFA® charterholder with 30 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors in Little Rock, AR, where he has worked since 2015. He owns and operates Platinum Portfolio Investments, LLC, an investment-related business in Little Rock. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory with other financial products and referral channels.

William Greening is a financial advisor at Edward Jones with 10 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm offers a range of advisory strategies under an SEC-registered investment advisory program and reported approximately $1.01 trillion in assets under management.

Jeremy Booe is a financial advisor at Edward Jones with 18 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 66 licenses. Prior to joining Edward Jones in 2018, he worked at Scottrade, Inc. for 12 years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Andrew Crone is a CFP® with 18 years of experience, currently affiliated with Wells Fargo Advisors in Little Rock, AR. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of his advisory role, he serves as an assistant tennis instructor at the Little Rock Racquet Club. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and uses proprietary research and tools to develop tailored recommendations, with implementation options across brokerage and advisory programs.

Christopher Staten is a Series 66 licensed financial advisor with Edward Jones, based in Cabot, AR, and has 12 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, Staten owns an excavating business in Beebe, AR, where he employs an operator to manage the daily operations. 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 solutions, operating under a fiduciary standard and supported by a nationwide network of financial advisors and branch offices.

George Cozart is a financial advisor with LPL Financial in Little Rock, AR, holding Series 63 and Series 65 credentials and possessing 36 years of industry experience. He previously worked at GenWealth Financial Advisors, LLC from 2015 to 2017 and has been with LPL Financial since 2007. Cozart provides notary public services for clients at no charge. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing model portfolios, research, and technology-driven strategies.

Pamela Powell is a financial advisor with Primerica Advisors in Little Rock, AR, holding Series 63 and Series 65 licenses and seven years of industry experience. She has worked at PFS Investments Inc. and Primerica Financial Services since 2017 and has maintained self-employment with Pamco since 1994. In addition to her advisory role, she works as a laboratory consultant in Little Rock. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and limited discretionary separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap fee structure distinct from fixed-fee billing models.

Lori Payne is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. She has been with UBS since 2008. Payne also serves as co-executive director and administrator for the Financial Planning Association of Arkansas. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory services, offering financial planning, portfolio management, and access to a range of investment products.

John Noel is a financial advisor at Primerica Advisors in Little Rock, AR, with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Primerica Advisors and Primerica Financial Services since 2015. Prior to his current role, he spent 19 years at Conway Corporation. Outside of his advisory work, Noel is an independent contractor for several non-investment related companies, including Roadie and DDI, Inc. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and limited separately managed account options to individual and high-net-worth clients. The firm uses third-party asset managers and BNY Mellon Advisors for model implementation, with a tiered wrap-fee structure and an operational model that allows it to curate and adjust its investment models.

John Drake is a financial advisor with Edward Jones in North Little Rock, AR, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. He has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Edward Burchfield Jr. is a financial advisor with Cetera, holding a Series 66 designation and nine years of industry experience. His work history includes roles at Regions Bank, Cetera Investment Services LLC, Bankers Life Securities Inc., and Bankers Life and Casualty. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, employer-sponsored retirement, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options and operates with more than 10,000 advisors and over $256 billion in assets under management.