David Barnett is a Financial Consultant currently working with Fidelity Investments in Central Arkansas. He has been with Fidelity since 2019, providing financial consulting services to clients. Prior to joining Fidelity, David worked as a Financial Consultant at Charles Schwab & Co. Inc from 1997 to 2019. David holds an Arkansas Insurance License which supports his professional role. He emphasizes the importance of communication and ongoing connection with clients to develop and maintain effective financial plans that adapt to life's changes. He facilitates access to Fidelity's resources to address clients' financial needs. Outside of his professional work, David engages in family activities, fitness, and enjoys hobbies such as table tennis and tennis. He is also involved in volunteering and has an interest in pets.

Elizabeth Hathaway is a Senior Financial Advisor at Merrill Lynch Wealth Management. In her role, she focuses on creating personalized wealth management strategies that align with clients’ long-term goals and values. She provides guidance across a range of client needs including education planning, family wealth management, legacy planning, tax minimization, philanthropy, socially responsible investing, special needs planning, retirement income, and financial strategies for women. With extensive experience as a Wealth Management Advisor, Elizabeth has worked closely with families to develop financial plans tailored to their aspirations, emphasizing client education on the important financial decisions throughout their life stages. She holds the Personal Investment Advisor (PIA) designation and earned her bachelor's degree from the University of Mississippi. Outside of her professional work, Elizabeth is actively involved in her community and church, serving in leadership roles such as Flower Guild chairman and participating on the Finance and Legacy committees. She is also engaged in Rotary and other local organizations. Elizabeth enjoys horseback riding, gardening, traveling, entertaining, and spending time with her family, which includes three daughters and two grandsons.

Matthew Coffield is a financial advisor at OSAIC with 26 years of industry experience. He holds a Series 66 designation and previously worked for Securities America Advisors, Inc. and Securities America, Inc. for 15 years. Outside of advising, he is involved in life insurance sales through Coffield Capital Management. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and supports a variety of investment options and account management styles.

James Norman Jr. is a financial advisor at Edward Jones with four years of industry experience. He holds the Series 66 designation and previously worked at Ragan & Associates and Bruce Oakley, Inc. Outside of his advisory role, he serves as Finance Chair for a nonprofit organization, Life Plan, where he updates financial reports and reviews banking information. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, offering a range of advisory programs and investment options supported by a large nationwide network of financial advisors and branch offices.

Stephen Stanley is a Senior Financial Advisor with Merrill Lynch Wealth Management who focuses on delivering a comprehensive approach to wealth management tailored to clients’ individual financial situations and goals. He works closely with clients and their families to develop customized strategies that adapt to changing needs and market conditions. Stephen provides access to Merrill’s investment insights as well as the banking services of Bank of America to support various aspects of clients' financial lives. With over 13 years of experience in the industry, Stephen specializes in areas including college education planning, executive compensation, family wealth management strategies, legacy planning, personal retirement planning, and small business strategies. He collaborates with clients’ external attorneys, accountants, and other professionals to coordinate financial and legacy plans. Stephen holds the professional designations CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) and Personal Investment Advisor (PIA). Stephen earned a Bachelor's Degree from the University of Arkansas System. Outside of his professional work, he has personal interests in football, golfing, and music. His philosophy centers on connecting all aspects of a client’s financial life to prioritize and pursue the goals that matter most to them.

Tanner Mann is a financial advisor at Raymond James & Associates with one year of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Raymond James, he worked at Big Air Digital, West Monroe Partners, and DENSO Products and Services Americas Inc. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning, investment consulting, and institutional fiduciary solutions through a range of portfolio management styles and affiliated research.

William Mccoy is a financial advisor with Morgan Stanley Wealth Management in Little Rock, AR, holding Series 63 and Series 65 designations and bringing 43 years of industry experience. He previously worked at UBS Financial Services for 33 years before joining 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. The firm offers a variety of advisory programs, including tailored financial planning that employs structured discovery processes and advanced modeling tools.

Chad Kulchinski is a Series 66 licensed financial advisor with Edward Jones in Bryant, Arkansas, where he has worked for seven years. Prior to joining Edward Jones in 2019, he was involved with CrossFit Midpoint for three years and the Arkansas Activities Association for four years. He officiates high school and junior high football games as a referee. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of advisory programs and affiliated investment products. The firm operates under a fiduciary standard and is notable for its extensive retail advisor and branch network, as well as additional services including a trust company and securities-based lending.

Ryan Smith is a financial advisor with Edward Jones, holding a Series 66 license and with one year of industry experience. Prior to joining Edward Jones, he worked in various roles including at Arkansas Urology and EGP, PLLC. He also operated a bookkeeping business serving a medical practice, which he plans to dissolve in 2024. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

John Ekeanyanwu is a financial advisor with Ameriprise in Little Rock, AR, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves on the Board of Directors for Our Lady of Good Counsel Church, participates as a Finance Counsel member, and holds leadership positions with the IMO Union USA and the Oscar Washington, Jr. Educational Fund. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendation reports. The firm delivers these services through a centralized retirement-income consulting team and offers a broad range of advisory, brokerage, and insurance solutions typical for a large institutional firm.

Matthew Black is a Financial Advisor at Merrill Lynch Wealth Management. He works closely with individuals, families, business owners, and executives to develop personalized financial strategies aimed at helping them navigate important financial decisions and gain confidence in their financial futures. His areas of expertise include retirement planning, wealth management strategies, estate planning strategies, concentrated stock and equity compensation planning, tax-efficient investment strategies, banking and lending solutions, and business and corporate retirement plans. Matthew serves clients across a wide range of financial situations, from those beginning to build wealth to high-net-worth and ultra-high-net-worth families. Matthew holds a Bachelor's Degree from the University of Arkansas System and has earned several professional designations, including Accredited Wealth Management Advisor (AWMA), CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Outside of work, he is involved with the First Tee of Arkansas organization and enjoys activities such as golfing, hiking, visiting national parks, and spending time with his family.

Alexander Varela is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. He previously worked at Wells Fargo Advisors for one year before joining LPL Financial in 2017. Outside of his advisory role, he is a commissioned notary public. LPL Financial is a registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, supporting both discretionary and non-discretionary management with access to model portfolios and research from various sources.

Alex M. Danley is a financial advisor at Merrill Lynch Wealth Management specializing in serving C-suite executives, corporate leaders, and high-net-worth individuals. He focuses on delivering tailored, holistic planning strategies that address tax minimization, partnership payout management, and investment structuring to help clients navigate significant life and career transitions. Alex holds a Bachelor of Business Administration in Finance from The George Washington University. He also earned the Certified Plan Fiduciary Advisor® (CPFA®) designation through the National Association of Plan Advisors (NAPA) and maintains credentials as a Personal Investment Advisor (PIA) and Retirement Accredited Financial Advisor (RAFA). In addition to his advisory role, Alex contributes to educational initiatives as an Advisory Board Member for the Customer Experience Program at the University of Oklahoma. Outside of his professional responsibilities, Alex enjoys boating, reading, tennis, traveling, writing, and spending time with his family.

Andy Garcia is a financial advisor at LPL Financial with 20 years of industry experience. He previously worked for Edward Jones for 14 years before joining LPL Financial in 2024. Garcia is licensed with Series 63 and Series 66 credentials. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and retirement consulting, utilizing discretionary and non-discretionary management supported by research and model portfolios.

Susan Screeton is a financial advisor with Fidelity, holding a Series 66 designation and 14 years of industry experience. She has been with Fidelity Investments since 2013 and works in Little Rock, AR. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a charitable gift fund. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services, model portfolios, and oversight of sub-advisers.

John Chapman is a Financial Consultant at Fidelity Investments, a position he has held since 2025. Prior to this role, he served as an Investment Consultant at Fidelity Investments from 2023 to 2025. His earlier experience includes roles as a Private Client Advisor and Private Client Banker at JP Morgan Chase between 2021 and 2023, a Health Care Consultant at BKD from 2020 to 2021, and a Financial Advisor at Merrill Lynch from 2016 to 2020. John holds an AR Insurance License. He focuses on helping individuals work towards their life goals, such as saving for retirement or purchasing a home, through collaborative financial planning. Outside of his professional work, John enjoys baseball, camping, outdoor adventures, parenthood, skiing, and traveling.

G Mcleod is a financial advisor with Morgan Stanley in Little Rock, AR, holding Series 63 and Series 65 licenses and has 28 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he serves as a board member on the finance committee for Mount Saint Mary Academy in Little Rock. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by proprietary tools and serves clients through both individual and corporate financial planning engagements.

Chris Grace is a financial advisor with Ameriprise based in Little Rock, Arkansas. He holds Series 63, 65, and 66 licenses and has 23 years of industry experience, including 15 years with Ameriprise Financial Services, Inc. prior to joining Ameriprise in 2020. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice through a centralized consulting team.

Bradley Seagraves is a financial advisor with Wells Fargo Advisors in Little Rock, AR, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. He has been with Wells Fargo Advisors since 2016. Outside of his advisory role, he serves as a power of attorney and trustee for his sister’s trust and owns Brad Seagraves, Inc., an investment-related business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu using proprietary research and tools, with services tailored to clients meeting net-worth thresholds and covering a range of specialized planning needs.

William Wilson is a financial advisor with Ameriprise in North Little Rock, Arkansas, holding Series 63 and Series 65 licenses and with 25 years of industry experience. He has worked at Ameriprise since 2018 and concurrently serves as a financial advisor at Centennial Bank. Wilson's other business activities include his role as a financial advisor at Centennial Financial Services. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written recommendation reports that address income sources, Social Security claiming options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice through a centralized retirement-income consulting team.