Sarah Esmail is a financial advisor with Equitable Advisors holding a Series 66 credential and one year of industry experience. She has worked at Equitable Advisors and Betts Financial Services since 2024 and has prior experience in the spa and home lending industries. Esmail also holds administrative roles with Homail Inc. and Blackfoot Inc. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through third-party programs. The firm operates a hybrid referral and implementation model that combines advisory and brokerage services with a focus on individualized client goals and risk tolerance.

Michael Marquez is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career with Merrill in 1999. He holds the CERTIFIED FINANCIAL PLANNER™ certification awarded by the Certified Financial Planner Board of Standards, Inc., and the Certified Investment Management Analyst® designation, as well as the Personal Investment Advisor (PIA) designation. Michael is a graduate of Ouachita Baptist University, where he earned a Bachelor of Science degree in Finance. During his time at the university, he also played tennis for the Tigers. He was recognized by Forbes on their 2022 "Best-in-State Wealth Advisors" list. He is active in his community, serving on the board of the Arkansas Museum of Fine Arts and is a member of Rotary Club 99. Michael and his wife, Sarah, live in Little Rock with their four children.

Charles Brazeal is a financial advisor at Edward Jones in Little Rock, AR, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2024, he worked in various roles at healthcare institutions and other companies. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Kenneth Adams is a financial advisor with Raymond James Financial Services Advisors, Inc. in Little Rock, Arkansas, holding Series 63 and Series 65 licenses and 22 years of industry experience. His prior roles include positions at Bank of America and Merrill. He is the owner of Southern Wealth Group and serves as a trustee of Adams IRA. Raymond James Financial Services Advisors, Inc. provides tailored financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm employs analytical tools and risk profiling to support client goals and offers specialized advisory programs, including municipal and public-finance services.

Sydney Harrod is a financial advisor with Raymond James & Associates, holding a Series 66 designation and two years of industry experience. Prior to joining Raymond James, Harrod worked in various roles including at Steamroller Blues and several showrooms. Raymond James & Associates is a large brokerage and investment advisory firm serving a diverse client base that includes individuals, institutions, and municipal entities. The firm offers financial planning and investment consulting services supported by comprehensive research, a range of portfolio management strategies, and specialized municipal advisory capabilities.

Jonathan Chance is a Financial Advisor at Merrill Lynch Wealth Management who specializes in providing comprehensive wealth management services for individuals, families, and business owners. He focuses on assisting clients with various financial goals, including education planning, executive compensation, family wealth management strategies, retirement income, and tax minimization. Jonathan works closely with clients to develop short-, mid-, and long-term plans that leverage tax efficiency and risk-appropriate investment portfolios. Jonathan began his financial services career in 2006, gaining experience in analysis, trading, and planning with several major firms including JP Morgan Chase, Fidelity, Charles Schwab, First Security Bank of Arkansas, Northwestern Mutual, and Merrill. He holds professional designations such as Certified Investment Management Analyst (CIMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). His educational background includes an accredited certificate program from Yale University, a master's degree from Texas AandM University System, and a bachelor's degree from Northwestern State University of Louisiana. In addition to his professional work, Jonathan is an active member of Grace Bible Church, serving as a care group leader, deacon, and substitute music director. He is also involved with organizations such as the College for Financial Planning, Investments & Wealth Institute, and the Mises Institute. Jonathan's personal interests include boxing, chess, music, reading, singing, spending time with family, traveling, and writing.

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.

Paul Leech is a financial advisor with Edward Jones in Little Rock, AR, holding Series 63 and Series 66 credentials and over 21 years of industry experience. He has worked at Edward Jones since 2004. Outside of his advisory role, he serves as president of Great Expectations of Kindness, a nonprofit organization based in Little Rock. 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 options supported by a nationwide network of over 23,000 financial advisors.

Nicholas Elliott is a financial advisor with Ameriprise, holding a Series 66 designation and 10 years of industry experience. He has worked at Ameriprise and its affiliate Ameriprise Financial Services since 2016, and previously held roles at Bank of America and Merrill. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets. The firm’s approach includes algorithm-driven recommendations combined with research and tax-efficient strategies, delivered through a centralized consulting team in partnership with advisors like Elliott.

C Harper is a financial advisor with Morgan Stanley in Little Rock, Arkansas, holding a Series 66 designation and 26 years of industry experience. Harper has worked with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank since 2015. Outside of advisory work, Harper serves as a board member of Chenal Country Club. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and modeling tools to support client strategies without providing individual security recommendations as part of standalone plans.

Pamela Truemper is a financial advisor at Morgan Stanley with 17 years of industry experience. She has held roles at Morgan Stanley Smith Barney and BOK Financial Securities, Inc. prior to her current position. Pamela holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and market simulations to support its financial planning process.

Andrea Dockery is a financial advisor with Merrill based in Little Rock, Arkansas. She holds a Series 66 designation and has 17 years of industry experience. Her work history includes time at Bank of America N.A. since 2014 and at Merrill since 2007. 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 strategies created by internal Chief Investment Office teams and third-party style managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

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.

James Bienvenu is a financial advisor at Morgan Stanley with 40 years of industry experience. He holds Series 63 and Series 65 designations. His work history includes positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by various analytical tools.

Jonathan Presswood is a financial advisor at Edward Jones with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Cracker Barrel and JEM Market Technologies. Outside of his advisory work, he owns a graphic design business and teaches online courses at the University of Arkansas at Little Rock. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with more than four million clients and approximately $1.01 trillion in assets under management. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

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.

Jill Cady is a Financial Advisor at Merrill Lynch Wealth Management, bringing a diverse background to her role. She holds a Bachelor of Science degree in Mathematics with a minor in German from the University of Central Arkansas Honors College. Jill's professional journey includes over 24 years in the pharmaceutical and medical sales industries, where she developed expertise in client relationships and performance-driven outcomes. In 2021, Jill transitioned into the investment industry with Thrivent Financial and currently holds insurance and securities licenses, including FINRA Series 7 and Series 66 registrations. Her areas of focus include college education planning, education planning, investment consulting for defined contribution plans, personal retirement planning, and serving women and wealth. She also holds the Personal Investment Advisor (PIA) designation. Beyond her professional commitments, Jill is engaged with several community organizations, including the American Cancer Society, American Diabetes Association, Arkansas Wrestling Association, and The National Anthem Project. She enjoys cooking, dancing, singing, swimming, and yoga. Jill is also a mother to three sons: JP, Josh, and Joe.

Jeffrey Harbold is a Planning Consultant who provides guidance, resources, and strategies to help clients work toward their financial and retirement goals. He approaches his work with a commitment to integrity. He has professional experience in mutual fund sales at State Farm from 2013 to 2014, investment consulting at Fidelity Investments from 1998 to 2013, and insurance sales at Principal Financial from 1997 to 1998. Jeffrey holds an Arkansas Insurance License. Outside of his professional responsibilities, Jeffrey is interested in cooking and baking, family activities, food, parenthood, traveling, and volunteering.

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.

Broc Hart is a Series 66–licensed financial advisor with Thrivent Investment Management in Little Rock, AR, and has two years of industry experience. Prior to joining Thrivent in 2025, he held positions at Trutoro and Cardinal Investment Group and has diverse work experience including roles outside the financial industry. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors, focusing on goal-based financial planning without portfolio management or institutional advisory services.