Jim Moore is an Investment Consultant at Fidelity Investments, a position he has held since 2025. In his role, he collaborates with clients to develop and implement personalized financial plans that consider various aspects of their lives and priorities. He maintains ongoing contact with clients to ensure their plans remain aligned with their needs. Jim has extensive experience in financial services, having worked as a Financial Representative and Insurance Agent at Bankers Life & Casualty and Bankers Life Securities in 2025, and at Primerica Financial Services and PFS Investments from 2020 to 2025. Prior to that, he served as Senior Vice President at Crews & Associates from 1991 to 2019. His earlier roles include Financial Representative positions at Swink & Company in 1989-1990 and First Investors in 1986. He holds an Arkansas Insurance License. Outside of his professional work, Jim's interests include biking, family activities, fishing, fitness, and music, where he is an instrumentalist.

Bradley Isroff is a financial advisor with LPL Financial in Little Rock, AR, holding a Series 66 credential and 22 years of industry experience. He previously worked at CWM, LLC from 2014 to 2017 and has been with LPL Financial since 2004. Outside of his advisory work, he serves as a successor trustee for his parents’ trust. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

Erin Whitt is a financial advisor at Wells Fargo Advisors in Little Rock, AR, holding a Series 66 designation with 12 years of industry experience. She worked at Wells Fargo Clearing from 2016 to 2023 before joining Wells Fargo Advisors. Whitt is a partial owner of Pivot Point, LLC, a franchise business investment, and co-owns The Piercy-Whitt Group, LLC, a financial practice. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services tailored to clients who meet certain net-worth criteria, utilizing Wells Fargo research and tools to develop customized recommendations.

Keith Mc George is a financial advisor with LPL Financial in Little Rock, Arkansas, holding a Series 66 designation and five years of industry experience. His prior roles include working at Retirement Advisors of Arkansas and operating Max Cleaners. 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 portfolios, third-party asset management, and institutional platforms, with oversight of over $819 billion in discretionary assets and a large network of advisors.

Carissa Holder is a financial advisor at UBS Financial Services with 14 years of industry experience. She has been with UBS since 2009 and holds Series 63 and Series 65 credentials. Outside of advisory work, she participates in the Young Presidents’ Organization (YPO) in Little Rock, where she supports educational programs and handles administrative duties. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research to tailor investment plans to clients’ goals and risk tolerances.

Daisy Gomez is a Series 66 licensed financial advisor with Merrill in Little Rock, Arkansas, and has seven years of industry experience. She has worked at both Merrill and Bank of America since 2008. Outside of her advisory role, she is co-owner of several family-held rental properties. 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, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutional investors.

Derek Cisne is a financial advisor with Morgan Stanley in Little Rock, AR, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at UBS Financial Services for 23 years before joining Morgan Stanley Private Bank, N.A. and 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 through a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market outlook analyses.

Sarah Esmail is a financial advisor at Equitable Advisors with one year of industry experience. She holds a Series 66 designation and has worked at Equitable Advisors and Betts Financial Services since 2024. Outside of financial advising, she has held administrative and sales roles at several companies including Homail Inc. and Blackfoot Inc. Equitable Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset management programs through a network of Investment Adviser Representatives, utilizing both firm-offered and third-party advisory solutions.

Christopher Roderick is a financial advisor with Mass Mutual Investors Services in Little Rock, AR. He holds the Series 66 designation and has over a year of experience in the financial services industry. Prior to joining Mass Mutual and its subsidiary MML Investors Services, LLC, he worked for Arkansas Blue Cross & Blue Shield for nine years. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements supported by firm-approved software tools and also provides specialized programs such as divorce planning, estate settlement, and employer-sponsored planning.

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 Financial Services who holds a Series 66 designation and has 11 years of industry experience. He worked at Merrill for one year before joining Ameriprise, where he has been employed since 2016. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on reliable income sources and tax-aware withdrawal strategies.

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.