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.

Susan Screeton is a financial advisor at Fidelity with 14 years of industry experience. She holds the Series 66 designation and has worked at Merrill and Fidelity-affiliated firms since 2012. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to create model portfolios, and it serves a range of intermediary platforms while maintaining formal advisory roles and oversight responsibilities.

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 at Ameriprise with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Ameriprise since 2018, previously spending 15 years at Investment Professionals, Inc. Wilson is also employed as a financial advisor at Centennial Bank. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning services that provide written recommendations and ongoing advice focused on reliable income sources and tax-aware withdrawal strategies.

Tracy Speed is a financial advisor at Morgan Stanley in Little Rock, Arkansas, holding a Series 66 designation with six years of industry experience. She has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including financial and estate planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its financial planning process.

Casey Huie is a financial advisor with Morgan Stanley in Little Rock, Arkansas, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2007, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Huie serves on the board of the Saline County United Way and plays trombone in a band. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using proprietary tools and models and offers a variety of investment and planning solutions.

Benjamin Moore is a financial advisor with Edward Jones in Little Rock, AR, holding a Series 66 designation and 17 years of industry experience, all with Edward Jones since 2009. He serves on the board of World Services for the Blind, where he is involved in fundraising and raising awareness. 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 options, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Matthew Rush is a financial advisor at Mass Mutual Investors Services with 19 years of industry experience. He holds a Series 66 license and previously worked at MetLife Securities, Inc. from 2011 to 2017. Outside of his advisory role, he is an agent involved in fixed annuities and is the owner of Rush Family Partnership, LLC. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring engagements as ongoing collaborative relationships focused on goal analysis and strategy recommendations.

Stacy Morris is a financial advisor with Ameriprise in Austin, AR, holding Series 63 and Series 65 licenses and 28 years of industry experience. Prior to joining Ameriprise in 2023, she worked at Morgan Stanley for 14 years. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide annual, non-discretionary recommendation reports, supported by a centralized consulting team and algorithmic automation overseen by a Retirement Income Oversight Committee.

Heather Davis is a Series 66-registered financial advisor with Merrill in Little Rock, Arkansas, and has 10 years of industry experience. She has been with Merrill since 2015. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Dennis Gilliam is a financial advisor with LPL Financial in Little Rock, AR, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior work includes roles at Securities America Advisors, Inc., SECURITIES AMERICA, Inc., and Merrill. He is also involved with DMGilliam Capital Management, Inc., a related business entity. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Ammie Thompson is a financial advisor at Edward Jones in Little Rock, AR, holding a Series 66 designation with three years of industry experience. Prior to her current role, she worked at Shelter Insurance - Jay Snider Agency from 2012 to 2020. Outside of advising, she is involved as a member of Liberty Pest Services LLC and participates in direct sales with Park Lane Jewelry and Seint Makeup. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, offering both discretionary and non-discretionary strategies along with tax-efficient services and affiliated investment products.

James Gibbs II is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has held this position since joining the firm in 1985 after completing his education. James holds a Bachelor's Degree from the University of Arkansas. He has earned several professional designations, including Certified Financial Planner (CFP), Certified Investment Management Analyst (CIMA), and Personal Investment Advisor (PIA). He has been recognized for his expertise by Forbes, being named to their "Best-in-State Wealth Advisors" list multiple times from 2018 through 2026. Additionally, his team was ranked as the #1 financial services team in Arkansas by Forbes in 2025. In addition to his professional accomplishments, James has been involved in community service, serving as Past-President of both the University of Arkansas Alumni Association and the Rotary Club 99 in Little Rock, Arkansas.

Joseph Small is a financial advisor with Ameriprise in Little Rock, AR, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has worked at Ameriprise and its predecessor Ameriprise Financial Services, Inc. since 2005. Outside of advising, he is involved with Oaktree Premier Management Services, LLC, providing administrative services. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce tailored, non-discretionary recommendation reports. The firm delivers these services through a centralized consulting team and emphasizes the use of Ameriprise-managed accounts alongside a broad range of advisory, brokerage, and insurance solutions.

John Burton is a financial advisor with LPL Financial in Little Rock, AR, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His career includes roles at Cetera, CUNA Mutual Group, and several regional banks. Burton has no reported outside business activities. 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, including financial planning, model portfolio programs, and institutional platforms, supported by a network of more than 22,800 advisors and over $819 billion in discretionary assets.

Michael Carter is a financial advisor at Thrivent Investment Management based in Little Rock, AR. He holds a Series 66 designation and has been with Thrivent and its affiliates since 2025. Prior to his current role, he has experience working with multiple community and church organizations. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning across a broad range of topics and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Harold Shollmier Jr. is a financial advisor with Stifel in Little Rock, AR, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at International Advisory Consultants Inc. and Sterne, Agee & Leach, Inc. He serves on the boards of several local nonprofits, including Centers for Youth & Families, Family Home of Little Rock, and the Garrison Institute through the University of Arkansas Walton College, contributing to fundraising and educational efforts. Stifel serves a diverse client base, including individuals, institutional clients, and nonprofit organizations, offering brokerage and investment advisory services. The firm’s investment guidance is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to inform asset allocation and financial planning.