David Kopittke is a CFP® professional with 21 years of industry experience, currently serving at MassMutual Investors Services. His career includes roles at Northwestern Mutual Wealth Management and WEFKO, Inc. Kopittke is also involved in entrepreneurial ventures, including ownership roles in businesses related to real estate sales, home renovation, and interior design. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm utilizes firm-approved software tools to deliver written recommendations through annual, collaborative planning engagements.

Miranda Schenebeck is a financial advisor with LPL Financial based in Little Rock, Arkansas, holding a Series 66 designation and 11 years of industry experience. Her prior roles include positions at Morgan Stanley and Simmons Bank. 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 advisory programs, retirement plan consulting, and brokerage services supported by model portfolios and research from multiple sources.

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.

Andrew Crone is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2009. He is based in Little Rock, Arkansas, and also works 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 affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services including cash-flow, retirement, education, and risk management, using proprietary research and planning tools to develop tailored recommendations.

George Callahan is a Senior Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to develop personalized financial strategies that address their unique goals and priorities. George’s expertise includes planning for education funding, retirement lifestyles, healthcare costs, and long-term family objectives. He holds professional designations as a CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned a Bachelor's Degree from Regis University.

Dwight Caldwell Jr. is a financial advisor with Morgan Stanley in Little Rock, AR, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and provides services through its Financial Advisors and Estate Planning Strategies Group.

Connor Martz is a financial advisor with Ameriprise in Little Rock, Arkansas, holding Series 63 and Series 65 licenses and having six years of industry experience. Prior to joining Ameriprise in 2022, he worked at MML Investors Services and Mass Mutual Life Insurance Company. He serves on multiple nonprofit boards, including Create Little Rock and Fuse Co-Working Inc., and holds leadership roles such as Social/Service Chair and Rotaract board member. Ameriprise provides retirement-income planning services targeting individuals with significant investable assets, combining research and modeling techniques to deliver tailored, tax-efficient retirement strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

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.

Chadwick Cagle is a financial advisor with Edward Jones in Little Rock, AR, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm with over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

Hunter Mullings is a financial advisor with Ameriprise in Little Rock, AR, holding a Series 66 credential. He has approximately one year of experience in financial advisory roles, with previous employment spanning various industries including education and retail. 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 income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Brantley Foster is a financial advisor with Ameriprise in Little Rock, Arkansas, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Ameriprise and its predecessor firm since 2005. Outside of his advisory role, Foster is involved in several business ventures including co-ownership of local sanitation services and participation on the board of a nonprofit camp, as well as serving on his church's finance committee. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, combining research-driven modeling and tax-efficient strategies. The firm also offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Brian Gould is a Series 66-licensed financial advisor with Ameriprise in Little Rock, Arkansas, with 14 years of industry experience. He has been with Ameriprise and its affiliated entities since 2011. 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 options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored advice through a centralized consulting team, with a focus on assets held in Ameriprise Managed Accounts.

Amber Haydar French is a financial advisor at Merrill with six years of industry experience. She holds a Series 66 designation and has worked at Bank of America, N.A., Merrill, and Arvest Bank and its wealth management division. 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

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.

Karen Greer is a financial advisor with Morgan Stanley in Little Rock, Arkansas, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with Morgan Stanley and its affiliated Private Bank since 2009. Outside of her advisory work, she operates an Etsy shop and is a partner in a thoroughbred racing business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and analyses.

Douglas Jackson Jr. is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management. He has been with Merrill since 1997, providing financial advice and guidance to high-net-worth clients. In his role, Douglas collaborates with clients and, with their permission, works closely with their attorneys, accountants, and other advisors to align financial strategies with clients' overall situations and goals. Douglas holds a Bachelor’s Degree from the University of Arkansas System and has earned the CERTIFIED FINANCIAL PLANNER (CFP) certification, as well as the Personal Investment Advisor (PIA) designation. He is committed to delivering a high level of client service and satisfaction. His expertise includes security selection, portfolio construction, retirement strategies, and wealth planning. In addition to his professional work, Douglas serves on the boards of directors for Arkansas Children’s Hospital and Goodwill Industries of Arkansas, as well as the foundation board for Goodwill Industries of Arkansas. Outside of his professional and community commitments, he enjoys golfing, spending time with his family, and traveling.

Lawrence Young is a Series 66-licensed financial advisor with 19 years of industry experience. He has worked at Morgan Stanley since 2022 and previously spent 15 years at Edward Jones. He is based in Little Rock, Arkansas. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning using firm-approved tools and structured discovery processes. The firm manages approximately $2.74 trillion in client assets and provides services under both direct and corporate financial planning agreements.