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, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. Before joining LPL Financial in 2022, he spent 13 years with Securities America Advisors, Inc. and Securities America, Inc. He is also involved with DMGilliam Capital Management, Inc., a business related to his advisory work. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, using both proprietary and third-party research and portfolios.

Ammie Thompson is a Series 66-licensed financial advisor with Edward Jones, bringing two years of industry experience. Prior to joining Edward Jones, Ammie worked for Shelter Insurance - Jay Snider Agency for eight years. Outside of financial advising, Ammie is involved in several business activities, including membership in Liberty Pest Services LLC and roles as a direct sales stylist for Park Lane Jewelry and a makeup artist for SEINT. 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 solutions, including discretionary and non-discretionary managed strategies, tax-efficient services, and maintains affiliated capabilities such as a trust company and proprietary mutual funds.

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 at LPL Financial with 15 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at multiple firms including Cetera, Regions Bank, and CUNA Mutual Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

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.”

James Brandt is a financial advisor with LPL Financial in Cabot, AR, holding Series 63 and Series 65 designations and having 29 years of industry experience. He has worked at LPL Financial since 2017 and has been associated with Investment Centers of America since 2015. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, research, and various management services.

Harold Shollmier Jr. is a financial advisor with Stifel based in Little Rock, Arkansas, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Stifel since 2015. Outside of his advisory role, Shollmier serves on several nonprofit boards, including the Centers for Youth & Families, Family Home of Little Rock, and the Garrison Institute at the Walton College of Business, where he participates in fundraising and educational support activities. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Michelle Bradford is a financial advisor at Primerica Advisors in Little Rock, AR, holding Series 63 and Series 65 licenses with one year of industry experience. Her prior work includes positions at Primerica Financial Services and Pampered Chef, as well as over a decade at Coleman’s Office and School Products. She is involved in sales of loan products and home security services through affiliates of PFS Investments Inc. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm uses third-party asset managers and a tiered wrap-fee structure in delivering its investment solutions.

Anthony Tillman is a Financial Consultant at Fidelity Investments, a position he has held since 2024. He collaborates with his clients to co-create financial plans that they can understand and articulate. Prior to this role, he worked in various capacities at Fidelity Investments, including as an Investment Consultant from 2022 to 2024, a Planning Consultant in 2022, a Relationship Manager from 2020 to 2022, a Financial Representative from 2018 to 2020, and an Investment Solutions Representative from 2017 to 2018. Anthony holds an Arkansas Insurance License, supporting his capabilities in offering insurance-related financial advice. His career at Fidelity Investments spans several years, during which he has developed expertise in financial planning and investment consulting.

Christy Hornaday is a financial advisor at Stifel with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Stifel since 2015. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodology from its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and planning.

Thomas Howard is a financial advisor at Edward Jones with 27 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1998 and holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of investment strategies and affiliated capabilities, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices nationwide.

Eric Reinhardt is a financial advisor with LPL Financial in Little Rock, AR. He holds a Series 66 designation and has one year of industry experience. Prior to joining LPL Financial, he worked at Simmons Bank, Mass Mutual Investors Services, and Strategic Financial Partners/MassMutual Life Insurance Co. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Tammy Davis is a financial advisor at Ameriprise with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2005. In addition to her role at Ameriprise, she manages an advisory business at Petite Roche Wealth Management in Little Rock, AR. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement, typically with at least $1 million in net investable assets. The firm provides written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies, supported by a centralized consulting team that combines research, modeling, and tax-efficiency analysis.

Seth Haney is a financial advisor with Thrivent Investment Management in Little Rock, AR. He holds the Series 66 designation and has been with Thrivent since 2026. Prior to joining Thrivent, he worked in various roles including at Clark Contractors, Chambers Bank, Arkansas State Police, Walmart, Lowes Home Improvement, and Atkins High School. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering detailed written recommendations on topics such as retirement, tax, estate, and special needs planning. The firm’s approach combines holistic, goal-based analyses with managed-account services under a consolidated billing option called WealthPlan, while maintaining separation between planning and portfolio management.

Marlena Supina is a financial advisor at Edward Jones with 10 years of industry experience and holds the Series 66 designation. She has been with Edward Jones since 2015. Outside of her advisory role, she serves as an Avionics Systems Technician in the Arkansas Air National Guard. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets and offers a range of advisory services with a nationwide network of more than 23,000 financial advisors.

Charles Kinslow III is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Raymond James & Associates since 2013 in Little Rock, AR. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, charitable organizations, and government entities, offering financial planning and non-discretionary investment consulting through a variety of portfolio management styles and affiliated research.

Jennifer Gibson is a financial advisor with Ameriprise in Little Rock, AR, holding a Series 66 designation and four years of industry experience. Her prior work includes roles at Raymond James and Edward Jones, as well as experience outside finance at Michaels Supply Store and Hillcrest Family Clinic. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets, providing written recommendations that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored advice, primarily for clients with assets managed within Ameriprise accounts.