Edward Burchfield Jr. is a financial advisor with Cetera, holding a Series 66 designation and nine years of industry experience. His work history includes roles at Regions Bank, Cetera Investment Services LLC, Bankers Life Securities Inc., and Bankers Life and Casualty. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, employer-sponsored retirement, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options and operates with more than 10,000 advisors and over $256 billion in assets under management.

Andrew Masters is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has previously worked at US Bank, U.S. Bancorp Investments, MWA Financial Services, Modern Woodmen of America, Regions Bank, Harris Teeter, and Academy Sports and Outdoors. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm delivers these services alongside affiliated brokerage, distribution, and investment management capabilities.

Ross Burnett is a Wealth Management Advisor at Merrill Lynch Wealth Management. He and his team specialize in providing comprehensive investment and wealth management services, focusing on business owners and families. Ross works closely with clients in areas including equity compensation services, family wealth management strategies, legacy planning, personal retirement planning, socially responsible investing, and tax minimization. He holds multiple professional designations such as Certified Financial Planner (CFP), Certified Investment Management Analyst (CIMA), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Ross studied Biochemistry with a Pre-Med focus at the University of Arkansas Fulbright Honors College, aiming to serve others, a goal he continues in his financial advisory career. Ross participates actively in his community through involvement with organizations including Create Little Rock, Rotary Club 99, The HAT Club, Ballet Arkansas, Hillcrest Harvestfest, and P.A.R.K. He enjoys biking, cooking, fishing, hiking, hunting, running, traveling, and dedicates time to serving his community at church and elsewhere.

Tod Alstadt is a financial advisor with Primerica Advisors in Little Rock, AR, holding Series 63 and Series 65 licenses and possessing 12 years of industry experience. He has worked at PFS Investments Inc. since 2014 and Primerica Financial Services since 2013. Alstadt is the owner of The Alstadt Group, LLC, an investment-related business in Little Rock. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed accounts for individual and high-net-worth clients. The firm uses a tiered wrap-fee structure and curates third-party asset managers, with portfolio implementation delegated to BNY Mellon Advisors.

Corbin Cobbs is a financial advisor with Primerica Advisors in Little Rock, AR, holding Series 63 and Series 65 licenses and 16 years of industry experience. He has worked with PFS Investments Inc. since 2009 and Primerica Financial Services since 2007. Outside of advisory services, he is involved in the sale of loan products and home security and automation services through affiliates of PFS Investments Inc. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and utilizes a tiered wrap-fee structure for its services.

Ginger Young is a Financial Consultant I at Fidelity Investments, a role she has held since 2026. Prior to this, she served in several capacities within the financial services industry, including Planning Consultant and Relationship Manager at Fidelity Investments, as well as Associate Financial Advisor and Marketing and Events Coordinator at GenWealth Financial Advisors. Throughout her career, Ginger has developed expertise in financial planning and client relationship management. She approaches her work with a focus on collaboration, working alongside clients to develop personalized plans aimed at achieving both short-term and long-term financial goals. Ginger holds an Arkansas Insurance License, which supports her work in financial consultancy. She emphasizes the importance of inquiry and strong communication in building effective client relationships.

Garrett Jackson is a financial advisor with LPL Financial in Little Rock, AR, holding a Series 66 credential and 11 years of industry experience. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, Garrett owns and operates Uptrend Enterprises, LLC, an estate planning vehicle. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services supported by research, model portfolios, and both discretionary and non-discretionary management.

Madeline Orbin is a CFP® and holds a Series 66 license with six years of industry experience. She is currently with Ameriprise Financial Services, LLC and has previously worked at Edward Jones, Thrivent Financial, Pruco Securities LLC, and other firms. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored retirement planning and tax-aware withdrawal strategies through a centralized service team.

Gordon Hartley III is a Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to develop personalized financial strategies that align with their unique goals and priorities. His services include retirement planning, college education funding, family wealth management, legacy planning, tax minimization, and retirement income strategies. Gordon focuses on simplifying the financial planning process and fostering transparent client relationships. Gordon earned a Bachelor's degree in Business Information Systems from the University of Arkansas at Little Rock, graduating summa cum laude. He holds the CERTIFIED FINANCIAL PLANNER™ (CFP) designation, the Chartered Retirement Planning Counselor™ (CRPC) certification, and the Personal Investment Advisor (PIA) credential. He began his financial services career at Price Investment Group, where he obtained his Series 7 and 66 FINRA registrations as well as an Arkansas insurance license, before joining Merrill Lynch as a Financial Advisor. In addition to his professional expertise, Gordon speaks English and Russian. Outside of work, he enjoys antiquing, golfing, pickleball, swimming, and traveling.

Melissa Cary is a financial advisor with Cetera in Little Rock, AR, holding a Series 65 designation and one year of industry experience. Prior to joining Cetera, she worked at Avantax Advisory Services and has been a member of Landmark PLC, Certified Public Accountants since 2008, where she reviews tax returns, manages staff, and consults with clients. She also serves on the Federal Tax Institute Committee for the Arkansas Society of CPAs, organizing continuing education events. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a multi-manager platform that offers a range of portfolio management, financial planning, and consulting services. The firm supports both discretionary and non-discretionary accounts and provides access to affiliated and third-party money managers across various program structures.

Jordan Long is a financial advisor with Ameriprise in Sherwood, Arkansas, holding a Series 66 designation and five years of industry experience. Prior to joining Ameriprise in 2023, he worked at Sowell Management and served five years in the US Army. He is a member of the North Little Rock Rotary Club Board of Directors, serving as Director of Membership and Recruitment. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, offering tailored recommendation reports that incorporate tax-efficient strategies and income planning. The firm combines research, modeling, and algorithmic tools to deliver personalized advice through a centralized consulting team.

Claudia Parham is a financial advisor at Merrill with nine years of industry experience. She holds Series 63 and Series 66 licenses and has been with Merrill since 2017. Prior to joining Merrill, she had brief periods working with US Shipping and Postal LLC and intervals of unemployment. 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 serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Christopher Bequette is a financial advisor with LPL Financial in Little Rock, AR, holding a Series 66 designation and 26 years of industry experience. He has been with LPL Financial since 2007. Outside of his advisory role, he works as a radio color commentator for college football bowl games. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, research resources, and technology-driven strategies.

Franklin Flemister is a Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to develop personalized financial strategies aimed at pursuing their short-, mid-, and long-term goals. Franklin serves as a resource for a range of financial matters including investing, retirement planning, and preparing for unexpected expenses. He also provides access to Bank of America specialists for banking, credit, home financing, and small business solutions. His approach involves collaborating with clients to address their financial goals, concerns, and questions, offering ongoing advice as their needs evolve. Franklin holds the professional designation of Personal Investment Advisor (PIA) and earned a Bachelor's Degree from the University of Arkansas.

Rosemary Ezell is a financial advisor at Merrill with 16 years of industry experience. She holds the Series 66 designation and has been with Merrill since 2016. 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 managed by internal and third-party teams, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Thomas Dematti is a financial advisor at Ameriprise with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ameriprise since 2018, with prior roles at Centennial Bank and Investment Professionals Inc. He serves on the Board of Directors for the St. Charles Community Association in Little Rock, AR. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Danielle Hearn is a financial advisor at Raymond James Financial with five years of industry experience. She holds a Series 66 designation and has been with Raymond James Financial Services Advisors since 2020. Outside of her advisory role, she has been involved with McClure Fitness since 2014. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning and employs analytical tools to support client goals, with a notable affiliation in municipal advisory and specialized retirement plan consulting.

Tara Cobb is a financial advisor at Ameriprise in Little Rock, AR, holding a Series 66 designation with 14 years of industry experience. She has been with Ameriprise and its affiliated entities since 2010. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specified asset criteria, delivering written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to generate tailored recommendations, offering a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Jennifer Kincannon is a financial advisor at Edward Jones in Little Rock, AR, holding the Series 66 designation with one year of industry experience. Her prior work includes roles at Edward Jones since 2019 and TTEC from 2018 to 2019, as well as a five-year tenure at Camp Mitchell Camp and Retreat Center. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Paul Rittelmeyer is a financial advisor with Raymond James & Associates in Little Rock, AR, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with Raymond James since 2012 and has been involved with Petal Card and Gilgamesh Fintech Ventures. Outside of advisory work, he serves on the advisory board of the Little Rock Compassion Center, a nonprofit organization. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning, investment consulting, and institutional fiduciary services, utilizing a range of investment strategies supported by firm research and affiliated sub-advisers.