Hunter Mullings is a financial advisor at Ameriprise with a Series 66 credential and no prior industry experience. His work history includes roles in wealth management and various positions outside the financial sector, such as at Sigma Supply of North America and several universities. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides customized recommendations and ongoing advice focused on 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 at Merrill Lynch Wealth Management. Since joining Merrill in 1997, he has worked with high-net-worth clients to pursue their wealth management goals, addressing professional, personal, or combined objectives. Douglas collaborates with clients’ attorneys, accountants, and other advisors to provide financial advice and guidance tailored to their overall situations and goals. Douglas holds a Bachelor's Degree from the University of Arkansas System and has earned the Certified Financial Planner (CFP) and Personal Investment Advisor (PIA) designations. He is committed to delivering a high level of client service and satisfaction. Beyond his professional work, Douglas serves on the boards of Arkansas Children's Hospital and Goodwill Industries of Arkansas, including the Goodwill Industries of Arkansas Foundation Board. 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.

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 three years of industry experience. He holds the Series 66 designation and has previously worked at US Bank, U.S. Bancorp Investments, Inc., MWA Financial Services Inc., Modern Woodmen of America, Regions Bank, and Harris Teeter. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm operates within the larger J.P. Morgan organization and offers a specialized suite of services with access to a broad range of products.

Ross Burnett is a Wealth Management Advisor at Merrill Lynch Wealth Management. He provides comprehensive investment and wealth management services, with a focus on areas such as equity compensation services, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, socially responsible and values-based investing, women and wealth, individual and corporate investment strategy, tax minimization, and retirement income. Ross holds a degree in Chemistry from the University of Arkansas Fulbright Honors College, where he studied Biochemistry and Pre-Med. He is a 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). His background and credentials support his approach to developing personalized financial strategies to help clients pursue their long-term goals. Outside of his professional role, Ross is involved in his community through organizations such as Create Little Rock, Rotary Club 99, The HAT Club, Arkansas Food Bank, Hillcrest Harvestfest, and Rotary International. His personal interests include biking, cooking, fishing, hiking, hunting, running, and traveling. He enjoys spending time with family and friends and serving his community.

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 Series 66-licensed financial advisor with 11 years of industry experience, currently with LPL Financial. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing, accumulating a total of 10 years at those firms. He owns and operates Uptrend Enterprises, LLC, an estate planning vehicle based in Little Rock, AR. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a broad range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools and a network of over 22,800 advisors.

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 with Merrill in Little Rock, AR, holding Series 63 and Series 66 licenses and having nine years of industry experience. She has been with Merrill since 2017, and previously worked with US Shipping and Postal LLC. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for a range of clients including individuals, pension plans, corporations, and charitable organizations. The firm uses internal and third-party investment teams and incorporates tactical asset allocation and tax-aware strategies.