Terrill Caswell is a financial advisor with Primerica Advisors in Little Rock, AR, holding Series 63 and Series 65 credentials and having 10 years of industry experience. In addition to his advisory role since 2016, he has worked at Griffin Leggett Funeral Home since 2019. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm employs model-delivery strategies and has approximately 3,998 advisors managing around $15.5 billion in assets under management.

Robin Goff is a financial advisor at Stifel with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Stifel Nicolaus & Co Inc since 2018, following four years at LPL Financial. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Tyler Thompson is a financial advisor at Raymond James & Associates with four years of industry experience. He holds a Series 66 designation and previously worked at Arvest Wealth Management and Arvest Bank. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and charitable organizations, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Scott McKinney is a Planning Consultant at Fidelity Investments, where he collaborates with clients to develop personalized financial plans that align with their unique family situations and goals. He emphasizes a planning process that involves understanding each client's story to co-create effective strategies. Scott has been with Fidelity Investments since 2023, progressing through roles including Financial Representative and Relationship Manager before becoming a Planning Consultant. He holds an Arkansas Insurance License. Outside of his professional work, Scott enjoys golf, hiking, reading, soccer, and spending time with his pets.

Aaron Warriner is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked in education at several institutions, including Arkansas Connections Academy, Arkansas Tech University, South Arkansas Community College, and White Hall High School. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with a large network of financial advisors and branch offices nationwide.

April Pollard is a CFP®, ChFC®, and Series 66-registered financial advisor with 12 years of experience at Edward Jones in Little Rock, AR. She has served as Executive Director of the nonprofit Women Influencers since 2017, organizing local networking events. Additionally, Pollard is an author and podcast host based in Sherwood, AR. Edward Jones is a full-service wealth management firm serving more than four million clients, offering a range of advisory programs, managed solutions, and affiliated investment products through a nationwide network of financial professionals.

Joshua Monson is a financial advisor at Merrill with 12 years of industry experience and holds a Series 66 designation. He previously worked at Merrill from 2004 to 2022 and Morgan Stanley from 2022 to 2024 before returning to Merrill in 2024. Monson serves as a board member of the Benton Touchdown Club in Arkansas, where he assists in organizing community football events. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Brenden Sweeney is a CFP® professional with five years of experience, currently serving as a financial advisor at Mass Mutual Investors Services in Little Rock, AR. He previously worked for Northwestern Mutual in various capacities from 2020 to 2026 and has a background that includes service in the U.S. Army from 2015 to 2020. Outside of financial services, he has experience with Fluent Solar and Colorado Parks and Wildlife. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements using advanced analytical tools and offers specialized programs including divorce planning and event-driven planning services.

Kristopher Kriesel is a financial advisor with Cetera, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Regions Bank and GameStop. He is a 50% owner of Kriesel Properties LLC. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, corporate, charitable, and institutional accounts, offering a range of portfolio management and financial planning services through a nationwide network of independent advisors.

Nathan Poston is a financial advisor with Cetera who holds a Series 65 credential and has three years of industry experience. Prior to joining Cetera in 2025, he worked at Avantax Advisory Services for three years. He is also a member of Landmark PLC, Certified Public Accountants, where he has been involved in audit, tax, and bookkeeping services since 2007. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and employs a multi-manager platform featuring diverse investment strategies.

Dustin Hall is a financial advisor with J.P. Morgan Securities and holds a Series 66 designation. He has 13 years of industry experience, including prior roles at Edward Jones, Massachusetts Mutual Life Insurance, Bank of America, and Merrill. He is based in North Little Rock, Arkansas. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Thomas Shurgar Jr. is a financial advisor with LPL Financial in Little Rock, AR, holding Series 63 and Series 66 licenses and having 23 years of industry experience. He worked at Edward Jones for 15 years before joining LPL Financial in 2018. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive operational tools and oversight of more than $819 billion in discretionary assets.

Jen Huang is a financial advisor at Merrill with seven years of industry experience. She holds Series 63, Series 65, and Series 66 designations. Prior to joining Merrill in 2019, she worked at Wells Fargo Clearing and Wells Fargo Bank. Outside of her advisory role, she owns JH Jewelry Collection, a business involved in buying and selling accessories. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pensions, corporations, and charitable organizations.

Rosa Parrish is a financial advisor with Wells Fargo Advisors in Little Rock, AR, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. Her prior work includes roles at Edward Jones and various Wells Fargo entities dating back to 2014. She serves as Treasurer for the West Little Rock Civitan Club. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers a broad range of financial planning and investment services to individuals, trusts, and institutional clients. The firm provides tailored recommendations supported by Wells Fargo research and planning tools, with services spanning from retirement and education planning to specialized areas such as business-owner transition and special-needs analysis.

Morgan Keyes is a CFP® professional with 23 years of industry experience, currently serving at Wells Fargo Clearing since 2016. Prior to this, he worked at Wells Fargo Advisors LLC from 2009 to 2016. Based in Little Rock, AR, Keyes holds several trustee and power of attorney roles for family trusts and related entities. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives, demographics, and risk tolerances.

Timothy Rafferty is a financial advisor with Raymond James & Associates in Little Rock, AR, holding a Series 66 designation and 22 years of industry experience. He worked for Simmons First Investment Group, Inc. for ten years before joining Raymond James & Associates in 2019. Raymond James & Associates is a large, dually registered broker‑dealer and SEC‑registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional investors, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Manon Tounalom is a financial advisor at Wells Fargo Advisors with 5 years of industry experience. She holds the Series 66 designation and has previously worked at Rutgers Business School and Ball State University. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, utilizing proprietary research and planning tools to develop tailored recommendations.

Eugene Krupitsky is a financial advisor with Primerica Advisors in Little Rock, AR, holding Series 63 and Series 65 licenses and having 15 years of industry experience. He has been associated with PFS Investments Inc. since 2010 and Primerica Financial Services since 2009. In addition to his advisory work, Krupitsky serves as an elected member of the Little Rock School Board. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm emphasizes a tiered wrap-fee structure and curates third-party asset managers while maintaining oversight of its investment models.

Caleb Stokes is a financial advisor at Ameriprise in Little Rock, AR, holding Series 63 and Series 66 credentials. He has been with Ameriprise since 2026 and has a varied work history across several industries and roles since 2015. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Ameriprise Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

William Mitchell is a financial advisor at Wells Fargo Advisors in Little Rock, AR, holding a Series 66 designation with five years of industry experience. Prior to joining Wells Fargo Advisors in 2021, he spent four years at the University of Arkansas. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition planning and sports and entertainment planning, using proprietary research and tools to develop tailored recommendations.