Wendy Rooney is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones in 2021, she worked for seven years at Realty Title & Escrow Services. Rooney holds a Series 66 designation and is based in Hot Springs, Arkansas. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional investors. The firm offers a range of investment strategies and operates under a fiduciary standard, supporting clients through a large network of financial advisors and branch offices nationwide.

Alan Spraggins is a financial advisor with LPL Financial in Hot Springs, AR, holding a Series 66 designation and 10 years of industry experience. He previously worked at Edward Jones from 2016 to 2020 before joining LPL Financial in 2020. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services, utilizing model portfolios and research from internal and third-party sources.

Emily Pratt is a financial advisor at Ameriprise with 25 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005 and holds a Series 66 designation. Outside of her advisory role, she works as a paraplanner providing administrative support for Oak Tree Premier Management Services, LLC. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendation reports, supported by an automated process overseen by a dedicated retirement-income consulting team.

Thomas Womack is a financial advisor with Edward Jones in Hot Springs, AR, holding the Series 66 designation and possessing nine years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

James Barnard is a CFP® with 11 years of industry experience, all of which have been with Edward Jones since 2015. He is based in Hot Springs Village, AR, and holds a Series 66 license. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management and operates a nationwide network of over 23,700 financial advisors.

Brenda Bahena is a financial advisor at Morgan Stanley with four years of industry experience. She holds a Series 66 designation and has worked within Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2022. Outside of her advisory role, she serves on the finance committee of St Mary of the Springs Catholic Church and is a member of the Business Division Advisory Council at National Park College. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery conversations and utilizes firm-approved tools to model financial outcomes.

Heather Smith is a Series 66 credentialed financial advisor with Edward Jones in Hot Springs Village, AR. She has 18 years of industry experience and has been with Edward Jones since 2007. Outside of her advisory role, she owns a rental property in Waldron, AR. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and provides a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Jennifer Pickle is a Series 66 licensed financial advisor with Edward Jones in Malvern, Arkansas. She has four years of experience at Edward Jones and previously worked in sales and customer service roles, including five years at Cellular Sales. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Canyon Geisleman is a CFP® with six years of industry experience, currently advising at Raymond James Financial Services Advisors. He has worked at Raymond James in various capacities since 2019 and has prior experience in education and community roles. Geisleman is also president of Grand Canyon Financial, LLC, a support company focused on payroll and retirement plan implementation. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, corporations, and institutions. The firm employs non-discretionary planning and analytical tools to tailor recommendations to client goals and supports municipal and public finance work through affiliated advisory services.

Jason Prince is a financial advisor at Charles Schwab with 27 years of industry experience. He previously worked for Morgan Stanley Smith Barney for 13 years before joining Schwab in 2022. He holds Series 63 and Series 66 credentials and serves as a FINRA arbitrator, working on panels for broker-dealer and FINRA complaints. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment guidance supported by multi-asset model portfolios and centralized operational infrastructure.

Scott Helberg 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. Outside of his advisory role, he is involved with two local businesses in Malvern, Arkansas: a farm property partnership and a retail yarn company, where he assists with routine upkeep. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and maintains a large network of financial advisors and branch offices across the country.

Jordan Horner is a Series 66-licensed financial advisor with seven years of industry experience. He currently works at Wells Fargo Clearing, joining in 2023, and has prior experience at First Security Bank, Garland and Greenwood CPAs and Advisors PLLC, and Bank Ozk. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Robert Walker Jr. is a financial advisor with Stifel in Hot Springs, Arkansas, holding a Series 66 designation and 14 years of industry experience. Prior to joining Stifel in 2019, he worked for Morgan Stanley Private Bank, National Association from 2015 to 2019. He serves on the board of the Hot Springs Country Club. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies developed by its Investment Strategy Group, providing forward-looking analyses for asset allocation and financial planning.

Keith Bowers is a financial advisor with Edward Jones, holding a Series 66 designation and four years of industry experience. He served in the United States Marine Corps for 21 years before joining Edward Jones in 2021. Outside of his advisory role, he is the CFO of Brilliant Digital Strategy, an information technology firm. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Patricia Rosson is a financial advisor with Morgan Stanley in Hot Springs, AR, holding Series 63 and Series 66 licenses and having 19 years of industry experience. She previously worked at Wells Fargo Advisors and Stephens Inc before joining Morgan Stanley in 2019. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services through its Financial Advisors and Estate Planning Strategies Group.

Cara Bunn is a financial advisor at Edward Jones in Hot Springs, AR, holding a Series 66 designation with five years of industry experience. Prior to Edward Jones, she worked at Allied Government Solutions and the Arkansas Passport Center. Outside of her advisory work, she is an executive consultant selling skincare products with Rodan and Fields. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets with a network of over 23,700 advisors. 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.

Noah Lankford is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and has prior work experience in various roles including at Central Arkansas Trolling Motors and Anthony Timberlands. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Jesse Bass is a Series 66 licensed financial advisor with Edward Jones in Hot Springs, Arkansas, where he has worked since 2011. He has 15 years of industry experience at the firm. 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 under management and offers a range of discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and proprietary money market options.

Mary Vander Weyst is a financial advisor with Cetera, holding a Series 66 designation and 25 years of industry experience. She has been with Cetera and its related entities since 2018, and her prior experience includes a role at Valic Financial Advisors in 2018 and MRK through HD Vest Investment Services from 2016 to 2017. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers through a multi-manager platform with diverse program options and custodial relationships.

Gabriel Fisher is a CFP® professional with 14 years of industry experience, currently advising clients at Edward Jones since 2011. He holds the Series 66 designation and is based in Hot Springs, AR. Outside of advising, he is a co-owner and manager of a commercial real estate business that owns the office building housing his Edward Jones branch. Edward Jones is a full-service wealth management firm serving individual and institutional clients across the United States. The firm manages a broad range of advisory programs and investment solutions, supported by a nationwide network of over 23,000 financial advisors.