John Shrewsbury is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. His prior roles include 15 years at Genwealth Financial Advisors and over two decades at LPL Financial. Outside of advising, he owns Momentum Media, an advertising agency based in Arkansas. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement consulting. The firm employs a network model with several hundred independent advisory representatives and uses various portfolio management strategies supported by technology platforms and third-party managers.

Mona Khairi is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. Her prior roles include positions at GenWealth Financial Advisors and LPL Financial. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement consulting. The firm combines independent advisory representatives with sophisticated portfolio management techniques and leverages technology platforms to support integrated planning and coaching services.

Adam Burke is a financial advisor at Independent Advisor Alliance, LLC, holding Series 63 and Series 65 licenses. He has experience working with LPL Financial and a background that includes roles in education and small business operations. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, and charitable organizations, providing asset management, financial planning, and retirement plan consulting. The firm employs a network model supported by discretionary and non-discretionary portfolio management and offers access to various strategies and technology platforms.

Scott Inman is a financial advisor with Independent Advisor Alliance, LLC and holds a Series 66 designation. He has 10 years of industry experience, including roles at LPL Financial and GenWealth Financial Advisors. Outside of his advisory work, he is a co-owner of Momentum Media, a non-investment-related business. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering services such as asset management, financial planning, and retirement consulting. The firm employs a network model with several hundred advisors and integrates technology platforms to support portfolio management and estate planning.

Alec Daril is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 65 licenses and three years of industry experience. He has worked at Independent Advisor Alliance and LPL since 2022 and has held various positions including roles at the University of Arkansas and in small business ventures. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement consulting. The firm employs a network model of advisory representatives who utilize discretionary and non-discretionary portfolio management, leveraging technology platforms and third-party managers to deliver comprehensive services.

Alisha Bailey is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 65 designations and bringing 20 years of industry experience. She has worked at GenWealth Financial Advisors, LLC and LPL Financial, LLC, with overlapping tenures spanning nearly two decades. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement consulting services. The firm utilizes a network model with independent advisory representatives and a range of portfolio management strategies supported by technology platforms.

Janet Walker is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 65 licenses and 25 years of industry experience. She previously worked at GenWealth Financial Advisors, LLC for 15 years and has been associated with LPL Financial for over two decades. Outside of her advisory work, she owns an advertising agency called Momentum Media. Independent Advisor Alliance serves a diverse range of clients including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement consulting services. The firm employs both discretionary and non-discretionary portfolio management strategies and integrates technology platforms to support comprehensive wealth and estate planning.

Erin Eason is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 24 years of industry experience. She has worked at notable firms including Morgan Stanley, Merrill, and UBS Financial Services. Outside of her advisory role, she is involved in hospitality management and caregiving activities in her local community. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and utilizes technology platforms alongside a variety of investment strategies, often implementing advice through third-party managers and TAMPs.

Patrick Dennis is a financial advisor at TIAA-CREF with 21 years of industry experience. He has held his current role since 2015 and holds the Series 63 and Series 65 designations. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm distinguishes between point-in-time planning services and ongoing portfolio management, serving clients often connected through employer retirement plans and acting as adviser to a donor-advised fund.

Caroline Rodriguez is a financial advisor at CWM, LLC with two years of industry experience. She holds a Series 66 designation and has worked at several firms, including Edward Jones and Cetera Wealth Services, prior to joining CWM. Outside of advisory work, she manages a vacation rental property in Hot Springs, Arkansas. CWM, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, high-net-worth families, foundations, and institutions. The firm offers portfolio management, financial planning, and retirement-plan services, utilizing discretionary model portfolios overseen by an in-house Investment Committee.

Anna Olive is a Series 66-licensed financial advisor with 21 years of industry experience. She is currently with Independent Advisor Alliance, LLC and has previously worked at LPL Financial, GenWealth Financial Advisors, and Ameriprise Financial Services. Outside of her advisory roles, she has been associated with a business entity named AJ's Hauling for tax and investment purposes. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, wealth coaching, and retirement plan consulting. The firm employs both discretionary and non-discretionary portfolio management strategies and integrates technology platforms to support asset aggregation, rebalancing, and estate planning.

Dustin Dandurand is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 65 credentials and one year of industry experience. His prior work includes roles at LPL Financial, Peoples Bank, Simmons Bank, and BancorpSouth Bank, as well as a position at Third Baptist Church. He is also involved with GenWealth Financial Advisors, an RIA business and LPL DBA in Bryant, Arkansas. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement consulting through discretionary and non-discretionary portfolio management. The firm leverages various investment strategies and technology platforms while operating a network model of advisory representatives under independent DBAs.

Beth Roberts is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 licenses and 15 years of industry experience. Her prior roles include positions at Regions Bank, Fidelity Investments, Cetera Investment Services, LPL Financial, Bank of America, Merrill, Stephens Inc., TD Ameritrade, and Scottrade. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing in its planning approach and serves a large participant base relative to its advisor headcount.

Richard Patterson is a financial advisor with Eagle Strategies (NY Life) based in Little Rock, Arkansas. He holds the ChFC® designation and Series 63 license, with 44 years of industry experience. Patterson has been affiliated with Eagle Strategies since 2004 and operates his own business, Patterson Financial Group, selling New York Life products and brokering non-registered insurance products. He is also active as a deacon and volunteer in his local Catholic church, leading scripture study discussions. Eagle Strategies serves individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored advice across multiple program types and manages the majority of its assets on a non-discretionary basis, working within an integrated New York Life affiliate structure.

Troy Johnson is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and bringing 10 years of industry experience. He previously worked with LPL Financial and GenWealth Financial Advisors. Johnson is involved in multiple investment-related activities, including advisory services through Independent Advisor Alliance. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement plan consulting. The firm employs both discretionary and non-discretionary portfolio management strategies and utilizes technology platforms to support asset aggregation and estate planning.

Robert Holdford is a financial advisor with CWM, LLC based in Little Rock, AR, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been involved with Cetera Wealth Services, LPL Financial, and Wealth Management, Inc., among other roles. Outside of advising, he is an author and owner of a publishing company, a musician in a pop/rock cover band, and a life coach contributing to personal development content. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm provides portfolio management, financial planning, retirement-plan services, and sub-advisory options, utilizing model portfolios governed by an in-house Investment Committee and a combination of fundamental and technical analysis.

Jacob Grice is a financial advisor with Independent Advisor Alliance, LLC and holds a Series 66 designation. He has two years of industry experience, including roles at LPL Financial LLC and prior positions outside the advisory field. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement consulting. The firm utilizes a network model of advisory representatives and integrates various investment strategies and technology platforms to support client needs.

Eric Britt is a financial advisor at TIAA-CREF with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has been with TIAA-CREF since 2014. Outside of finance, he is a musician and sole proprietor involved in music sales. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm separates one-time financial planning from ongoing portfolio management and acts as adviser to a donor-advised fund while operating within a vertically integrated group using affiliated funds.

Angela Cutler is a financial advisor with TIAA-CREF in Little Rock, Arkansas, holding Series 65 and Series 66 licenses and bringing 12 years of industry experience. She has been with TIAA-CREF since 2015 and previously worked at Ameriprise for one year. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm serves clients often connected through TIAA-administered employer retirement plans and offers a range of advisory services including referrals to affiliated services such as TIAA Trust.

Parker Marshall is a CFP® credentialed financial advisor with 10 years of industry experience, currently with Charles Schwab in Little Rock, AR. His career includes previous roles at TD Ameritrade, Ameriprise Financial Services, Bankers Life, Bank of America, and Merrill. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment management supported by multi-asset model portfolios and alternative investment options.