Lori Norris is a financial advisor with Ameriprise in Jonesboro, AR, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has been with Ameriprise and its affiliate since 2011. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendations delivered by a centralized consulting team.

Jesse Ford is a Financial Advisor with Merrill Lynch Wealth Management. He holds the designations of CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA), highlighting his professional qualifications in the financial advisory field. Jesse earned a Bachelor's Degree from Hendrix College and completed a Master of Business Administration (MBA) from the University of Arkansas System. His educational background supports his expertise in financial planning and investment management.

Zachary Hoggard is a financial advisor with Ameriprise in Paragould, Arkansas, holding a Series 66 designation and six years of industry experience. His work history includes multiple roles at Ameriprise since 2018 and a brief tenure at Edward Jones. Prior to his financial services career, he worked in various positions including at Dairy Queen and in lawn care. Ameriprise provides retirement-income planning services aimed at individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm offers a wide range of advisory, brokerage, and insurance solutions through its large institutional platform.

Samantha Rutherford is a Series 66 licensed financial advisor with Merrill, based in Jonesboro, AR, and has four years of industry experience. Her prior roles include positions at Merrill Lynch and Bank of America. 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 model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, and institutions.

David Gutt is a financial advisor at Edward Jones with 24 years of industry experience. He has held Series 63 and Series 66 designations and has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers discretionary and non-discretionary investment strategies, tax-efficient services, and operates under a fiduciary standard, supported by a large nationwide network of financial advisors and branch offices.

Stacey Harral serves as the Senior Resident Director at Merrill, where she leads a six-person all-female team known as The Harral Group. With over 28 years of experience in wealth management, she specializes in family wealth management strategies, legacy planning, personal retirement planning, and financial planning for women as well as clients in sports and entertainment. Stacey directs the team's Jonesboro, Eastern Arkansas location. Stacey joined Merrill in 2006 after a decade at Morgan Stanley. Her expertise encompasses financial and investment-based strategies as well as estate and wealth transfer issues. She holds a Bachelor's degree from Arkansas State University and a Master's degree from the University of Arkansas at Little Rock. Stacey also holds the Personal Investment Advisor (PIA) designation. In addition to her professional work, Stacey participates in community service through organizations such as Habitat for Humanity. Outside of work, she enjoys baseball, cooking, running, and spending time with her family, including her husband, Dr. Russ Harral, and their two children, Emily and Russell.

Harold Clark is a financial advisor with OSAIC, holding the ChFC® designation and a Series 63 license, and has 43 years of industry experience. His career includes positions at Royal Alliance Associates, Signator Investors, and Transamerica Financial Advisors, as well as operating Clark Financial Services since 1981. Outside of advisory work, he is involved as a commercial office space landlord in Jonesboro, Arkansas. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, and charitable organizations through a large network of advisors. The firm provides integrated brokerage and advisory services, utilizing various investment platforms, asset-allocation tools, and third-party solutions to construct and manage portfolios tailored to client risk tolerance and preferences.

Mark Rowe is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. Prior to that, he worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he is a treasurer for a private hunting and tree-raising club, Clark Land Co LLC, where he maintains meeting minutes. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions grounded in modern portfolio theory. The firm includes a broad range of financial products in its investment menus and acts as an ERISA fiduciary when providing advice.

Christopher Copeland is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 15 years of industry experience. His career includes eight years at Bank of America and Merrill before joining Wells Fargo in 2019. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from the Wells Fargo Investment Institute and third-party sources.

Douglas Doggett is a financial advisor with Cetera based in Jonesboro, Arkansas, holding Series 63 and Series 66 licenses. He has 12 years of industry experience, including roles at Northwestern Mutual and Regions Bank. Doggett has been with Cetera and its affiliates since 2018. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers portfolio management, financial planning, and access to multiple program platforms and third-party managers, operating as a multi-manager platform with over $256 billion in assets under management and more than 10,000 advisors nationwide.

Capri Payne is a Series 66-licensed financial advisor with Edward Jones, based in Cherokee Village, AR, and has two years of industry experience. Prior to rejoining Edward Jones in 2025, Capri worked there from 2019 to 2025 and held positions at Empower and the State of Arkansas. Outside of financial services, Capri owns a food truck business called Smooches Burnouts LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and affiliated investment products. The firm manages over $1 trillion in assets and operates a large network of advisors and branch offices across the U.S.

Hannah Mc Ghee is a financial advisor at Thrivent Investment Management with two years of industry experience. She holds a Series 66 designation and has worked at Thrivent and its affiliate Barry Hesse - Thrivent since 2021. Prior to joining Thrivent, she held roles at Tyson Foods, GDH Consulting, Procter and Gamble, United Rentals, and Washington Regional. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm provides holistic, goal-based planning covering various topics, with planning services kept separate from managed-account programs under a consolidated billing option called “WealthPlan.”

Christopher Copeland is a CFP® professional with six years of industry experience, currently affiliated with Wells Fargo Clearing since 2020. His prior work includes roles at Blessings Golf Club and the University of Arkansas. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Steve Hubbard is a Senior Financial Advisor at Merrill Lynch Wealth Management. He holds professional designations as a Personal Investment Advisor (PIA) and a Retirement Accredited Financial Advisor (RAFA). Steve earned his Bachelor's Degree from Arkansas State University. His professional focus includes providing financial advice and wealth management services to clients.

John Mccarty is a financial advisor with Morgan Stanley in Jonesboro, AR, holding a Series 66 designation and 15 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2010 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive financial planning and investment advisory services. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by advanced modeling tools.

Kayden Trout is a financial advisor with Mass Mutual Investors Services in Jonesboro, Arkansas, holding Series 65 and Series 63 licenses. He has two years of industry experience and previously worked at Ridge Advisors and MassMutual Life Insurance Co. Outside of advising, Trout has been involved with Lewis Bakeries for six years. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive financial planning using firm-approved software and structures engagements as annual, collaborative relationships without discretionary authority.

Bethany Noto is a financial advisor at LPL Financial with seven years of industry experience and holds a Series 66 designation. Her prior roles include positions at First Horizon Bank, Bank of America, Merrill, and Centennial Bank. She serves on the boards of the United Way of Northeast Arkansas and the St. Bernards Development Foundation. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment solutions supported by advanced research tools and a broad network of over 22,800 advisors.

Brandon Johnson is a financial advisor at Mass Mutual Investors Services with 14 years of industry experience. He holds the Series 63 and Series 65 designations. His prior roles include positions at Northwestern Mutual Life Insurance Company and Northwestern Mutual Investment Management from 2009 to 2019. Outside of his advisory work, Johnson is involved in an LLC that manages income and business expenses. Mass Mutual Investors Services operates as a subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes collaborative, annual financial planning engagements using firm-approved software to analyze client goals.

Stuart Reid is a financial advisor with Raymond James & Associates in Jonesboro, Arkansas, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, he owns a business that measures running courses such as 5Ks and 10Ks. 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, institutions, pension plans, and municipalities, offering financial planning, investment consulting, and institutional fiduciary solutions with a range of portfolio management styles and municipal advisory services.

Tiaan Steenkamp is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in helping clients identify their financial goals and developing strategies tailored to their personal and family needs. Tiaan holds the Professional Investment Advisor (PIA) designation, underscoring his commitment to professional standards in investment advising. He earned both his Bachelor's Degree and his Master of Business Administration (MBA) from Arkansas State University.