Sergio Ceja is a financial advisor with LPL Financial in Little Rock, AR, holding a Series 66 designation and 14 years of industry experience. He previously worked at U.S. Bancorp Investments, Inc. from 2013 to 2017 before joining LPL Financial. In addition to his advisory role, Ceja operates the Ceja Law Firm and manages SC Collectibles, an auction sales business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and nonprofits through a national network of advisers. The firm offers a range of advisory programs, financial planning, and retirement consulting, with both discretionary and non-discretionary management supported by proprietary and third-party research.

John Strange is a CFP® professional with 12 years of industry experience, currently serving at LPL Financial since 2021. His prior experience includes roles at Edward Jones, Waddell & Reed, Inc., and various insurance carriers associated with W&R Insurance Agencies. Strange also maintains an ongoing business interest in Rio Vista, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

James Garner is a financial advisor with Morgan Stanley in Little Rock, Arkansas, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. Prior to joining Morgan Stanley in 2025, he spent ten years at Raymond James & Associates. Outside of his advisory role, Garner is a half owner and partner in Double Eagle Investments LLC, a business investment venture unrelated to his financial advisory work. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individuals and institutions. The firm delivers tailored financial planning and investment services supported by structured planning tools and a variety of retail and institutional offerings.

Terrill Caswell is a financial advisor with Primerica Advisors in Little Rock, AR, holding Series 65 and Series 63 designations and 10 years of industry experience. He has been with Primerica Advisors since 2016 and is also involved with Griffin Leggett Funeral Home. Caswell receives compensation related to sales of loan products and home security and automation referrals through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors, offering model-based investment strategies supported by third-party asset managers and custodians.

Robin Goff is a financial advisor at Stifel with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel Nicolaus & Co Inc since 2018, following four years at LPL Financial. Stifel serves a broad range of clients, including individuals, institutional investors, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach uses proprietary methodology and probabilistic modeling developed by its Investment Strategy Group to provide asset allocation and planning analyses.

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.

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 11 years of industry experience. He previously worked at Morgan Stanley for two years and spent 18 years in an earlier Merrill role. He serves as a board member of the Benton Touchdown Club, where he helps organize fundraising events for local football programs. Merrill, along 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Brenden Sweeney is a CFP® professional with five years of industry experience, currently affiliated with Mass Mutual Investors Services in Little Rock, AR. Prior to his current role beginning in 2026, he worked for six years at Northwestern Mutual Wealth Management Company and related entities. His background also includes service in the U.S. Army and a brief role with Fluent Solar. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative annual planning relationships using firm-approved analytical tools and provides event-driven planning programs such as divorce and estate settlement planning.

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 credentials and bringing 22 years of industry experience. He worked at Edward Jones for 15 years before joining LPL Financial in 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management alongside various model portfolios and research resources.

Jen Huang is a financial advisor at Merrill with six years of industry experience. She holds the Series 65, Series 63, and Series 66 licenses. Prior to joining Merrill, Huang worked at Wells Fargo Clearing and Wells Fargo Bank, NA. Outside of her advisory role, she owns a jewelry business that buys and sells 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, 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 30 years of industry experience. She has worked with Wells Fargo affiliates since 2014 and serves as Treasurer of the West Little Rock Civitan Club. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and financial planning services to individuals, trusts, and institutions, with a broad planning menu and a variety of advisory and brokerage solutions.

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.