Melissa Kohler is a financial advisor with LPL Financial in Little Rock, AR, holding a Series 66 designation and 20 years of industry experience. She has worked with LPL Financial since 2009 and was previously with UBS Financial Services from 2006 to 2009. Kohler also operates Kohler Investment Management as a sole proprietorship related to her LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Romelia Jones is a financial advisor at Ameriprise with three years of industry experience. She holds a Series 66 designation and has been with Ameriprise since 2021. Prior to her advisory role, she worked in various other positions including at Grotto Pizza and the University of Delaware. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized 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.

Richard Greer is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America and Merrill. Greer is currently based in Little Rock, Arkansas. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a variety of advisory programs including tailored financial planning. The firm employs a structured planning process using proprietary tools and models, managing approximately $2.74 trillion in client assets.

Sergio Ceja is a financial advisor with LPL Financial in Little Rock, AR, holding a Series 66 registration and 15 years of industry experience. He has previously worked at U.S. Bancorp Investments, Morgan Stanley, and Forvis Mazars Wealth Advisors. Outside of his advisory role, Ceja is involved as a FINRA arbitrator, operates a law firm, and manages an auction sales business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and third-party asset management, supported by extensive technology and operational platforms.

John Strange is a CFP® with 12 years of industry experience, currently serving as a financial advisor at LPL Financial since 2021. His prior roles include positions at Edward Jones, Waddell & Reed, and various insurance carriers, as well as operating Rio Vista, Inc. He maintains ongoing involvement with Rio Vista, Inc. outside his advisory work. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals and institutions, utilizing a broad platform that includes financial planning, model portfolios, and institutional strategies.

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 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 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 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 65, Series 63, and Series 66 licenses. Prior to joining Merrill in 2019, she worked at Wells Fargo Clearing and Wells Fargo Bank, NA. Outside of her advisory role, she owns and operates 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

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.