Joel Rice Jr. is a CFP® and ChFC® with 37 years of experience at Edward Jones, where he has worked since 1989. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he is an owner of a real estate development business based in Beebe, Arkansas. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm provides a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Franklin Flemister is a Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to develop personalized financial strategies aimed at pursuing their short-, mid-, and long-term goals. Franklin serves as a resource for a range of financial matters including investing, retirement planning, and preparing for unexpected expenses. He also provides access to Bank of America specialists for banking, credit, home financing, and small business solutions. His approach involves collaborating with clients to address their financial goals, concerns, and questions, offering ongoing advice as their needs evolve. Franklin holds the professional designation of Personal Investment Advisor (PIA) and earned a Bachelor's Degree from the University of Arkansas.

Rosemary Ezell is a financial advisor at Merrill with 16 years of industry experience. She holds the Series 66 designation and has been with Merrill since 2016. 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 strategies managed by internal and third-party teams, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Thomas Dematti is a financial advisor at Ameriprise with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ameriprise since 2018, with prior roles at Centennial Bank and Investment Professionals Inc. He serves on the Board of Directors for the St. Charles Community Association in Little Rock, AR. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

John Lynch is a financial advisor at Stifel with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel since 2015. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Jennifer Kincannon is a financial advisor at Edward Jones in Little Rock, AR, holding the Series 66 designation with one year of industry experience. Her prior work includes roles at Edward Jones since 2019 and TTEC from 2018 to 2019, as well as a five-year tenure at Camp Mitchell Camp and Retreat Center. 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 and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Paul Rittelmeyer is a financial advisor with Raymond James & Associates in Little Rock, AR, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with Raymond James since 2012 and has been involved with Petal Card and Gilgamesh Fintech Ventures. Outside of advisory work, he serves on the advisory board of the Little Rock Compassion Center, a nonprofit organization. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning, investment consulting, and institutional fiduciary services, utilizing a range of investment strategies supported by firm research and affiliated sub-advisers.

William Thornton Jr. is a financial advisor with Edward Jones in Little Rock, Arkansas, holding Series 63 and Series 66 designations and 24 years of industry experience. He has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors. The firm offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

Nathane Davis is a financial advisor with Primerica Advisors in Little Rock, AR, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to his current role, he has worked at Ecolab, Blossoms, the Little Rock School District, Primerica Financial Services, and Koppers Inc. He is involved in the sale of investment-related products and also participates in referrals for home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-based strategies and a limited number of discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

David Faith is a financial advisor with LPL Financial, holding a Series 66 credential and three years of industry experience. His prior roles include positions at Cetera, Union Standard Insurance, and Nationwide Agribusiness Insurance. He is also the owner of Stoney Point Consulting, LLC and involved with D&M Holding Company, Inc., a business based in Arkansas. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a large network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and research-supported investment solutions including discretionary and non-discretionary management.

Russel Betts is a financial advisor with Equitable Advisors in North Little Rock, AR, holding Series 63 and Series 65 credentials and possessing 29 years of industry experience. He has been with Equitable Advisors since 1999, including its predecessor Axa Advisors, and concurrently serves as an officer and supervisor in the Arkansas National Guard since 1985. Equitable Advisors serves individual and institutional clients, offering financial planning, retirement plan consulting, and various asset management programs primarily through a network of Investment Adviser Representatives. The firm emphasizes aligning client information and risk tolerance with tailored advisory models, utilizing both proprietary and third-party solutions.

Ronald Moore Jr. is a financial advisor at Morgan Stanley with a Series 66 designation and eight years of industry experience. He has been with Morgan Stanley Private Bank and Morgan Stanley since 2018 and previously worked at Allergan Pharmaceuticals for two years. Outside of his advisory role, he serves on the finance committee of St. Francis Church and is a board member of the Riverdale Soccer Club, known as Arkansas Rising Soccer Club. He is also involved in agricultural business development as an officer of Moore Mountain Farms LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets, utilizing structured planning tools and advisory programs without providing individual security recommendations within standalone plans.

Paul Mayabb is a financial advisor at Edward Jones in Sherwood, Arkansas, holding Series 63 and Series 66 licenses with 25 years of industry experience. He has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Susan Crosby is a financial advisor with Wells Fargo Advisors, holding Series 63, 65, and 66 credentials and 22 years of industry experience. Her prior roles include positions at Wells Fargo Clearing Services, Bank of America, Merrill, and seven years as a self-employed advisor. Outside of her advisory work, she owns a wine bar and serves as an administrative assistant at Charis Bible College. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad planning menu that includes retirement, education, risk management, and specialized niche services. The firm combines advisory services with banking and other financial product offerings through a large network of advisors.

Hope Mulford is a financial advisor with LPL Financial in Little Rock, Arkansas, holding a Series 66 designation and having 11 years of industry experience. She previously worked at Wells Fargo Advisors and has been with LPL Financial since 2017. Mulford also manages a home-based appointment scheduling business unrelated to investments. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by in-house and third-party research.

Tracie Taylor is a financial advisor with Wells Fargo Advisors in Little Rock, Arkansas, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. She has been with Wells Fargo Advisors since 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business transitions, special needs, and divorce, utilizing proprietary research and planning tools.

James Alguire is a financial advisor with STIFEL in Little Rock, AR, holding Series 63 and Series 65 designations and 37 years of industry experience. He has been with STIFEL since 2015. 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.

Kevin Horn is a financial advisor at Wells Fargo Advisors with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked within various Wells Fargo entities since 2009. Horn is based in Little Rock, Arkansas. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu including niche services such as business-owner transition planning and sports & entertainment planning, using Wells Fargo research and tools to develop tailored recommendations.

April McDaniel is a Series 66-licensed financial advisor with Stifel in Little Rock, Arkansas, bringing 26 years of industry experience. She has been with Stifel since 2015. Outside of her advisory role, she is also a notary. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is guided by a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling for asset allocation and planning analyses.

Reggie Ritter is a financial advisor at Merrill with 18 years of industry experience and holds the Series 66 designation. He has worked at Merrill since 2007 and has been with Bank of America, N.A. since 2011. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.