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.

Caleb Stokes is a financial advisor at Ameriprise in Little Rock, AR, holding Series 63 and Series 66 credentials. He has been with Ameriprise since 2026 and has a varied work history across several industries and roles since 2015. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Ameriprise 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.

William Mitchell is a financial advisor at Wells Fargo Advisors in Little Rock, AR, holding a Series 66 designation with five years of industry experience. Prior to joining Wells Fargo Advisors in 2021, he spent four years at the University of 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 range of planning services, including specialized areas such as business-owner transition planning and sports and entertainment planning, using proprietary research and tools to develop tailored recommendations.

Matthew Lloyd is a financial advisor with Wells Fargo Advisors in Little Rock, AR, holding a Series 66 designation and four years of industry experience. Prior to joining Wells Fargo Advisors in 2021, he worked for Martindale Landscape Solutions for 11 years. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering a broad range of investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm uses proprietary research and planning tools to develop tailored recommendations, serving clients who meet certain net-worth thresholds across various planning needs.

James Adams Jr. is a financial advisor with Stifel, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has been with Stifel since 2015. Outside of his advisory role, he serves as president of Hog Wheels, a sports event ticket purchasing organization based in Little Rock, AR. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses that support client decision-making.

Jim Moore is an Investment Consultant at Fidelity Investments, a position he has held since 2025. In his role, he collaborates with clients to develop and implement personalized financial plans that consider various aspects of their lives and priorities. He maintains ongoing contact with clients to ensure their plans remain aligned with their needs. Jim has extensive experience in financial services, having worked as a Financial Representative and Insurance Agent at Bankers Life & Casualty and Bankers Life Securities in 2025, and at Primerica Financial Services and PFS Investments from 2020 to 2025. Prior to that, he served as Senior Vice President at Crews & Associates from 1991 to 2019. His earlier roles include Financial Representative positions at Swink & Company in 1989-1990 and First Investors in 1986. He holds an Arkansas Insurance License. Outside of his professional work, Jim's interests include biking, family activities, fishing, fitness, and music, where he is an instrumentalist.

Bradley Isroff is a financial advisor with LPL Financial, holding a Series 66 designation and 22 years of industry experience. He has worked at LPL Financial since 2004 and was previously with CWM, LLC from 2014 to 2017. He serves as a successor trustee for his parents' trust. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and brokerage services supported by research and model portfolios.

Georgianna King is a financial advisor at Edward Jones with 10 years of industry experience. She holds the Series 66 designation and has been with Edward Jones and its affiliates since 2002. Outside of her advisory work, she shares booth rentals at local antique malls in North Little Rock, Arkansas, where she sells antiques and collectibles. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a wide range of account types. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors, offering both discretionary and non-discretionary investment solutions under a fiduciary standard.

Erin Whitt is a financial advisor at Wells Fargo Advisors with 11 years of industry experience. She holds the Series 66 designation and has been with Wells Fargo in various capacities since 2013. Outside of her advisory role, she holds ownership interests in multiple private businesses, including a partial investment in a franchise enterprise. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services. The firm offers tailored recommendations supported by proprietary research and planning tools, addressing diverse client needs such as retirement, education, business-owner transition, and special-needs planning.