Kaitlin King is a financial advisor with Edward Jones in Benton, Arkansas, holding a Series 66 designation and four years of industry experience. Her prior roles include positions at Centennial Bank and Summerwood Partners, LLC. 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 programs and investment strategies supported by a large national network of financial advisors and branch offices.

Melissa Holland is a financial advisor at Edward Jones in Little Rock, AR, holding Series 63 and Series 66 licenses with one year of industry experience. Prior to joining Edward Jones, she worked in various roles including ownership of Advanced Physical Therapy, where she serves as president overseeing overall operations. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Jordan Clark is a financial advisor at Morgan Stanley with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Raymond James & Associates, Independent Advisor Alliance, LPL Financial, and GenWealth Financial Advisors. His background also includes experience outside the financial sector at Everett Buick GMC and US Pizza. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning services supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers planning primarily in an advisory capacity without providing individual security recommendations in standalone plans.

Jeffrey Jones is a financial advisor at Edward Jones with 17 years of industry experience and holds a Series 66 designation. He has been with Edward Jones since 2008. Outside of his advisory role, he officiates high school and junior high football games as a referee for local school districts in Arkansas during the fall season. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory strategies and affiliated investment products supported by a nationwide network of more than 23,000 financial advisors.

Gary Jefferson is a financial advisor with Morgan Stanley in Little Rock, AR, holding a Series 63 designation and 39 years of industry experience. He previously worked at UBS Financial Services from 2009 to 2023 before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC in 2023. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its financial planning process.

Barry Mc Carver is a financial advisor at Edward Jones with 27 years of industry experience. He holds the Series 66 and Series 63 designations and previously worked at Stephens Inc for 27 years before joining Edward Jones in 2025. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

La Derrious Perry is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has prior work history with Merrill Lynch/Bank of America and Northwestern Mutual Life Insurance Company. Outside of his advisory role, Perry has been involved in concierge services at The Pointe at Brodie Creek in Little Rock, Arkansas. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

James Ashburn is a financial advisor with Ameriprise in Little Rock, AR, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Ameriprise and its affiliate since 2015. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement who meet specific asset thresholds, combining research, modeling, and tax-efficiency analysis to develop written recommendations tailored to client needs. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Lyle Cogbill is a financial advisor with Wells Fargo Advisors in Little Rock, Arkansas, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of his advisory role, he operates a business selling his original artwork and works as a musician, both activities conducted outside of business hours. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutions. The firm offers a broad range of fee-based financial planning services, including specialized planning areas, and integrates advisory services with other financial products and referral channels.

Seth Chavez is a Planning Consultant at Fidelity Investments, a position he has held since 2026. Prior to this role, he worked as a Financial Advisor at LPL Financial from 2022 to 2026, and served as an Office Coordinator at Arkansas Federal Credit Union between 2019 and 2022. He holds an Arkansas Insurance License. With nearly seven years of experience, Seth specializes in retirement planning and investment strategy. His work focuses on educating clients to help them make informed financial decisions, emphasizing trust-building, simplifying financial concepts, and tailoring strategies to individual client goals. Outside of his professional career, Seth has interests in fishing, fitness, football, hiking, military service, and traveling.

Daniel Nowell is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 28 years of industry experience. He has been with Raymond James since 2016. Outside of his advisory role, he serves as president of a support company, Dan W. Nowell Wealth Management. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, pension, corporate, charitable, and institutional clients. The firm provides tailored, non-discretionary planning and consultative services using risk profiling and modeling tools and supports a broad network of advisors with specialized programs and institutional consulting.

Jessica Middleton is a Series 66-licensed financial advisor at Merrill with five years of industry experience. Prior to joining Merrill in 2025, she worked at Stephens Inc. for six years and has held roles at APERS and Oleen Pinnacle Healthcare Consulting. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Danny Woodall is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 37 years of industry experience. He previously worked at Fortis Investors, Inc. for 28 years before joining LPL Financial in 2019. Woodall also has an ongoing involvement in non-variable insurance. 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 a range of advisory programs, financial planning, retirement plan consulting, and brokerage services supported by research, model portfolios, and advanced technologies.

Luke Lee is a financial advisor with Ameriprise in Little Rock, Arkansas. He holds the Series 66 designation and has one year of industry experience, including prior work at Arvest Wealth Management. Before entering the financial industry, he worked as a daycare counselor at Little Rock Christian Academy. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on generating dependable income and tax-aware withdrawal strategies for clients nearing or in retirement.

Bryan Richardson is a Financial Advisor at Merrill Lynch Wealth Management. He focuses on helping individuals, families, and small business owners by creating customized financial strategies that address their unique goals, with a particular emphasis on retirement planning. Bryan manages and advises portfolios starting at $250,000, offering tax-aware financial strategies, retirement and exit planning, and banking and lending services. He works mainly with founders, business owners, and high-earning employees. His approach involves consolidating clients' financial accounts, developing tailored investment plans based on individual risk tolerance and diversification needs, and conducting annual reviews to adjust plans as clients' lives change. Bryan aims to simplify financial management for his clients, allowing them to focus on their lives. Bryan grew up in the Central Arkansas area and has experience in banking and financial services. He holds a High School Diploma from Arkansas Baptist and has earned the Accredited Asset Management Specialist (AAMS) and Personal Investment Advisor (PIA) designations. Outside of work, Bryan enjoys golfing, hunting, spending time with his family, and writing.

John Higgs III is a Series 66 licensed advisor at Ameriprise with one year of industry experience. Prior to joining Ameriprise, he worked at Tractor Supply and Natural State Genomics and was a full-time student for eight years. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning through written recommendations and ongoing advice.

Heather Helms is a financial advisor at Wells Fargo Advisors in Little Rock, Arkansas, holding a Series 66 designation with four years of industry experience. Prior to joining Wells Fargo Advisors in 2021, she worked in education for 15 years with the Pulaski County Special School District and the Mt. Vernon-Enola School District. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning and investment services, utilizing proprietary research and planning tools to provide tailored recommendations.

Joey Price is a financial advisor with LPL Financial in Little Rock, AR, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He previously worked at Wachovia Securities Financial Network for 10 years before joining LPL Financial in 2019. Outside of his advisory role, he serves as executor of a family estate. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm provides financial planning, various advisory programs, and retirement plan consulting, offering both discretionary and non-discretionary management with access to model portfolios and research.

Chad Hasten is a financial advisor at Ameriprise in Little Rock, AR, holding a Series 66 license with one year of industry experience. His prior roles include positions at Edward Jones and The Risher Companies, along with nearly a decade of involvement with Fitbyphase Inc. 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 detailed retirement income planning and tax-aware withdrawal strategies for clients nearing or in retirement.

Brady Claypool is a Series 66 credentialed financial advisor with Edward Jones in Little Rock, AR. He has one year of industry experience and joined Edward Jones in 2025. Prior to his current role, he held positions at Stonebridge Meadows Golf Club and the University of Arkansas, among others. 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 investment strategies and advisory services through a nationwide network of more than 23,700 financial advisors.