Amanda Clark is a financial advisor at Wells Fargo Advisors with 35 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at multiple firms, including Wells Fargo Clearing, Arvest Wealth Management, Morgan Keegan & Company, U.S. Bancorp Investments, and Merrill. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using proprietary research and tools, serving clients who meet certain net-worth criteria.

Wesley Craddock is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity, he worked at Home Depot for several years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, fund advisory services, and model portfolios.

Bobby Kellam is a financial advisor at Cetera with 26 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Cetera and Regions Bank since 2014. Outside of his advisory role, he serves as orchestra director at First Baptist Church of Benton and is a board member of the Hot Springs Jazz Society. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, supporting a broad range of investment strategies and client types.

William Barton is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors, based in Benton, AR, and has 22 years of industry experience. He has worked at several firms, including Hilltop, MetLife Securities Inc, and SWBC Investment Company. Barton also serves as an advisory representative of another registered investment adviser. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing multiple custody platforms and both proprietary and third-party investment strategies.

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.

Robin Gann is a financial advisor at Ameriprise with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Ameriprise and its affiliate since 2012. Outside of his advisory role, he serves on the Board of Directors for CareLink and is a member of the Dean's Leadership Council at the University of Arkansas at Little Rock College of STEM, where he chairs the Membership Committee. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and ongoing planning advice focused on retirement income strategies. The firm’s approach incorporates proprietary research and third-party data to address asset allocation, withdrawal strategies, and Social Security claiming options within a defined investment framework.

Amy Byford is a financial advisor at Edward Jones in Little Rock, AR, holding CFP® and Series 66 credentials with 11 years of industry experience. She has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors.

Allison Bibens is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Prior to joining Merrill, she worked in education as an elementary teacher and has entrepreneurial experience with a pet resort and spa. 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 a range of individual and institutional clients.

Randy Milligan is a financial advisor at Cetera with a Series 65 credential and three years of industry experience. He previously worked at Avantax Advisory Services and has been a member of Landmark PLC, a certified public accounting firm, since 1988. Outside of his advisory role, Milligan is involved in several nonprofit boards and committees, including teaching continuing professional education for CPAs and serving on the Arkansas Game and Fish Foundation and Conway Chamber of Commerce boards. Cetera Investment Advisers LLC is an SEC-registered firm that offers a wide range of portfolio management, financial planning, and retirement services through a nationwide network of independent advisors. The firm manages over $256 billion in assets and serves individual, corporate, charitable, and institutional clients with a multi-manager platform that supports diverse investment strategies and program structures.

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 with Edward Jones in Benton, Arkansas, holding a Series 66 designation and bringing 18 years of industry experience since joining the firm in 2008. Outside of his advisory role, he serves as a high school and junior high football official during the fall season for local school districts. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies and affiliated services supported by a large nationwide network of financial advisors and branch offices.

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 with Edward Jones in Little Rock, AR, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He previously worked at Stephens Inc from 1998 to 2025 before joining Edward Jones in 2025. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets, supported by a large nationwide network of financial advisors and branch offices.

La Derrious Perry is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds the Series 66 designation and previously worked at Merrill Lynch/Bank of America and Fragrance Outlet LLC. Outside of his advisory role, Perry has been involved in concierge services at The Pointe at Brodie Creek in Little Rock. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

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.