Joshuah Murray is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His career includes roles at Bank of America, Bank OZK, Regions Bank, and prior employment at the University of Central Arkansas. 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 institutions.

Sylas Robinson is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been with Merrill Lynch since 2007, following two years as a financial advisor with another firm. Sylas is a partner in Millwee Burkett Robinson and Associates, where he serves a select group of individuals and families within the traditional wealth management segment. He also supports corporate retirement plan clients in his role as a Retirement Benefits Consultant. Sylas earned a Bachelor's Degree in Business Administration in 2003 and a Master's in Business Administration in 2004, both from Henderson State University. He holds several professional designations including CERTIFIED FINANCIAL PLANNER (CFP) obtained in 2015, CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). His areas of expertise include family wealth management strategies, legacy planning, personal retirement planning, philanthropic planning, portfolio management, and retirement income. Outside of his professional work, Sylas enjoys spending time with his family, traveling, and outdoor activities such as hunting and sightseeing.

Mark Peterson is a financial advisor with Edward Jones in Little Rock, Arkansas, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has been with Edward Jones since 2017 and previously worked at Square Associates Construction (Ashley Group) from 2013 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory strategies and affiliated investment products, supported by a large nationwide network of financial advisors and branch offices.

William Rownd Sr. is a financial advisor at Ameriprise with 18 years of industry experience. He holds the Series 66 designation and has previously worked at LPL Financial and J.W. Cole Advisors, Inc. Outside of his advisory work, he is a co-owner of a holding company for his son's technology ventures and serves on the board of directors for Birthdays by Madi. Ameriprise offers a retirement-income planning service targeting individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to create tailored, written recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Chastity Hicks is a Series 66-credentialed financial advisor with UBS Financial Services in Little Rock, Arkansas, with 18 years of industry experience. She has been with UBS since 2013. Outside of her advisory role, Hicks serves as an officer and chairs the Finance Committee for Heritage of Pride Inc., an organization that produces LGBT Pride events. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services, operating as both an investment adviser and broker-dealer.

Thomas Davis is a financial advisor with Morgan Stanley in Little Rock, Arkansas, holding a Series 66 designation and 11 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2014. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning approach uses structured discovery and firm-approved tools, and offers a wide range of investment and institutional products.

Samuel Williams III is a financial advisor at Ameriprise with nine years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2002. Ameriprise provides retirement-income planning services targeting individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Griselda Serna is a Financial Advisor with Merrill Lynch Wealth Management. She focuses on helping families and businesses pursue their financial goals by providing personalized strategies tailored to their unique circumstances. Griselda works with clients on a range of areas including college education planning, family wealth management, retirement income, employee benefits planning, and small business strategies. She offers clients access to Merrill Lynch’s investment products and research, as well as Bank of America’s banking and lending services. With over 20 years of experience, Griselda draws on her expertise to assist clients in managing complex financial challenges such as funding education, caring for aging parents, planning retirement, and running businesses. She emphasizes asset allocation strategies aligned with individual goals, risk tolerance, and liquidity needs. Griselda holds a Bachelor’s Degree from the University of Arkansas System and holds the Personal Investment Advisor (PIA) designation. She communicates fluently in English, Spanish, and French. Beyond her professional role, Griselda values community involvement and is committed to social and professional responsibility through her affiliation with Merrill Lynch and Bank of America. In her personal time, she enjoys hiking, reading, traveling, and spending time with her family.

Gary Kilpatrick is a financial advisor at Thrivent Investment Management with five years of industry experience. He previously worked at Valic Financial Advisors and has a background in education, having spent ten years at Lutheran South Academy. Kilpatrick is active in his community, serving as a volunteer with Make-A-Wish, president of a local business networking group, and a board member with Christ Little Rock. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based financial planning without discretionary portfolio management, and offers a consolidated billing option for clients combining planning with managed accounts.

John Engskov is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management, where he has worked since 1996. He holds multiple professional designations, including Certified Investment Management Analyst (CIMA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). John focuses on a broad range of client needs such as education planning, family wealth management, liquidity management, and retirement income strategies. John earned his Bachelor's degree in administrative management from the University of Arkansas. During his time at the university, he was a four-year letterman in basketball and was part of two Final Four teams as well as the 1994 NCAA National Championship team. He applies his disciplined approach and attention to client priorities in developing customized financial strategies. In his personal life, John resides in Little Rock with his wife Colleen and their three children. He volunteers as a coach with the Central Arkansas Boys and Girls Club and Arkansas Elite Girls Basketball. His interests include basketball, golfing, traveling, and spending time with his family.

Norman Hall III is a financial advisor with LPL Financial in Little Rock, AR, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He previously worked at Calton & Associates, Inc. for 11 years before joining LPL Financial in 2020. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Greyson Price is a financial advisor with LPL Financial based in Little Rock, Arkansas, holding a Series 66 designation and over seven years at LPL Financial. He also has experience with the University of Central Arkansas and Central Arkansas Christian Schools. Price is involved with The ASA Group as a non-variable insurance agent in addition to his investment advisory activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, and institutions. The firm offers various advisory programs, financial planning, and retirement consulting with both discretionary and non-discretionary management supported by research and technologies such as machine learning.

Rebecca Marshall is a financial advisor with LPL Financial based in Little Rock, AR, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. Her prior work includes roles at BMO Harris Bank, Cetera, Regions Bank, and Simmons Bank. She has also been a soccer referee since 2013. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives, offering financial planning, advisory programs, and retirement plan consulting with both discretionary and non-discretionary management options.

John Kellar II is a financial advisor with Ameriprise, holding a Series 66 designation and three years of industry experience. His prior experience includes roles at LPL Financial, Edward Jones, and nearly 14 years in the building materials industry. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides tailored planning and ongoing advice focused on income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Patrick Millwee is a financial advisor with Merrill in Little Rock, AR, holding Series 63 and Series 65 designations and with 41 years of industry experience. He has worked at Merrill since 1986 and also at Bank of America since 2009. Outside of his advisory role, he is a managing member and general partner of Bullitt & Bee, LLC, a business focused on restoring and remodeling vehicles with his son. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors. The firm employs internal and third-party managers to implement strategies and offers tactical and tax-sensitive asset allocation options.

Houston Franklin is a financial advisor with Charles Schwab in Little Rock, AR, holding a Series 66 designation and five years of industry experience. His prior work includes roles at TD Ameritrade, J.P. Morgan Securities, and Arvest Wealth Management. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separate managed accounts, utilizing multi-asset model portfolios, written advice policies, and centralized custody and supervisory arrangements.

Stewart McGehee is the sole advisor at McGehee Capital Management, an independent firm, and holds a Series 65 designation with 25 years of industry experience. He has led McGehee Capital Management since 1999. McGehee Capital Management provides portfolio management and investment advisory services primarily through discretionary management for individuals and a limited number of institutional clients, including sovereign wealth funds, government entities, and charitable organizations. The firm manages a small asset base and client count relative to its broad range of client types.

Stuart Bogard Sr. is a financial advisor with Providence Asset Management LLC in North Little Rock, AR. He holds Series 63 and Series 65 licenses and has 17 years of industry experience. Since 2009, he has been with Providence Asset Management, an independent firm focused on personalized financial services.

Michael Overturf is a financial advisor at C & S Capital Management, Inc. in Little Rock, AR, holding a Series 65 designation with 21 years of industry experience. He has been with C & S Capital Management since 2000. Outside of advisory work, he serves as president of C & S Business Services, a bookkeeping company. C & S Capital Management provides personalized portfolio management services to individual and high-net-worth clients. The firm employs discretionary portfolio management with regular account reviews and operates at a smaller scale with approximately 28 clients and $34.5 million in assets under management.