Nicholas Elliott is a financial advisor with Ameriprise, holding a Series 66 designation and 10 years of industry experience. He has worked at Ameriprise and its affiliate Ameriprise Financial Services since 2016, and previously held roles at Bank of America and Merrill. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets. The firm’s approach includes algorithm-driven recommendations combined with research and tax-efficient strategies, delivered through a centralized consulting team in partnership with advisors like Elliott.

C Harper is a financial advisor with Morgan Stanley in Little Rock, Arkansas, holding a Series 66 designation and 26 years of industry experience. Harper has worked with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank since 2015. Outside of advisory work, Harper serves as a board member of Chenal Country Club. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and modeling tools to support client strategies without providing individual security recommendations as part of standalone plans.

Pamela Truemper is a financial advisor at Morgan Stanley with 17 years of industry experience. She has held roles at Morgan Stanley Smith Barney and BOK Financial Securities, Inc. prior to her current position. Pamela holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and market simulations to support its financial planning process.

Andrea Dockery is a financial advisor with Merrill in Little Rock, Arkansas, holding a Series 66 designation and 17 years of industry experience. She has been with Merrill since 2007 and concurrently associated with Bank of America N.A. since 2014. Merrill offers managed account services through the Select Portfolio Solutions program to a diverse client base, including individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm integrates investment strategies constructed by its Chief Investment Office with third-party management, leveraging Bank of America’s broader platform to provide access to a wide range of financial products.

Daniel Blair is a financial advisor with Cetera, holding Series 63, 65, and 66 licenses and over 20 years of industry experience. His career includes long tenures at American Express Financial Advisors Inc. and IDS Life Insurance Company, as well as ongoing roles at Regions Bank and Cetera Investment Services LLC. In addition to his advisory work, he serves as a wealth advisor for high-net-worth clients at Regions Bank. Cetera Investment Advisers LLC is an SEC-registered firm with a nationwide network of over 10,000 independent advisors. The firm offers a range of portfolio management and financial planning services to individuals, retirement plans, and institutional accounts, utilizing a multi-manager platform that includes both affiliated and third-party investment options.

James Bienvenu is a financial advisor with Morgan Stanley in Little Rock, AR, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His career includes roles at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009, as well as Citigroup Global Markets dating back to 1993. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Johnny Taylor is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with LPL Financial since 2015 and operates an independent business, Absolute Financial Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, and institutions, offering a variety of advisory programs and financial planning services through a national network of representatives.

Jonathan Presswood is a financial advisor at Edward Jones with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Cracker Barrel and JEM Market Technologies. Outside of his advisory work, he owns a graphic design business and teaches online courses at the University of Arkansas at Little Rock. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with more than four million clients and approximately $1.01 trillion in assets under management. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

Cedean Kematick is a financial advisor at Primerica Advisors with eight years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to his current role, he has worked at Arkansas BCBS since 2012. Outside of advisory services, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm uses third-party asset managers and emphasizes a tiered wrap fee structure.

Jill Cady is a Financial Advisor at Merrill Lynch Wealth Management, bringing a diverse background to her role. She holds a Bachelor of Science degree in Mathematics with a minor in German from the University of Central Arkansas Honors College. Jill's professional journey includes over 24 years in the pharmaceutical and medical sales industries, where she developed expertise in client relationships and performance-driven outcomes. In 2021, Jill transitioned into the investment industry with Thrivent Financial and currently holds insurance and securities licenses, including FINRA Series 7 and Series 66 registrations. Her areas of focus include college education planning, education planning, investment consulting for defined contribution plans, personal retirement planning, and serving women and wealth. She also holds the Personal Investment Advisor (PIA) designation. Beyond her professional commitments, Jill is engaged with several community organizations, including the American Cancer Society, American Diabetes Association, Arkansas Wrestling Association, and The National Anthem Project. She enjoys cooking, dancing, singing, swimming, and yoga. Jill is also a mother to three sons: JP, Josh, and Joe.

Jeffrey Harbold is a Planning Consultant who provides guidance, resources, and strategies to help clients work toward their financial and retirement goals. He approaches his work with a commitment to integrity. He has professional experience in mutual fund sales at State Farm from 2013 to 2014, investment consulting at Fidelity Investments from 1998 to 2013, and insurance sales at Principal Financial from 1997 to 1998. Jeffrey holds an Arkansas Insurance License. Outside of his professional responsibilities, Jeffrey is interested in cooking and baking, family activities, food, parenthood, traveling, and volunteering.

Brooks Browning is a Series 66-licensed financial advisor with Edward Jones in Little Rock, Arkansas, and has 11 years of industry experience. He has been with Edward Jones since 2014. 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, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

Broc Hart is a Series 66–licensed financial advisor with Thrivent Investment Management in Little Rock, AR, and has two years of industry experience. Prior to joining Thrivent in 2025, he held positions at Trutoro and Cardinal Investment Group and has diverse work experience including roles outside the financial industry. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors, focusing on goal-based financial planning without portfolio management or institutional advisory services.

David Kopittke is a CFP® professional with 21 years of industry experience, currently serving at MassMutual Investors Services. His career includes roles at Northwestern Mutual Wealth Management and WEFKO, Inc. Kopittke is also involved in entrepreneurial ventures, including ownership roles in businesses related to real estate sales, home renovation, and interior design. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm utilizes firm-approved software tools to deliver written recommendations through annual, collaborative planning engagements.

Stephen Raborn is a financial advisor with Raymond James & Associates in Little Rock, AR, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Raymond James & Associates since 2011. Outside of his advisory role, he serves as a trustee of the Patrick Raborn Family Trust. Raymond James & Associates offers financial planning and investment consulting through its Wealth Advisory Services Program to individuals, employer-sponsored retirement plans, corporate and charitable entities, as well as state and municipal government clients. The firm provides tailored financial plans and investment recommendations, emphasizing both non-discretionary advisory relationships and institutional consulting services.

Miranda Schenebeck is a financial advisor with LPL Financial based in Little Rock, Arkansas, holding a Series 66 designation and 11 years of industry experience. Her prior roles include positions at Morgan Stanley and Simmons Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services supported by model portfolios and research from multiple sources.

Eric Miller is a CFA® charterholder with 30 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors in Little Rock, AR, where he has worked since 2015. He owns and operates Platinum Portfolio Investments, LLC, an investment-related business in Little Rock. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory with other financial products and referral channels.

Noah Perry is a financial advisor at Raymond James & Associates with one year of industry experience. He holds a Series 66 designation and previously worked at Staley Technologies. Perry’s background includes roles in education at the University of Arkansas, Catholic High School for Boys, and Holy Souls School. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management and more than 5,400 financial advisors. The firm offers wealth advisory planning, investment consulting, and institutional consulting services to a wide range of clients, including high-net-worth individuals, pension plans, corporations, and government entities.

William Greening is a financial advisor at Edward Jones with 10 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm offers a range of advisory strategies under an SEC-registered investment advisory program and reported approximately $1.01 trillion in assets under management.

Andrew Crone is a CFP® with 18 years of experience, currently affiliated with Wells Fargo Advisors in Little Rock, AR. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of his advisory role, he serves as an assistant tennis instructor at the Little Rock Racquet Club. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and uses proprietary research and tools to develop tailored recommendations, with implementation options across brokerage and advisory programs.