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 based in Little Rock, Arkansas. She holds a Series 66 designation and has 17 years of industry experience. Her work history includes time at Bank of America N.A. since 2014 and at Merrill since 2007. 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 strategies created by internal Chief Investment Office teams and third-party style managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

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 designations and bringing 40 years of industry experience. His career includes roles at Citigroup Global Markets from 1993 to 2009 and since 2009 at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. 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 employs a structured financial planning process supported by proprietary tools and delivers a broad range of retail and institutional investment offerings.

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 financial advisor at Edward Jones in Little Rock, Arkansas, holding a Series 66 designation with 12 years of industry experience. He has been with Edward Jones since 2014. 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 with approximately $1.01 trillion in assets under management. The firm is known for its extensive nationwide network of advisors and branches, as well as its affiliated capabilities such as a trust company and proprietary mutual funds.

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 over 21 years of experience in the financial services industry. He has worked with Mass Mutual Investors Services since 2015 and has prior experience with Northwestern Mutual and other firms. Outside of advising, he owns an interior design and home renovation business. 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 a range of programs including wrap and money-manager options as well as educational seminars.

Stephen Raborn is a financial advisor with Raymond James & Associates in Little Rock, AR, holding Series 63 and Series 65 credentials and 32 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 is a dually registered broker-dealer and SEC-registered investment adviser overseeing roughly $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services.

Miranda Schenebeck is a financial advisor at LPL Financial with 11 years of industry experience. She holds a Series 66 designation and has worked previously at Morgan Stanley and Northwestern Mutual Investment Management. Outside of her advisory roles, she has been involved with Simmons Bank since 2020. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, utilizing a variety of investment strategies and supported by advanced operational tools.

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 with Raymond James & Associates, holding a Series 66 designation and one year of industry experience. Prior to joining Raymond James, he worked at Staley Technologies and has academic experience at the University of Arkansas as well as roles at Catholic High School for Boys and Holy Souls School. 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, institutions, pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by a broad nationwide adviser network.

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.

Jeremy Booe is a financial advisor at Edward Jones with 18 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 66 licenses. Prior to joining Edward Jones in 2018, he worked at Scottrade, Inc. for 12 years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Andrew Crone is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2009. He is based in Little Rock, Arkansas, and also works 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 affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services including cash-flow, retirement, education, and risk management, using proprietary research and planning tools to develop tailored recommendations.

George Callahan is a Senior Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to develop personalized financial strategies that address their unique goals and priorities. George’s expertise includes planning for education funding, retirement lifestyles, healthcare costs, and long-term family objectives. He holds professional designations as a CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned a Bachelor's Degree from Regis University.

Dwight Caldwell Jr. is a financial advisor with Morgan Stanley in Little Rock, Arkansas, holding Series 63 and Series 66 credentials and having 31 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and its Estate Planning Strategies Group.

Connor Martz is a financial advisor with Ameriprise in Little Rock, AR, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include positions at MML Investors Services and Mass Mutual Life Insurance Company. Martz serves on multiple nonprofit and community boards, including Create Little Rock and Fuse Co-Working Inc. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service that combines written recommendations with ongoing annual advice focused on income sources and tax-aware withdrawal strategies.