Lori Payne is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. She has been with UBS since 2008. Payne also serves as co-executive director and administrator for the Financial Planning Association of Arkansas. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory services, offering financial planning, portfolio management, and access to a range of investment products.

Shirley Washam is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She previously worked at Raymond James & Associates before joining Ameriprise. Outside of her advisory role, she is also employed as a financial advisor at Centennial Bank. Ameriprise provides retirement-income planning services primarily for clients with at least $1 million in net investable assets, combining research, modeling, and tax-efficient strategies to develop personalized recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Hunter Mullings is a financial advisor with Ameriprise in Little Rock, AR, holding a Series 66 credential. He has approximately one year of experience in financial advisory roles, with previous employment spanning various industries including education and retail. 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 written recommendation reports and ongoing income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Brantley Foster is a financial advisor with Ameriprise in Little Rock, Arkansas, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Ameriprise and its predecessor firm since 2005. Outside of his advisory role, Foster is involved in several business ventures including co-ownership of local sanitation services and participation on the board of a nonprofit camp, as well as serving on his church's finance committee. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, combining research-driven modeling and tax-efficient strategies. The firm also offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Brian Gould is a Series 66-licensed financial advisor with Ameriprise in Little Rock, Arkansas, with 14 years of industry experience. He has been with Ameriprise and its affiliated entities since 2011. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored advice through a centralized consulting team, with a focus on assets held in Ameriprise Managed Accounts.

Amber Haydar French is a financial advisor at Merrill with six years of industry experience. She holds a Series 66 designation and has worked at Bank of America, N.A., Merrill, and Arvest Bank and its wealth management division. 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

John Noel is a financial advisor at Primerica Advisors in Little Rock, AR, with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Primerica Advisors and Primerica Financial Services since 2015. Prior to his current role, he spent 19 years at Conway Corporation. Outside of his advisory work, Noel is an independent contractor for several non-investment related companies, including Roadie and DDI, Inc. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and limited separately managed account options to individual and high-net-worth clients. The firm uses third-party asset managers and BNY Mellon Advisors for model implementation, with a tiered wrap-fee structure and an operational model that allows it to curate and adjust its investment models.

Karen Greer is a financial advisor with Morgan Stanley in Little Rock, Arkansas, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with Morgan Stanley and its affiliated Private Bank since 2009. Outside of her advisory work, she operates an Etsy shop and is a partner in a thoroughbred racing business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and analyses.

Skylar Jordan is a financial advisor with Raymond James & Associates in Little Rock, AR, holding Series 63 and Series 65 designations and bringing 20 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, Jordan serves as Secretary and Officer on the board of the Burns Park Baseball Association. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering financial planning, investment consulting, and institutional fiduciary services supported by a nationwide adviser network.

John Drake is a financial advisor with Edward Jones in North Little Rock, AR, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. He has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Douglas Jackson Jr. is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management. He has been with Merrill since 1997, providing financial advice and guidance to high-net-worth clients. In his role, Douglas collaborates with clients and, with their permission, works closely with their attorneys, accountants, and other advisors to align financial strategies with clients' overall situations and goals. Douglas holds a Bachelor’s Degree from the University of Arkansas System and has earned the CERTIFIED FINANCIAL PLANNER (CFP) certification, as well as the Personal Investment Advisor (PIA) designation. He is committed to delivering a high level of client service and satisfaction. His expertise includes security selection, portfolio construction, retirement strategies, and wealth planning. In addition to his professional work, Douglas serves on the boards of directors for Arkansas Children’s Hospital and Goodwill Industries of Arkansas, as well as the foundation board for Goodwill Industries of Arkansas. Outside of his professional and community commitments, he enjoys golfing, spending time with his family, and traveling.

Lawrence Young is a Series 66-licensed financial advisor with 19 years of industry experience. He has worked at Morgan Stanley since 2022 and previously spent 15 years at Edward Jones. He is based in Little Rock, Arkansas. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning using firm-approved tools and structured discovery processes. The firm manages approximately $2.74 trillion in client assets and provides services under both direct and corporate financial planning agreements.

Edward Burchfield Jr. is a financial advisor with Cetera, holding a Series 66 designation and nine years of industry experience. His work history includes roles at Regions Bank, Cetera Investment Services LLC, Bankers Life Securities Inc., and Bankers Life and Casualty. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, employer-sponsored retirement, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options and operates with more than 10,000 advisors and over $256 billion in assets under management.

Andrew Masters is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has previously worked at US Bank, U.S. Bancorp Investments, MWA Financial Services, Modern Woodmen of America, Regions Bank, Harris Teeter, and Academy Sports and Outdoors. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm delivers these services alongside affiliated brokerage, distribution, and investment management capabilities.

G White is a financial advisor at Ameriprise with 39 years of industry experience. He holds a Series 63 designation and has worked with Ameriprise since 2005. White serves as Vice Chairman on the North Little Rock Planning Commission. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes written recommendations and ongoing advice tailored to dependable income sources and tax-aware withdrawal strategies.

Ross Burnett is a Wealth Management Advisor at Merrill Lynch Wealth Management. He and his team focus on providing comprehensive investment and wealth management services, particularly for business owners and families. His expertise includes equity compensation services, family wealth management strategies, legacy planning, retirement income, and socially responsible investing, among other areas. Ross studied Chemistry at the University of Arkansas Fulbright Honors College with a focus on Biochemistry and Pre-Med. His educational background reflects his original goal to serve others, which he now pursues through financial advising. He holds professional designations including CFP, CIMA, CPFA, CRPC, PIA, and RAFA. Ross is fluent in English and Spanish. He is active in community organizations such as the Arkansas Food Bank, Hillcrest Harvestfest, Rotary International, and professional groups including Create Little Rock, Rotary Club 99, and The HAT Club. His personal interests include biking, cooking, fishing, hiking, hunting, running, and traveling. Ross emphasizes a personalized approach to financial strategy development, working one-on-one with clients to pursue their long-term goals.

Tod Alstadt is a financial advisor with Primerica Advisors in Little Rock, AR, holding Series 63 and Series 65 licenses and possessing 12 years of industry experience. He has worked at PFS Investments Inc. since 2014 and Primerica Financial Services since 2013. Alstadt is the owner of The Alstadt Group, LLC, an investment-related business in Little Rock. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed accounts for individual and high-net-worth clients. The firm uses a tiered wrap-fee structure and curates third-party asset managers, with portfolio implementation delegated to BNY Mellon Advisors.

Corbin Cobbs is a financial advisor with Primerica Advisors in Little Rock, AR, holding Series 63 and Series 65 licenses and 16 years of industry experience. He has worked with PFS Investments Inc. since 2009 and Primerica Financial Services since 2007. Outside of advisory services, he is involved in the sale of loan products and home security and automation services through affiliates of PFS Investments Inc. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and utilizes a tiered wrap-fee structure for its services.

Ginger Young is a Financial Consultant I at Fidelity Investments, a role she has held since 2026. Prior to this, she served in several capacities within the financial services industry, including Planning Consultant and Relationship Manager at Fidelity Investments, as well as Associate Financial Advisor and Marketing and Events Coordinator at GenWealth Financial Advisors. Throughout her career, Ginger has developed expertise in financial planning and client relationship management. She approaches her work with a focus on collaboration, working alongside clients to develop personalized plans aimed at achieving both short-term and long-term financial goals. Ginger holds an Arkansas Insurance License, which supports her work in financial consultancy. She emphasizes the importance of inquiry and strong communication in building effective client relationships.

Garrett Jackson is a financial advisor with LPL Financial in Little Rock, AR, holding a Series 66 credential and 11 years of industry experience. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, Garrett owns and operates Uptrend Enterprises, LLC, an estate planning vehicle. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services supported by research, model portfolios, and both discretionary and non-discretionary management.