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, AR, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and provides services through its Financial Advisors and Estate Planning Strategies Group.

Connor Martz is a financial advisor with Ameriprise in Little Rock, Arkansas, holding Series 63 and Series 65 licenses and having six years of industry experience. Prior to joining Ameriprise in 2022, he worked at MML Investors Services and Mass Mutual Life Insurance Company. He serves on multiple nonprofit boards, including Create Little Rock and Fuse Co-Working Inc., and holds leadership roles such as Social/Service Chair and Rotaract board member. Ameriprise provides retirement-income planning services targeting individuals with significant investable assets, combining research and modeling techniques to deliver tailored, tax-efficient retirement strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

George Cozart is a financial advisor with LPL Financial in Little Rock, AR, holding Series 63 and Series 65 credentials and possessing 36 years of industry experience. He previously worked at GenWealth Financial Advisors, LLC from 2015 to 2017 and has been with LPL Financial since 2007. Cozart provides notary public services for clients at no charge. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing model portfolios, research, and technology-driven strategies.

Chadwick Cagle is a financial advisor with Edward Jones in Little Rock, AR, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm with over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Pamela Powell is a financial advisor with Primerica Advisors in Little Rock, AR, holding Series 63 and Series 65 licenses and seven years of industry experience. She has worked at PFS Investments Inc. and Primerica Financial Services since 2017 and has maintained self-employment with Pamco since 1994. In addition to her advisory role, she works as a laboratory consultant in Little Rock. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and limited discretionary separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap fee structure distinct from fixed-fee billing models.

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.

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 and Arvest Bank in various capacities since 2016. Merrill provides managed account services through the Select Portfolio Solutions program, serving a broad client base including individuals, high-net-worth clients, and institutional fiduciaries. The firm offers a range of model-based and discretionary investment strategies integrated within Bank of America’s broader platform.

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 at Raymond James & Associates with 20 years of industry experience. He holds Series 63 and Series 65 designations and has been with Raymond James since 2013. Outside of his advisory work, he serves as Secretary on the board of the Burns Park Baseball Association. Raymond James & Associates provides financial planning and investment consulting services to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations primarily through its Wealth Advisory Services Program and delivers specialized institutional consulting via its Institutional Fiduciary Solutions division.

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. Since joining Merrill in 1997, he has built long-term relationships with high-net-worth clients, focusing on the deployment of their wealth to align with their unique interests and objectives. He collaborates with clients' other professional advisors, including attorneys and accountants, to provide financial guidance that supports their overall financial goals. With over three decades of experience in financial services, Douglas specializes in security selection, portfolio construction, retirement strategies, and wealth planning. He is dedicated to delivering a high level of client service and satisfaction. His approach includes anticipating key decision points and helping clients weigh their options relative to their goals. Douglas earned a Bachelor's Degree from the University of Arkansas System. He holds the CERTIFIED FINANCIAL PLANNER (CFP) designation as well as the Personal Investment Advisor (PIA) credential. He is involved in community service through his positions on the boards of directors for Arkansas Children's Hospital and Goodwill Industries of Arkansas, including the foundation board of the latter. Outside of work, Douglas 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.

Ross Burnett is a Wealth Management Advisor with Merrill Lynch Wealth Management, specializing in providing comprehensive investment and wealth management services. He works extensively with business owners and families to develop personalized financial strategies tailored to clients' long-term goals. His areas of expertise include equity compensation services, family wealth management strategies, legacy planning, personal retirement planning, socially responsible and ESG investing, tax minimization, and retirement income. Ross holds a Bachelor's Degree from the University of Arkansas Fulbright Honors College, where he studied Biochemistry and Pre-Med. He has earned multiple professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Fluent in English and Spanish, Ross is also active in professional and community organizations such as Create Little Rock, Rotary Club 99, and The HAT Club. His community involvement includes volunteering with the Arkansas Food Bank, P.A.R.K., Ronald McDonald House, and Rotary International. Outside of his professional work, Ross enjoys biking, cooking, fishing, hiking, hunting, running, and traveling. He values spending time with family and friends and is committed to serving his community through church and other local organizations.