Larry Root is a financial advisor with Ameriprise in Little Rock, AR, holding a Series 63 designation and 44 years of industry experience. He has been with Ameriprise and its predecessor entities since 2005. Outside of his advisory role, he has partial ownership in Rahling Realty Investors Group, LLC, which manages an office building in Little Rock. Ameriprise offers retirement-income planning services targeted at individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored recommendations. The firm serves clients through a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Tracie Taylor is a financial advisor with Wells Fargo Advisors in Little Rock, Arkansas, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. She has been with Wells Fargo Advisors since 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business transitions, special needs, and divorce, utilizing proprietary research and planning tools.

James Alguire is a financial advisor with Stifel in Little Rock, Arkansas, holding Series 63 and Series 65 designations and bringing 38 years of industry experience. His prior work includes roles at Merrill, Stillpoint Wealth Management, Stanford Group Company, and International Advisory Consultants Inc. He has been with Stifel since 2015. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group to guide asset allocation and planning, providing clients with analytical tools to support their investment decisions.

Kevin Horn is a financial advisor at Wells Fargo Advisors with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked within various Wells Fargo entities since 2009. Horn is based in Little Rock, Arkansas. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu including niche services such as business-owner transition planning and sports & entertainment planning, using Wells Fargo research and tools to develop tailored recommendations.

Amanda Clark is a financial advisor with Wells Fargo Advisors in Little Rock, AR, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. Her career includes positions at Wells Fargo Clearing, Arvest Wealth Management, Morgan Keegan & Company, U.S. Bancorp Investments, and Merrill. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. The firm uses proprietary research and planning tools to develop tailored recommendations, with a planning approach that includes both fee-based and brokerage implementation options.

Wesley Craddock is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity, he worked at Home Depot for several years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, fund advisory services, and model portfolios.

April McDaniel is a Series 66-licensed financial advisor with Stifel in Little Rock, Arkansas, bringing 26 years of industry experience. She has been with Stifel since 2015. Outside of her advisory role, she is also a notary. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is guided by a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling for asset allocation and planning analyses.

Reggie Ritter is a financial advisor at Merrill with 18 years of industry experience and holds the Series 66 designation. He has worked at Merrill since 2007 and has been with Bank of America, N.A. since 2011. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Robin Gann is a financial advisor at Ameriprise with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Ameriprise and its affiliate since 2012. Outside of his advisory role, he serves on the Board of Directors for CareLink and is a member of the Dean's Leadership Council at the University of Arkansas at Little Rock College of STEM, where he chairs the Membership Committee. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and ongoing planning advice focused on retirement income strategies. The firm’s approach incorporates proprietary research and third-party data to address asset allocation, withdrawal strategies, and Social Security claiming options within a defined investment framework.

Amy Byford is a financial advisor at Edward Jones in Little Rock, AR, holding CFP® and Series 66 credentials with 11 years of industry experience. She has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors.

Allison Bibens is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Prior to joining Merrill, she worked in education as an elementary teacher and has entrepreneurial experience with a pet resort and spa. 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 a range of individual and institutional clients.

Randy Milligan is a financial advisor at Cetera with a Series 65 credential and three years of industry experience. He previously worked at Avantax Advisory Services and has been a member of Landmark PLC, a certified public accounting firm, since 1988. Outside of his advisory role, Milligan is involved in several nonprofit boards and committees, including teaching continuing professional education for CPAs and serving on the Arkansas Game and Fish Foundation and Conway Chamber of Commerce boards. Cetera Investment Advisers LLC is an SEC-registered firm that offers a wide range of portfolio management, financial planning, and retirement services through a nationwide network of independent advisors. The firm manages over $256 billion in assets and serves individual, corporate, charitable, and institutional clients with a multi-manager platform that supports diverse investment strategies and program structures.

James Clark is a financial advisor at Edward Jones in Maumelle, Arkansas, holding the CFP®, ChFC®, and Series 66 designations with nine years of industry experience. He has worked at Edward Jones since 2017 and previously held a position at Hewlett Packard Enterprise. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Melissa Holland is a financial advisor at Edward Jones in Little Rock, AR, holding Series 63 and Series 66 licenses with one year of industry experience. Prior to joining Edward Jones, she worked in various roles including ownership of Advanced Physical Therapy, where she serves as president overseeing overall operations. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Jordan Clark is a financial advisor at Morgan Stanley with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Raymond James & Associates, Independent Advisor Alliance, LPL Financial, and GenWealth Financial Advisors. His background also includes experience outside the financial sector at Everett Buick GMC and US Pizza. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning services supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers planning primarily in an advisory capacity without providing individual security recommendations in standalone plans.

Gary Jefferson is a financial advisor with Morgan Stanley in Little Rock, AR, holding a Series 63 designation and 39 years of industry experience. He previously worked at UBS Financial Services from 2009 to 2023 before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC in 2023. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its financial planning process.

Barry Mc Carver is a financial advisor with Edward Jones in Little Rock, AR, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He previously worked at Stephens Inc from 1998 to 2025 before joining Edward Jones in 2025. 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. The firm manages approximately $1.01 trillion in assets, supported by a large nationwide network of financial advisors and branch offices.

James Ashburn is a financial advisor with Ameriprise in Little Rock, AR, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Ameriprise and its affiliate since 2015. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement who meet specific asset thresholds, combining research, modeling, and tax-efficiency analysis to develop written recommendations tailored to client needs. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Lyle Cogbill is a financial advisor with Wells Fargo Advisors in Little Rock, Arkansas, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of his advisory role, he operates a business selling his original artwork and works as a musician, both activities conducted outside of business hours. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutions. The firm offers a broad range of fee-based financial planning services, including specialized planning areas, and integrates advisory services with other financial products and referral channels.

Seth Chavez is a Planning Consultant at Fidelity Investments, a position he has held since 2026. Prior to this role, he worked as a Financial Advisor at LPL Financial from 2022 to 2026, and served as an Office Coordinator at Arkansas Federal Credit Union between 2019 and 2022. He holds an Arkansas Insurance License. With nearly seven years of experience, Seth specializes in retirement planning and investment strategy. His work focuses on educating clients to help them make informed financial decisions, emphasizing trust-building, simplifying financial concepts, and tailoring strategies to individual client goals. Outside of his professional career, Seth has interests in fishing, fitness, football, hiking, military service, and traveling.