Paul Rittelmeyer is a financial advisor with Raymond James & Associates in Little Rock, AR, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with Raymond James since 2012 and has been involved with Petal Card and Gilgamesh Fintech Ventures. Outside of advisory work, he serves on the advisory board of the Little Rock Compassion Center, a nonprofit organization. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning, investment consulting, and institutional fiduciary services, utilizing a range of investment strategies supported by firm research and affiliated sub-advisers.

Michael O’Brien Jr. is a financial advisor affiliated with LPL Financial in Little Rock, Arkansas, holding a Series 66 designation and bringing 10 years of industry experience. He previously worked at Edward Jones for six years before joining LPL Financial in 2022. Outside of his advisory role, he is associated with MRO Entertainment LLC, a business entity for tax and investment purposes. 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 portfolio programs, third-party asset management, and institutional platforms, supported by extensive technological and operational resources.

William Thornton Jr. is a financial advisor with Edward Jones in Little Rock, Arkansas, holding Series 63 and Series 66 designations and 24 years of industry experience. He has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors. The firm offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

William Mc Call is a financial advisor at Mass Mutual Investors Services with one year of industry experience. He holds the Series 66 designation and previously worked for First Security Bank for 11 years. Outside of his advisory role, he owns and operates a cattle farm. 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 emphasizes collaborative, annual financial planning engagements using proprietary tools and offers specialized programs such as divorce planning and estate settlement services.

John Knoernschild is a financial advisor with Mass Mutual Investors Services in Little Rock, AR, holding the CFP® and ChFC® designations with 22 years of industry experience. Prior to joining MassMutual in 2025, he spent 21 years at Thrivent Investment Management and Thrivent Financial for Lutherans. Outside of his advisory role, he is the managing member of an entity that owns aircraft and the owner of a financial planning firm. MassMutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements supported by firm-approved analytical tools and offers specialized services including divorce planning and employer-sponsored programs.

Nathane Davis is a financial advisor with Primerica Advisors in Little Rock, AR, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to his current role, he has worked at Ecolab, Blossoms, the Little Rock School District, Primerica Financial Services, and Koppers Inc. He is involved in the sale of investment-related products and also participates in referrals for home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-based strategies and a limited number of discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Justin Sprague is a financial advisor at Merrill with three years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including JPMorgan Chase Bank and Cetera. Outside of his advisory role, he has experience in the mortgage industry and worked for Bubba Brews Brewing Co. earlier in his career. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Shawn Bair is Vice President and Branch Leader at Fidelity Investments, a position he has held since 2024. Prior to this role, he served in various leadership capacities at Fidelity, including Assistant Branch Leader from 2022 to 2024, Senior Team Leader for Wealth Planning Consultants from 2021 to 2022, Senior Team Leader for Transition Services from 2017 to 2021, and Team Leader for Client Services from 2014 to 2017. He leads, coaches, and supports a team of advisors and staff focused on helping clients achieve their financial goals. Shawn holds an Arkansas insurance license, which supports his work in financial services. Outside of his professional responsibilities, he has interests that include the beach, cars, concerts, motorcycles, movies, and volunteering.

Russel Betts is a financial advisor with Equitable Advisors in North Little Rock, AR, holding Series 63 and Series 65 credentials and possessing 29 years of industry experience. He has been with Equitable Advisors since 1999, including its predecessor Axa Advisors, and concurrently serves as an officer and supervisor in the Arkansas National Guard since 1985. Equitable Advisors serves individual and institutional clients, offering financial planning, retirement plan consulting, and various asset management programs primarily through a network of Investment Adviser Representatives. The firm emphasizes aligning client information and risk tolerance with tailored advisory models, utilizing both proprietary and third-party solutions.

Ronald Moore Jr. is a financial advisor at Morgan Stanley with a Series 66 designation and eight years of industry experience. He has been with Morgan Stanley Private Bank and Morgan Stanley since 2018 and previously worked at Allergan Pharmaceuticals for two years. Outside of his advisory role, he serves on the finance committee of St. Francis Church and is a board member of the Riverdale Soccer Club, known as Arkansas Rising Soccer Club. He is also involved in agricultural business development as an officer of Moore Mountain Farms LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets, utilizing structured planning tools and advisory programs without providing individual security recommendations within standalone plans.

John Copas is a financial advisor with LPL Financial, holding a Series 66 designation and 10 years of industry experience. He previously worked at Edward Jones for five years before joining LPL Financial in 2021. Copas also operates Copas Financial, a DBA related to his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Paul Mayabb is a financial advisor with Edward Jones in Sherwood, Arkansas, holding Series 63 and Series 66 licenses. He has 26 years of experience at Edward Jones, where he has worked since 2000. 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 and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Susan Crosby is a financial advisor with Wells Fargo Advisors, holding Series 63, 65, and 66 credentials and 22 years of industry experience. Her prior roles include positions at Wells Fargo Clearing Services, Bank of America, Merrill, and seven years as a self-employed advisor. Outside of her advisory work, she owns a wine bar and serves as an administrative assistant at Charis Bible College. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad planning menu that includes retirement, education, risk management, and specialized niche services. The firm combines advisory services with banking and other financial product offerings through a large network of advisors.

Hope Mulford is a financial advisor with LPL Financial in Little Rock, AR, holding a Series 66 designation and 11 years of industry experience. She has worked at LPL Financial since 2017 and previously held roles with Wells Fargo Advisors and U.S. Bancorp Investments. Outside of advisory work, she is a self-employed appointment scheduler. 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 portfolio programs, and institutional platforms, utilizing various investment strategies and technology tools.

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.