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.

Logan Erstine is a financial advisor at Ameriprise with three years of industry experience. He holds the Series 66 designation and previously worked at Corinth Coca Cola before joining Ameriprise. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets. The firm provides written Recommendation Reports that incorporate research, modeling, and tax-efficiency analysis, delivered through a centralized consulting team in partnership with advisors.

Barry Mc Carver is a financial advisor at Edward Jones with 27 years of industry experience. He holds the Series 66 and Series 63 designations and previously worked at Stephens Inc for 27 years before joining Edward Jones in 2025. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

La Derrious Perry is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has prior work history with Merrill Lynch/Bank of America and Northwestern Mutual Life Insurance Company. Outside of his advisory role, Perry has been involved in concierge services at The Pointe at Brodie Creek in Little Rock, Arkansas. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

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.

Jessica Middleton is a Series 66-licensed financial advisor at Merrill with five years of industry experience. Prior to joining Merrill in 2025, she worked at Stephens Inc. for six years and has held roles at APERS and Oleen Pinnacle Healthcare Consulting. Merrill, along 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 plans, corporations, and charitable organizations.

Danny Woodall is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 37 years of industry experience. He previously worked at Fortis Investors, Inc. for 28 years before joining LPL Financial in 2019. Woodall also has an ongoing involvement in non-variable insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services supported by research, model portfolios, and advanced technologies.

Chris Harkins is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Raymond James & Associates since 2015. Outside of his advisory role, he serves as Treasurer for Little Rock Montessori, a nonprofit organization, where he reviews monthly financial reports. 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, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Luke Lee is a financial advisor with Ameriprise in Little Rock, Arkansas. He holds the Series 66 designation and has one year of industry experience, including prior work at Arvest Wealth Management. Before entering the financial industry, he worked as a daycare counselor at Little Rock Christian Academy. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on generating dependable income and tax-aware withdrawal strategies for clients nearing or in retirement.

Bryan Richardson is a Financial Advisor at Merrill Lynch Wealth Management. He focuses on helping individuals, families, and small business owners by creating customized financial strategies that address their unique goals, with a particular emphasis on retirement planning. Bryan manages and advises portfolios starting at $250,000, offering tax-aware financial strategies, retirement and exit planning, and banking and lending services. He works mainly with founders, business owners, and high-earning employees. His approach involves consolidating clients' financial accounts, developing tailored investment plans based on individual risk tolerance and diversification needs, and conducting annual reviews to adjust plans as clients' lives change. Bryan aims to simplify financial management for his clients, allowing them to focus on their lives. Bryan grew up in the Central Arkansas area and has experience in banking and financial services. He holds a High School Diploma from Arkansas Baptist and has earned the Accredited Asset Management Specialist (AAMS) and Personal Investment Advisor (PIA) designations. Outside of work, Bryan enjoys golfing, hunting, spending time with his family, and writing.

John Higgs III is a Series 66 licensed advisor at Ameriprise with one year of industry experience. Prior to joining Ameriprise, he worked at Tractor Supply and Natural State Genomics and was a full-time student for eight years. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning through written recommendations and ongoing advice.

Christopher Cobb is a financial advisor with Ameriprise in North Little Rock, AR, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise in 2023, he worked at MHP/Team SI and Lumio, and he serves as a First Lieutenant and Military Intelligence Officer in the Arkansas National Guard. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to provide written recommendations in partnership with its advisors. The firm also provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Heather Helms is a financial advisor at Wells Fargo Advisors in Little Rock, Arkansas, holding a Series 66 designation with four years of industry experience. Prior to joining Wells Fargo Advisors in 2021, she worked in education for 15 years with the Pulaski County Special School District and the Mt. Vernon-Enola School District. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning and investment services, utilizing proprietary research and planning tools to provide tailored recommendations.