Norman Hall III is a financial advisor with LPL Financial in Little Rock, AR, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. His prior roles include positions at Calton & Associates, Inc., WFG Advisors, Kestra Investment Services, BOK Financial Securities, Investment Professionals, and Morgan Keegan & Company. He also works as a senior administrative assistant outside of his advisory role. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and 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 a large network of investment adviser representatives.

Greyson Price is a financial advisor with LPL Financial in Little Rock, Arkansas, holding a Series 66 designation and four years of industry experience. He has worked at LPL Financial since 2019 and is also involved with Price Investment Group, which he has been associated with since 2018. Additionally, he serves as a non-variable insurance agent with The ASA Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supporting its network of over 22,800 advisors.

Rebecca Marshall is a financial advisor with LPL Financial in Little Rock, AR, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. Her career includes roles at BMO Harris Bank, Cetera, Regions Bank, and Simmons Bank. Outside of her advisory work, she has been a soccer referee since 2013. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

John Kellar II is a financial advisor with Ameriprise, holding a Series 66 designation and three years of industry experience. His prior experience includes roles at LPL Financial, Edward Jones, and nearly 14 years in the building materials industry. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides tailored planning and ongoing advice focused on income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Patrick Millwee is a financial advisor with Merrill in Little Rock, AR, holding Series 63 and Series 65 designations and with 41 years of industry experience. He has worked at Merrill since 1986 and also at Bank of America since 2009. Outside of his advisory role, he is a managing member and general partner of Bullitt & Bee, LLC, a business focused on restoring and remodeling vehicles with his son. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors. The firm employs internal and third-party managers to implement strategies and offers tactical and tax-sensitive asset allocation options.

Houston Franklin is a financial advisor with Charles Schwab in Little Rock, AR, holding a Series 66 designation and five years of industry experience. His prior work includes roles at TD Ameritrade, J.P. Morgan Securities, and Arvest Wealth Management. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separate managed accounts, utilizing multi-asset model portfolios, written advice policies, and centralized custody and supervisory arrangements.

Stewart McGehee is the sole advisor at McGehee Capital Management, an independent firm, and holds a Series 65 designation with 25 years of industry experience. He has led McGehee Capital Management since 1999. McGehee Capital Management provides portfolio management and investment advisory services primarily through discretionary management for individuals and a limited number of institutional clients, including sovereign wealth funds, government entities, and charitable organizations. The firm manages a small asset base and client count relative to its broad range of client types.

Stuart Bogard Sr. is a financial advisor with Providence Asset Management LLC in North Little Rock, AR. He holds Series 63 and Series 65 licenses and has 17 years of industry experience. Since 2009, he has been with Providence Asset Management, an independent firm focused on personalized financial services.

Michael Overturf is a financial advisor at C & S Capital Management, Inc. in Little Rock, AR, holding a Series 65 designation with 21 years of industry experience. He has been with C & S Capital Management since 2000. Outside of advisory work, he serves as president of C & S Business Services, a bookkeeping company. C & S Capital Management provides personalized portfolio management services to individual and high-net-worth clients. The firm employs discretionary portfolio management with regular account reviews and operates at a smaller scale with approximately 28 clients and $34.5 million in assets under management.