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.

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.

Joey Price is a financial advisor with LPL Financial in Little Rock, AR, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He previously worked at Wachovia Securities Financial Network for 10 years before joining LPL Financial in 2019. Outside of his advisory role, he serves as executor of a family estate. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm provides financial planning, various advisory programs, and retirement plan consulting, offering both discretionary and non-discretionary management with access to model portfolios and research.

Chad Hasten is a financial advisor at Ameriprise in Little Rock, AR, holding a Series 66 license with one year of industry experience. His prior roles include positions at Edward Jones and The Risher Companies, along with nearly a decade of involvement with Fitbyphase Inc. 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 detailed retirement income planning and tax-aware withdrawal strategies for clients nearing or in retirement.

Brady Claypool is a Series 66 credentialed financial advisor with Edward Jones in Little Rock, AR. He has one year of industry experience and joined Edward Jones in 2025. Prior to his current role, he held positions at Stonebridge Meadows Golf Club and the University of Arkansas, among others. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies and advisory services through a nationwide network of more than 23,700 financial advisors.

Joshuah Murray is a financial advisor at Merrill based in Little Rock, AR. He holds a Series 66 designation and has been with Merrill for three years. His prior experience includes roles at Bank of America and Bank OZK. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad range of clients including individuals, high-net-worth clients, and institutional fiduciaries.

Sylas Robinson is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been with Merrill Lynch since 2007, following two years as a financial advisor with another firm. Sylas is a partner in Millwee Burkett Robinson and Associates, where he serves a select group of individuals and families within the traditional wealth management segment. He also supports corporate retirement plan clients in his role as a Retirement Benefits Consultant. Sylas earned a Bachelor's Degree in Business Administration in 2003 and a Master's in Business Administration in 2004, both from Henderson State University. He holds several professional designations including CERTIFIED FINANCIAL PLANNER (CFP) obtained in 2015, CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). His areas of expertise include family wealth management strategies, legacy planning, personal retirement planning, philanthropic planning, portfolio management, and retirement income. Outside of his professional work, Sylas enjoys spending time with his family, traveling, and outdoor activities such as hunting and sightseeing.

Mark Peterson is a financial advisor with Edward Jones in Little Rock, Arkansas, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has been with Edward Jones since 2017 and previously worked at Square Associates Construction (Ashley Group) from 2013 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory strategies and affiliated investment products, supported by a large nationwide network of financial advisors and branch offices.

William Rownd Sr. is a financial advisor at Ameriprise with 18 years of industry experience. He holds the Series 66 designation and has previously worked at LPL Financial and J.W. Cole Advisors, Inc. Outside of his advisory work, he is a co-owner of a holding company for his son's technology ventures and serves on the board of directors for Birthdays by Madi. Ameriprise offers a retirement-income planning service targeting individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to create tailored, written recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Chastity Hicks is a Series 66-credentialed financial advisor with UBS Financial Services in Little Rock, Arkansas, with 18 years of industry experience. She has been with UBS since 2013. Outside of her advisory role, Hicks serves as an officer and chairs the Finance Committee for Heritage of Pride Inc., an organization that produces LGBT Pride events. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services, operating as both an investment adviser and broker-dealer.

Thomas Davis is a financial advisor with Morgan Stanley in Little Rock, Arkansas, holding a Series 66 designation and 11 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2014. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning approach uses structured discovery and firm-approved tools, and offers a wide range of investment and institutional products.

Samuel Williams III is a financial advisor at Ameriprise with nine years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2002. Ameriprise provides retirement-income planning services targeting individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Griselda Serna is a Financial Advisor with Merrill Lynch Wealth Management. She focuses on helping families and businesses pursue their financial goals by providing personalized strategies tailored to their unique circumstances. Griselda works with clients on a range of areas including college education planning, family wealth management, retirement income, employee benefits planning, and small business strategies. She offers clients access to Merrill Lynch’s investment products and research, as well as Bank of America’s banking and lending services. With over 20 years of experience, Griselda draws on her expertise to assist clients in managing complex financial challenges such as funding education, caring for aging parents, planning retirement, and running businesses. She emphasizes asset allocation strategies aligned with individual goals, risk tolerance, and liquidity needs. Griselda holds a Bachelor’s Degree from the University of Arkansas System and holds the Personal Investment Advisor (PIA) designation. She communicates fluently in English, Spanish, and French. Beyond her professional role, Griselda values community involvement and is committed to social and professional responsibility through her affiliation with Merrill Lynch and Bank of America. In her personal time, she enjoys hiking, reading, traveling, and spending time with her family.

Gary Kilpatrick is a financial advisor at Thrivent Investment Management with five years of industry experience. He previously worked at Valic Financial Advisors and has a background in education, having spent ten years at Lutheran South Academy. Kilpatrick is active in his community, serving as a volunteer with Make-A-Wish, president of a local business networking group, and a board member with Christ Little Rock. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based financial planning without discretionary portfolio management, and offers a consolidated billing option for clients combining planning with managed accounts.

John Engskov is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management, where he has worked since 1996. He holds multiple professional designations, including Certified Investment Management Analyst (CIMA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). John focuses on a broad range of client needs such as education planning, family wealth management, liquidity management, and retirement income strategies. John earned his Bachelor's degree in administrative management from the University of Arkansas. During his time at the university, he was a four-year letterman in basketball and was part of two Final Four teams as well as the 1994 NCAA National Championship team. He applies his disciplined approach and attention to client priorities in developing customized financial strategies. In his personal life, John resides in Little Rock with his wife Colleen and their three children. He volunteers as a coach with the Central Arkansas Boys and Girls Club and Arkansas Elite Girls Basketball. His interests include basketball, golfing, traveling, and spending time with his family.

Joseph Teague is a financial advisor at Edward Jones in Little Rock, Arkansas, holding a Series 66 designation with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at PMA Washington National Insurance Company and Bryant High School. 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 strategies supported by a nationwide network of financial advisors and branch offices.

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. He previously worked at Calton & Associates, Inc. for 11 years before joining LPL Financial in 2020. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Greyson Price is a financial advisor with LPL Financial based in Little Rock, Arkansas, holding a Series 66 designation and over seven years at LPL Financial. He also has experience with the University of Central Arkansas and Central Arkansas Christian Schools. Price is involved with The ASA Group as a non-variable insurance agent in addition to his investment advisory activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, and institutions. The firm offers various advisory programs, financial planning, and retirement consulting with both discretionary and non-discretionary management supported by research and technologies such as machine learning.

Rebecca Marshall is a financial advisor with LPL Financial based in Little Rock, AR, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. Her prior work includes roles at BMO Harris Bank, Cetera, Regions Bank, and Simmons Bank. She has also been a soccer referee since 2013. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives, offering financial planning, advisory programs, and retirement plan consulting with both discretionary and non-discretionary management options.