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.