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.

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.

Braden Burnett is a financial advisor at Garland and Greenwood Wealth Advisors LLC with a Series 65 credential and one year of industry experience. His prior work includes roles at Lighthouse Financial and positions in education at the University of Arkansas and Arkansas Tech University. Garland and Greenwood Wealth Advisors LLC provides portfolio management and financial planning to individual clients, including high-net-worth households. The firm manages approximately $53 million in client assets and offers personalized portfolio management with formal supervisory review, along with client-facing educational seminars and workshops.

Richard Simpson is a financial advisor at Garland and Greenwood Wealth Advisors LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Retirement Wealth Advisors and Portfolio Medics, LLC. He is also the owner and president of Financial Dynamics, an independent business focused on annuity and life insurance sales as well as investment advisory services. Garland and Greenwood Wealth Advisors serves individual and high-net-worth clients by providing portfolio management and comprehensive financial planning. The firm offers account-level investment advice and ongoing wealth management, and conducts client education through seminars and workshops.

William Criswell Jr. is a financial advisor with Garland and Greenwood Wealth Advisors LLC, holding Series 63 and Series 66 credentials and possessing 25 years of industry experience. Prior to joining Garland and Greenwood in 2023, he worked at LPL Financial from 2015. Outside of his advisory role, he holds a minority interest in a local restaurant business, Vesuvio Bistro. Garland and Greenwood Wealth Advisors serves individual and high-net-worth clients, providing portfolio management and comprehensive financial planning. The firm offers client education through seminars and workshops and supports a team-based approach to wealth management.

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.