Jason Prather is a financial advisor with Legacy Capital Wealth Partners, LLC in Little Rock, Arkansas, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked with Legacy Capital Wealth Partners since 2018 and previously with Kestra Financial Services and Legacy Capital Group. Prather is also a licensed insurance professional with Legacy Capital Group Arkansas, LLC. Legacy Capital Wealth Partners serves individuals, high-net-worth clients, families, family offices, trusts, estates, charitable foundations, nonprofit organizations, and retirement plans. The firm offers holistic financial planning and investment management, using fundamental analysis and a long-term approach while providing regular account monitoring and reporting.

Lamar Rochell is a financial advisor at Applied Capital LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Cottingham & Butler and Northwestern Mutual. Before entering the financial services field, he held roles in healthcare and education, including positions at the Physical Therapy Institute and the University of Arkansas Monticello. Applied Capital LLC provides discretionary investment management and financial planning primarily to individual and high-net-worth clients. The firm focuses on long-term asset allocation and diversification, employing mutual funds, ETFs, equities, bonds, and select alternative investments, while integrating digital estate-planning tools and multi-tiered financial planning services.

Carrie Carr is a financial advisor with Aria Wealth Management in Little Rock, AR, holding Series 63 and Series 66 credentials and 18 years of industry experience. She previously worked at Merrill and Concert Wealth Management before joining Aria Wealth Management in 2017. Aria Wealth Management serves individual and institutional clients, including high-net-worth families, trusts, corporations, pension plans, and charitable organizations. The firm employs an asset allocation approach based on fundamental and technical analysis and Modern Portfolio Theory, often working with third-party managers and sub-advisors to manage discretionary accounts and develop investment policies.

Austin Boots is a financial advisor at Lukas Total Wealth with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Mass Mutual Investors Services and New York Life Insurance Company. Outside of his advisory role, he is the president and owner of Boots Family LLC. Lukas Total Wealth serves individual and high-net-worth clients, particularly those who are retired or nearing retirement. The firm emphasizes Tactical Asset Management using a combination of tactical, dynamic, and strategic models to address sequence-of-returns risk, implementing portfolios primarily through mutual funds, ETFs, and fixed-income securities.

John Robinson III is a CFP® professional with 39 years of industry experience, currently with First Security Investment Management, Inc. He has held roles at Barefoot Consultants and the University of Arkansas for Medical Sciences. In addition to his financial advisory work, Robinson provides life transitions coaching for clients considering retirement or international relocation through Barefoot Consultants. First Security Investment Management, Inc. delivers investment management, financial planning, and consulting services to individuals, high-net-worth clients, retirement plans, non-profits, and businesses. The firm’s investment strategy is grounded in Modern Portfolio Theory and academic research, with an emphasis on strategic asset allocation implemented primarily through mutual funds and ETFs.

Francis Kelly is a CFP® with over 41 years of experience in the financial industry, currently serving at Ifrah Financial Services, Inc. since 2006. He is also the owner of two solar-related businesses, providing consulting and marketing services for a local solar installer and managing a solar farm. Ifrah Financial Services offers investment supervisory and portfolio management services to individuals and institutions, utilizing model-based multi-strategy programs and a combination of passive and active investment approaches.

Kristina Bolhouse is a CFP® and PFS™ with 24 years of experience in financial advising. She has been with The Arkansas Financial Group, Inc. since 1999. The Arkansas Financial Group provides fee-based wealth management and financial planning services to individuals—including high-net-worth clients—as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm’s investment approach is based on Modern Portfolio Theory and Behavioral Finance, using portfolio-optimization software and primarily managing portfolios with mutual funds, ETFs, and fixed-income instruments on a discretionary basis.

Patrick (Aka Patrice) Ifrah is a financial advisor at Ifrah Financial Services, Inc. in Little Rock, AR, with 33 years of industry experience. He has been with Ifrah Financial Services since 2006. The firm provides investment supervisory and portfolio management services primarily to individual clients as well as institutions such as businesses, trusts, estates, and retirement plans. Ifrah Financial Services uses model-based multi-strategy programs and separately managed accounts combining passive ETFs with active management and quantitative, fundamental, and technical analysis.

James Havens is a financial advisor at Lathrop Investment Management Company with 24 years of industry experience. He holds the Series 65 designation and has been with Lathrop Investment Management Corporation since 2001. Lathrop Investment Management Company provides discretionary investment counseling to individuals, families, trusts, estates, retirement plans, businesses, and not-for-profit institutions through separately managed accounts. The firm employs fundamental analysis and a long-term valuation perspective to construct diversified portfolios tailored to clients’ objectives, managing approximately $957 million with a compact four-person team.

Marshall Moon is a financial advisor at Meridian Investment Advisors in Little Rock, AR, holding a Series 65 designation with eight years of industry experience. He has been with Meridian Management Company since 2015. Meridian provides discretionary investment management and retirement-plan consulting to individuals, high-net-worth families, and institutional clients including trusts, foundations, corporate retirement plans, public pension funds, and municipalities. The firm emphasizes customized portfolio construction with a focus on asset allocation, fundamental equity analysis, and fixed-income securities, managing approximately $766 million across a four-advisor team.

Harold Grubbs is a financial advisor with First Security Investment Management, Inc. in Little Rock, AR, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Financial Management INC since 1986. Outside of advising, he is involved with Brush Mountain Construction, a business that sells air purification products. First Security Investment Management, Inc. provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, retirement plans, nonprofits, and businesses. The firm emphasizes strategic asset allocation based on Modern Portfolio Theory and academic research, offering discretionary and non-discretionary portfolio management using mutual funds, ETFs, and occasionally individual securities or alternatives.

Robert Harris III is a CFP® professional with 30 years of industry experience, currently serving at Ifrah Financial Services, Inc. since 2006. He is based in Little Rock, AR, and holds Series 63 and Series 65 licenses. Ifrah Financial Services is a team-based SEC-registered adviser serving individual and high-net-worth clients, as well as retirement plans, trusts, and businesses. The firm provides investment supervisory services, model portfolio management, financial planning, and consulting, employing a blend of passive and active investment strategies monitored for alignment with client objectives.

Joseph Gilliland is a financial advisor at Gilliland Jeter Wealth Management, LLC with 41 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Raymond James & Associates, Inc. for 14 years. He serves on the Finance/Investment Committee of the Subiaco Abbey and Academy Foundation Board, overseeing endowment performance. Gilliland Jeter Wealth Management provides discretionary and non-discretionary portfolio management and integrated financial planning for individuals, corporations, foundations, and retirement plan participants. The firm develops customized Financial Profiles and Investment Plans, employing a diverse range of investment strategies and third-party managers tailored to client objectives.

Christopher Glancy is a financial advisor at Lukas Total Wealth with CFA® and Series 63 credentials. He has a total of 11 years of industry experience, including nine years at Frost PLLC and one year at AXPM prior to joining Lukas Total Wealth. Lukas Total Wealth serves individual and high-net-worth clients, particularly those retired or nearing retirement, offering financial planning, portfolio management, and educational seminars. The firm employs Tactical Asset Management using various model styles and implements strategies through mutual funds, ETFs, and fixed-income securities.

Micah Brown is a CFP® with 30 years of industry experience, currently serving at Ifrah Financial Services, Inc. since 2006. Prior to that, he worked for Hutchinson Financial, Inc. for 10 years. Ifrah Financial Services is a team-based SEC-registered adviser serving individuals, high-net-worth clients, retirement plans, trusts, and businesses. The firm combines passive ETF core holdings with actively managed folios and quantitative methods, offering investment supervisory services, financial planning, and participant-directed 401(k) services.

John Kelly is a CFP® with 28 years of industry experience, currently serving at Ifrah Financial Services, Inc. since 2006. He is Vice President of the American Foundation for Judicial Accountability, a nonprofit focused on promoting awareness of the judicial rating system. Kelly is also part owner of Longhills Wine and Spirits, where he oversees sales and operations. Ifrah Financial Services provides investment supervisory and portfolio management services to individuals and institutions, employing model-based multi-strategy programs and separately managed accounts. The firm offers financial planning, consulting, and retirement plan advisory services, with a focus on combining passive and active investment approaches.

Andrew Lagrone is a CFA® charterholder with 26 years of industry experience, currently serving at Lathrop Investment Management Company. He has been with Lathrop Investment Management Corporation since 1999 and became part of Lathrop Investment Management Company in 2025. In addition to his advisory role, he is a partner at Lathrop & Lagrone LLC, a security appraisal firm providing expert testimony on investment matters. Lathrop Investment Management Company offers discretionary investment counseling to individuals, families, trusts, estates, retirement plans, businesses, and not-for-profit institutions. The firm focuses on fundamental analysis and long-term valuation to construct diversified portfolios primarily of individual stocks, bonds, and cash, tailored to clients’ return objectives and risk tolerance.

Charles Gardner is a financial advisor at Meridian Investment Advisors in Little Rock, AR, holding a Series 65 credential with two years of industry experience. Prior to joining Meridian, he spent eight years with Student Mobilization. Meridian provides discretionary investment management and retirement plan consulting for a diverse client base including individuals, high-net-worth families, trusts, charitable organizations, public pension funds, and municipalities. The firm emphasizes asset allocation and aligning portfolio risk with client objectives through customized portfolios and ongoing oversight.

Jessica Wallace is a financial advisor with First Security Investment Management, Inc. She holds a Series 65 designation and has 9 years of industry experience. She has been associated with Financial Management, Inc. since 2007. Outside of advising, Wallace owns and manages Wallace Tile, LLC, a tile design and installation business. First Security Investment Management, Inc. provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, retirement plans, non-profits, and businesses. The firm emphasizes strategic asset allocation based on Modern Portfolio Theory and academic research, utilizing mutual funds, ETFs, and individual securities as appropriate.

Matthew Jones is a CFP® with 31 years of industry experience, currently serving with Legacy Capital Wealth Partners, LLC in Little Rock, AR. He has been with Legacy Capital and affiliated firms since 1997, including roles at Purshe Kaplan Sterling Investments and Kestra Financial Services. Jones holds board positions including Immediate Past Chair and Investment Committee member of the Baptist Health Foundation Board. Legacy Capital Wealth Partners serves individuals, high-net-worth clients, families, family offices, trusts, estates, charitable foundations, nonprofits, and retirement plans. The firm provides holistic financial planning and both discretionary and non-discretionary investment management, employing fundamental analysis with a long-term orientation while monitoring client accounts continuously.