Robert Frits is a CFP® professional with 25 years of industry experience, currently affiliated with CWM, LLC. He previously worked at LPL Financial, LLC and Arvest Wealth Management. Outside of his advisory role, he is involved in several business ventures including ownership of multiple LLCs related to real estate and other enterprises. CWM, LLC is an SEC-registered investment adviser serving a diverse client base that includes individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients. The firm manages discretionary portfolios using model-based strategies supported by an in-house Investment Committee, third-party sub-advisors, and customization tools, with an emphasis on retirement plans, institutional services, and transparent fee and conflict disclosures.

Lloyd Du Preez is a CFP® and holds a Series 66 license with 11 years of industry experience. He is affiliated with Private Advisor Group, LLC and also provides investment advisory services through Mariner Independent Advisor Network, LLC. Outside of his advisory roles, he serves as a board member for the Crystal Cove Subdivision Property Owners' Association in Fayetteville, AR. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based model utilizing technology platforms and a range of investment strategies, often implementing advice through third-party managers and TAMPs.

Grant Allen is a Series 66-licensed advisor with Private Advisor Group, LLC. He has been in the financial services industry since 2025, including roles at LPL Financial LLC and Integrity Capital Wealth Management. Prior to his advisory career, he held positions at HoganTaylor LLP and Ouachita Baptist University. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based model that incorporates a variety of investment strategies and utilizes both proprietary and third-party technology platforms.

Harold Jones is a ChFC® and holds the Series 66 designation with 15 years of experience in the financial services industry. He has worked at Transamerica Financial Advisors since 2020 and previously spent nine years at Axa Advisors. Outside of his advisory role, he manages a small ranch and serves as a trustee for a family trust. Transamerica Financial Advisors serves a wide range of clients including individual investors, pension and profit-sharing plans, trusts, and charitable organizations. The firm offers both advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with discretionary and non-discretionary program options.

Brandon Simmons is a CFP® with 27 years of industry experience, currently serving at Private Advisor Group, LLC. He previously worked at Strategic Wealth Advisors Group, LPL Financial, LLC, and Merrill. Outside of his advisory roles, he manages a sole proprietorship to employ his children. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and utilizes both proprietary and third-party technology platforms to implement a range of investment strategies.

Eric Crawford is a financial advisor with Kestra Advisory, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has worked with Kestra Investment Services since 2016. Outside of his advisory role, he works part-time as an event parking attendant. Kestra Advisory provides investment advisory and retirement-plan consulting services to plan sponsors and a diverse range of institutional and individual clients. The firm offers fiduciary consulting, plan design, compliance testing, and investment advice, serving large institutional investors including sovereign wealth funds.

Don Fitzpatrick is a Series 66-licensed financial advisor with 20 years of industry experience. He is currently with Cetera Wealth Services, LLC and Cetera, having joined in 2025. Prior to this, he worked at Avantax Investment Services and Avantax Advisory Services from 2019 to 2025, and he also serves as a referring financial advisor for Landmark Financial, LLC. Fitzpatrick’s background includes a lengthy tenure at Beall Barclay & Company, PLC, as well as roles in insurance services and advisory firms. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad range of clients including individual investors, employer-sponsored retirement plans, corporate and charitable entities, and institutional accounts. The firm offers multiple portfolio management and financial planning services through a multi-manager platform, featuring discretionary and non-discretionary strategies, with access to both affiliated and third-party managers.

Robert Carper is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 designations and four years of industry experience. His prior roles include positions at Cornerstone Advisors LLC, Anchor Financial Group, and Cetera Advisors. Outside of his advisory work, he serves as a board member and volunteer for Compassion Ministries. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial wellness services through independent Financial Professionals using a variety of portfolio management strategies and platform options.

Jeremy Harp is a CFP® with 23 years of industry experience and has been with Edward Jones since 2002. He is based in Siloam Springs, Arkansas. In addition to his advisory work, Harp serves as an adjunct professor at John Brown University, where he teaches a course titled Personal Finance. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary managed solutions, and operates under a fiduciary standard.

John McConnell is a Senior Financial Advisor with the Boskus Group, a financial advisory team based in Rogers, Arkansas, operating within Merrill Lynch Wealth Management. He focuses on relationship management, portfolio construction, and structured products to develop personalized wealth management strategies for his clients. John holds a Bachelor of Science degree in Business from the University of Arkansas and a Master of Business Administration from the University of Arkansas Little Rock. He has earned professional designations including Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Prior to his advisory career, John was team captain of the Razorback tennis team and played professionally for several years. In addition to his professional work, John participates in community service consistent with the Merrill tradition of engagement. He enjoys golf, tennis, and spending time with his family.

Ryan Wallace is a financial advisor with Raymond James Financial, holding a Series 66 designation and 11 years of industry experience. He has been affiliated with Raymond James Financial Services Advisers Inc. and related entities since 2015. Outside of his primary role, he is also an associate at BB Capital, LLC, where he works as a financial advisor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored non-discretionary planning and consulting that incorporates risk profiling and modeling to support client goals and maintains unique affiliations in municipal and public finance, as well as specialized advisory programs.

Alexander Blount is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to joining LPL, he was associated with The Point Financial Group and has a background that includes various roles alongside his education. 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 and access to model portfolios, third-party asset management, and institutional platforms.

Marc Henline is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 17 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory options. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jonathan Dawson is a financial advisor with Raymond James Financial, holding a Series 66 designation and nine years of industry experience. He has worked at Raymond James since 2018 and previously spent a year at Edward Jones. Outside of his advisory role, he serves as Vice President of SWG Operations, a support company focused on business development and client engagement. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm employs analytical tools and customized planning to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Ewell Roussell III is a financial advisor at Edward Jones in Rogers, AR, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Wells Fargo Clearing Services LLC and several logistics companies. Outside of his financial career, he is co-owner and vice president of Precision Event Group, an event planning company based in Fayetteville, AR. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets through a broad network of advisors and branches, offering a range of investment advisory programs and affiliated financial services.

Geoffrey Rosen is a financial advisor with Cetera who holds a Series 66 designation and has 14 years of industry experience. His prior roles include positions with Avantax Investment Services, Landmark Financial, and Beall Barclay Wealth Management. Outside of his advisory work, he serves as a trustee for his parents' irrevocable trust and is involved in short-term rental property management through several LLCs. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser that serves individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options, including model portfolios, third-party managers, and bespoke strategies, supporting both discretionary and non-discretionary accounts.

Lucas Davis is a financial advisor with OSAIC, holding a Series 66 designation and 12 years of industry experience. He previously worked with Securities America Advisors and Securities America Inc for eight years. Outside of his advisory role, Davis volunteers as a coach for his son's basketball team. OSAIC serves a diverse client base including individual investors, high-net-worth individuals, pension and profit-sharing plans, corporations, and charitable organizations through a broad network of affiliated advisers. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and third-party managed account solutions to construct portfolios across a range of asset classes.

Daniel Paul is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2022. Prior to joining Edward Jones, he was employed by Spartan Chemical Company for seven years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a large network of advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and tax-efficient services.

Allison Hayes is a financial advisor at Edward Jones with 14 years of industry experience. She holds the ChFC® designation and Series 66 license and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Gary Kearney is a financial advisor with Raymond James & Associates based in Rogers, Arkansas. He holds Series 63 and Series 65 licenses and has 30 years of industry experience, including 20 years with Raymond James. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and municipalities, offering financial planning and non-discretionary investment consulting through various specialized programs.