Samuel Perry is a Series 66-credentialed financial advisor with seven years of industry experience. He has worked at Money Concepts Capital Corp since 2021 and previously spent nearly a decade with Phoenix Capital Reality Advisors, LLC and Phoenix Capital Partners, Ltd. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting services to individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a range of managed programs and uses fundamental and technical analysis alongside modern portfolio theory to guide investment decisions.

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® professional with 11 years of experience in the financial services industry. He is currently with Private Advisor Group, LLC and has held roles at Integrity Capital Wealth Management LLC and LPL Financial. Du Preez serves as a board member for the Crystal Cove Subdivision Property Owners’ Association in Fayetteville, AR. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations. The firm offers both discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting through a network of investment adviser representatives and access to multiple asset management platforms.

Aneta Koziarek is a financial advisor at CWM, LLC with a Series 65 credential and no prior industry experience. Before joining Tungsten Wealth Management in 2026, she worked at Blue Diamond Growers and Danone N.A. for several years. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm employs discretionary portfolio management with model portfolios supported by fundamental and technical analysis, third-party sub-advisors, and customization tools, with a strong focus on retirement plan and institutional services.

Harold Jones is a financial advisor with Transamerica Financial Advisors in Bentonville, AR, holding the ChFC® and Series 66 designations with 14 years of industry experience. His prior experience includes nearly a decade at Axa Advisors and ongoing involvement with WealthWave and WFGIA. Outside of his advisory work, he serves as a trustee of the Petra Jones Family Trust and manages a small ranch with longhorn cattle. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored plans, trusts, and charitable organizations. The firm utilizes a model portfolio approach with third-party managers and platform sub-advisors, supported by multiple program platforms such as Transamerica ONE and the TFA365 Advisory Program.

Brandon Simmons is a CFP® professional with 27 years of industry experience, currently serving at Private Advisor Group, LLC. He previously worked at Strategic Wealth Advisors Group and LPL Financial, LLC, where he held roles for 7 and 22 years respectively. Outside of his advisory role, Simmons manages a sole proprietorship employing family members and is involved with Mariner Independent Advisor Network, an independent advisory firm through which he provides investment advisory services. Private Advisor Group serves a diverse client base including individuals, trusts, estates, and charitable organizations, offering discretionary and non-discretionary portfolio management alongside financial planning and retirement-plan consulting. The firm utilizes a variety of analytical approaches and strategic partnerships to tailor investment solutions to client objectives.

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 financial advisor with Cetera, holding a Series 66 designation and 19 years of industry experience. He has worked at firms including Avantax Investment Services and Beall Barclay & Company. In addition to his advisory role, he serves as a referring financial advisor at Landmark Financial, LLC. Cetera Investment Advisers LLC is a nationwide SEC-registered firm that serves individual clients, retirement plans, corporate, charitable, and institutional accounts. The firm offers portfolio management, financial planning, and various program platforms, operating a multi-manager platform with over $256 billion in assets under management and more than 10,000 advisors.

Robert Carper is a financial advisor with Cambridge Investment Research Advisors in Cave Springs, Arkansas. He holds Series 65 and Series 63 licenses and has four years of industry experience. Prior to joining Cambridge, he worked at Cornerstone Advisors LLC, Anchor Financial Group, and Cetera Advisors. Outside of his advisory role, he serves as a board member and volunteer for Compassion Ministries. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing both proprietary and third-party model strategies with flexible implementation 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 Services Advisers Inc. in Jackson, TN, holding a Series 66 designation and 10 years of industry experience. He has worked with Raymond James since 2015 and is also associated with BB Capital, LLC and Biggs Financial Group. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis and firm research to develop tailored financial plans and investment recommendations.

Alexander Blount is a financial advisor with LPL Financial in Springdale, AR. He holds a Series 66 designation and has been in the industry since 2024. Prior to his role at LPL Financial, he was associated with The Point Financial Group and has diverse work experience including roles outside the financial sector. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

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 eight years of industry experience. He previously worked at Edward Jones and has been with Raymond James Financial Services Advisors, Inc. since 2018. Outside of his advisory role, Dawson serves as Vice President of SWG Operations, a business development and client engagement position at Solomon Wealth Group. Raymond James Financial Services Advisors, Inc. serves a wide range of clients, including individual investors, high-net-worth and non-high-net-worth clients, pension and profit-sharing plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting supported by firm research and outside managers, with a distinctive focus on advisory and implementation support rather than discretionary management.

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 Series 66-licensed financial advisor with 11 years of industry experience. He has been associated with Osaic since 2024 and previously worked at Securities America Advisors and Securities America Inc from 2016 to 2024. Outside of his advisory role, Davis volunteers as a coach for his son's basketball team. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides a range of advisory services supported by asset-allocation tools, risk assessments, and access to third-party money managers, operating within a complex corporate structure that includes multiple mergers and private-equity ownership.

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 in Rogers, AR, holding ChFC® and Series 66 designations with 13 years of industry experience. She 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, offering advisory programs with approximately $1.01 trillion in assets under management supported by a large network of financial advisors and branch offices. The firm provides discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.