William Mcmillan is a financial advisor at TMB Capital Partners, LLC with 25 years of industry experience. He holds a Series 66 designation and previously worked at Raymond James & Associates for 12 years. Outside of his advisory role, he is a licensed insurance agent in Little Rock, Arkansas. TMB Capital Partners provides discretionary investment management, comprehensive wealth management, financial planning, donor-advised fund services, and retirement-plan consulting to individuals, high net worth clients, trusts, estates, businesses, charities, and banks. The firm employs a fundamentally driven, primarily long-term investment approach and manages approximately $867.8 million in discretionary assets across four advisors.

John Broadwater Jr. is a CFP® with 27 years of industry experience and has been with The Arkansas Financial Group, Inc. in Little Rock, AR for 17 years. Prior to joining the firm, he worked at the University of Arkansas for Medical Sciences for over three decades. 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 employs an investment approach grounded in Modern Portfolio Theory and Behavioral Finance, using portfolio-optimization software to tailor asset allocations to clients’ loss tolerance and investment policy statements.

Adams Pryor is a CFP® professional with one year of experience currently working at Bass and Bell, Inc. He previously worked at Empire Trust Inc. for three years and has held various roles including positions at the Sixth Judicial District of Arkansas and the UN World Food Programme. Bass and Bell, Inc. serves individuals, corporations, foundations, and retirement plans by offering discretionary and non-discretionary portfolio management alongside integrated financial planning and retirement plan consulting. The firm employs a range of investment strategies including ETFs, mutual funds, equities, fixed income, and active techniques supported by multiple analytical approaches.

Harriet Bynum is a financial advisor with Castleview Partners, LLC, holding Series 63 and 65 licenses and bringing 27 years of industry experience. She has worked with Hornor, Townsend & Kent, Inc., Argenta Wealth Management, Bynum Investment Service, and John Hancock Mutual Life Insurance Company. Outside of advising, she is involved in insurance sales on a limited basis. Castleview Partners provides investment advisory and financial planning services to individuals, corporations, non-profits, and retirement plans, with offerings including discretionary portfolio management, third-party money manager access, model-based accounts, and wrap-style programs. The firm supports a range of strategies implemented through internal models and external holdings, utilizing its aiAlpha platform for model delivery and trading operations.

Deborah Neumann is a financial advisor at Bass and Bell, Inc. with 40 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Kroger and Raymond James & Associates. She has been with Bass and Bell since 2019. Bass and Bell, Inc. serves individuals, corporations, foundations, and retirement plans, managing approximately $874.6 million across about 295 client relationships. The firm provides portfolio management and financial planning services using a personalized approach that combines strategic asset allocation with active investment tools.

Anderson Bass is a Series 65-licensed advisor with Bass and Bell, Inc. in Little Rock, AR, bringing three years of industry experience. His prior work includes roles at Unilever and J.B. Hunt Transport Inc. Bass and Bell serves individuals, including high net worth clients, as well as corporations, foundations, retirement plans, and plan participants. The firm provides both discretionary and non-discretionary portfolio management alongside integrated financial planning, employing a range of investment strategies supported by fundamental, quantitative, and technical analysis.

Joshua Putnam is a financial advisor at Legacy Capital Wealth Partners, LLC with 25 years of industry experience. He holds a Series 66 designation and previously spent 20 years at Sundvold Financial. Outside of his advisory role, he is a licensed insurance agent and owns The Putnam Group, an entity for collecting residual commissions from insurance policy sales. Legacy Capital Wealth Partners offers holistic financial planning and investment management services to individuals, families, and various institutions. The firm employs a client-specific, planning-driven approach and manages approximately $1.52 billion in assets through a 16-advisor team.

Timothy Coon is a Series 65-licensed advisor at Financial Management, Inc. with over 19 years of industry experience. He previously worked for Forest Hill Capital, LLC from 2008 to 2026 before joining Financial Management, Inc. in 2026. Financial Management, Inc. provides investment management, financial planning, fiduciary, and consulting services to individuals, retirement plans, non-profit organizations, and businesses. The firm emphasizes Strategic Asset Allocation based on Modern Portfolio Theory and uses mutual funds and ETFs to implement portfolios, pairing portfolio management with financial planning and periodic reviews.

Jordan Bauer is a CFP® with nine years of industry experience. He has worked at Naviter Wealth, LLC since 2021 and previously spent seven years at Stephens Inc. Bauer is also a licensed independent insurance agent. Naviter Wealth, LLC is a multi-advisor team serving individual and high-net-worth clients with financial planning and discretionary portfolio management. The firm manages approximately $1.87 billion across 332 client relationships and offers services including separately managed accounts, potential borrowing within accounts, and performance-based fee arrangements.

Gregory Hartz is a CFA® charterholder with over 33 years of experience in the financial industry. He has been with Foundation Resource Management, Inc. since 1992. The firm manages discretionary portfolios primarily focused on long-only positions in individual stocks and bonds for a diverse client base including individuals, high net worth clients, retirement plans, charitable institutions, insurance companies, and hospitals. Foundation Resource Management employs a value-oriented investment approach emphasizing intrinsic value and capital preservation, and it distinguishes itself by serving institutional clients such as insurance companies and hospitals and providing performance analyses in client reporting.

Benjamin Bailey is a financial advisor at TMB Capital Partners, LLC with 20 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for Raymond James & Associates for 12 years. Bailey is also a licensed insurance agent. TMB Capital Partners is a fee-based advisory firm serving individuals, high net worth clients, trusts, estates, businesses, charities, and banks. The firm employs a fundamentally driven, primarily long-term investment approach using model portfolios composed of ETFs, mutual funds, equities, bonds, options, and alternative investments.

Lauren Young is a financial advisor at Legacy Capital Wealth Partners, LLC with five years of industry experience. She holds the Series 66 designation and has worked at Legacy Capital Wealth Partners since 2018, with prior experience at Purshe Kaplan Sterling Investments and Kestra Financial. Legacy Capital Wealth Partners serves individuals, families, trusts, businesses, charitable organizations, and retirement plans, offering holistic financial planning alongside discretionary and non-discretionary portfolio management. The firm manages approximately $1.3 billion in assets and employs a tailored, long-term investment approach using a variety of investment vehicles, including mutual funds, ETFs, and alternatives.

Wessel Zwiegers is a financial advisor at Legacy Capital Wealth Partners, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Stephens Inc. from 2015 to 2019. Outside of his advisory role, he serves as a regional board member for First Service Bank, assisting in community awareness efforts for the Little Rock branch. Legacy Capital Wealth Partners serves a diverse clientele including individuals, families, trusts, and charitable organizations, providing comprehensive financial planning and portfolio management. The firm manages over $1.3 billion in assets and employs a tailored, long-term investment approach utilizing mutual funds, ETFs, alternatives, options, and individual securities.

Heather Berry is a financial advisor at Applied Capital LLC with a Series 65 designation and one year of industry experience. Prior to joining Applied Capital, she worked in various roles including positions at Immanual Baptist Church, Rock City Complete Fitness, Alcon Vision Care, and CooperVision. Applied Capital LLC serves individual and high-net-worth clients with discretionary investment supervisory services and financial planning through fee-for-service and full-service models. The firm manages approximately $293 million in discretionary assets, emphasizing asset allocation and diversification with market-cap weighted index strategies and offers multi-tiered planning engagements that can coordinate with outside specialists.

Sarah Gutierrez is a CFP® with 10 years of industry experience, currently serving as an advisor at Aptus Financial, LLC since 2015. She holds a Series 63 license and is based in Little Rock, Arkansas. Outside of her advisory work, she is a 50% owner of Club 27, a salsa dancing and event venue, and serves on the Board of Directors for WEHCO Media, a publishing and cable company. Aptus Financial provides flat-fee financial planning and advisory services to individuals, trusts, charitable organizations, and employer-sponsored defined-contribution plans. The firm focuses on financial planning over discretionary management, emphasizing passive, long-term indexing, asset allocation, and client education through regular reviews and targeted programming.

Matthew Jeter is a financial advisor at Gilliland Jeter Wealth Management, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Raymond James & Associates, Inc. for 14 years and Educational Edge. Gilliland Jeter Wealth Management offers discretionary and non-discretionary portfolio management and integrated financial planning to individuals, corporations, foundations, and retirement plan participants. The firm uses a client-specific Financial Profile and Investment Plan implemented through a diverse mix of investment instruments and external sub-advisers, managing approximately $505 million in client assets.

Nicole Hobbs is a financial advisor at Naviter Wealth, LLC with a Series 65 credential and one year of industry experience. Prior to joining Naviter Wealth, she worked at HCJ CPAs & Advisors PLLC for eight years and JPMS Cox, PLLC for nine years. Naviter Wealth, LLC provides financial planning and discretionary portfolio management to individual and high-net-worth clients. The firm operates as a multi-advisor team managing approximately $1.87 billion across 332 client relationships.

Robert House is a financial advisor with Amuni Financial, Inc. in Little Rock, AR, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with American Municipal Securities, Inc. since 2001. Outside of his advisory role, he holds a life insurance license in Arkansas. Amuni Financial, Inc. serves individuals, high-net-worth clients, trusts, estates, and charitable organizations with portfolio management and advisory programs. The firm employs a fundamental, long-term investment approach tailored to client objectives and risk tolerance, managing approximately $159.7 million in regulatory assets through a team of 11 advisors.

Leighann Arthur is a financial advisor at Gutierrez Wealth Advisory, LLC with 31 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services Inc. for 28 years and Purshe Kaplan Sterling Investments for three years. Gutierrez Wealth Advisory serves individuals, retirement plans, trusts, estates, charitable organizations, and businesses, offering financial planning, investment management, and wealth management services. The firm uses a strategic asset-allocation framework tailored to client risk profiles and incorporates a range of investment instruments, including ETFs, mutual funds, alternatives, and digital assets.

Morgan Sizer is a financial advisor with Legacy Capital Wealth Partners, LLC, holding Series 63 and Series 65 licenses and nine years of industry experience. He has worked at several firms, including Trent Capital Management, Sowell Management Services, Concordius Capital Advisors, and Mozumbo LLC. Outside of advisory work, he serves as Chief Financial Officer for RPM Consulting of Texas, LLC, and is involved in managing financial operations for Little Rock Audio, LLC, an online sporting goods retailer. Legacy Capital Wealth Partners serves a diverse client base including individuals, families, trusts, businesses, and charitable organizations, offering holistic financial planning along with discretionary and non-discretionary portfolio management. The firm employs a tailored, long-term investment approach utilizing mutual funds, ETFs, alternatives, options, and individual securities, and operates a wrap fee program that consolidates transaction and custodial costs.