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.