Laura George is a financial advisor with Edward Jones in Marion, Arkansas. She has 20 years of experience with Edward Jones and holds a Series 66 designation. 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 services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Diane Taylor is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. She has been with Raymond James & Associates since 2012. 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, institutional clients, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by a nationwide adviser network.

Benjamin Wright is a financial advisor with Ameriprise based in Cordova, TN, holding Series 63 and Series 66 licenses and 24 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Armor Financial Group, Allstate Insurance Company, MML Investors Services, The Wright Agency, and MassMutual Life Insurance. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that address income, Social Security, and tax strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized retirement planning solutions through a centralized consulting team.

William Collins is a financial advisor at Thrivent Investment Management in Memphis, TN, holding a Series 66 designation with two years at Thrivent and four years of prior experience at Ameriprise Financial Services and Modern Woodmen of America. Before entering the financial industry, he worked in education for over a decade. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based financial planning without discretionary trading authority and offering integrated planning and managed-account options under its WealthPlan program.

Roy Murrell Jr. is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and seven years of industry experience. His work history includes roles at Charles Schwab Bank, Merrill, and Capital One. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory services with access to affiliated discretionary SMAs, offering multi-asset model portfolios and alternative investment options.

David Lillard is a financial advisor with Edward Jones in Bartlett, TN, holding Series 63 and Series 66 licenses and with 25 years of industry experience. He has been with Edward Jones since 2000. Outside of advising, he co-founded a storage building leasing business that offers rent-to-own contracts. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets through a large network of advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Charles Myers is a financial advisor at Raymond James & Associates with 24 years of industry experience. He holds the Series 66 designation and has been with Raymond James since 2013. Myers serves on the boards of the University of Arkansas Alumni Association and ASU Mid-South Foundation, both of which focus on raising funds for student scholarships. He is also a partner and treasurer of a recreational hunting property club. Raymond James & Associates is a large firm offering brokerage and advisory services to a diverse client base, including individuals, institutions, and municipal entities. The firm provides tailored financial planning and investment consulting, drawing on multiple portfolio management styles and affiliated research, and is notable for its municipal advisory services and comprehensive affiliate network.

Paul Mc Cutchen III is a financial advisor at LPL Financial with 17 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones and Morgan Stanley. Outside of advising, he co-owns an equestrian business in Marion, Arkansas. 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 services including financial planning, model portfolio programs, and institutional platforms, supported by extensive research and technology tools.

John Keller is a CFP® professional with 27 years of experience in the financial industry. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient services, supported by a large nationwide network of advisors and branch offices.