Terri Watkins is a financial advisor with Wells Fargo Clearing in Little Rock, AR, holding Series 63 and Series 65 licenses and possessing 41 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Monica Roy is a Series 66 licensed financial advisor with Edward Jones, based in Little Rock, AR, and has 15 years of industry experience. She has worked exclusively with Edward Jones since 2011. Outside of her advisory work, she owns MLR Designs, a small craft business creating items such as shirts and cups. 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 and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

Scott McKinney is a Planning Consultant at Fidelity Investments, where he collaborates with clients to develop personalized financial plans that align with their unique family situations and goals. He emphasizes a planning process that involves understanding each client's story to co-create effective strategies. Scott has been with Fidelity Investments since 2023, progressing through roles including Financial Representative and Relationship Manager before becoming a Planning Consultant. He holds an Arkansas Insurance License. Outside of his professional work, Scott enjoys golf, hiking, reading, soccer, and spending time with his pets.

Morgan Keyes is a CFP® professional with 23 years of industry experience, currently serving at Wells Fargo Clearing since 2016. Prior to this, he worked at Wells Fargo Advisors LLC from 2009 to 2016. Based in Little Rock, AR, Keyes holds several trustee and power of attorney roles for family trusts and related entities. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives, demographics, and risk tolerances.

Caleb Stokes is a financial advisor at Ameriprise in Little Rock, AR, holding Series 63 and Series 66 credentials. He has been with Ameriprise since 2026 and has a varied work history across several industries and roles since 2015. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Ameriprise Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Jim Moore is an Investment Consultant at Fidelity Investments, a position he has held since 2025. In his role, he collaborates with clients to develop and implement personalized financial plans that consider various aspects of their lives and priorities. He maintains ongoing contact with clients to ensure their plans remain aligned with their needs. Jim has extensive experience in financial services, having worked as a Financial Representative and Insurance Agent at Bankers Life & Casualty and Bankers Life Securities in 2025, and at Primerica Financial Services and PFS Investments from 2020 to 2025. Prior to that, he served as Senior Vice President at Crews & Associates from 1991 to 2019. His earlier roles include Financial Representative positions at Swink & Company in 1989-1990 and First Investors in 1986. He holds an Arkansas Insurance License. Outside of his professional work, Jim's interests include biking, family activities, fishing, fitness, and music, where he is an instrumentalist.

Paul Leech is a financial advisor with Edward Jones in Little Rock, AR, holding Series 63 and Series 66 credentials and over 21 years of industry experience. He has worked at Edward Jones since 2004. Outside of his advisory role, he serves as president of Great Expectations of Kindness, a nonprofit organization based in Little Rock. 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 and investment options supported by a nationwide network of over 23,000 financial advisors.

Nicholas Elliott is a financial advisor with Ameriprise, holding a Series 66 designation and 10 years of industry experience. He has worked at Ameriprise and its affiliate Ameriprise Financial Services since 2016, and previously held roles at Bank of America and Merrill. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets. The firm’s approach includes algorithm-driven recommendations combined with research and tax-efficient strategies, delivered through a centralized consulting team in partnership with advisors like Elliott.

Johnny Taylor is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with LPL Financial since 2015 and operates an independent business, Absolute Financial Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, and institutions, offering a variety of advisory programs and financial planning services through a national network of representatives.

Jonathan Presswood is a financial advisor at Edward Jones with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Cracker Barrel and JEM Market Technologies. Outside of his advisory work, he owns a graphic design business and teaches online courses at the University of Arkansas at Little Rock. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with more than four million clients and approximately $1.01 trillion in assets under management. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

Jeffrey Harbold is a Planning Consultant who provides guidance, resources, and strategies to help clients work toward their financial and retirement goals. He approaches his work with a commitment to integrity. He has professional experience in mutual fund sales at State Farm from 2013 to 2014, investment consulting at Fidelity Investments from 1998 to 2013, and insurance sales at Principal Financial from 1997 to 1998. Jeffrey holds an Arkansas Insurance License. Outside of his professional responsibilities, Jeffrey is interested in cooking and baking, family activities, food, parenthood, traveling, and volunteering.

Miranda Schenebeck is a financial advisor with LPL Financial based in Little Rock, Arkansas, holding a Series 66 designation and 11 years of industry experience. Her prior roles include positions at Morgan Stanley and Simmons Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services supported by model portfolios and research from multiple sources.

Connor Martz is a financial advisor with Ameriprise in Little Rock, AR, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include positions at MML Investors Services and Mass Mutual Life Insurance Company. Martz serves on multiple nonprofit and community boards, including Create Little Rock and Fuse Co-Working Inc. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service that combines written recommendations with ongoing annual advice focused on income sources and tax-aware withdrawal strategies.

Hunter Mullings is a financial advisor at Ameriprise with a Series 66 credential and no prior industry experience. His work history includes roles in wealth management and various positions outside the financial sector, such as at Sigma Supply of North America and several universities. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides customized recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Brantley Foster is a financial advisor with Ameriprise in Little Rock, Arkansas, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Ameriprise and its predecessor firm since 2005. Outside of his advisory role, Foster is involved in several business ventures including co-ownership of local sanitation services and participation on the board of a nonprofit camp, as well as serving on his church's finance committee. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, combining research-driven modeling and tax-efficient strategies. The firm also offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Brian Gould is a Series 66-licensed financial advisor with Ameriprise in Little Rock, Arkansas, with 14 years of industry experience. He has been with Ameriprise and its affiliated entities since 2011. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored advice through a centralized consulting team, with a focus on assets held in Ameriprise Managed Accounts.

Ginger Young is a Financial Consultant I at Fidelity Investments, a role she has held since 2026. Prior to this, she served in several capacities within the financial services industry, including Planning Consultant and Relationship Manager at Fidelity Investments, as well as Associate Financial Advisor and Marketing and Events Coordinator at GenWealth Financial Advisors. Throughout her career, Ginger has developed expertise in financial planning and client relationship management. She approaches her work with a focus on collaboration, working alongside clients to develop personalized plans aimed at achieving both short-term and long-term financial goals. Ginger holds an Arkansas Insurance License, which supports her work in financial consultancy. She emphasizes the importance of inquiry and strong communication in building effective client relationships.

Madeline Orbin is a CFP® and holds a Series 66 license with six years of industry experience. She is currently with Ameriprise Financial Services, LLC and has previously worked at Edward Jones, Thrivent Financial, Pruco Securities LLC, and other firms. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored retirement planning and tax-aware withdrawal strategies through a centralized service team.

Eric Eiler is a financial advisor with Raymond James Financial in Little Rock, AR, holding a Series 66 designation and 25 years of industry experience. He has been involved with Raymond James and its affiliated entities since 2013 and operates Eiler Asset Management. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm uses tailored, non-discretionary planning supported by analytical tools to help clients make informed investment decisions.

Jordan Long is a financial advisor with Ameriprise in Sherwood, Arkansas, holding a Series 66 designation and five years of industry experience. Prior to joining Ameriprise in 2023, he worked at Sowell Management and served five years in the US Army. He is a member of the North Little Rock Rotary Club Board of Directors, serving as Director of Membership and Recruitment. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, offering tailored recommendation reports that incorporate tax-efficient strategies and income planning. The firm combines research, modeling, and algorithmic tools to deliver personalized advice through a centralized consulting team.