John Satterfield is a financial advisor at Amuni Financial, Inc. in Little Rock, AR, holding Series 63 and Series 66 licenses with 40 years of industry experience. He has worked at American Municipal Securities, Inc. since 1993. Outside of advisory work, he is a co-owner of Clout Services LLC, a package delivery business. Amuni Financial, Inc. manages approximately $159.7 million in assets for individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs a fundamental, long-term investment approach and offers fee-based portfolio management and wrap fee programs tailored to individual client objectives and risk tolerance.

Christopher Morgan is a financial advisor at Gilliland Jeter Wealth Management, LLC with four years of industry experience. He holds the Series 66 designation and has worked previously at Raymond James & Associates and Diane Johnson Accounting. Morgan's background also includes experience outside finance, including roles as a student athlete and work in agriculture. Gilliland Jeter Wealth Management provides portfolio management and financial planning services to individuals, corporations, foundations, and retirement plans. The firm develops customized financial profiles and investment plans, utilizing a diverse mix of investment strategies tailored to client objectives and risk tolerance.

Jessica Heath is a financial advisor with Legacy Capital Wealth Partners, LLC in Little Rock, AR, holding Series 65 and Series 66 licenses and having nine years of industry experience. She has worked at Legacy Capital since 2020 and previously was with Trent Capital Management, Inc. and Arvest Wealth Management. Legacy Capital Wealth Partners serves individuals, high-net-worth clients, and various institutional entities, offering holistic financial planning and both discretionary and non-discretionary investment management. The firm employs a primarily long-term investment approach based on fundamental analysis, with ongoing account monitoring and regular reviews.

Stephen Goetze is a financial advisor at First Security Investment Management, Inc. He holds Series 63 and Series 65 designations and has one year of industry experience. His prior work includes positions at Financial Management, Inc., Crews & Associates, Inc., Ernst and Young, and multiple roles at the University of Arkansas. First Security Investment Management, Inc. provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, retirement plans, non-profit organizations, and businesses. The firm’s investment approach emphasizes strategic asset allocation based on Modern Portfolio Theory and academic quantitative research, with implementation through mutual funds, ETFs, and selective individual securities or alternative investments.

Spencer Smith is a financial advisor at First Security Investment Management, Inc. He holds a Series 65 designation and has one year of industry experience. His prior work includes positions at Financial Management, Inc., the University of Oklahoma, and Crews & Associates, Inc. Outside of finance, he managed Smith Lawn Care, LLC for seven years. First Security Investment Management, Inc. provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, retirement plans, nonprofits, and businesses. The firm’s investment approach is based on strategic asset allocation informed by Modern Portfolio Theory and academic research, utilizing mutual funds, ETFs, and individualized consideration of securities and alternatives.

Pat Moon is a CFA® charterholder with 27 years of experience in the financial services industry. He has been with Meridian Investment Advisors since 1997. Outside of his advisory role, he is a managing member or manager of several brokerage entities specializing in ship lease agreements. Meridian Investment Advisors provides discretionary investment management and retirement plan consulting for individuals, high-net-worth families, trusts, charitable organizations, endowments, company retirement plans, public pension funds, and municipalities. The firm emphasizes asset allocation and portfolio risk alignment through a mix of common stocks, fixed income, ETFs, mutual funds, and selected independent managers.

Mark Massey is a financial advisor at Capital Square, LLC in Little Rock, AR, holding a Series 66 designation with 15 years of industry experience. He has worked at Capital Square since 2017 and previously spent three years with Bellwether Investment Group. Capital Square provides investment advice and financial planning to individuals, trusts, businesses, non-profits, foundations, and endowments. The firm offers retirement planning and discretionary and non-discretionary portfolio management, tailoring portfolios through diversified asset allocation and employing various strategies as appropriate.

Kevin Clark is a financial advisor at Legacy Capital Wealth Partners, LLC with 28 years of industry experience. He holds Series 63, Series 65, and Series 66 designations and has worked at several firms including Trent Capital Management and Signator Investors. Outside of his advisory role, he owns and operates NEA Financial Services, LLC, which provides accounting and tax preparation services. Legacy Capital Wealth Partners serves individuals, families, family offices, trusts, charitable foundations, nonprofit organizations, and retirement plans. The firm offers holistic financial planning and investment management with a focus on fundamental analysis and a long-term orientation, supported by ongoing account monitoring and formal annual reviews.

Kyle Pitts is a CFP®-certified financial advisor with 27 years of industry experience. He has been with Ifrah Financial Services, Inc. in Little Rock, AR since 2006. Outside of his advisory role, Kyle occasionally provides talent for movies, commercials, corporate videos, and other entertainment projects through The Agency Inc. Ifrah Financial Services offers investment supervisory and portfolio management services to individual and institutional clients, utilizing model-based multi-strategy programs and separately managed accounts. The firm also provides financial planning, consulting, and retirement plan advisory services.

Jeffrey Mc Coy is a financial advisor with Meridian Investment Advisors in Little Rock, AR, holding a Series 65 designation and one year of industry experience. His prior work includes roles at Castellano & Associates and Ouachita Baptist University. Meridian Investment Advisors provides discretionary investment management and retirement plan consulting to individuals, high-net-worth families, trusts, charitable organizations, endowments, company retirement plans, public pension funds, and municipalities. The firm emphasizes asset allocation and aligning portfolio risk with client objectives, utilizing a variety of investment vehicles and maintaining a dedicated Retirement Services division.

Joe Justus is a financial advisor with RetirePath Wealth, LLC in Little Rock, AR, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. Prior to joining RetirePath Wealth in 2025, he worked at Trutoro for eight years. Outside of advisory work, he operates Joe Justus Insurance Agency LLC, an insurance sales business he has owned since 1988, and is involved in farming activities as a sole proprietor. RetirePath Wealth, LLC provides investment advisory and financial planning services to individual and high-net-worth clients, utilizing both discretionary and non-discretionary asset management alongside comprehensive financial plans. The firm employs a process that incorporates client goals and risk tolerance with technical and cyclical analysis, and it maintains formal affiliations with insurance and tax-preparation businesses.

Roy Gutierrez is a financial advisor with Gutierrez Wealth Advisory, LLC in Little Rock, Arkansas, holding Series 63 and Series 65 licenses and over 45 years of industry experience. He worked at UBS Financial Services for 35 years before joining Purshe Kaplan Sterling Investments and later founding his current firm. Gutierrez also sells fixed and traditional insurance products as a licensed agent. Gutierrez Wealth Advisory serves individuals, trusts, estates, charitable organizations, and business entities, providing financial planning, investment management, wealth management, and retirement-plan consulting. The firm employs a strategic asset allocation process tailored to client risk profiles, managing portfolios with a mix of ETFs, mutual funds, third-party managers, alternatives, structured products, private investments, and, when appropriate, digital assets.

Gary Robertson is a financial advisor with Optivise Advisory Services LLC in North Little Rock, AR, holding Series 63 and Series 65 credentials and 16 years of industry experience. His prior work includes roles at Brookstone Capital Management and Pinnacle Wealth Management Group. Robertson is president of the Arkansas College Planning Group, which provides pre-college assistance including ACT and SAT preparation and tuition reduction guidance. Optivise Advisory Services offers portfolio management and financial planning to individual and institutional clients, including high-net-worth individuals and pension plans. The firm delivers investment advice through discretionary model portfolios and provides a co-advisory service for employer-sponsored defined contribution plans that includes participant guidance via an online dashboard.

Douglas Spencer is a CFP® with 28 years of industry experience and has been with Ifrah Financial Services, Inc. in Little Rock, AR since 2006. He also owns and operates a CPA practice, Douglas J. Spencer CPA, PA, providing accounting and tax services. Spencer has worked as a CPA since 1985. Ifrah Financial Services offers investment supervisory and portfolio management services to individual clients and institutions, utilizing model-based multi-strategy programs and separately managed accounts that combine passive ETFs with active management and quantitative, fundamental, and technical screening. The firm also provides financial planning, consulting, and retirement plan advisory and education services.

Daniel Sandefur is a financial advisor at RetirePath Wealth, LLC in Little Rock, AR, holding a Series 66 designation with two years of industry experience. Prior to joining RetirePath Wealth in 2026, he worked for Edward Jones and Acxiom and was a full-time student for ten years. Outside of his advisory role, he is involved with The RetirePath Agency, Inc. RetirePath Wealth serves individual and high-net-worth clients with portfolio management, financial planning, and consulting, utilizing both discretionary and non-discretionary approaches and model portfolios. The firm manages a multi-million dollar asset base with a small team and incorporates technical and cyclical analysis in its investment process.

Preston Edwards is a financial advisor at Legacy Capital Wealth Partners, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Lighthouse Financial and Chenal Country Club. Legacy Capital Wealth Partners serves individuals, high-net-worth clients, families, family offices, trusts, estates, charitable foundations, nonprofit organizations, and retirement plans. The firm provides holistic financial planning, discretionary and non-discretionary investment management, and retirement plan advisory services, with an investment approach that emphasizes fundamental analysis and a long-term orientation.

James Gentry Jr. is a financial advisor at RetirePath Wealth, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Legacy Capital Wealth Partners and Capital Markets IQ. Outside of advisory work, he serves as a board member for Love Unity, Inc., a nonprofit organization in Little Rock, AR. RetirePath Wealth, LLC provides investment advisory and financial planning services to individual and high-net-worth clients, utilizing a process that incorporates client goals and risk tolerance with technical and cyclical analysis. The firm offers both discretionary and non-discretionary asset management and partners with third-party co-advisors to access model portfolios and trading services.

James Erwin Jr. is a financial advisor with Ifrah Financial Services, Inc. in Little Rock, AR. He holds Series 63 and Series 65 designations and has 30 years of industry experience, including 20 years with Ifrah Financial Services. Outside of his advisory role, Erwin serves as vice president of Promotional Ideas, Inc., a logo wear company. Ifrah Financial Services is a team-based SEC-registered adviser serving individual and high-net-worth clients, retirement plans, trusts, and businesses. The firm provides investment supervisory services, model portfolio management, financial planning, and participant-directed 401(k) services, combining passive ETFs with actively managed folios and quantitative screening across custodial platforms at Goldman Sachs and Charles Schwab.

Joseph Perrone is a CFA® charterholder working with First Security Investment Management, Inc. He has over 24 years of industry experience, including a long tenure at Forest Hill Capital before joining Financial Management, Inc. in 2026. First Security Investment Management, Inc. provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, retirement plans, non-profits, and businesses. The firm’s investment approach focuses on strategic asset allocation based on Modern Portfolio Theory and academic research, typically employing mutual funds and ETFs alongside individual securities or alternatives as appropriate.

Devon Alpe is a financial advisor at Lukas Total Wealth with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Infinite Financial Solutions, LLC, Northwestern Mutual Wealth Management Company, and Mackenzie Barnes. Lukas Total Wealth serves individual and high-net-worth clients, particularly those retired or nearing retirement, offering financial planning, portfolio management, and educational seminars on topics such as Social Security. The firm employs Tactical Asset Management with a variety of strategic and dynamic investment models, typically implemented through mutual funds, ETFs, and fixed-income securities.