Mary Mccraw is a CFP® professional with 23 years of industry experience. She has been with The Arkansas Financial Group, Inc. in Little Rock, AR since 2008. The Arkansas Financial Group provides fee-based wealth management and financial planning services to individuals, including high-net-worth clients, as well as trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities. The firm uses a disciplined investment approach grounded in Modern Portfolio Theory and Behavioral Finance, employing portfolio-optimization software and discretionary management with a focus on tailored asset allocations and risk controls.

Bradley Raines is a financial advisor with Applied Capital LLC in Little Rock, Arkansas, holding a Series 66 designation and 18 years of industry experience. He has been with Applied Capital since 2012. In addition to his advisory role, Raines is a licensed independent insurance agent specializing in fixed insurance sales. Applied Capital LLC serves individual and high-net-worth clients with discretionary investment supervisory services and financial planning, managing approximately $293 million in assets through diversified portfolios that emphasize asset allocation and market-cap weighted index strategies.

Dale Colclasure Jr. is a CFP® with 28 years of experience, currently serving as an advisor at RetirePath Wealth, LLC. His career includes roles at AE Wealth Management, Madison Avenue Securities, and multiple RetirePath entities. Outside of advisory work, he is managing partner of two personal rental real estate companies. RetirePath Wealth serves individual and high-net-worth clients with portfolio management, financial planning, and consulting. The firm employs both discretionary and non-discretionary management, utilizes model portfolios, and incorporates technical and cyclical analysis methods.

Jason Prather is a financial advisor with Legacy Capital Wealth Partners, LLC in Little Rock, AR. He holds Series 63 and Series 65 licenses and has 22 years of industry experience. Prior to joining Legacy Capital Wealth Partners in 2018, he spent two years with Kestra Financial Services, Inc. and 15 years with Legacy Capital Group. He is also a licensed insurance professional with Legacy Capital Group Arkansas, LLC. Legacy Capital Wealth Partners serves individuals, high-net-worth clients, families, trusts, estates, charitable foundations, nonprofit organizations, and retirement plans. The firm offers comprehensive financial planning and investment management with a focus on fundamental analysis and long-term strategies, while providing ongoing account monitoring and customized client service.

Sawyer Dunigan is a financial advisor at Stephens Group Asset Management, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stephens Inc. and its related entities since 2014. Dunigan is based in Little Rock, Arkansas, and is part of a three-advisor team at his current firm. Stephens Group Asset Management provides discretionary investment management and ERISA plan advisory services to a range of clients, including individuals, trusts, and corporate entities. The firm utilizes proprietary ETF model strategies and a duration-focused fixed income approach, managing approximately $1.7 billion in discretionary assets.

Lamar Rochell is a financial advisor at Applied Capital LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Cottingham & Butler and Northwestern Mutual. Before entering the financial services field, he held roles in healthcare and education, including positions at the Physical Therapy Institute and the University of Arkansas Monticello. Applied Capital LLC provides discretionary investment management and financial planning primarily to individual and high-net-worth clients. The firm focuses on long-term asset allocation and diversification, employing mutual funds, ETFs, equities, bonds, and select alternative investments, while integrating digital estate-planning tools and multi-tiered financial planning services.

Carrie Carr is a financial advisor at Aria Wealth Management with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with Aria Wealth Management since 2017, alongside a longer tenure at Concert Wealth Management. Aria Wealth Management serves a diverse client base including individuals, high-net-worth families, trusts, estates, corporations, and institutional clients such as pension plans and charitable organizations. The firm employs an asset allocation approach informed by fundamental and technical analysis and frequently utilizes third-party managers and sub-advisors in managing discretionary accounts.

Timothy Quillin is a CFA® charterholder with 17 years of industry experience. He has worked at Aptus Financial, LLC since 2017 and previously spent a year at Circumference Group. He is based in Little Rock, Arkansas, and holds a Series 63 license. Aptus Financial, LLC 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 rather than discretionary portfolio management, emphasizing passive, long-term indexing, cash-flow management, and periodic rebalancing, while supporting clients through regular reviews, educational programming, and subscription-based ongoing support.

Emily Deer is a Series 65-licensed financial advisor with two years of industry experience, currently serving at Chicory Wealth in Little Rock, AR. Her prior experience includes roles at Garver and the Bill, Hillary & Chelsea Clinton Foundation. Outside of finance, she is a fitness instructor at Jolly Bodies, a local fitness center. Chicory Wealth provides financial life planning and discretionary portfolio management to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm also offers tax preparation, estate planning, business consulting, and model portfolio services for other registered investment advisers.

John Kornet is a CFP® and holds a Series 66 license with 11 years of industry experience. He has worked at Naviter Wealth, LLC since 2021 and previously spent five years at Stephens Inc. Kornet is also a licensed independent insurance agent, selling commissionable insurance products. Naviter Wealth, LLC provides financial planning and discretionary portfolio management to both individual and high-net-worth clients. The firm operates as a multi-advisor team managing approximately $1.87 billion across 332 client relationships.

Daniel Russell is a financial advisor at Naviter Wealth, LLC in Little Rock, AR, holding a Series 66 license with eight years of industry experience. He previously worked at Purshe Kaplan Sterling Investments and Stephens Inc. Russell also serves as an agent for Naviter Wealth’s fixed insurance business through Lion Street. Naviter Wealth, LLC provides financial planning and discretionary portfolio management to individual and high-net-worth clients as a multi-advisor team managing approximately $1.87 billion across 332 client relationships. The firm employs a range of investment approaches, including separately managed accounts with options for borrowing and performance-based fees.

John Robinson is a CFP® professional with 39 years of experience in financial advising. He has been with Financial Management, Inc. since 1986 and also works with Barefoot Consultants, where he provides life transitions coaching for clients considering retirement or international relocation. His prior work includes a 27-year tenure at the University of Arkansas for Medical Sciences. Financial Management, Inc. offers investment management and financial advisory services to individuals, retirement plans, nonprofits, and businesses. The firm employs a strategic asset allocation approach based on Modern Portfolio Theory and quantitative research, managing approximately $181 million in client assets.

Francis Kelly is a CFP® with over 41 years of experience in the financial industry, currently serving at Ifrah Financial Services, Inc. since 2006. He is also the owner of two solar-related businesses, providing consulting and marketing services for a local solar installer and managing a solar farm. Ifrah Financial Services offers investment supervisory and portfolio management services to individuals and institutions, utilizing model-based multi-strategy programs and a combination of passive and active investment approaches.

Steven Smith is a financial advisor with Regal Advisory Services, Inc. in Little Rock, AR, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Regal Advisory Services and its affiliated broker-dealer, Regal Securities, since 2007. Regal Advisory Services serves individuals, including high-net-worth clients, retirement plans, trusts, foundations, and business entities by providing financial planning, portfolio management, and retirement plan advisory services. The firm employs both discretionary and non-discretionary managed account programs and utilizes a combination of proprietary investment strategies and third-party managers.

Kristina Bolhouse is a CFP® and PFS™ with 24 years of experience in financial advising. She has been with The Arkansas Financial Group, Inc. since 1999. 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’s investment approach is based on Modern Portfolio Theory and Behavioral Finance, using portfolio-optimization software and primarily managing portfolios with mutual funds, ETFs, and fixed-income instruments on a discretionary basis.

Patrick (Aka Patrice) Ifrah is a financial advisor at Ifrah Financial Services, Inc. in Little Rock, AR, with 33 years of industry experience. He has been with Ifrah Financial Services since 2006. The firm provides investment supervisory and portfolio management services primarily to individual clients as well as institutions such as businesses, trusts, estates, and retirement plans. Ifrah Financial Services uses model-based multi-strategy programs and separately managed accounts combining passive ETFs with active management and quantitative, fundamental, and technical analysis.

James Havens is a financial advisor at Lathrop Investment Management Company with 24 years of industry experience. He holds the Series 65 designation and has been with Lathrop Investment Management Corporation since 2001. Lathrop Investment Management Company provides discretionary investment counseling to individuals, families, trusts, estates, retirement plans, businesses, and not-for-profit institutions through separately managed accounts. The firm employs fundamental analysis and a long-term valuation perspective to construct diversified portfolios tailored to clients’ objectives, managing approximately $957 million with a compact four-person team.

Zachary Riley is a CFA® charterholder with nine years of experience in the financial industry. He has been with Foundation Resource Management, Inc. since 2008. The firm provides discretionary portfolio management focused on long-only positions in individual stocks and bonds for a diverse client base, including individuals, high net worth clients, and institutional investors such as insurance companies and hospitals. Foundation Resource Management employs a value-oriented investment approach centered on intrinsic value and patience, emphasizing capital preservation and detailed performance reporting.

Marshall Moon is a financial advisor at Meridian Investment Advisors in Little Rock, AR, holding a Series 65 designation with eight years of industry experience. He has been with Meridian Management Company since 2015. Meridian provides discretionary investment management and retirement-plan consulting to individuals, high-net-worth families, and institutional clients including trusts, foundations, corporate retirement plans, public pension funds, and municipalities. The firm emphasizes customized portfolio construction with a focus on asset allocation, fundamental equity analysis, and fixed-income securities, managing approximately $766 million across a four-advisor team.

Harold Grubbs is a financial advisor with Financial Management, Inc. in Little Rock, AR, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Financial Management, Inc. since 1986. Outside of his advisory role, he is involved with Brush Mountain Construction, a business that sells air purification products. Financial Management, Inc. provides investment management and financial advisory services to individuals, retirement plans, nonprofit organizations, and businesses, managing approximately $181 million in client assets. The firm’s investment approach emphasizes Strategic Asset Allocation based on Modern Portfolio Theory and quantitative research, using exchange-traded funds and mutual funds while considering individual securities and alternative investments when appropriate.