Gary Kearney is a financial advisor with Raymond James & Associates in Rogers, AR, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Raymond James & Associates since 2006. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients, offering tailored financial plans and institutional consulting through its various advisory programs.

Holly Hood is a financial advisor at Raymond James Financial with 19 years of industry experience. She holds a Series 66 designation and has previously worked at UBS Financial Services and Signature Private Wealth Management. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and high-net-worth investors, pension plans, charitable organizations, and government entities. The firm offers tailored, primarily non-discretionary advisory services and a specialized SIMPLE IRA Employer Advisory & Consulting Services program for small businesses.

Steven Tucker is a financial advisor with Wells Fargo Clearing in Rogers, Arkansas, holding Series 63 and Series 65 designations and 29 years of industry experience. His prior experience includes roles at Bank of America for 24 years and multiple positions at Raymond James Financial Services and Woodforest-affiliated firms. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment options and bank deposit sweep programs.

Kyle Powell is a financial advisor with LPL Financial in Springdale, Arkansas, holding a Series 66 designation and five years of industry experience. His work history includes roles at Edward Jones, State Street, and the University of Arkansas among others. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

Marjorie Richesin is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing extensive experience in financial services dating back to 1988. She began her career as a Corporate Bond Trader and liaison to Morgan Stanley Private Wealth Advisors, and later specialized in Middle Market Taxable Fixed Income at Lehman Brothers and Barclays. Since 2014, she has served as a Financial Advisor, focusing on personal planning and wealth management strategies to assist clients in achieving their financial goals. Marjorie holds a Bachelor of Science degree in Business Management from the State University of New York system. She has earned professional designations including the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification and the Certified Divorce Financial Analyst (CDFA®) designation, qualifications that enhance her ability to support clients with matters such as divorce transition planning, college education planning, tax minimization, and retirement income strategies. She is also a member of the Vistage professional organization. In addition to her professional responsibilities, Marjorie actively participates in community service as a board member of the Ramapo-Bergen Animal Refuge, a no-kill shelter dedicated to animal welfare. She enjoys spending time with her family, engaging in physical fitness, golfing, and other personal interests.

Joseph Boskus is a Wealth Management Advisor with Merrill Lynch Wealth Management. He partners with clients to develop personalized financial strategies that align with their individual goals and adapt to changing market conditions. Joseph leverages investment insights from Merrill along with banking and lending solutions from Bank of America to help clients pursue their wealth management objectives. He holds the professional designations of Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA). Joseph earned his Bachelor's degree from Xavier University. Committed to community engagement, he dedicates time to volunteering with local organizations, reflecting the Merrill tradition of community participation.

Alexander Taylor is a financial advisor at Edward Jones with seven years of industry experience. He has worked at Edward Jones since 2018 and previously held positions at Black Forge Capital, LLC and Tyson Foods Inc. Outside of his advisory role, Taylor is involved in property management through Uptown Ozarks LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm supports clients through a nationwide network of over 23,700 advisors and offers additional services such as trust capabilities and securities-based lending.

Kathleen Verkamp is a Financial Advisor at Merrill Lynch Wealth Management, specializing in providing clients with tailored financial solutions that align with their individual needs and lifestyles. Her expertise includes a broad range of investment products such as mutual funds, annuities, and insurance. Kathleen's professional background also includes experience as a short-term bond trader for a national broker-dealer and leadership roles in strategy and new business development at various startups. Kathleen holds a bachelor's degree in English with a minor in business administration from Xavier University in Cincinnati, Ohio. After dedicating time to raise her three children as a stay-at-home mother, she returned to financial services to assist clients with long-term financial planning, including home ownership, college savings, and retirement planning. She carries the Personal Investment Advisor (PIA) designation. In addition to her professional work, Kathleen is actively involved in her community, supporting organizations such as Blood Cancer United. Her personal interests include golfing, photography, reading, spending time with family, swimming, traveling, watching movies, writing, and yoga.

Jenna Davis is a financial advisor at Raymond James & Associates with Series 63 and Series 66 designations and three years of industry experience. She has worked at several firms including Stephens Inc., Thrivent Advisor Network d/b/a 49 Financial, and Purshe Kaplan Sterling Investments. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers both non-discretionary advisory services and institutional consulting, with notable capabilities in public finance and municipal work.

Jason Harpham is a financial advisor with Thrivent Investment Management in Cave Springs, AR. He holds Series 63 and Series 66 licenses and has five years of industry experience, including prior roles at TD Ameritrade and Ricoh. He has been with Thrivent since 2021. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors. The firm offers holistic, goal-based financial planning covering various topics and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Gideon Carper is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo Clearing, he worked at Republic Brass Sales and Wells Fargo Advisors. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions grounded in an IPS-driven process and modern portfolio theory. The firm’s services include investment policy preparation, performance reporting, participant education, and plan benchmarking, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in their investment menus.

James Hopkins Jr. is a financial advisor with Cetera, holding a Series 66 credential and four years of industry experience. He has previously worked with Avantax Insurance Agency and Avantax Investment Services and currently serves as Client Relations Coordinator at Landmark Financial LLC. Cetera Investment Advisers LLC is an SEC-registered advisor offering a broad range of portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors.

Terri Shields is a financial advisor at Wells Fargo Clearing with one year of industry experience. She holds a Series 66 designation and previously worked at Stifel, Nicolaus & Co., Inc. and Arkansas Support Network. Terri is also a notary for the State of Arkansas. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Joseph Van Dee is a financial advisor at Edward Jones with Series 66 credentials and two years of industry experience. He previously worked at AHF Products for nine years and has held roles at DaySpring Cards and Edward Jones since 2023. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products. The firm operates with a nationwide network of more than 23,700 financial advisors and manages approximately $1.01 trillion in assets under management.

David Sager is a financial advisor at Raymond James & Associates with 25 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 15 years. Outside of his advisory work, he serves as a technical engineer for Fellowship Bible Church of NWA in Fayetteville, Arkansas, managing sound, lights, and graphics. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management and more than 5,400 advisors. The firm offers wealth advisory planning and investment consulting to a diverse client base that includes individuals, pension plans, corporations, and government entities, delivering planning on a non-discretionary basis through comprehensive fact-finding and tailored portfolio recommendations.

Nicholas Koehler is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. He holds the Series 66 designation and has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Kathy Turner is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 36 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she owns and manages rental properties in Bentonville, Arkansas. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

James Kuhn is a Senior Resident Director and Financial Advisor with Merrill Lynch Wealth Management in Northwest Arkansas, serving as part of The Boskus Group. In his role, he helps individuals, families, and business owners simplify their financial lives and reach their goals by employing a team approach. He brings over 13 years of experience working with families, individuals, and businesses in the community. His areas of expertise include family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, small business strategies, individual and corporate investment strategy, tax minimization, and retirement income. James holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the Oklahoma State University System. Prior to his current role, he was founder and partner at Hotwire Design and served as Marketing Director at The Peel Compton Foundation in Bentonville. James and his wife Heidi reside in Bella Vista, where they have lived for over 20 years with their four children. He is involved in the Rogers, Bentonville, and Bella Vista communities and participates in organizations such as CAAIR and the I'll Fly Away Foundation. His personal interests include music, photography, traveling, woodworking, and spending time with his family.

Hailey Cooper is a financial advisor at Edward Jones with 11 years of industry experience. She holds the ChFC® and Series 66 designations and has been with Edward Jones since 2015. Outside of her advisory role, she works as a waitress at Undercliff Grill & Bar in Joplin, MO. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and maintains a large national network of financial advisors and branch offices.

Bradley Roethlisberger is a financial advisor with Cetera and holds a Series 66 designation. He has 10 years of industry experience and has worked previously at Avantax Advisory Services, 1st Global Advisors, and Beall Barclay & Company. In addition to his advisory role, he is a non-equity member of Landmark PLC CPAs, a CPA practice focused on tax return preparation and consulting. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services using a multi-manager platform that includes model portfolios, third-party managers, and bespoke strategies.