Hector Felix is a Series 66-licensed financial advisor with Thrivent Investment Management, based in Little Rock, AR. He has 10 years of industry experience, all with Thrivent since 2016. Outside of his advisory role, he serves as a board member for the City Church Network of Arkansas, a relational network of churches. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary trading authority. The firm emphasizes holistic analyses and offers an integrated option to combine planning with managed-account services under a consolidated billing system.

Derek Shelton is a financial advisor with Thrivent Investment Management in Little Rock, AR, holding a Series 66 credential and bringing 11 years of industry experience. He has been with Thrivent since 2014 and with THRIVENT Financial since 2015. Outside of his advisory role, Shelton serves as a Beautification Committee Member for Keep Little Rock Beautiful, engaging in community cleanups and local beautification efforts. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on goal-based planning across a broad range of financial topics while keeping planning services separate from managed-account programs.

Mark Floyd is a financial advisor at Charles Schwab with 15 years of industry experience and holds a Series 66 designation. He has worked at Charles Schwab and Charles Schwab Bank since 2017 and previously was employed at Fidelity Investments from 2013 to 2017. 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 client advisory relationships with access to discretionary separately managed accounts and utilizes a multi-asset investment approach supported by extensive due diligence and centralized operational capabilities.

Guillermo Garcia Vasquez is a CFP® with five years of industry experience, currently serving as a financial advisor at Charles Schwab in Little Rock, AR. His prior experience includes roles at Wells Fargo Bank, N.A., and Charles Schwab Bank, SSB. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. Schwab offers a combination of non-discretionary and discretionary investment options supported by centralized custody and operational infrastructure.

Noah Lankford is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and has prior work experience in various roles including at Central Arkansas Trolling Motors and Anthony Timberlands. 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 strategies, supported by a large network of financial advisors and branch offices nationwide.

Chad Kulchinski is a Series 66 licensed financial advisor with Edward Jones in Bryant, Arkansas, where he has worked for seven years. Prior to joining Edward Jones in 2019, he was involved with CrossFit Midpoint for three years and the Arkansas Activities Association for four years. He officiates high school and junior high football games as a referee. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of advisory programs and affiliated investment products. The firm operates under a fiduciary standard and is notable for its extensive retail advisor and branch network, as well as additional services including a trust company and securities-based lending.

Ryan Smith is a financial advisor with Edward Jones, holding a Series 66 license and with one year of industry experience. Prior to joining Edward Jones, he worked in various roles including at Arkansas Urology and EGP, PLLC. He also operated a bookkeeping business serving a medical practice, which he plans to dissolve in 2024. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Andy Garcia is a financial advisor at LPL Financial with 21 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for Edward Jones for 15 years. Garcia is also involved in insurance-related activities through Sage Insurance Partners and as an agent selling non-variable insurance. 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 and access to third-party asset management, and supports advisors with a variety of portfolio strategies and operational tools.

Matthew Rush is a financial advisor at Mass Mutual Investors Services with 19 years of industry experience. He holds a Series 66 license and previously worked at MetLife Securities, Inc. from 2011 to 2017. Outside of his advisory role, he is an agent involved in fixed annuities and is the owner of Rush Family Partnership, LLC. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring engagements as ongoing collaborative relationships focused on goal analysis and strategy recommendations.

Annie Norris is a financial advisor with Raymond James Financial, holding Series 63 and 65 licenses and bringing 39 years of industry experience. She worked at Merrill Lynch for 32 years before joining Raymond James in 2018. Outside of her advisory role, she owns Red Dog Investment Group, a non-investment-related support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm uses tailored, non-discretionary planning and advanced analytical tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Sarah Childress Hogue is a financial advisor with LPL Financial in Bryant, Arkansas, holding Series 63 and Series 65 licenses and having 13 years of industry experience. She has worked at Simmons Bank and Delta Trust Investments, Inc. (Simmons First Investment Group). Outside of her advisory role, she serves as a notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Michael Carter is a financial advisor at Thrivent Investment Management based in Little Rock, AR. He holds a Series 66 designation and has been with Thrivent and its affiliates since 2025. Prior to his current role, he has experience working with multiple community and church organizations. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning across a broad range of topics and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Seth Haney is a financial advisor with Thrivent Investment Management in Little Rock, AR. He holds the Series 66 designation and has been with Thrivent since 2026. Prior to joining Thrivent, he worked in various roles including at Clark Contractors, Chambers Bank, Arkansas State Police, Walmart, Lowes Home Improvement, and Atkins High School. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering detailed written recommendations on topics such as retirement, tax, estate, and special needs planning. The firm’s approach combines holistic, goal-based analyses with managed-account services under a consolidated billing option called WealthPlan, while maintaining separation between planning and portfolio management.

Carissa Holder is a financial advisor at UBS Financial Services with 14 years of industry experience. She has been with UBS since 2009 and holds Series 63 and Series 65 credentials. Outside of advisory work, she participates in the Young Presidents’ Organization (YPO) in Little Rock, where she supports educational programs and handles administrative duties. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research to tailor investment plans to clients’ goals and risk tolerances.

Charles Brazeal is a financial advisor at Edward Jones in Little Rock, AR, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2024, he worked in various roles at healthcare institutions and other companies. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

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.

Broc Hart is a Series 66–licensed financial advisor with Thrivent Investment Management in Little Rock, AR, and has two years of industry experience. Prior to joining Thrivent in 2025, he held positions at Trutoro and Cardinal Investment Group and has diverse work experience including roles outside the financial industry. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors, focusing on goal-based financial planning without portfolio management or institutional advisory services.

Chadwick Cagle is a financial advisor with Edward Jones in Little Rock, AR, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm with over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Lori Payne is a financial advisor with UBS Financial Services in Little Rock, Arkansas, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. Her prior work includes roles at Morgan Stanley, Kestra Investment Services, and T. J. Raney & Sons. She serves as Co-Executive Director and Administrator for the Financial Planning Association of Arkansas. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services and offers a broad platform that includes fee-based financial planning, portfolio management, and alternative products.

Edward Burchfield Jr. is a financial advisor with Cetera, holding a Series 66 designation and nine years of industry experience. His work history includes roles at Regions Bank, Cetera Investment Services LLC, Bankers Life Securities Inc., and Bankers Life and Casualty. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, employer-sponsored retirement, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options and operates with more than 10,000 advisors and over $256 billion in assets under management.