Matthew Estes is a financial advisor at Naviter Wealth, LLC with 36 years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes roles at LEVEL FOUR ADVISORY SERVICES, Pruco Securities, Prudential Financial Planning Services, Sowell Management, and Morgan Stanley Distribution. Naviter Wealth, LLC provides financial planning and discretionary portfolio management to individual and high-net-worth clients. The firm operates as a multi-advisor team managing approximately $1.87 billion across 332 client relationships.

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 industry experience, currently serving at RetirePath Wealth, LLC. His career includes roles at AE Wealth Management, Madison Avenue Securities, and various entities within the RetirePath group. Outside of financial advisory, he is involved in managing personal rental real estate through his role as managing partner of Colclasure Property Management, LLC, and Blue Rock Place, LLC. RetirePath Wealth, LLC provides investment advisory and financial planning services to individual and high-net-worth clients, offering tailored asset management strategies that include discretionary and non-discretionary authorities, ongoing portfolio monitoring, and either comprehensive financial plans or focused consultations.

Jason Prather is a financial advisor with Legacy Capital Wealth Partners, LLC in Little Rock, Arkansas, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked with Legacy Capital Wealth Partners since 2018 and previously with Kestra Financial Services and Legacy Capital Group. Prather is also a licensed insurance professional with Legacy Capital Group Arkansas, LLC. Legacy Capital Wealth Partners serves individuals, high-net-worth clients, families, family offices, trusts, estates, charitable foundations, nonprofit organizations, and retirement plans. The firm offers holistic financial planning and investment management, using fundamental analysis and a long-term approach while providing regular account monitoring and reporting.

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 been with Stephens Group since 2026, following eight years at Stephens Inc. prior to that. Stephens Group Asset Management provides discretionary investment management and ERISA plan advisory services to a range of clients including individuals, trusts, and corporations. The firm uses proprietary ETF model portfolios and a fixed-income strategy focused on U.S. Treasury and investment-grade bonds, implementing portfolios based on client asset-allocation preferences.

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 with Aria Wealth Management in Little Rock, AR, holding Series 63 and Series 66 credentials and 18 years of industry experience. She previously worked at Merrill and Concert Wealth Management before joining Aria Wealth Management in 2017. Aria Wealth Management serves individual and institutional clients, including high-net-worth families, trusts, corporations, pension plans, and charitable organizations. The firm employs an asset allocation approach based on fundamental and technical analysis and Modern Portfolio Theory, often working with third-party managers and sub-advisors to manage discretionary accounts and develop investment policies.

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 Series 66-registered advisor with 12 years of industry experience. He has worked at Naviter Wealth, LLC since 2021 and was previously with Stephens Inc. and Stephens from 2014 to 2021. Kornet is also a licensed independent insurance agent. Naviter Wealth, LLC is a multi-advisor team serving individual and high-net-worth clients with financial planning and discretionary portfolio management. The firm manages approximately $1.87 billion across 332 client relationships and offers services including separately managed accounts and performance-based fee arrangements.

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 III is a CFP® professional with 39 years of industry experience, currently with First Security Investment Management, Inc. He has held roles at Barefoot Consultants and the University of Arkansas for Medical Sciences. In addition to his financial advisory work, Robinson provides life transitions coaching for clients considering retirement or international relocation through Barefoot Consultants. First Security Investment Management, Inc. delivers investment management, financial planning, and consulting services to individuals, high-net-worth clients, retirement plans, non-profits, and businesses. The firm’s investment strategy is grounded in Modern Portfolio Theory and academic research, with an emphasis on strategic asset allocation implemented primarily through mutual funds and ETFs.

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 10 years of industry experience. He has worked at Foundation Resource Management, Inc. since 2008. Foundation Resource Management provides discretionary portfolio management of long-only individual equity and fixed-income portfolios for a mix of individual, high-net-worth, and institutional clients. The firm employs a value-oriented, intrinsic-value equity approach and a fixed-income strategy focused on capital preservation and current income, managing over $1 billion in discretionary assets with an all-CFA-chartered investment team.

Harold Grubbs is a financial advisor with First Security Investment Management, Inc. in Little Rock, AR, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Financial Management INC since 1986. Outside of advising, he is involved with Brush Mountain Construction, a business that sells air purification products. 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 emphasizes strategic asset allocation based on Modern Portfolio Theory and academic research, offering discretionary and non-discretionary portfolio management using mutual funds, ETFs, and occasionally individual securities or alternatives.