Norman Strickland is a CFP® professional with 15 years of industry experience, currently serving at Legacy Capital Wealth Partners, LLC since 2020. Prior to this, he spent 11 years at Trent Capital Management, Inc. and one year at Equitable Advisors. Legacy Capital Wealth Partners is a multi-advisor firm managing over $1.5 billion in assets, providing holistic financial planning and both discretionary and non-discretionary investment management to individuals, high-net-worth clients, families, trusts, charitable foundations, and retirement plans. The firm emphasizes fundamental analysis and a long-term investment orientation, while offering regular account monitoring and comprehensive client reporting.

Stephen Desalvo is a CFP® with 34 years of industry experience, currently serving at Ifrah Financial Services, Inc. since 2006. In addition to his financial advisory role, he holds officer positions in several businesses, including PS Foods, Inc., Pancake Shop, Inc., and EvenKeel, Inc. Ifrah Financial Services provides 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 analysis.

David Cleveland is a financial advisor with Applied Capital LLC in Little Rock, AR. He holds a Series 65 designation and has four years of industry experience. Prior to joining Applied Capital, he worked at Goslee & Cleveland PA and currently operates Cleveland Accounting & Consulting. Applied Capital LLC provides discretionary investment management and financial planning services primarily to individual and high-net-worth clients, emphasizing long-term asset allocation and diversification. The firm integrates third-party platforms for estate planning and may utilize alternative investments and securities-backed lending for select clients.

Fredrick Adkins III is a CFP® and ChFC® with 41 years of industry experience. He has been with The Arkansas Financial Group, Inc. since 1982. The Arkansas Financial Group provides fee-based wealth management and financial planning 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 grounded in Modern Portfolio Theory and Behavioral Finance, employing portfolio-optimization software and primarily using mutual funds, ETFs, and fixed-income instruments managed on a discretionary basis.

Jacob Spradlin is a CFP® professional with one year of industry experience, currently serving at The Arkansas Financial Group, Inc. in Little Rock, AR. Prior to this, he held roles at Pacific Premier Bank, Centennial Bank, Northwestern Mutual, and the University of Central Arkansas. The Arkansas Financial Group provides fee-based wealth management and financial planning services to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and businesses. The firm applies Modern Portfolio Theory and Behavioral Finance in its investment approach, utilizing portfolio-optimization software and managing portfolios primarily with mutual funds, ETFs, and fixed-income instruments on a discretionary basis.

Hillary Canterbury is a financial advisor at Gutierrez Wealth Advisory, LLC with 24 years of industry experience. She holds a Series 66 designation and has worked at firms including UBS Financial Services and Purshe Kaplan Sterling Investments. Gutierrez Wealth Advisory serves individuals, trusts, estates, charitable organizations, and business entities with financial planning, investment management, wealth management, and retirement-plan consulting. The firm adopts a strategic asset allocation approach tailored to clients’ risk profiles and objectives, managing portfolios with a range of investment vehicles including ETFs, mutual funds, third-party managers, alternatives, and digital assets.

Mark Smalling is a financial advisor with RetirePath Wealth, LLC in Little Rock, AR. He holds Series 63 and Series 65 licenses and has been in the industry since 2013, including nine years at Mark A. Smalling and Associates, LLC. RetirePath Wealth serves individual and high-net-worth clients by providing portfolio management, financial planning, and tailored consulting services. The firm employs both discretionary and non-discretionary account management, uses model portfolios, and may engage third-party sub-advisors, managing approximately $86.83 million in discretionary client assets as of the end of 2025.

David Lukas is a financial advisor with Lukas Total Wealth in North Little Rock, AR, holding a Series 65 designation and 11 years of industry experience. He has operated David Lukas Financial since 2012. Outside of advisory work, he owns businesses involved in fixed annuity sales, radio marketing, and tax preparation services. Lukas Total Wealth serves individual and high-net-worth clients, focusing on those retired or nearing retirement. The firm provides financial planning, portfolio management, and educational seminars, employing tactical asset management strategies implemented through mutual funds, ETFs, and fixed-income securities.

Gregory Young is a financial advisor at Legacy Capital Wealth Partners, LLC with 19 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining Legacy Capital Wealth Partners in 2020, he worked at Trent Capital Management for ten years and Arvest Wealth Management for three years. Outside of his advisory role, he is president of a family farming operation. Legacy Capital Wealth Partners serves a diverse client base including individuals, families, family offices, trusts, estates, charitable foundations, nonprofit organizations, and retirement plans. The firm employs a comprehensive financial planning approach combined with discretionary and non-discretionary investment management, focusing on fundamental analysis and a long-term investment orientation.

James Stockton Jr. is a CFA® charterholder with 15 years of experience in financial services. He is currently with First Security Investment Management, Inc. and previously worked at Forest Hill Capital and Wells Fargo Securities, LLC. 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 is based on strategic asset allocation informed by Modern Portfolio Theory and academic quantitative research, utilizing mutual funds, ETFs, and selective individual securities or alternative investments.

Ryan Gattin is a financial advisor at Lathrop Investment Management Company with seven years of industry experience. He holds a Series 65 designation and has worked previously at Bank of the Ozarks, Inc. from 2013 to 2018. Lathrop Investment Management Company provides discretionary investment counseling to individuals, families, trusts, estates, retirement plans, businesses, and not-for-profit institutions. The firm focuses on constructing portfolios primarily with individual stocks, bonds, and cash using fundamental analysis and a long-term valuation perspective, tailoring asset allocation to each client’s objectives and risk tolerance.

Larry Furrer is a financial advisor at Amuni Financial, Inc. in Little Rock, Arkansas, holding Series 63 and Series 65 licenses with 45 years of industry experience. He has been associated with American Municipal Securities, Inc. since 1993. Outside of his advisory work, he serves as secretary-treasurer for the Kiwanis Club in Little Rock, contributing to community service activities. Amuni Financial, Inc. manages approximately $195 million for individuals, high-net-worth clients, trusts, estates, and charitable organizations through portfolio management and wrap-fee advisory programs. The firm employs a fundamental, long-term investment approach using mutual funds, ETFs, stocks, bonds, and other securities, with a notable emphasis on non-discretionary asset management.

David Gutierrez is a financial advisor with 19 years of industry experience. He is the co-founder, wealth advisor, and chief compliance officer at Gutierrez Wealth Advisory, LLC, and previously spent 15 years at UBS Financial Services. He holds the Series 66 designation. Gutierrez Wealth Advisory provides financial planning, investment management, wealth management, and retirement-plan consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm uses a strategic asset allocation approach tailored to each client’s risk profile and objectives, typically allocating across ETFs, mutual funds, third-party managers, and, where appropriate, alternative investments and digital assets.

Daryl Seaton is a financial advisor with Sowell Management in North Little Rock, AR, holding Series 63 and Series 66 licenses and 25 years of industry experience. His career includes roles at Solera Asset Managers, Independent Financial Group, WFG Advisors, and Eagle Strategies. He is also president of Sowell Insurance Services, LLC, where he is involved in insurance sales. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with portfolio management, financial planning, and retirement-plan advisory services. The firm utilizes a variety of management styles and model portfolios, including those developed with Goldman Sachs, and provides ancillary support such as trading, compliance, and technology services to its network of over 100 independent advisors.

Jeffrey Knoedl is a financial advisor at Gradient Advisors, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Gradient Advisors since 2020. His prior experience includes roles at AE Wealth Management, Knoedl Retirement Advisors, and Integrity Alliance, LLC. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, trusts, and corporations. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, employing a largely non-discretionary approach supported by fundamental, technical, and cyclical analysis.

Karron Wages is a CFP® certified financial advisor with 20 years of industry experience, currently with Advisory Alpha, LLC since 2022. Prior to this, Karron worked for 17 years at Financial Decisions, Inc., where he also holds a role as president with limited ongoing involvement. Advisory Alpha manages over $4.3 billion in assets for individual and high-net-worth clients, offering a diversified investment approach guided by a centralized Investment Team and providing financial planning, specialized retirement-plan solutions, and co-advisory services to other registered investment advisers.

Kyle Fitzgerald is a financial advisor at Sowell Management with five years of industry experience. He holds a Series 66 designation and has prior experience at Northwestern Mutual Wealth Management Company and GenWealth Financial Advisors. Outside of his advisory role, he is a licensed insurance producer authorized to sell life, accident, and health policies in Arkansas. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan advisory services through over 100 independent advisory representatives, employing multiple management styles and providing access to model portfolios and third-party manager solutions.

Adrian Raney is a financial advisor at Altitude Capital Management LLC with five years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at firms including Northwestern Mutual, Prudential, and Allstate. Outside of advisory work, he is also a loan originator with Loan Factory Inc., focusing on mortgage loans and refinancing. Altitude Capital Management LLC provides investment advisory and financial planning services to individuals and high net worth clients. The firm offers managed account programs with a tailored investment approach that includes asset allocation, dollar-cost averaging, and both long- and short-term strategies.

Timothy Long is a CFP®-certified financial advisor with 19 years of industry experience, currently practicing at United Capital Financial Advisors in Little Rock, AR. His prior roles include positions at Hutchinson Financial, Inc. and First Command Brokerage Services, Inc. He has been with United Capital since 2015. United Capital provides national financial planning and discretionary investment management to a diverse range of clients, including individuals, high-net-worth households, retirement plans, and institutional accounts. The firm’s investment teams develop client-specific financial plans and utilize a variety of managed strategies, third-party managers, and separately managed accounts, with an emphasis on customization and a broad affiliate network that supports a range of advisory and related financial services.

Brandon Grable is a CFP® with 11 years of industry experience, currently affiliated with Sowell Management. His prior roles include positions at Mass Mutual Investors Services and GenWealth Financial Advisors. Outside of his financial advisory work, he serves as a worship pastor at New Life Church in Saline County, Arkansas. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with portfolio management, financial planning, and retirement-plan advisory services. The firm employs various management styles and offers access to model portfolios, third-party manager selection, and unified managed account solutions.