Carter Robinson is a financial advisor at Naviter Wealth, LLC with a Series 65 credential and one year of industry experience. He has worked at Naviter Wealth since 2024 and has additional experience at Oklahoma Christian University and Randy Carter Construction. Naviter Wealth, LLC serves individual and high-net-worth clients through financial planning and discretionary portfolio management. The firm operates as a multi-advisor team managing approximately $1.87 billion across 332 client relationships.

Robert Harris III is a CFP® professional with 30 years of industry experience, currently serving at Ifrah Financial Services, Inc. since 2006. He is based in Little Rock, AR, and holds Series 63 and Series 65 licenses. Ifrah Financial Services is a team-based SEC-registered adviser serving individual and high-net-worth clients, as well as retirement plans, trusts, and businesses. The firm provides investment supervisory services, model portfolio management, financial planning, and consulting, employing a blend of passive and active investment strategies monitored for alignment with client objectives.

Joseph Gilliland is a financial advisor at Gilliland Jeter Wealth Management, LLC with 41 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Raymond James & Associates, Inc. for 14 years. He serves on the Finance/Investment Committee of the Subiaco Abbey and Academy Foundation Board, overseeing endowment performance. Gilliland Jeter Wealth Management provides discretionary and non-discretionary portfolio management and integrated financial planning for individuals, corporations, foundations, and retirement plan participants. The firm develops customized Financial Profiles and Investment Plans, employing a diverse range of investment strategies and third-party managers tailored to client objectives.

Diana Gray is a financial advisor at Bass and Bell, Inc. in Little Rock, Arkansas, with 31 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Raymond James & Associates, Inc. for ten years before joining Bass and Bell in 2019. Bass and Bell, Inc. serves individuals, corporations, foundations, and retirement plans, managing approximately $874.6 million across about 295 client relationships. The firm provides discretionary and non-discretionary portfolio management and financial planning, using a combination of strategic asset allocation and active investment tools including ETFs, mutual funds, equities, fixed income, and options.

Micah Brown is a CFP® with 30 years of industry experience, currently serving at Ifrah Financial Services, Inc. since 2006. Prior to that, he worked for Hutchinson Financial, Inc. for 10 years. Ifrah Financial Services is a team-based SEC-registered adviser serving individuals, high-net-worth clients, retirement plans, trusts, and businesses. The firm combines passive ETF core holdings with actively managed folios and quantitative methods, offering investment supervisory services, financial planning, and participant-directed 401(k) services.

John Kelly is a CFP® with 28 years of industry experience, currently serving at Ifrah Financial Services, Inc. since 2006. He is Vice President of the American Foundation for Judicial Accountability, a nonprofit focused on promoting awareness of the judicial rating system. Kelly is also part owner of Longhills Wine and Spirits, where he oversees sales and operations. Ifrah Financial Services provides investment supervisory and portfolio management services to individuals and institutions, employing model-based multi-strategy programs and separately managed accounts. The firm offers financial planning, consulting, and retirement plan advisory services, with a focus on combining passive and active investment approaches.

Andrew Lagrone is a CFA® charterholder with 26 years of industry experience, currently serving at Lathrop Investment Management Company. He has been with Lathrop Investment Management Corporation since 1999 and became part of Lathrop Investment Management Company in 2025. In addition to his advisory role, he is a partner at Lathrop & Lagrone LLC, a security appraisal firm providing expert testimony on investment matters. Lathrop Investment Management Company offers discretionary investment counseling to individuals, families, trusts, estates, retirement plans, businesses, and not-for-profit institutions. The firm focuses on fundamental analysis and long-term valuation to construct diversified portfolios primarily of individual stocks, bonds, and cash, tailored to clients’ return objectives and risk tolerance.

Zachary Sokora is a financial advisor at TMB Capital Partners, LLC in Little Rock, AR, with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Raymond James & Associates, Stephens Inc., and BOK Financial Securities, Inc. Outside of his advisory role, he is a licensed insurance agent involved in insurance sales and implementation. TMB Capital Partners is a fee-based advisory firm serving individuals, high net worth clients, trusts, estates, businesses, charities, and banks. The firm uses a fundamentally driven, primarily long-term investment approach with discretionary management employing model portfolios composed of ETFs, mutual funds, equities, bonds, options, and alternative investments.

Trevor Booth is a financial advisor at Naviter Wealth, LLC in Little Rock, Arkansas, holding Series 63 and Series 65 licenses with three years of industry experience. Prior to joining Naviter Wealth, he worked at AcreTrader Financial, LLC and TD Ameritrade. Naviter Wealth, LLC is a multi-advisor team firm managing approximately $1.87 billion across 332 client relationships. The firm provides financial planning and discretionary portfolio management to individual and high-net-worth clients, using separately managed accounts and offering unique features such as borrowing within accounts and performance-based fee arrangements for certain clients.

Charles Gardner is a financial advisor at Meridian Investment Advisors in Little Rock, AR, holding a Series 65 credential with one year of industry experience. Prior to joining Meridian, he was involved with Student Mobilization for eight years. 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 based on asset allocation and risk profile alignment, using fundamental equity analysis and a fixed-income focus that includes U.S. Treasuries and high-quality bonds.

Jessica Wallace is a financial advisor at Financial Management, Inc. with 9 years of industry experience. She holds a Series 65 designation and has been with Financial Management, Inc. since 2007. Outside of her advisory role, she owns and manages Wallace Tile, LLC, a tile design and installation business. Financial Management, Inc. provides investment management and financial advisory services to individuals, retirement plans, nonprofit organizations, and businesses. The firm employs a Strategic Asset Allocation approach based on Modern Portfolio Theory and quantitative research, managing approximately $181 million in assets.

Matthew Jones is a CFP® with 31 years of industry experience, currently serving with Legacy Capital Wealth Partners, LLC in Little Rock, AR. He has been with Legacy Capital and affiliated firms since 1997, including roles at Purshe Kaplan Sterling Investments and Kestra Financial Services. Jones holds board positions including Immediate Past Chair and Investment Committee member of the Baptist Health Foundation Board. Legacy Capital Wealth Partners serves individuals, high-net-worth clients, families, family offices, trusts, estates, charitable foundations, nonprofits, and retirement plans. The firm provides holistic financial planning and both discretionary and non-discretionary investment management, employing fundamental analysis with a long-term orientation while monitoring client accounts continuously.

Jackson Ratcliff is a financial advisor at Naviter Wealth, LLC with 14 years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Stephens Inc for 12 years before joining Naviter Wealth in 2023. 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.

John Satterfield is a financial advisor at Amuni Financial, Inc. in Little Rock, AR, holding Series 63 and Series 66 licenses with 40 years of industry experience. He has worked at American Municipal Securities, Inc. since 1993. Outside of advisory work, he is a co-owner of Clout Services LLC, a package delivery business. Amuni Financial, Inc. manages approximately $159.7 million in assets for individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs a fundamental, long-term investment approach and offers fee-based portfolio management and wrap fee programs tailored to individual client objectives and risk tolerance.

Christopher Morgan is a financial advisor at Gilliland Jeter Wealth Management, LLC with four years of industry experience. He holds the Series 66 designation and has worked previously at Raymond James & Associates and Diane Johnson Accounting. Morgan's background also includes experience outside finance, including roles as a student athlete and work in agriculture. Gilliland Jeter Wealth Management provides portfolio management and financial planning services to individuals, corporations, foundations, and retirement plans. The firm develops customized financial profiles and investment plans, utilizing a diverse mix of investment strategies tailored to client objectives and risk tolerance.

Charles Duncan is a CFA® charterholder with 25 years of industry experience. He has worked at Aptus Financial, LLC since 2018 and previously spent 18 years with Stephens Inc. Duncan serves on the board and finance committee of the P.A.R.K. Foundation, which supports at-risk youth in central Arkansas. Aptus Financial 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 over discretionary portfolio management, emphasizing passive, long-term indexing, asset allocation, and client education through regular reviews and targeted programs.

Jessica Heath is a financial advisor at Legacy Capital Wealth Partners, LLC with nine years of industry experience. She holds Series 66 and Series 65 licenses and previously worked at Trent Capital Management, Inc. and Arvest Wealth Management. Legacy Capital Wealth Partners serves individuals, high-net-worth clients, families, trusts, foundations, nonprofit organizations, and retirement plans, providing holistic financial planning and investment management. The firm’s investment approach emphasizes fundamental analysis and a long-term orientation, with ongoing account monitoring and at least annual formal reviews.

Robert Bass is a financial advisor at Bass and Bell, Inc. in Little Rock, Arkansas, with 39 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Raymond James & Associates, Inc. from 2009 to 2019. Outside of advisory work, he is CEO of WOJO LLC, a business focused on consulting and launching a single product sports accessory. Bass and Bell, Inc. manages approximately $874.6 million for individuals, corporations, foundations, and retirement plans. The firm provides portfolio management and financial planning services, employing a personalized investment approach that integrates strategic asset allocation with active trading techniques across various asset classes.

Stephen Goetze is a financial advisor at Financial Management, Inc. in Little Rock, Arkansas. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining Financial Management, Inc., he worked at Crews & Associates, Inc. and has held roles at the University of Arkansas and Ernst and Young. Financial Management, Inc. provides investment management and financial advisory services to individuals, retirement plans, nonprofit organizations, and businesses. The firm uses a Strategic Asset Allocation approach based on Modern Portfolio Theory and quantitative research, typically implementing portfolios with exchange-traded funds and mutual funds.

Spencer Smith is a financial advisor at Financial Management, Inc. with a Series 65 designation and two years of industry experience. His prior roles include positions at Crews & Associates, Inc., the University of Oklahoma, and the University of Arkansas. Outside of finance, he managed Smith Lawn Care, LLC for seven years. Financial Management, Inc. provides investment management and financial advisory services to individuals, retirement plans, nonprofit organizations, and businesses. The firm employs a Strategic Asset Allocation approach based on Modern Portfolio Theory and quantitative research, utilizing exchange-traded funds and mutual funds while considering individual securities and alternative investments as appropriate.