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 at Regal Advisory Services, Inc. in Little Rock, AR, holding Series 63 and Series 65 licenses with 42 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, corporations, retirement plans, trusts, foundations, and other institutional clients with a range of investment and advisory services. The firm manages approximately $113.5 million in assets across 285 client relationships and employs a blend of fundamental and quantitative research tailored to client objectives and risk tolerance.

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 nine years of experience in the financial industry. He has been with Foundation Resource Management, Inc. since 2008. The firm provides discretionary portfolio management focused on long-only positions in individual stocks and bonds for a diverse client base, including individuals, high net worth clients, and institutional investors such as insurance companies and hospitals. Foundation Resource Management employs a value-oriented investment approach centered on intrinsic value and patience, emphasizing capital preservation and detailed performance reporting.

Marshall Moon is a financial advisor at Meridian Investment Advisors in Little Rock, AR, holding a Series 65 designation with eight years of industry experience. He has been with Meridian Management Company since 2015. 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 with a focus on asset allocation, fundamental equity analysis, and fixed-income securities, managing approximately $766 million across a four-advisor team.

Harold Grubbs is a financial advisor with Financial Management, Inc. in Little Rock, AR, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Financial Management, Inc. since 1986. Outside of his advisory role, he is involved with Brush Mountain Construction, a business that sells air purification products. Financial Management, Inc. provides investment management and financial advisory services to individuals, retirement plans, nonprofit organizations, and businesses, managing approximately $181 million in client assets. The firm’s investment approach emphasizes Strategic Asset Allocation based on Modern Portfolio Theory and quantitative research, using exchange-traded funds and mutual funds while considering individual securities and alternative investments when appropriate.

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.

Donald Rodgers is a CFP® with 33 years of industry experience. He is currently with AdamsBrown Wealth Consultants LLC and has previously worked at Landmark Financial, LLC and EGP Wealth Management LLC. In addition to his advisory role, he is an independent insurance agent involved in the sales and service of insurance policies. AdamsBrown Wealth Consultants provides wealth management, discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, and charitable organizations. The firm employs a long-term, strategic approach to portfolio construction and operates with a multi-advisor team capable of selecting and overseeing sub-advisors for client accounts.

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.

Christopher Glancy is a financial advisor at Lukas Total Wealth with CFA® and Series 63 credentials. He has a total of 11 years of industry experience, including nine years at Frost PLLC and one year at AXPM prior to joining Lukas Total Wealth. Lukas Total Wealth serves individual and high-net-worth clients, particularly those retired or nearing retirement, offering financial planning, portfolio management, and educational seminars. The firm employs Tactical Asset Management using various model styles and implements strategies through mutual funds, ETFs, and fixed-income securities.

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 29 years of industry experience, currently serving at Ifrah Financial Services, Inc. in Little Rock, Arkansas, where he has worked since 2006. He holds Series 63 and Series 65 licenses and is part of a nine-advisor team. Ifrah Financial Services provides investment supervisory and portfolio management services to individuals and institutions, utilizing model-based multi-strategy programs and separately managed accounts. The firm combines passive and active investment approaches and offers financial planning, consulting, and participant-directed retirement plan advisory and education 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 with TMB Capital Partners, LLC in Little Rock, Arkansas. He holds Series 63 and Series 65 licenses and has six years of industry experience, including prior roles at Raymond James, Stephens Inc., and BOK Financial Securities. Outside of advisory work, he is a licensed insurance agent. TMB Capital Partners provides discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, high net worth clients, trusts, estates, businesses, and retirement plans. The firm uses model portfolios composed of ETFs, mutual funds, and individual securities, and manages over $834 million in discretionary assets.

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.