Allen Broyles is a financial advisor with LPL Financial based in Fayetteville, AR, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been with LPL Financial since 2015 and is involved in related financial services through entities connected to his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing model portfolios, third-party research, and various portfolio management strategies.

Mark Morris is a financial advisor with Raymond James & Associates in Fayetteville, Arkansas, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, he is a partner and co-owner of eatthefrog, LLC, which manages an office building in Fayetteville. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, institutions, and charitable organizations. The firm offers financial planning and investment consulting through a variety of portfolio management styles and provides municipal advisory services alongside its market-making and execution roles in municipal and government bonds.

Jason Webb is a financial advisor with LPL Financial, holding a Series 66 designation and 24 years of industry experience. He has worked at LPL Financial since 2018 and has been associated with SII Investments Inc. since 2005. Webb is also president and owner of Cornerstone Wealth Management, Inc., an insurance agency offering life, disability, dental, and vision insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and retirement consulting, utilizing discretionary and non-discretionary management along with model portfolios and research from multiple sources.

Jared Robinson is a financial advisor with Fidelity Investments in Fayetteville, AR, holding Series 63 and Series 66 designations and six years of industry experience. Prior to joining Fidelity, he held various roles including positions at Tanaka Ramen and Shipt. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs.

Joseph Mc Clung III is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and having seven years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2020 and previously at TD Ameritrade Investment Management and TD Ameritrade. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Joseph Van Dee is a financial advisor at Edward Jones with Series 66 credentials and two years of industry experience. He previously worked at AHF Products for nine years and has held roles at DaySpring Cards and Edward Jones since 2023. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products. The firm operates with a nationwide network of more than 23,700 financial advisors and manages approximately $1.01 trillion in assets under management.

Amoree Michalek is a financial advisor with J.P. Morgan Securities who holds a Series 66 designation and has 25 years of industry experience. Her career includes long-term roles at Bank of America and Merrill, as well as positions at Arvest Wealth Management and JPMorgan Chase Bank. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through a structured, non-discretionary process.

Fidelma Farinas Cobas is a CFP® professional with 17 years of industry experience, currently affiliated with Osaic Wealth. Her prior work history includes roles at MassMutual, PNC Investments, City National Rochdale, and Knighthead Annuity. She serves on several nonprofit boards, including as Secretary of VOCE Inc., Director of Chapters for Women in Insurance and Financial Services, and as a board member of Opera in the Ozarks. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a broad network of advisers. The firm provides integrated brokerage and advisory services employing a variety of investment tools and third-party platforms to construct portfolios across multiple asset classes, managing accounts on both discretionary and non-discretionary bases.

Marcus Heckman is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 17 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC and Bank of Oklahoma. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Joshua Barnard is a financial advisor with LPL Enterprise and holds the ChFC® designation along with Series 63, 65, and 66 licenses. He has 20 years of industry experience, including prior roles at Prudential Insurance Company of America, Pruco Securities, LLC, and Arvest Wealth Management. He serves on the board of Returning Home, a nonprofit focused on transitional living programs for individuals recently released from prison. LPL Enterprise serves a broad range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory, and brokerage services through an integrated platform that combines investment advice, insurance products, and lending solutions.

Jason Herring is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds the Series 66 designation and has held roles at Thrivent Financial and Thrivent Investment Management since 2022. Prior to his financial career, he worked at True Dermatology and Vestcom. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering goal-based analyses and written recommendations on a variety of financial planning topics without managing client portfolios directly.

George Gowan is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. He has worked at Edward Jones since 2021 and is also involved with Bentonville Brewing Co. Prior to his current role, he held positions at Alex Baldwin State Farm, James Carlton State Farm, and spent time in education and the food service industry. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of over 23,000 financial advisors. The firm offers a range of advisory programs, including managed solutions, separately managed accounts, and affiliated investment products, operating under a fiduciary standard.

Adam Eichler is a financial advisor at Edward Jones with 24 years of industry experience. He holds a Series 63 designation and has previously worked at Saybrus Equity Services LLC, Independent Administrative Services LLC, and Prudential-related firms from 2013 to 2026. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a large nationwide network of advisors and branch offices.

John Bradford is a financial advisor with Raymond James Financial based in Fayetteville, AR, holding a Series 66 designation and 13 years of industry experience. His prior work includes positions at Wells Fargo Clearing and Wells Fargo Advisors. He is also associated with Colwell Wealth Management in a non-ownership role. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm employs a fact-finding and risk-profiling approach with analytical tools to tailor non-discretionary planning and investment consulting to client goals.

Robert Baker is a financial advisor at Edward Jones with 24 years of industry experience. He has held the Series 63 and Series 66 designations and has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Carlon Cagle is a Series 66-licensed financial advisor with 27 years of industry experience. He has been with Cetera and its affiliate Cetera Financial Specialists LLC since 1999 and previously worked at Wealthwise Financial Services, Inc. from 2008 to 2021. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of investment management and consulting services through a multi-manager platform that includes both affiliated and unaffiliated model portfolios.

Wade Colwell is a financial advisor with Raymond James Financial in Fayetteville, Arkansas, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. Prior to joining Raymond James in 2022, he worked at Wells Fargo advisors from 2009 to 2022. Outside of his advisory role, Colwell is president of Colwell Wealth Management and is involved in property management through C&W Properties LLC. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored, non-discretionary advisory services using analytical tools to support client goals and is notable for its affiliation with a municipal advisor and specialized SIMPLE IRA Employer Advisory programs.

Emily Powers is a financial advisor at Ameriprise with two years of industry experience. She holds a Series 66 designation and has worked at firms including LPL Enterprise, The Prudential Insurance Company of America, and Oakmont Group. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security claiming options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary retirement income recommendations.

Leticia Castellanos Casasola is a financial advisor with Thrivent Investment Management in Fayetteville, AR. She holds a Series 66 designation and has one year of industry experience. Her prior work history includes roles at UnitedHealth Group, Walmart, and VSP Vision. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses across a broad range of financial planning topics. The firm offers these planning services separately from managed-account programs and does not provide portfolio management for institutional clients.

Blake Maxwell is a financial advisor at Edward Jones with 15 years of industry experience. He holds the Series 63 and Series 66 licenses and has been with Edward Jones since 2011. Outside of his advisory role, he works as an independent contractor and agent for Farm Bureau Insurance, holding life, health, and property and casualty licenses. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.