Robin Coggins is a financial advisor with LPL Financial in Springdale, Arkansas, holding Series 63, Series 65, and Series 66 credentials and over 27 years of industry experience. He has been with LPL Financial since 2004. Outside of his advisory role, he serves on the medical advisory board of Cabaletta Bio, a pharmaceutical company. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from multiple sources to provide both discretionary and non-discretionary management.

Brian Upshaw is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been involved in finance since 2010 and joined Merrill Lynch in 2014. Brian works with individuals, families, and businesses to develop strategies and provide advice tailored to their short and long-term financial objectives. He holds a Bachelor's degree in Economy and Industry from the University of Arizona and has earned the CERTIFIED FINANCIAL PLANNER® designation, as well as the Personal Investment Advisor (PIA) certification. Brian's expertise includes college education planning, divorce transition planning, family wealth management strategies, legacy planning, LGBT wealth planning, liquidity management, managing new wealth, personal retirement planning, socially responsible and values-based investing, and women and wealth. Prior to his career in finance, Brian served eight years in the United States Marine Corps, retiring with the rank of Sergeant in 2011. He is involved in community organizations such as the American Red Cross, Boy Scouts of America, Southern Arizona Estate Planning Council, Community Food Bank of Southern Arizona, and The Church of Jesus Christ of Latter-Day Saints. Brian and his wife Alyssa have three children and enjoy spending time together supporting child-centered organizations and engaging in activities such as soccer and visiting the local library.

George Doria Medina is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has worked with LPL Financial since 2017 and previously spent 16 years at National Planning Corporation. He is also associated with Trilogy Financial Services, where he has been active for over 28 years. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by model portfolios, research, and technology-based investment strategies.

Joshua Blount is a financial advisor at LPL Financial with six years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining LPL Financial in 2020, he worked at The Point Financial Group and served in Congressman Steve Womack's office. He also spent over a decade working in Springdale Public Schools. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a broad range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management approaches supported by research and model portfolios.

Ralph Brainerd is a financial advisor with Edward Jones in Rogers, Arkansas, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory role, he is involved in farm and real estate ventures through ownership interests in R & L Ventures and RCB Holdings LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of discretionary and non-discretionary investment solutions. The firm manages approximately $1.01 trillion in assets and maintains a large nationwide network of advisors and branch offices.

Robert Fleener is a Senior Financial Advisor and Senior Portfolio Advisor at Merrill Lynch Wealth Management. He focuses on providing a wealth management experience tailored to entrepreneurs, executives, retirees, and their families, emphasizing exceptional service, professionalism, and transparency. Robert and his team employ a goals-based approach to wealth management, working to help clients achieve their objectives while minimizing risk. His client focus areas include college education planning, executive compensation, family wealth management strategies, managing new wealth, personal retirement planning, small business strategies, special needs planning strategies, individual and corporate investment strategy, and retirement income. Robert's role involves managing discretionary custom investment strategies and selecting from a wide range of Merrill Lynch Wealth Management model portfolios and third-party investment strategies. Robert graduated from the University of Arkansas and maintains strong ties to the school and its community. He holds the Personal Investment Advisor (PIA) designation and is proficient in Mandarin and English. In his free time, he enjoys golf, fishing, and following Arkansas Razorback Football.

Misty Morris is a Series 66-licensed financial advisor with three years of industry experience, currently with Thrivent Investment Management. Her prior experience includes roles at Meyer, Raymond, and Scott, LLC, as well as entrepreneurial activity with More Brewing Company. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering goal-based, holistic planning without portfolio management on institutional accounts.

John Evans is a financial advisor with Cetera who holds a Series 66 credential and has 24 years of industry experience. He has worked at firms including Avantax Investment Services and 1ST Global Advisors and is a member of Landmark PLC Certified Public Accountants, a full-service CPA firm. Cetera Investment Advisers LLC provides a multi-manager platform serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and consulting services, utilizing both affiliated and third-party managers across multiple program structures and custodial relationships.

Seth Holder is a financial advisor with LPL Financial in Rogers, AR, holding Series 63 and Series 66 credentials and bringing 19 years of industry experience. He previously worked at Ameriprise and Ameriprise Financial Services, Inc. from 2012 to 2025. Outside of his advisory role, he is involved in agricultural operations through White Oak Ridge Cattle Co, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, and institutions. The firm offers various advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from internal and third-party sources.

Ted Sego is a financial advisor with LPL Financial, holding a Series 66 designation and 14 years of industry experience. He previously worked at Morgan Stanley Private Bank, National Association for five years before joining LPL Financial in 2020. Outside of his advisory role, he is involved with The Point Financial Group, a business related to his LPL activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm provides a range of advisory programs and financial planning services, utilizing model portfolios, research, and various technologies to support diversified investment strategies.

Cameron Duncan is a Financial Advisor with Merrill Lynch Wealth Management, based in Northwest Arkansas. He helps clients and families achieve their financial objectives through personalized strategies that connect all aspects of their financial lives. Cameron's approach prioritizes understanding each client's unique situation to tailor solutions that address their specific goals. He specializes in education planning, employee benefits planning, legacy planning, personal retirement planning, and philanthropic planning. Cameron is dedicated to providing tailored guidance in investments, retirement, and diverse financial strategies. His goal is to alleviate financial stress and support clients throughout their financial journey. Cameron holds a Bachelor's Degree in Business Finance with a focus on Investment Banking and Data Analytics from the University of Arkansas. He has earned professional designations including Certified Financial Planner (CFP) and Personal Investment Advisor (PIA). He is a member of Merrill Lynch Wealth Management and actively participates in community organizations such as the Alzheimer's Association Arkansas Chapter, Bentonville Public Schools Foundation, Children's Miracle Network Hospitals, Lambda Chi Alpha, and LifeSource. Outside of work, Cameron enjoys baseball, basketball, camping, football, golfing, hiking, hunting, softball, spending time with his family, and traveling.

Jim Blount is a financial advisor at LPL Financial with 30 years of industry experience. He has been with LPL Financial since 2001 and holds Series 63 and Series 66 licenses. In addition to his advisory role, he operates an independent insurance agency and serves as a branch manager through The Point Enterprises, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a nationwide network of representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by internal and third-party research.

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.

Stanley Parker is a financial advisor with Raymond James & Associates in Rogers, AR, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has been with Raymond James & Associates since 2010. Outside of his advisory role, he is a passive investor in Signature Bank of Arkansas. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients, offering tailored financial plans and institutional consulting services.

Mitchell Lockhart is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves on the Rogers Public Schools Board of Education, where he participates in setting district policies and overseeing finances. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s approach 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.

Rebecca Hutchens is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 38 years of industry experience. She has been with Wells Fargo Clearing since 2016. Outside of her advisory work, she serves as a trustee for family trusts and is commissioned as a notary public. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Charles Wallace is a financial advisor with Wells Fargo Clearing in Rogers, Arkansas. He holds Series 63 and Series 65 credentials and has 34 years of industry experience. Wallace has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Jane Donner is a financial advisor with Wells Fargo Clearing in Rogers, AR, holding Series 63 and Series 66 designations and possessing 36 years of industry experience. She has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of her advisory role, she co-owns AUX ARCS ENTERPRISES, a business focused on the resale of antiques and collectibles. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Jacob Connelly is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. Prior to joining Wells Fargo, he worked at Ozarks Electric Cooperative for six years and BKD, LLC for two years. Outside of his advisory role, he owns a timber leasing business in Chester, Arkansas. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Chad Chance is a financial advisor with LPL Financial in Springdale, Arkansas, holding a Series 66 credential and 19 years of industry experience. He has been with LPL Financial since 2007. Outside of his advisory role, he is associated with Chance Management, LLC, a non-investment-related business entity used for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by model portfolios and research from multiple sources.