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.

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 First Security Investment Management, Inc. in Little Rock, AR, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Financial Management INC since 1986. Outside of advising, he is involved with Brush Mountain Construction, a business that sells air purification products. First Security Investment Management, Inc. provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, retirement plans, nonprofits, and businesses. The firm emphasizes strategic asset allocation based on Modern Portfolio Theory and academic research, offering discretionary and non-discretionary portfolio management using mutual funds, ETFs, and occasionally individual securities or alternatives.

Carter Robinson is a financial advisor at Naviter Wealth, LLC in Little Rock, AR, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Naviter Wealth since 2024, as well as teaching at Oklahoma Christian University and work in construction. Naviter Wealth, LLC is a multi-advisor team serving individual and high-net-worth clients with financial planning and discretionary portfolio management, managing approximately $1.87 billion across 332 client relationships. The firm offers a range of investment solutions including separately managed accounts and performance-based fee arrangements.

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.

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 with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Raymond James & Associates, Stephens Inc., and BOK Financial Securities, Inc. Zachary is also a licensed insurance agent in addition to his advisory role. TMB Capital Partners provides discretionary investment management and comprehensive wealth management services to individuals, high net worth clients, trusts, estates, businesses, charities, and banks. The firm follows a fundamentally driven, long-term investment approach and manages approximately $868 million in assets across four advisors.

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 two years of industry experience. Prior to joining Meridian, he spent eight years with Student Mobilization. Meridian provides discretionary investment management and retirement plan consulting for a diverse client base including individuals, high-net-worth families, trusts, charitable organizations, public pension funds, and municipalities. The firm emphasizes asset allocation and aligning portfolio risk with client objectives through customized portfolios and ongoing oversight.

Jessica Wallace is a financial advisor with First Security Investment Management, Inc. She holds a Series 65 designation and has 9 years of industry experience. She has been associated with Financial Management, Inc. since 2007. Outside of advising, Wallace owns and manages Wallace Tile, LLC, a tile design and installation business. First Security Investment Management, Inc. provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, retirement plans, non-profits, and businesses. The firm emphasizes strategic asset allocation based on Modern Portfolio Theory and academic research, utilizing mutual funds, ETFs, and individual securities as appropriate.

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 63 and Series 66 designations. Prior to joining Naviter Wealth in 2023, Ratcliff worked at Stephens Inc. from 2011 to 2023. Naviter Wealth, LLC is a multi-advisor team that provides financial planning and discretionary portfolio management to individual and high-net-worth clients. The firm manages approximately $1.87 billion across about 332 client relationships and offers services including separately managed accounts, performance-based fee arrangements, and client borrowing within accounts.

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 with Legacy Capital Wealth Partners, LLC in Little Rock, AR, holding Series 65 and Series 66 licenses and having nine years of industry experience. She has worked at Legacy Capital since 2020 and previously was with Trent Capital Management, Inc. and Arvest Wealth Management. Legacy Capital Wealth Partners serves individuals, high-net-worth clients, and various institutional entities, offering holistic financial planning and both discretionary and non-discretionary investment management. The firm employs a primarily long-term investment approach based on fundamental analysis, with ongoing account monitoring and regular reviews.