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 experience in the financial services industry. He is currently a principal advisor at Legacy Capital Wealth Partners, LLC and has held roles at Purshe Kaplan Sterling Investments and Kestra Financial Services. Jones serves as immediate past chair of the Baptist Health Foundation Board and is involved with several investment-related and nonprofit organizations, including the Arkansas Tennis Patrons Foundation. Legacy Capital Wealth Partners, LLC provides holistic financial planning and investment management services to individuals, families, trusts, and nonprofit entities. The firm follows a planning-driven approach, constructing diversified portfolios with a long-term focus and utilizes institutional custodial platforms for trade execution and reporting.

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 24 years of industry experience. He has worked at Aptus Financial, LLC since 2018 and previously spent 18 years at Stephens Inc. He 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, employer-sponsored defined-contribution plans, and organizations. The firm follows a passive, long-term investment approach focused on tax-aware asset allocation and low-cost index funds and ETFs, serving primarily early- to mid-career professionals, business owners, and medical/dental trainees.

Jessica Heath is a financial advisor with Legacy Capital Wealth Partners, LLC in Little Rock, AR. She holds Series 65 and Series 66 licenses and has nine years of industry experience, including five years at Trent Capital Management, Inc. prior to joining Legacy Capital in 2020. Legacy Capital Wealth Partners provides holistic financial planning and both discretionary and non-discretionary investment management to individuals, families, charitable foundations, and retirement plans, emphasizing a client-specific, planning-driven approach with diversified portfolios and ongoing monitoring.

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.

Pat Moon is a CFA® charterholder with 26 years of industry experience. He has been with Meridian Investment Advisors since 1997. Outside of his advisory role, he serves as a managing member or manager for several ship lease brokerage companies, including Transcore Logistics, LLC, Oceanus Brokers, LLC, and Gorgon Holding LLC. Meridian Investment Advisors provides discretionary investment management and retirement-plan consulting to individuals, high-net-worth families, and institutional clients such as trusts, foundations, corporate retirement plans, public pension funds, and municipalities. The firm focuses on customized portfolio construction with an emphasis on appropriate asset allocation, fundamental equity analysis, and fixed-income investments, while also offering retirement services and oversight of plan assets.

Mark Massey is a financial advisor at Capital Square, LLC in Little Rock, AR, holding a Series 66 designation with 15 years of industry experience. He has worked at Capital Square since 2017 and previously spent three years with Bellwether Investment Group. Capital Square provides investment advice and financial planning to individuals, trusts, businesses, non-profits, foundations, and endowments. The firm offers retirement planning and discretionary and non-discretionary portfolio management, tailoring portfolios through diversified asset allocation and employing various strategies as appropriate.

Caitlin Mc Daniel is a CFP® at Naviter Wealth, LLC with two years of industry experience. Prior to joining Naviter Wealth in 2021, she worked for three years at the Federal Reserve Bank of Kansas City. Naviter Wealth, LLC is a multi-advisor team that provides financial planning and discretionary portfolio management to individual and high-net-worth clients, managing approximately $1.87 billion across 16 advisors. The firm employs a variety of investment approaches, including the use of separately managed accounts and performance-based fee arrangements for certain clients.

Christopher Bell is a CFP® professional with 19 years of experience in the financial services industry. He has worked at Bass and Bell, Inc. since 2019 and previously spent seven years at Raymond James & Associates. Bell is also a licensed insurance agent, selling non-variable insurance products. Bass and Bell, Inc. manages approximately $874.6 million across about 295 client relationships, serving individuals, corporations, foundations, and retirement plans. The firm provides tailored financial planning and portfolio management using a combination of strategic asset allocation and active investment tools, including equities, fixed income, options, and international securities.

Bentley Blackmon is a financial advisor at Naviter Wealth, LLC with 30 years of industry experience. He holds the CFP® and CFA® designations and has worked previously at Stephens Inc. and One Point Seven Wealth LLC. Blackmon serves as a board member for Alleviant, LLC, a mental healthcare clinics organization. Naviter Wealth, LLC is a multi-advisor firm serving individual and high-net-worth clients with financial planning and discretionary portfolio management. The firm manages approximately $1.87 billion across 332 client relationships and offers separately managed accounts, borrowing within accounts, and performance-based fee arrangements for certain clients.

Lyndell Worthen III is a financial advisor with Naviter Wealth, LLC, holding a Series 66 designation and 18 years of industry experience. He previously worked at Stephens Inc for 13 years before joining Naviter Wealth in 2021. Worthen is also a licensed independent insurance agent. Naviter Wealth, LLC provides financial planning and discretionary portfolio management to individual and high-net-worth clients through a multi-advisor team managing approximately $1.87 billion across 332 client relationships. The firm utilizes separately managed accounts and offers flexible fee structures, including performance-based fees for certain clients.

Kevin Clark is a financial advisor with Legacy Capital Wealth Partners, LLC, holding Series 63, 65, and 66 licenses and bringing 28 years of industry experience. Prior to joining Legacy Capital in 2020, he worked at Trent Capital Management, Inc. and Signator Investors, Inc. Clark also owns NEA Financial Services, LLC, which provides bookkeeping, tax preparation, and fixed product sales services. Legacy Capital Wealth Partners offers holistic financial planning and both discretionary and non-discretionary investment management to individuals, families, and institutions. The firm utilizes a client-specific, planning-driven approach with diversified portfolios and ongoing monitoring, serving approximately 660 clients with $1.52 billion in assets under management.

Kyle Pitts is a CFP®-certified financial advisor with 27 years of industry experience. He has been with Ifrah Financial Services, Inc. in Little Rock, AR since 2006. Outside of his advisory role, Kyle occasionally provides talent for movies, commercials, corporate videos, and other entertainment projects through The Agency Inc. Ifrah Financial Services offers investment supervisory and portfolio management services to individual and institutional clients, utilizing model-based multi-strategy programs and separately managed accounts. The firm also provides financial planning, consulting, and retirement plan advisory services.

Jeffrey Mc Coy is a financial advisor with Meridian Investment Advisors in Little Rock, AR, holding a Series 65 designation and one year of industry experience. His prior work includes roles at Castellano & Associates and Ouachita Baptist University. Meridian Investment Advisors provides discretionary investment management and retirement plan consulting to individuals, high-net-worth families, trusts, charitable organizations, endowments, company retirement plans, public pension funds, and municipalities. The firm emphasizes asset allocation and aligning portfolio risk with client objectives, utilizing a variety of investment vehicles and maintaining a dedicated Retirement Services division.

Joe Justus is a financial advisor with RetirePath Wealth, LLC in Little Rock, AR, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. Prior to joining RetirePath Wealth in 2025, he worked at Trutoro for eight years. Outside of advisory work, he operates Joe Justus Insurance Agency LLC, an insurance sales business he has owned since 1988, and is involved in farming activities as a sole proprietor. RetirePath Wealth, LLC provides investment advisory and financial planning services to individual and high-net-worth clients, utilizing both discretionary and non-discretionary asset management alongside comprehensive financial plans. The firm employs a process that incorporates client goals and risk tolerance with technical and cyclical analysis, and it maintains formal affiliations with insurance and tax-preparation businesses.