Molly Saxon is a financial advisor at &Partners with 25 years of industry experience. She previously worked at Wells Fargo Clearing for three years and Stephens Inc for nineteen years. Outside of her advisory role, she serves as treasurer for the Ozark Society Highlands Chapter, where she manages reports and reconciles bank statements. &Partners serves a diverse client base including high-net-worth individuals, institutions, retirement plans, and charitable organizations. The firm offers a range of investment management and financial planning services, utilizing a variety of analysis methods and both proprietary and third-party strategies.

Benjamin Shaddox is a CFP® with 28 years of experience in financial services. He has been with Kestra Advisory since 2016 and also holds roles at Kestra Investment Services, LLC and Arvest Asset Management. In addition to his advisory work, Shaddox is involved in insurance product sales through Lion Street and owns Eastern Gate Financial LLC, where he manages both client relationships and business operations. Kestra Advisory Services provides investment advisory and retirement plan consulting to plan sponsors and a broad mix of institutional and individual clients. The firm offers a range of services including plan design, fiduciary consulting, and employee education, supporting recommendations with due diligence and serving large institutional investors alongside retail clients.

Ethan Workman is a financial advisor at Prime Capital Financial with six years of industry experience. He holds a Series 65 designation and has worked at Prime Capital Investment Advisors LLC since 2020. Outside of advising, he is involved with CHHSZ Holdings, LLC, the owner of Prime Capital Investment Advisors. Prime Capital Financial is an SEC-registered enterprise advisory firm serving a diverse client base, including high-net-worth individuals, trusts, corporations, and retirement plans. The firm offers a broad range of services such as asset management, financial planning, family office offerings, and retirement plan participant allocations, utilizing various investment strategies and affiliated tax advisory services.

Adam Wheeler is a financial advisor with Eagle Strategies (NY Life) in Fayetteville, Arkansas, holding Series 63 and Series 66 licenses and possessing 17 years of industry experience. He has been affiliated with New York Life Insurance Company and related entities since 2009, and currently operates under the dba names TSG Financial, LLC and Parity Financial Group, LLC. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a network of affiliated investment adviser representatives. The firm offers multiple advisory programs, emphasizing tailored recommendations, and manages the majority of its assets on a non-discretionary basis.

Quinn Semler is a financial advisor at Corient with a Series 65 designation and 14 years of industry experience. Prior to joining Corient in 2026, he worked for JPMorgan Asset Management from 2013 to 2026. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that integrates proprietary and third-party strategies while using risk management tools and stress testing to align portfolios with client objectives.

Jeremy Webb is a Series 66-licensed financial advisor with 13 years of industry experience, currently practicing at Independent Financial Group, LLC since 2017. Prior to his current role, he worked at SII Investments for four years. Webb operates under the marketing name Webb & Associates Financial Group, where he also provides insurance products as a licensed agent. Independent Financial Group, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, and institutional plans. The firm offers financial planning and portfolio management through multiple platforms and third-party managers, employing a mix of passive and active strategies tailored to client risk profiles.

Jeffery Coffman is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and five years of industry experience. Prior to joining Independent Advisor Alliance, he worked at Equitable Advisors and has experience with organizations such as Sports & Story and Student Mobilization. He is also the owner of Coffman Capital LLC. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement plan consulting. The firm employs a network model with discretionary and non-discretionary management, utilizing technology platforms and third-party resources to deliver comprehensive advisory services.

Harrison Heffley is an advisor at Kestra Advisory with Series 65 and Series 63 credentials and no prior industry experience. His work history includes roles at Kestra Investment Services, Harding University, and various positions outside the financial industry. Kestra Advisory provides investment advisory and retirement-plan consulting to plan sponsors as well as institutional and individual clients. The firm offers services including fiduciary consulting, plan design, compliance testing, and access to multiple management platforms and third-party solutions.

Megan Varoz is a financial advisor at &PARTNERS with 14 years of industry experience and holds a Series 66 designation. She has worked at Wells Fargo Clearing, Stephens Inc., and Raymond James Financial Services Advisors among other firms. Outside of her advisory role, she contributes to a family-owned farm, performing administrative and farm work without compensation. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, and institutions. The firm offers investment management, financial and tax planning, and consulting services, utilizing a mix of fundamental, technical, and quantitative analysis across proprietary and third-party strategies.

Max Mahler is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at &PARTNERS since 2024. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC., where he spent a combined 13 years. Outside of his advisory role, he manages 1828 Capital LLC, an operating company for local business expenses. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, and charitable organizations. The firm offers investment management, financial and tax planning, and ERISA consulting, utilizing a combination of proprietary and third-party strategies with ongoing monitoring and regular account reviews.

Keith Lea is a financial advisor at Prime Capital Financial with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Cetera and Sphere, LLC. Lea is a managing member of BY LO SL HI, LLC, an investment-related business. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with a range of services including asset management, financial planning, and family office offerings. The firm employs a combination of discretionary and non-discretionary management strategies and provides specialized tax and financial administration services through its affiliated entities.

Jonathan Boldebuck is a financial advisor at TIAA-CREF with 24 years of industry experience. He holds Series 63 and Series 66 credentials and has been with TIAA-CREF since 2015. Outside of his advisory role, he serves as a Level 1 CrossFit coach and is the treasurer of The Hearts Project Foundation, a memorial dedicated to lives lost to the COVID-19 pandemic. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm’s advisory model separates point-in-time planning from ongoing discretionary management, applying a fiduciary standard and utilizing a combination of model and customized portfolios.

Mark Gilbert is a financial advisor with &Partners, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. He serves as a board member of the Summersby Homeowners Association in Fayetteville, Arkansas. &Partners serves individual and institutional clients, including high-net-worth individuals, retirement plans, and charitable organizations. The firm offers investment management, financial and tax planning, and ERISA consulting, utilizing a blend of fundamental, technical, and quantitative analysis with both proprietary and third-party strategies.

Matthew Bruton is a financial advisor at &PARTNERS with 21 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations, providing investment management, financial and tax planning, and ERISA consulting. The firm utilizes a variety of investment strategies through discretionary and non-discretionary management, supported by both proprietary and third-party platforms.

Angela Cothren is a financial advisor at Prime Capital Financial with six years of industry experience. She holds a Series 65 credential and has worked at Longer Investments and Longer Financial for a combined 13 years. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a range of services including asset management, financial planning, qualified retirement plan sponsor and trustee services, and family office offerings with a focus on both discretionary and non-discretionary account management.

Edward Prewitt is a CFP® with 25 years of industry experience, currently serving at &Partners since 2024. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC, accumulating 15 years across those firms. Outside of his advisory role, Prewitt is a co-founder of 1828 Capital LLC and participates on the advisory committee for a local juvenile judge campaign. &Partners serves a diverse client base including high-net-worth individuals, institutions, and charitable organizations, offering investment management, financial and tax planning, and retirement plan services through both discretionary and non-discretionary approaches. The firm combines fundamental, technical, and quantitative methods with proprietary and third-party strategies, and operates under dual registration as a registered investment adviser and broker-dealer.

James Bell is a CFA® charterholder with 23 years of industry experience. He is currently an advisor at MAI Capital Management, LLC and previously spent 19 years at Garrison Asset Management, LLC. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, institutional clients, and sports professionals. The firm offers customized portfolio management across various strategies and integrates financial planning and trust services as part of its comprehensive approach.

Cory Gelvin is a financial advisor at Empower Advisory Group with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Prudential Insurance Company of America, Arvest Wealth Management, and LPL Enterprise. Empower Advisory Group provides financial planning and investment management services primarily to employer‑sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage clients. The firm’s approach emphasizes long-term portfolio returns and annual rebalancing within integrated recordkeeping and administrative platforms.

David Harris is a financial advisor at TIAA-CREF with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Cetera, Regions Bank, Cambridge Investment Research, and Voya Financial Advisors. His background also includes five years at Domtar Personal Care. TIAA‑CREF Individual & Institutional Services, LLC offers financial planning and managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected through employer retirement plans. The firm provides discretionary portfolio management with both model and customized portfolios and acts as adviser to the TIAA Donor Advised Fund.

Jackie Hils is a financial advisor at SPC with one year of industry experience. She holds a Series 66 designation and has worked at Sigma Planning Corporation and Parkland Securities LLC since 2023. In addition to her advisory role, she is a licensed insurance agent selling health, life, and ancillary insurance products through BFS Independent Insurance. SPC serves a diverse client base including high-net-worth individuals, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, financial planning, and ERISA-related retirement services through a network of over 460 advisors managing approximately $5.66 billion in assets.