Harold Jones is a ChFC® and holds the Series 66 designation with 15 years of experience in the financial services industry. He has worked at Transamerica Financial Advisors since 2020 and previously spent nine years at Axa Advisors. Outside of his advisory role, he manages a small ranch and serves as a trustee for a family trust. Transamerica Financial Advisors serves a wide range of clients including individual investors, pension and profit-sharing plans, trusts, and charitable organizations. The firm offers both advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with discretionary and non-discretionary program options.

Mitchel Sherman is a CFP® professional with four years of industry experience, currently affiliated with Commonwealth Financial Network in Bentonville, AR. His prior experience includes roles at Goldman Sachs Personal Financial Management and United Capital Financial Advisers, LLC. Outside of advising, he is involved in tax preparation services through Martin, Wardin & Eissner Financial Group. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors. The firm offers a comprehensive adviser-support platform, including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Todd Brady is a financial advisor at Oppenheimer with 32 years of industry experience. He has held positions at Oppenheimer & Co. Inc since 2010, and previously worked at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. He is a partner in real estate income investment properties in Northwest Arkansas. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm provides a broad range of programs and advisory services, including discretionary and non-discretionary portfolio management, consulting, and retirement services.

Jeffrey Hellerstedt is a financial advisor with First Citizens Investor Services, Inc., holding a Series 66 designation and 24 years of industry experience. He previously worked at Arvest Asset Management for eight years before joining First Citizens Investor Services in 2021. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals—including high-net-worth clients—pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a client process that involves assessments of financial needs, risk tolerance, and time horizon, using fundamental, quantitative, and technical analysis to guide investment allocations across equities, fixed income, mutual funds, and ETFs.

Brandon Simmons is a CFP® with 27 years of industry experience, currently serving at Private Advisor Group, LLC. He previously worked at Strategic Wealth Advisors Group, LPL Financial, LLC, and Merrill. Outside of his advisory roles, he manages a sole proprietorship to employ his children. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and utilizes both proprietary and third-party technology platforms to implement a range of investment strategies.

Kyle Myhra is a Series 65-licensed financial advisor at Mariner with one year of industry experience. Prior to joining Mariner, he worked at Kyle Myhra Consulting LLC, Ibotta, and Container Reclaimer. Mariner serves a diverse client base including individuals, high-net-worth households, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm provides investment management, financial planning, retirement plan consulting, and integrated tax and accounting services, using discretionary, customized portfolios supported by an internal team and third-party managers.

David Welton is a financial advisor at Osaic with 15 years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise and Ameriprise Financial Services, Inc. He serves as a board member of Influencers Global Ministries, a nonprofit focused on business growth and ministry functions. Osaic Wealth, Inc. serves a diverse range of clients including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers, utilizing asset-allocation tools and automated rebalancing across various investment types.

Lynnel Bryson Davis is a financial advisor with Primerica Advisors in Rogers, Arkansas, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. Prior to her advisory role, she worked in education with the Monrovia Unified School District for 18 years. Outside of finance, she is involved part-time as a server for a catering service that provides food and bar services for events. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and discretionary separately managed accounts to individual and high-net-worth clients, primarily under a tiered wrap-fee structure. The firm curates third-party asset managers and delegates model implementation to BNY Mellon Advisors, focusing on individual investor solutions rather than institutional or pension plan management.

Don Fitzpatrick is a Series 66-licensed financial advisor with 20 years of industry experience. He is currently with Cetera Wealth Services, LLC and Cetera, having joined in 2025. Prior to this, he worked at Avantax Investment Services and Avantax Advisory Services from 2019 to 2025, and he also serves as a referring financial advisor for Landmark Financial, LLC. Fitzpatrick’s background includes a lengthy tenure at Beall Barclay & Company, PLC, as well as roles in insurance services and advisory firms. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad range of clients including individual investors, employer-sponsored retirement plans, corporate and charitable entities, and institutional accounts. The firm offers multiple portfolio management and financial planning services through a multi-manager platform, featuring discretionary and non-discretionary strategies, with access to both affiliated and third-party managers.

Matthew Taylor is a financial advisor with Thrivent Investment Management in Rogers, Arkansas, holding a Series 66 designation and 13 years of industry experience. He has been with Thrivent Financial for Lutherans since 2013 and with Thrivent Investment Management since 2012. Outside of his advisory work, he is a partner in a mobile auto glass repair business, where he manages financial aspects such as profit and loss analysis and tax compliance. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses across a broad range of financial topics. The firm emphasizes planning and managed-account services delivered through its network of financial advisors, without discretionary trading authority for its Dedicated Planning Service.

Amanda Roland is a financial advisor at LPL Financial with 22 years of industry experience. She holds the Series 66 designation and previously worked at Arvest Wealth Management for eight years before joining LPL Financial in 2012. Outside of her advisory work, she owns a lawn care business in Bentonville, Arkansas, and serves as a notary public for clients. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by technology tools and oversight of substantial discretionary assets.

John McConnell is a Senior Financial Advisor with the Boskus Group, a financial advisory team based in Rogers, Arkansas, operating within Merrill Lynch Wealth Management. He focuses on relationship management, portfolio construction, and structured products to develop personalized wealth management strategies for his clients. John holds a Bachelor of Science degree in Business from the University of Arkansas and a Master of Business Administration from the University of Arkansas Little Rock. He has earned professional designations including Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Prior to his advisory career, John was team captain of the Razorback tennis team and played professionally for several years. In addition to his professional work, John participates in community service consistent with the Merrill tradition of engagement. He enjoys golf, tennis, and spending time with his family.

Derrick Dohmen is a financial advisor at OSAIC with 20 years of industry experience. He holds a Series 66 designation and has worked previously at Securities America Advisors, LPL Financial, and Edward Jones. Outside of his advisory work, he is president of Immediate Impact Fund, a nonprofit that funds churches in impoverished areas outside the USA using his own resources. OSAIC serves a diverse client base including individual, high-net-worth, pension, corporate, and charitable clients through a broad network of affiliated advisors and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, utilizing asset allocation tools and third-party solutions to construct and manage portfolios across various asset classes.

Alexander Huff is a financial advisor with Cetera, holding a Series 66 designation and 11 years of industry experience. He previously worked at Edward Jones from 2014 to 2025 before joining Cetera. Huff is also involved as a financial advisor with Vantage Financial Group, a wealth management DBA. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary program options.

Alice Hurl is a financial advisor at UBS Financial Services with 26 years of industry experience. She has been with UBS since 2006 and holds the Series 63 and Series 65 designations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans to clients' goals and risk tolerances.

Richard Binns is a financial advisor with Edward Jones in Bentonville, AR, holding a Series 66 credential and 18 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory role, he manages a rental property in Bentonville. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies. The firm is notable for its large network of advisors and branch offices, as well as affiliated services such as mutual funds, trust services, and securities-based lending.

Todd La Porte is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 65 licenses and has 30 years of industry experience. He has been with Cambridge Investment Research Advisors since 2013. Outside of his advisory role, he is also an agent with Gateway Insurance Group, Inc. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals across wealth levels, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals using multiple platform arrangements and both discretionary and non-discretionary investment strategies.

Stephanie Hogan is a financial advisor with Edward Jones in Rogers, AR, holding a Series 66 designation and eight years of industry experience. She has worked at Edward Jones since 2018 and previously held positions at Walmart Stores Inc. Outside of her advisory role, she is involved with Challenge Entertainment LLC, where she hosts trivia events. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm supports more than four million clients and manages approximately $1.01 trillion in assets.

Christian Harbin is a financial advisor at Edward Jones in Bentonville, AR, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2025, he worked at Garrett Youngblood State Farm and was self-employed in promotional products and marketing ventures. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of investment advisory programs and maintaining one of the largest retail advisor and branch networks in the industry.

William Clive is a financial advisor with OSAIC, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. His prior roles include positions at Securities America Advisors, Inc., KMS Financial Services, Inc., and he has operated Clive Financial Services, Inc. since 2003. Outside of advisory services, he prepares approximately 600 tax returns annually for clients. OSAIC serves a broad range of retail and institutional clients through a large network of financial advisers, offering brokerage and investment advisory services, financial planning, retirement consulting, and access to third-party managed account solutions. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.