Jamie Fritsche is a financial advisor at Ameriprise with one year of industry experience. He has worked at Ameriprise since 2020 and previously spent nine years at USA Truck. Ameriprise offers a retirement-income planning service designed for clients approaching or in retirement with substantial investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers advisory, brokerage, and insurance solutions through affiliated companies.

Amber Fonseca is a Series 66-licensed financial advisor with Edward Jones in Fort Smith, Arkansas, where she has worked since 2018. She has seven years of industry experience and previously worked at ArcBest from 2011 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Scott Phillips is a financial advisor at Edward Jones with 24 years of industry experience. He previously worked at Stifel Nicolaus & Co Inc for seven years before joining Edward Jones in 2023. His credentials include Series 63 and Series 65 licenses. Outside of his advisory role, he serves as a check signer for a medical clinic owned by his wife. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of investment strategies and advisory services supported by a nationwide network of thousands of financial advisors and branch offices.

Skyler Mermer is a Series 66-licensed financial advisor with Ameriprise Financial Services, LLC, based in Fort Smith, AR, and has seven years of industry experience. Prior to joining Ameriprise in 2023, he worked at Raymond James from 2016 to 2023. He serves on the Board of Directors for the St. John's Sack Lunch Program in Fort Smith. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm provides written recommendation reports and ongoing tax-aware withdrawal strategies, relying on research, third-party data, and algorithmic tools managed by an internal committee.

Michael Neer serves as a Resident Director at Merrill, where he focuses on understanding his clients' needs, goals, and objectives through clear communication. He works collaboratively with clients to formulate tailored strategies that align with their individual and family financial directions, emphasizing open communication regarding progress and overall financial health. His client focus areas include college education planning, services for endowments, foundations, and non-profits, employee financial health, liquidity management, managing new wealth, personal retirement planning, portfolio management services, small business strategies, special needs planning strategies, and retirement income. Michael's personal philosophy centers on connecting all aspects of a client's financial life to help prioritize and pursue the goals that matter most to them. Outside of his professional role, Michael enjoys baseball, basketball, biking, camping, fishing, football, golfing, hunting, spending time with his family, and traveling.

Rebecca Stout is a Series 66 licensed financial advisor with Edward Jones in Fort Smith, Arkansas, with six years at Edward Jones and a total of five years in the industry. Prior to joining Edward Jones, she worked for nine years at ArcBest. She serves as a finance committee member for the Fort Kids Children's Museum, an organization currently in development. Edward Jones is a full-service wealth management firm serving individual and institutional clients across the United States. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Heather Vanderheiden is a financial advisor at Edward Jones with five years of industry experience. She holds a Series 66 designation and previously worked in education and real estate-related roles before joining Edward Jones in 2021. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.