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 in Little Rock, AR, with three years of industry experience. She previously worked at the Federal Reserve Bank of Kansas City for three years before joining Naviter Wealth in 2021. Naviter Wealth, LLC provides financial planning and discretionary portfolio management services to individual and high-net-worth clients. The firm operates as a multi-advisor team managing approximately $1.87 billion across 332 client relationships and offers a range of investment options including separately managed accounts with some unique fee and borrowing arrangements.

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 at Legacy Capital Wealth Partners, LLC with 28 years of industry experience. He holds Series 63, Series 65, and Series 66 designations and has worked at several firms including Trent Capital Management and Signator Investors. Outside of his advisory role, he owns and operates NEA Financial Services, LLC, which provides accounting and tax preparation services. Legacy Capital Wealth Partners serves individuals, families, family offices, trusts, charitable foundations, nonprofit organizations, and retirement plans. The firm offers holistic financial planning and investment management with a focus on fundamental analysis and a long-term orientation, supported by ongoing account monitoring and formal annual reviews.

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.

Joe Justus is a financial advisor at RetirePath Wealth, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at RetirePath Wealth since 2025. Prior to this, he was with Trutoro for eight years and operates Joe Justus Insurance Agency LLC, an insurance sales business he has run since 1988. In addition to his advisory work, he is involved in farming as a sole proprietor. RetirePath Wealth serves individual and high-net-worth clients by providing investment advisory and financial planning services. The firm customizes investment strategies based on client objectives and risk tolerance, offering both discretionary and non-discretionary asset management with regular portfolio reviews and ongoing monitoring.

Roy Gutierrez is a financial advisor with Gutierrez Wealth Advisory, LLC in Little Rock, Arkansas, holding Series 63 and Series 65 licenses and over 45 years of industry experience. He worked at UBS Financial Services for 35 years before joining Purshe Kaplan Sterling Investments and later founding his current firm. Gutierrez also sells fixed and traditional insurance products as a licensed agent. Gutierrez Wealth Advisory serves individuals, trusts, estates, charitable organizations, and business entities, providing financial planning, investment management, wealth management, and retirement-plan consulting. The firm employs a strategic asset allocation process tailored to client risk profiles, managing portfolios with a mix of ETFs, mutual funds, third-party managers, alternatives, structured products, private investments, and, when appropriate, digital assets.

Douglas Spencer is a CFP® with 28 years of industry experience and has been with Ifrah Financial Services, Inc. in Little Rock, AR since 2006. He also owns and operates a CPA practice, Douglas J. Spencer CPA, PA, providing accounting and tax services. Spencer has worked as a CPA since 1985. Ifrah Financial Services offers investment supervisory and portfolio management services to individual clients and institutions, utilizing model-based multi-strategy programs and separately managed accounts that combine passive ETFs with active management and quantitative, fundamental, and technical screening. The firm also provides financial planning, consulting, and retirement plan advisory and education services.

Daniel Sandefur is a financial advisor with RetirePath Wealth, LLC in Little Rock, AR, holding a Series 66 designation and two years of industry experience. Prior to joining RetirePath Wealth, he worked at Edward Jones for two years and held a position at Acxiom for five years. RetirePath Wealth serves individual and high-net-worth clients by providing investment advisory and financial planning services tailored to each client's objectives, time horizon, and risk tolerance. The firm offers asset management with ongoing portfolio monitoring and may utilize third-party money managers while maintaining direct client relationships.

Preston Edwards is a financial advisor at Legacy Capital Wealth Partners, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Lighthouse Financial and Chenal Country Club. Legacy Capital Wealth Partners serves individuals, high-net-worth clients, families, family offices, trusts, estates, charitable foundations, nonprofit organizations, and retirement plans. The firm provides holistic financial planning, discretionary and non-discretionary investment management, and retirement plan advisory services, with an investment approach that emphasizes fundamental analysis and a long-term orientation.

Gordon Jensen is a financial advisor at Sollinda Capital Management LLC with 10 years of industry experience. He holds a Series 65 designation and previously worked at BRS Financial LLC and BRS Consulting Inc from 2016 to 2024. Sollinda Capital Management provides discretionary portfolio management and financial planning for individuals, high-net-worth clients, and retirement plans, while also offering sub-advisory services to other advisors. The firm employs both systematic, rules-based approaches and discretionary strategies, integrating quantitative, technical, fundamental, charting, and cyclical analyses.

Alan Tedford is a financial advisor with Stephens Group Asset Management, LLC in Little Rock, AR, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He worked at Stephens Inc. for 19 years before joining Stephens Group Asset Management in 2017. Outside of his advisory role, he serves as the managing member of Tedford Family, LLC, a holding company for a family farm, hunting club, and investments. Stephens Group Asset Management provides discretionary investment management and ERISA plan advisory services to individuals, retirement accounts, trusts, estates, charitable organizations, corporations, and other entities. The firm utilizes proprietary ETF model portfolios and a duration-focused fixed income strategy, continuously monitoring and adjusting allocations based on market valuations and client-established asset-allocation parameters.

James Gentry Jr. is a financial advisor with RetirePath Wealth, LLC in Little Rock, AR, holding Series 63 and Series 65 licenses and having seven years of industry experience. His career includes roles at Legacy Capital Wealth Partners, LLC and FinFit Life, LLC, where he serves as an insurance agent and director. He is also a board member of the nonprofit Love Unity, Inc. RetirePath Wealth serves individual and high-net-worth clients, providing investment advisory and financial planning services tailored to clients’ objectives, time horizons, and risk tolerances. The firm offers portfolio management with regular reviews and employs a variety of investment strategies, including the use of third-party money managers and sub-advisors.

James Erwin Jr. is a financial advisor with Ifrah Financial Services, Inc. in Little Rock, AR. He holds Series 63 and Series 65 designations and has 30 years of industry experience, including 20 years with Ifrah Financial Services. Outside of his advisory role, Erwin serves as vice president of Promotional Ideas, Inc., a logo wear company. Ifrah Financial Services is a team-based SEC-registered adviser serving individual and high-net-worth clients, retirement plans, trusts, and businesses. The firm provides investment supervisory services, model portfolio management, financial planning, and participant-directed 401(k) services, combining passive ETFs with actively managed folios and quantitative screening across custodial platforms at Goldman Sachs and Charles Schwab.

Joseph Perrone is a CFA® charterholder working with First Security Investment Management, Inc. He has over 24 years of industry experience, including a long tenure at Forest Hill Capital before joining Financial Management, Inc. in 2026. 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’s investment approach focuses on strategic asset allocation based on Modern Portfolio Theory and academic research, typically employing mutual funds and ETFs alongside individual securities or alternatives as appropriate.

Meredith Moll is a CFA® charterholder with eight years of industry experience, currently serving as an advisor at Foundation Resource Management, Inc. in Little Rock, Arkansas, where she has worked since 2015. She serves as a trustee for a family trust that holds her residence. Foundation Resource Management provides discretionary portfolio management focused on long-only positions in stocks and bonds for individuals, high net worth clients, retirement plans, and institutional clients such as insurance companies and hospitals. The firm employs a value-oriented investment approach centered on intrinsic value and patience, emphasizing capital preservation and detailed performance reporting.

Norman Strickland is a CFP® professional with 15 years of industry experience, currently serving at Legacy Capital Wealth Partners, LLC since 2020. Prior to this, he spent 11 years at Trent Capital Management, Inc. and one year at Equitable Advisors. Legacy Capital Wealth Partners is a multi-advisor firm managing over $1.5 billion in assets, providing holistic financial planning and both discretionary and non-discretionary investment management to individuals, high-net-worth clients, families, trusts, charitable foundations, and retirement plans. The firm emphasizes fundamental analysis and a long-term investment orientation, while offering regular account monitoring and comprehensive client reporting.

Scott Tabor is a financial advisor with TMB Capital Partners, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He previously worked at Raymond James & Associates for 12 years before joining TMB Capital Partners in 2025. Outside of his advisory work, Tabor is involved in several business ventures including co-ownership of a termite and pest control company, participation in a natural resource recycling firm, and serves as a board member of the Arkansas Game and Fish Foundation. TMB Capital Partners is a fee-based advisory firm managing approximately $868 million in discretionary assets across a four-advisor team. The firm provides comprehensive wealth management and retirement-plan consulting to individuals, high net worth clients, trusts, estates, businesses, charities, and banks, employing a fundamentally driven, primarily long-term investment approach with model portfolios featuring a wide range of asset classes.