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.

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.

Roy Gutierrez is a financial advisor at Gutierrez Wealth Advisory, LLC in Little Rock, AR, with 44 years of industry experience. He previously worked at UBS Financial Services Inc. for 35 years and Purshe Kaplan Sterling Investments for 3 years. Gutierrez holds Series 63 and Series 65 licenses and is also registered as a fixed insurance agent. Gutierrez Wealth Advisory serves individuals, retirement plans, trusts, estates, charitable organizations, and businesses, offering financial planning, investment management, and retirement plan consulting. The firm employs a strategic asset-allocation approach tailored to client risk profiles and utilizes a range of investment instruments, including ETFs, mutual funds, alternatives, and 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 at RetirePath Wealth, LLC in Little Rock, AR, holding a Series 66 designation with two years of industry experience. Prior to joining RetirePath Wealth in 2026, he worked for Edward Jones and Acxiom and was a full-time student for ten years. Outside of his advisory role, he is involved with The RetirePath Agency, Inc. RetirePath Wealth serves individual and high-net-worth clients with portfolio management, financial planning, and consulting, utilizing both discretionary and non-discretionary approaches and model portfolios. The firm manages a multi-million dollar asset base with a small team and incorporates technical and cyclical analysis in its investment process.

Preston Edwards is a financial advisor at Legacy Capital Wealth Partners, LLC with one year of industry experience. He holds the Series 65 designation and previously worked at Lighthouse Financial and Chenal Country Club. Legacy Capital Wealth Partners, LLC offers holistic financial planning and investment management services to individuals, high-net-worth clients, families, family offices, trusts, charitable foundations, nonprofits, and retirement plans. The firm employs a client-specific, planning-driven approach with diversified portfolios and utilizes institutional custodial platforms for trade execution, reporting, and operational support.

Gordon Jensen is a financial advisor at Sollinda Capital Management LLC with nine years of industry experience. He holds a Series 65 designation and previously worked at BRS Financial LLC and BRS Consulting Inc for eight years. Jensen is part of a 15-advisor team based in Little Rock, Arkansas. Sollinda Capital Management LLC is a discretionary investment adviser serving individuals, including high-net-worth clients, and profit-sharing plans. The firm offers a variety of systematic and discretionary strategies using ETFs, mutual funds, fixed income, and other vehicles, managing over $1 billion in assets as of the end of 2025.

Alan Tedford is a financial advisor with Stephens Group Asset Management, LLC, holding Series 63 and Series 65 licenses and 27 years of industry experience. He worked at Stephens Inc. from 1998 to 2017 before joining Stephens Group Asset Management, where he has been since 2017. Outside of his advisory role, he is 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, and corporations. The firm employs proprietary ETF model strategies and a fixed-income approach focused on duration management, managing approximately $1.41 billion in assets with a team of four advisors.

James Gentry Jr. is a financial advisor at RetirePath Wealth, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Legacy Capital Wealth Partners and Capital Markets IQ. Outside of advisory work, he serves as a board member for Love Unity, Inc., a nonprofit organization in Little Rock, AR. RetirePath Wealth, LLC provides investment advisory and financial planning services to individual and high-net-worth clients, utilizing a process that incorporates client goals and risk tolerance with technical and cyclical analysis. The firm offers both discretionary and non-discretionary asset management and partners with third-party co-advisors to access model portfolios and trading services.

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 currently with Financial Management, Inc. in Little Rock, AR. He has 25 years of industry experience, including 24 years at Forest Hill Capital before joining Financial Management, Inc. in 2026. Financial Management, Inc. provides investment management, financial planning, fiduciary, and consulting services to individuals, retirement plans, nonprofits, and businesses. The firm emphasizes Strategic Asset Allocation based on Modern Portfolio Theory and academic research, managing portfolios primarily with mutual funds and ETFs while offering customized investment solutions.

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®-certified financial advisor with 15 years of industry experience. He has worked with Legacy Capital Wealth Partners, LLC since 2020 and previously spent 11 years at Trent Capital Management, Inc. He is based in Little Rock, Arkansas. Legacy Capital Wealth Partners serves a diverse client base including individuals, high-net-worth clients, families, trusts, businesses, charitable organizations, and retirement plans. The firm offers holistic financial planning and portfolio management with a tailored, long-term investment approach that employs a mix of mutual funds, ETFs, alternatives, options, and individual securities.

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.