Jessica Heath is a financial advisor with Legacy Capital Wealth Partners, LLC in Little Rock, AR. She holds Series 65 and Series 66 licenses and has nine years of industry experience, including five years at Trent Capital Management, Inc. prior to joining Legacy Capital in 2020. Legacy Capital Wealth Partners provides holistic financial planning and both discretionary and non-discretionary investment management to individuals, families, charitable foundations, and retirement plans, emphasizing a client-specific, planning-driven approach with diversified portfolios and ongoing monitoring.

Robert Bass is a financial advisor at Bass and Bell, Inc. in Little Rock, Arkansas, with 39 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Raymond James & Associates, Inc. from 2009 to 2019. Outside of advisory work, he is CEO of WOJO LLC, a business focused on consulting and launching a single product sports accessory. Bass and Bell, Inc. manages approximately $874.6 million for individuals, corporations, foundations, and retirement plans. The firm provides portfolio management and financial planning services, employing a personalized investment approach that integrates strategic asset allocation with active trading techniques across various asset classes.

Stephen Goetze is a financial advisor at Financial Management, Inc. in Little Rock, Arkansas. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining Financial Management, Inc., he worked at Crews & Associates, Inc. and has held roles at the University of Arkansas and Ernst and Young. Financial Management, Inc. provides investment management and financial advisory services to individuals, retirement plans, nonprofit organizations, and businesses. The firm uses a Strategic Asset Allocation approach based on Modern Portfolio Theory and quantitative research, typically implementing portfolios with exchange-traded funds and mutual funds.

Spencer Smith is a financial advisor at Financial Management, Inc. with a Series 65 designation and two years of industry experience. His prior roles include positions at Crews & Associates, Inc., the University of Oklahoma, and the University of Arkansas. Outside of finance, he managed Smith Lawn Care, LLC for seven years. Financial Management, Inc. provides investment management and financial advisory services to individuals, retirement plans, nonprofit organizations, and businesses. The firm employs a Strategic Asset Allocation approach based on Modern Portfolio Theory and quantitative research, utilizing exchange-traded funds and mutual funds while considering individual securities and alternative investments as appropriate.

Pat Moon is a CFA® charterholder with 26 years of industry experience. He has been with Meridian Investment Advisors since 1997. Outside of his advisory role, he serves as a managing member or manager for several ship lease brokerage companies, including Transcore Logistics, LLC, Oceanus Brokers, LLC, and Gorgon Holding LLC. Meridian Investment Advisors provides discretionary investment management and retirement-plan consulting to individuals, high-net-worth families, and institutional clients such as trusts, foundations, corporate retirement plans, public pension funds, and municipalities. The firm focuses on customized portfolio construction with an emphasis on appropriate asset allocation, fundamental equity analysis, and fixed-income investments, while also offering retirement services and oversight of plan assets.

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.

Jeffrey Mc Coy is a financial advisor with Meridian Investment Advisors in Little Rock, AR, holding a Series 65 designation and one year of industry experience. His prior work includes roles at Castellano & Associates and Ouachita Baptist University. Meridian Investment Advisors provides discretionary investment management and retirement plan consulting to individuals, high-net-worth families, trusts, charitable organizations, endowments, company retirement plans, public pension funds, and municipalities. The firm emphasizes asset allocation and aligning portfolio risk with client objectives, utilizing a variety of investment vehicles and maintaining a dedicated Retirement Services division.

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.

Gary Robertson is a financial advisor with Optivise Advisory Services LLC, holding Series 65 and Series 63 licenses and bringing 16 years of industry experience. He has worked at Optivise since 2020 and previously spent 10 years at Brookstone Capital Management, alongside a longstanding affiliation with Pinnacle Wealth Management Group. Robertson is president of the Arkansas College Planning Group, an organization that provides pre-college guidance including ACT and SAT preparation and tuition planning. Optivise Advisory Services offers portfolio management and financial planning to individual and institutional clients, including high-net-worth individuals and pension plans. The firm provides discretionary model portfolios and co‑advisory services for employer-sponsored defined contribution plans, with a focus on ongoing account monitoring and a range of investment vehicles.

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 in Little Rock, AR, holding a Series 65 designation. He has one year of industry experience, previously working at Lighthouse Financial and the Chenal Country Club. Legacy Capital Wealth Partners serves a diverse client base including individuals, families, trusts, businesses, and charitable organizations, offering holistic financial planning and both discretionary and non-discretionary portfolio management. The firm manages over $1.3 billion in assets and utilizes a tailored, long-term investment approach incorporating mutual funds, ETFs, alternatives, options, and individual securities.

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.