Jessica Wallace is a financial advisor with First Security Investment Management, Inc. She holds a Series 65 designation and has 9 years of industry experience. She has been associated with Financial Management, Inc. since 2007. Outside of advising, Wallace owns and manages Wallace Tile, LLC, a tile design and installation business. 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 emphasizes strategic asset allocation based on Modern Portfolio Theory and academic research, utilizing mutual funds, ETFs, and individual securities as appropriate.

Matthew Jones is a CFP® with 31 years of industry experience, currently serving with Legacy Capital Wealth Partners, LLC in Little Rock, AR. He has been with Legacy Capital and affiliated firms since 1997, including roles at Purshe Kaplan Sterling Investments and Kestra Financial Services. Jones holds board positions including Immediate Past Chair and Investment Committee member of the Baptist Health Foundation Board. Legacy Capital Wealth Partners serves individuals, high-net-worth clients, families, family offices, trusts, estates, charitable foundations, nonprofits, and retirement plans. The firm provides holistic financial planning and both discretionary and non-discretionary investment management, employing fundamental analysis with a long-term orientation while monitoring client accounts continuously.

Jackson Ratcliff is a financial advisor at Naviter Wealth, LLC with 14 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Naviter Wealth in 2023, Ratcliff worked at Stephens Inc. from 2011 to 2023. Naviter Wealth, LLC is a multi-advisor team that provides financial planning and discretionary portfolio management to individual and high-net-worth clients. The firm manages approximately $1.87 billion across about 332 client relationships and offers services including separately managed accounts, performance-based fee arrangements, and client borrowing within accounts.

John Satterfield is a financial advisor at Amuni Financial, Inc. in Little Rock, AR, holding Series 63 and Series 66 licenses with 40 years of industry experience. He has worked at American Municipal Securities, Inc. since 1993. Outside of advisory work, he is a co-owner of Clout Services LLC, a package delivery business. Amuni Financial, Inc. manages approximately $159.7 million in assets for individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs a fundamental, long-term investment approach and offers fee-based portfolio management and wrap fee programs tailored to individual client objectives and risk tolerance.

Christopher Morgan is a financial advisor at Gilliland Jeter Wealth Management, LLC with four years of industry experience. He holds the Series 66 designation and has worked previously at Raymond James & Associates and Diane Johnson Accounting. Morgan's background also includes experience outside finance, including roles as a student athlete and work in agriculture. Gilliland Jeter Wealth Management provides portfolio management and financial planning services to individuals, corporations, foundations, and retirement plans. The firm develops customized financial profiles and investment plans, utilizing a diverse mix of investment strategies tailored to client objectives and risk tolerance.

Charles Duncan is a CFA® charterholder with 25 years of industry experience. He has worked at Aptus Financial, LLC since 2018 and previously spent 18 years with Stephens Inc. Duncan serves on the board and finance committee of the P.A.R.K. Foundation, which supports at-risk youth in central Arkansas. Aptus Financial provides flat-fee financial planning and advisory services to individuals, trusts, charitable organizations, and employer-sponsored defined-contribution plans. The firm focuses on financial planning over discretionary portfolio management, emphasizing passive, long-term indexing, asset allocation, and client education through regular reviews and targeted programs.

Jessica Heath is a financial advisor with Legacy Capital Wealth Partners, LLC in Little Rock, AR, holding Series 65 and Series 66 licenses and having nine years of industry experience. She has worked at Legacy Capital since 2020 and previously was with Trent Capital Management, Inc. and Arvest Wealth Management. Legacy Capital Wealth Partners serves individuals, high-net-worth clients, and various institutional entities, offering holistic financial planning and both discretionary and non-discretionary investment management. The firm employs a primarily long-term investment approach based on fundamental analysis, with ongoing account monitoring and regular reviews.

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 First Security Investment Management, Inc. He holds Series 63 and Series 65 designations and has one year of industry experience. His prior work includes positions at Financial Management, Inc., Crews & Associates, Inc., Ernst and Young, and multiple roles at the University of Arkansas. First Security Investment Management, Inc. provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, retirement plans, non-profit organizations, and businesses. The firm’s investment approach emphasizes strategic asset allocation based on Modern Portfolio Theory and academic quantitative research, with implementation through mutual funds, ETFs, and selective individual securities or alternative investments.

Spencer Smith is a financial advisor at First Security Investment Management, Inc. He holds a Series 65 designation and has one year of industry experience. His prior work includes positions at Financial Management, Inc., the University of Oklahoma, and Crews & Associates, Inc. Outside of finance, he managed Smith Lawn Care, LLC for seven years. First Security Investment Management, Inc. provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, retirement plans, nonprofits, and businesses. The firm’s investment approach is based on strategic asset allocation informed by Modern Portfolio Theory and academic research, utilizing mutual funds, ETFs, and individualized consideration of securities and alternatives.

Sarah Mckinnon is a financial advisor at Strategic Advisory Services with Series 63 and Series 65 licenses and one year of industry experience. Her prior work includes roles at Bank OZK and South Arkansas Timber Family Interests. Strategic Advisory Services is an independent investment management firm serving individual and high-net-worth clients, small businesses, estates, charitable organizations, and pension plans. The firm provides discretionary, fee-based asset management using fundamental and technical analysis, model portfolio programs, and access to sub-advisors.

Pat Moon is a CFA® charterholder with 27 years of experience in the financial services industry. He has been with Meridian Investment Advisors since 1997. Outside of his advisory role, he is a managing member or manager of several brokerage entities specializing in ship lease agreements. Meridian Investment Advisors provides discretionary investment management and retirement plan consulting for individuals, high-net-worth families, trusts, charitable organizations, endowments, company retirement plans, public pension funds, and municipalities. The firm emphasizes asset allocation and portfolio risk alignment through a mix of common stocks, fixed income, ETFs, mutual funds, and selected independent managers.

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.

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.