Kurt Sims is a financial advisor at First Citizens Investor Services, Inc. with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Arvest Wealth Management. He is also employed by SVB Wealth, LLC and First Citizens Asset Management, Inc., affiliates of his primary firm, where he is involved in compliance and advisory roles. First Citizens Investor Services, Inc. provides investment advisory and brokerage services to a diverse client base, including individuals, trusts, estates, and business entities. The firm offers portfolio management through various programs and employs a mix of risk- and outcomes-based asset allocation, leveraging both discretionary management and designated third-party managers, supported by integrated banking resources as a wholly owned subsidiary of a bank holding company.

Jeffrey Smith is a financial advisor at Sowell Management with five years of industry experience. He holds a Series 65 credential and has been with Sowell Management since 2021. Outside of his advisory work, Smith is the CEO and owner of Smith Family Funeral Homes and Cyrus Works, businesses providing funeral home services and consulting in North Little Rock, Arkansas. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services through over 100 independent advisors, employing multiple management styles and utilizing model portfolios and third-party manager solutions.

Christopher Berben is a CFP® with 11 years of industry experience. He is currently an advisor at Sowell Management and has worked previously at Fidelity Investments, Clearstead Advisors, and Commonwealth Financial Network. Sowell Management is a multi-team registered investment adviser that serves individuals, retirement plans, corporations, and other RIAs with portfolio management, financial planning, and retirement-plan advisory services. The firm employs various management styles and offers model portfolios, third-party manager selection, and unified managed account solutions through multiple platforms.

Ethan Levin is a financial advisor at First Heartland Consultants, Inc. in Little Rock, AR, with 19 years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes roles at First Heartland Capital Inc, Global IR Group, and Stephens Inc. Levin is also an investor in Ocutrx Vision Technologies LLC. First Heartland Consultants serves a diverse client base including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm offers financial planning, model-based management for 401(k) accounts, asset management, and third-party asset management solutions delivered through a network of independent investment adviser representatives.

Martin Northern is a financial advisor at Sowell Management with 40 years of industry experience. He holds Series 63 and Series 65 credentials. His prior experience includes over a decade at BRS Financial LLC and concurrent roles at Share Financial Services, Inc. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm employs multiple management styles and offers model portfolios and sub-advisory solutions while supporting its independent contractor advisors with trading, compliance, technology, and back-office services.

John Deshaw is a financial advisor at Sowell Management with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Sowell Management since 2020. Prior to this, he was involved with Solera Insurance Agency and Solera Asset Managers. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services through a network of over 100 independent advisors.

Daniel Rivers is a financial advisor with Sowell Management, holding Series 63 and Series 65 credentials and 40 years of industry experience. His prior experience includes roles at Wells Fargo Advisors Financial Network, Independent Financial Group, and Gallagher Fiduciary Advisors, among others. He serves as a finance committee chair and elder at Church at the Armory and volunteers with Fellowship of Christian Athletes. Rivers is also active as a public speaker on various inspirational and motivational topics. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs, offering discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm employs multiple management styles and provides ancillary business support to its independent contractors.

Daniel Robinson is a financial advisor with Arvest Wealth Management in Little Rock, AR, holding Series 63 and Series 65 licenses and having 13 years of industry experience. He has worked within the Arvest organization since 2013, including roles at Arvest Bank's Trust Department, where he splits his time evenly. Outside of his financial advisory work, he and his wife own a women's retail boutique, though he has no official duties in that business. Arvest Wealth Management provides investment advisory services, financial planning, retirement plan consulting, and wrap fee programs to individuals, employer-sponsored plans, charitable organizations, and corporate clients. The firm employs a multifaceted investment process combining fundamental, technical, quantitative, and qualitative analysis to create tailored strategies aligned with client goals and risk tolerances.

Sabrina Freeman is a financial advisor with Sowell Management in North Little Rock, AR, holding Series 63 and Series 65 licenses and seven years of industry experience. She has previously worked at LPL Financial, LLC and Pensionmark Financial Group, and is a volunteer advocate for Court Appointed Special Advocates (CASA) of Northwest Arkansas. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services through a broad independent-contractor network. The firm uses multiple management styles and offers various model portfolios and third-party manager solutions.

Jackson Smith is a financial advisor at Mariner with one year of industry experience. He holds a Series 65 designation and previously worked at 49 Financial. Mariner serves a diverse client base including individuals, pension plans, and charitable organizations, offering investment management, financial planning, retirement consulting, and integrated tax and accounting services. The firm employs customized discretionary portfolios supported by an internal team and third-party managers, with a range of strategies covering equities, fixed income, alternatives, and digital assets.

Jason Marshall is a financial advisor with Independent Advisor Alliance, LLC and holds a Series 66 designation. He has experience spanning several roles in the financial services industry, including eight years at Marshall Insurance and Financial Solutions and two years at New York Life Insurance Company. He is currently based in Little Rock, AR. Independent Advisor Alliance serves a diverse client base, including individuals, businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement plan consulting. The firm combines a network of independent advisory representatives with access to technology platforms and third-party services to support portfolio management and estate planning.

Shannon Harrington is a financial advisor with TIAA-CREF in Little Rock, Arkansas, holding Series 63 and Series 66 designations and 28 years of industry experience. She has been with TIAA-CREF and TIAA since 2014. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals linked to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm’s advisory model separates one-time planning services from ongoing discretionary management through various managed account programs, applying a fiduciary standard to its RIA services.

Ronald Lee is an investment advisor at CWM, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Wealth Management, Inc., Cetera Wealth Services, LLC, and LPL Financial, LLC. Outside his advisory role, he serves as an ordained deacon and school board member at Our Lady of Fatima Catholic Church in Benton, Arkansas. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm employs discretionary portfolio management using model portfolios, combines fundamental and technical analysis with third-party sub-advisors, and offers a variety of retirement-plan services.

Michael Verser is a financial advisor with Eagle Strategies (NY Life) based in Little Rock, AR, holding Series 63 and Series 66 licenses, with 12 years of industry experience. He has worked at Eagle Strategies since 2020 and is also the owner of VerSer Financial Group, LLC, through which he brokers non-registered insurance products. Verser is engaged in insurance brokering activities, including disability insurance policies through specialized brokerage firms. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers a variety of program types, including fee-based advice and co-advisory relationships, with a focus on tailored solutions and primarily non-discretionary asset management.

Heath Hagan is a financial advisor with Prime Capital Financial in Little Rock, AR, holding a Series 65 credential and five years of industry experience. Prior to joining Prime Capital in 2021, he worked for the Vilonia School District from 2016 to 2021. He is also involved in a non-investment related business, Hagan Newkirk Financial Services, which manages business-related activities such as marketing employee benefit offerings. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with services including asset management, financial planning, and qualified retirement plan sponsor and trustee services. The firm employs a range of investment strategies and offers family office services and specialized tax planning through its affiliated accounting subsidiary.

Stuart Burke is a financial advisor with NewEdge Advisors in Little Rock, AR, holding Series 63 and Series 65 licenses and six years of industry experience. He has worked at firms including LPL Financial and Ameriprise. Outside of advisory services, Burke is a principal broker conducting residential real estate sales through his own business, Stuart Burke Group. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, plans, corporations, and charitable organizations via a network of independent adviser representatives. The firm offers a range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools to support advisor and client needs.

Dawn Stoffel is a financial advisor at Creative Planning with 20 years of industry experience. She holds a Series 66 designation and has previously worked at U.S. Bancorp Investments and Charles Schwab. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets and offers a financial planning–led investment process emphasizing low-cost indexing and buy-and-hold strategies, supplemented by advanced portfolio management techniques and integrated retirement plan services.

Lesley Nalley is a financial advisor with Eagle Strategies (New York Life) in Little Rock, Arkansas, holding Series 63 and Series 66 licenses with four years of industry experience. She has previously been affiliated with Empire Financial Architects LLC and NYLIFE Securities LLC. Outside of her advisory work, Nalley is involved in mentoring women entrepreneurs through the Venture Center Woman Achieve Mentoring Program and serves as a director for the Accounting & Financial Women's Alliance of Central Arkansas. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a broad range of individual and institutional clients. The firm emphasizes tailored recommendations across multiple program types, operates predominantly on a non-discretionary asset management model, and maintains a strong affiliation with New York Life products.

Brandon Barber is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and three years of industry experience. Prior to joining Independent Advisor Alliance, he worked at LPL Financial. Outside of his advisory work, he owns and operates The Lawn Barber, a lawn service business based in Little Rock, Arkansas. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, and retirement plans, offering asset management, financial planning, and retirement consulting. The firm uses a network model with independent advisory representatives and provides access to various portfolio management strategies and technology platforms.

Luke Ferradj is a financial advisor with Eagle Strategies (New York Life) in Little Rock, Arkansas. He holds Series 63 and Series 66 licenses and has 12 years of industry experience. His work history includes roles at Eagle Strategies since 2021, Nylife Securities LLC since 2014, and New York Life Insurance Company since 2013. Eagle Strategies serves a diverse clientele including individual investors, institutional clients, and plan sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers tailored solutions through multiple program types and manages the majority of its assets on a non-discretionary basis.