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.

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 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 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.

Devon Alpe is a financial advisor at Lukas Total Wealth with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Infinite Financial Solutions, LLC, Northwestern Mutual Wealth Management Company, and Mackenzie Barnes. Lukas Total Wealth serves individual and high-net-worth clients, particularly those retired or nearing retirement, offering financial planning, portfolio management, and educational seminars on topics such as Social Security. The firm employs Tactical Asset Management with a variety of strategic and dynamic investment models, typically implemented through mutual funds, ETFs, and fixed-income securities.

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.

Stephen Desalvo is a CFP® with 34 years of industry experience, currently serving at Ifrah Financial Services, Inc. since 2006. In addition to his financial advisory role, he holds officer positions in several businesses, including PS Foods, Inc., Pancake Shop, Inc., and EvenKeel, Inc. Ifrah Financial Services provides 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 analysis.

David Cleveland is a financial advisor with Applied Capital LLC in Little Rock, AR. He holds a Series 65 designation and has four years of industry experience. Prior to joining Applied Capital, he worked at Goslee & Cleveland PA and currently operates Cleveland Accounting & Consulting. Applied Capital LLC provides discretionary investment management and financial planning services primarily to individual and high-net-worth clients, emphasizing long-term asset allocation and diversification. The firm integrates third-party platforms for estate planning and may utilize alternative investments and securities-backed lending for select clients.

Fredrick Adkins III is a CFP® and ChFC® with 41 years of industry experience. He has been with The Arkansas Financial Group, Inc. since 1982. The Arkansas Financial Group provides fee-based wealth management and financial planning to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm’s investment approach is grounded in Modern Portfolio Theory and Behavioral Finance, employing portfolio-optimization software and primarily using mutual funds, ETFs, and fixed-income instruments managed on a discretionary basis.

Jacob Spradlin is a CFP® professional with one year of industry experience, currently serving at The Arkansas Financial Group, Inc. in Little Rock, AR. Prior to this, he held roles at Pacific Premier Bank, Centennial Bank, Northwestern Mutual, and the University of Central Arkansas. The Arkansas Financial Group provides fee-based wealth management and financial planning services to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and businesses. The firm applies Modern Portfolio Theory and Behavioral Finance in its investment approach, utilizing portfolio-optimization software and managing portfolios primarily with mutual funds, ETFs, and fixed-income instruments on a discretionary basis.

Hillary Canterbury is a financial advisor at Gutierrez Wealth Advisory, LLC with 23 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services for 16 years and Purshe Kaplan Sterling Investments for two years. Gutierrez Wealth Advisory serves individuals, retirement plans, trusts, estates, charitable organizations, and businesses with financial planning and wealth management services. The firm uses a strategic asset-allocation framework customized to client risk profiles and offers investment management primarily through ETFs, mutual funds, and selected third-party managers, along with advisory services for alternatives, structured products, options, and digital assets.

Victoria Page is a financial advisor at Bass and Bell, Inc. in Little Rock, AR, with five years of industry experience. She holds the Series 66 designation and previously worked at LPL Financial LLC and Commerical Bank & Trust. Her background also includes experience in the restaurant industry and academia. Bass and Bell serves individuals, corporations, foundations, and retirement plans by providing discretionary and non-discretionary portfolio management, integrated financial planning, and retirement plan consulting. The firm employs a range of investment strategies using ETFs, mutual funds, equities, and fixed income, supported by various analytical approaches.

Mark Smalling is a financial advisor with RetirePath Wealth, LLC in Little Rock, AR. He holds Series 63 and Series 65 licenses and has been in the industry since 2013, including nine years at Mark A. Smalling and Associates, LLC. RetirePath Wealth serves individual and high-net-worth clients by providing portfolio management, financial planning, and tailored consulting services. The firm employs both discretionary and non-discretionary account management, uses model portfolios, and may engage third-party sub-advisors, managing approximately $86.83 million in discretionary client assets as of the end of 2025.