Kerry Bradley is a CFA® charterholder with 26 years of industry experience. He is currently with MAI Capital Management, LLC, having joined the firm in 2024 after 25 years at Garrison Asset Management LLC. MAI Capital Management, LLC provides investment management, wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm customizes portfolio management across multiple strategies and also offers trust and insurance administration through affiliated entities.

George Mason is a Series 65-licensed financial advisor at Corient with 17 years of industry experience. He has been with Corient and Corient Services LLC since 2025. In addition to his advisory role, Mason is CEO of The Cabana Group, LLC, and is involved in several legal and business ventures through entities such as Cabana Law Group LLC and Cabana Realty, LLC. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporations. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and uses risk management tools and stress testing to align portfolios with client objectives.

Christopher Boushelle is a financial advisor at &PARTNERS with 13 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. &PARTNERS serves a wide range of individual and institutional clients, offering investment management, financial and tax planning, ERISA consulting, and brokerage services. The firm utilizes a combination of fundamental, technical, and quantitative analysis across discretionary and non-discretionary portfolios, supported by both proprietary and third-party strategies.

James Hudgins is a financial advisor at Prime Capital Financial in Fayetteville, AR, holding a Series 65 credential with less than one year of industry experience. His prior work history includes roles at Fastenal, Colson Group, and Arkansas State University. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans through asset management, financial planning, qualified retirement plan services, and family office offerings. The firm employs a range of investment strategies and provides tax planning and financial administration services through an affiliated accounting subsidiary.

Eric Crawford is a financial advisor with Kestra Advisory, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has worked with Kestra Investment Services since 2016. Outside of his advisory role, he works part-time as an event parking attendant. Kestra Advisory provides investment advisory and retirement-plan consulting services to plan sponsors and a diverse range of institutional and individual clients. The firm offers fiduciary consulting, plan design, compliance testing, and investment advice, serving large institutional investors including sovereign wealth funds.

Donald Paul is a financial advisor with Prime Capital Financial who holds Series 63 and Series 65 licenses and has 33 years of industry experience. His prior experience includes roles at Sphere, LLC, First National Bank of Fort Smith, and Cetera. Outside of advising, he is involved in catering through REE Adventurs, LLC and serves on the advisory board of Freedom 5 One. Prime Capital Financial is an SEC-registered advisory firm serving a diverse client base, including high-net-worth individuals, trusts, and retirement plans. The firm offers a range of services such as asset management, financial planning, retirement plan services, and family office offerings, employing varied investment strategies and maintaining an affiliated tax advisory subsidiary.

Ruth Miller is a financial advisor at &PARTNERS with 28 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory work, she is involved in a bookkeeping business unrelated to investment activities. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management, financial and tax planning, and retirement-plan consulting, utilizing a combination of fundamental, technical, and quantitative analysis along with third-party strategies.

Robert Bader Jr. is a CFP® professional with 27 years of experience, currently serving at Raymond James Financial Services Advisors, Inc. since 2018. He previously worked at Merrill Lynch from 2009 to 2018. Outside of his advisory role, he manages an agricultural business, Wildcat Creek Farms, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, pension plans, and institutions. The firm offers tailored, non-discretionary planning supported by analytical tools and maintains specialized programs in municipal finance and employer advisory services.

Lisa Scheile is a financial advisor with Raymond James Financial in Fayetteville, Arkansas, holding a Series 66 designation and 19 years of industry experience. She has worked with Raymond James Financial since 2022 and previously was with Wells Fargo Advisors from 2012 to 2022. Outside of finance, she has been involved with Allied Universal Event Services and Landmark Event Staffing since 2014. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports municipal and public finance work through a municipal advisor affiliation.

Marsha Dunbar is a financial advisor at Raymond James Financial Services Advisors, Inc. with 40 years of industry experience. She holds Series 63 and Series 65 designations and has been with Raymond James since 2008. Dunbar’s background also includes roles at HM Capital, LLC, and Holliday American Mortgage, where she has worked concurrently since 2008. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and is affiliated with a municipal advisor, supporting municipal and public finance work.

Robert Alexander is a financial advisor at Raymond James & Associates with nine years of industry experience. He previously worked at JPMorgan Chase Bank, NA and Wells Fargo Clearing. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Michael Sales is a financial advisor with Morgan Stanley in Fayetteville, AR, holding a Series 66 designation and 22 years of industry experience. He has worked at Morgan Stanley since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and the Global Investment Committee’s research.

James Watkins is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His prior roles include positions at Morgan Stanley and Simmons First Investment Group. He is based in Fayetteville, Arkansas. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting investment strategies that include discretionary and non-discretionary approaches across a broad spectrum of asset classes.

Jessica Lassiter is a financial advisor at Edward Jones with six years of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2019. Prior to that, she was employed at J.B. Hunt, the Barcelona Graduate School of Economics, and Capstone On Campus Management. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Allen Broyles is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked with several firms, including Next Financial Group, Inc., and Tower Square Securities, Inc., prior to joining LPL Financial in 2015. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions and supports its advisors with research, technology, and operational tools.

James Summers is a CFP® professional with 29 years of industry experience, currently serving at Raymond James & Associates since 2019. Prior to that, he spent 13 years at Arvest Asset Management. He is a partner in Better Together Investments LLC, a small business formed with colleagues for a potential future business site. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse clientele including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Seth Hilger is a financial advisor with Edward Jones in Springdale, AR, holding the ChFC® designation and Series 66 license. He has seven years of industry experience, including prior roles at Raymond James and Associates, Legends Hospitality, and the Miami Dolphins. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment options supported by a large nationwide network of financial advisors and branch offices.

Elizabeth Quesenberry is a CFP®-certified financial advisor with Edward Jones, where she has worked since 2006. She has 27 years of industry experience. Outside of her advisory role, she owns a short-term rental property in Springdale, Arkansas. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and operates a nationwide network of approximately 23,701 financial advisors, offering a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and tax-efficient services.

Jeremy Mcgee is a financial advisor with Morgan Stanley in Fayetteville, Arkansas, holding a Series 66 credential and 25 years of industry experience. He has been associated with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, as well as Citigroup Global Markets, Inc. Outside of his advisory role, he is a sole proprietor involved in property management. Morgan Stanley Wealth Management offers a range of advisory programs to individual and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and analytical models. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-sponsored financial planning services.

Mark Morris is a financial advisor with Raymond James & Associates in Fayetteville, Arkansas, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, he is a partner and co-owner of eatthefrog, LLC, which manages an office building in Fayetteville. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, institutions, and charitable organizations. The firm offers financial planning and investment consulting through a variety of portfolio management styles and provides municipal advisory services alongside its market-making and execution roles in municipal and government bonds.