Eran Jennings is a financial advisor at Ameriprise with seven years of industry experience. He holds the Series 66 designation and has worked previously at Thrivent Financial, Thrivent Investment Management Inc, and Arvest Bank. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Marc Henline is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 17 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory options. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Richard Mc Kone is a financial advisor with Primerica Advisors in Rogers, AR, holding Series 63 and Series 65 licenses and six years of industry experience. He has been with Primerica Advisors since 2018 and has also worked with Primerica Financial Services since 2017. Outside of advisory roles, he is involved in the sale of loan products and home security and automation services through affiliates of Primerica. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which features model-delivery strategies and discretionary separately managed accounts for individual and high-net-worth clients. The firm employs third-party asset managers and uses a tiered wrap-fee structure, maintaining oversight of model selection and implementation.

Christopher Burgess is a Series 66 licensed advisor at Merrill with eight years of industry experience. He has worked at Merrill since 2022 and previously held roles at Arvest Wealth Management and Arvest Bank. His background also includes tenure at Legacy National and involvement with the University of Arkansas and Crossover Liquor. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Ewell Roussell III is a financial advisor at Edward Jones in Rogers, AR, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Wells Fargo Clearing Services LLC and several logistics companies. Outside of his financial career, he is co-owner and vice president of Precision Event Group, an event planning company based in Fayetteville, AR. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets through a broad network of advisors and branches, offering a range of investment advisory programs and affiliated financial services.

Geoffrey Rosen is a financial advisor with Cetera who holds a Series 66 designation and has 14 years of industry experience. His prior roles include positions with Avantax Investment Services, Landmark Financial, and Beall Barclay Wealth Management. Outside of his advisory work, he serves as a trustee for his parents' irrevocable trust and is involved in short-term rental property management through several LLCs. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser that serves individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options, including model portfolios, third-party managers, and bespoke strategies, supporting both discretionary and non-discretionary accounts.

Jared Hall is a financial advisor with Cetera, holding a Series 66 designation and 12 years of industry experience. He has been with Cetera since 2022 and previously worked at First Allied Advisory Services and related firms from 2013 to 2022. Outside of finance, he is involved in photography through his business, Jared Hall Photography. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of investment strategies and program structures, supported by a nationwide network of over 10,000 advisors.

Amie Fielder is a financial advisor with OSAIC, holding a Series 66 designation and 20 years of industry experience. Prior to joining OSAIC in 2024, she worked at Thrasher & Chambers Wealth Management and Arvest Asset Management. She also serves as a successor trustee for a family trust. OSAIC Wealth, Inc. serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers integrated brokerage and advisory services with a variety of investment solutions, employing asset-allocation tools and third-party platforms to manage portfolios across multiple asset classes.

Clark Johnson is a financial advisor with LPL Financial, holding a Series 66 designation and 17 years of industry experience. He previously worked at Edward Jones for 13 years before joining LPL Financial in 2022. Johnson is also a notary and manages his own business entity, Clark Johnson LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and investment management options through a large network of advisors and utilizes various operational and research support tools.

Brandon Wilson is a financial advisor with Edward Jones in Gravette, Arkansas, holding Series 63 and Series 66 licenses and 24 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory work, he owns a commercial property in Gravette. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm supports its clients through a large network of advisors and branch offices, providing services that include tax-efficient portfolio management and securities-based lending.

Daniel Paul is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2022. Prior to joining Edward Jones, he was employed by Spartan Chemical Company for seven years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a large network of advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and tax-efficient services.

Allison Hayes is a financial advisor at Edward Jones with 14 years of industry experience. She holds the ChFC® designation and Series 66 license and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Gary Kearney is a financial advisor with Raymond James & Associates based in Rogers, Arkansas. He holds Series 63 and Series 65 licenses and has 30 years of industry experience, including 20 years with Raymond James. 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 client base including individuals, institutions, pension plans, and municipalities, offering financial planning and non-discretionary investment consulting through various specialized programs.

Katherine Williams is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. She has been with LPL Financial since 2011. Williams serves as a high school gymnastics judge and is the creator of financial education content aimed at low to middle income earners. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm supports advisors with various investment options, including model portfolios and third-party asset management, and integrates technology for operational and research support.

Rachel Cullers is a Series 66-licensed financial advisor with Edward Jones in Pineville, MO, where she has worked since 2002. She has 24 years of experience at the firm. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of investment strategies and affiliated financial services through a large nationwide network of advisors and branch offices.

Holly Hood is a financial advisor at Raymond James Financial with 19 years of industry experience. She holds a Series 66 designation and has previously worked at UBS Financial Services and Signature Private Wealth Management. 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, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports various advisory programs, with notable municipal and public finance expertise uncommon among large institutional advisors.

Dana Peloquin is a financial advisor with Thrivent Investment Management in Rogers, Arkansas. Holding the Series 66 designation, Peloquin has previous experience in the pharmaceutical industry, including roles at Novartis and GlaxoSmithKline. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based planning that covers a broad range of topics, with services delivered outside of portfolio management and without discretionary trading authority.

Robert Mahaffey Jr. is a financial advisor at Ameriprise with six years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2019. Prior to his advisory role, he has experience at Washington University in St. Louis, Walmart/Sam’s Club, and the University of Mississippi. He serves on the Board of Directors for Mahaffey Enterprises. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research-driven analysis and tax-efficient strategies to produce tailored written Recommendation Reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Mark Labash is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked at Avantax Advisory Services and Avantax Investment Services and has operated his own tax and financial consulting business since 1995. Outside of his advisory role, he serves as president of the Mountain View Estates Homeowners Association in Chatsworth, CA. Cetera Investment Advisers LLC is an SEC-registered advisor that serves a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and consulting services through a multi-manager platform that includes affiliated and third-party managers, with over $256 billion in assets under management and a network of more than 10,000 advisors.

Lee Brooks is a financial advisor at Cetera with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cetera Advisors LLC since 2022 and Cetera since 2020, following previous roles at First Allied Advisory Services, Inc. and First Allied Securities, Inc. Outside of his advisory work, he operates the Brooks Investment Group. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of over 10,000 independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with various program options and affiliations.