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 with Lukas Total Wealth in North Little Rock, AR, holding Series 63 and Series 65 credentials and three years of industry experience. His prior roles include positions at Infinite Financial Solutions, LLC, Northwestern Mutual Wealth Management Company, and Mackenzie Barnes. Lukas Total Wealth serves individual and high-net-worth clients, particularly those who are retired or nearing retirement. The firm focuses on Tactical Asset Management using tactical, dynamic, and strategic model styles to address sequence-of-returns risk, implementing portfolios through mutual funds, ETFs, and fixed-income securities along with fixed insurance products and educational seminars.

Norman Strickland is a CFP®-certified financial advisor with 15 years of industry experience. He has worked with Legacy Capital Wealth Partners, LLC since 2020 and previously spent 11 years at Trent Capital Management, Inc. He is based in Little Rock, Arkansas. Legacy Capital Wealth Partners serves a diverse client base including individuals, high-net-worth clients, families, trusts, businesses, charitable organizations, and retirement plans. The firm offers holistic financial planning and portfolio management with a tailored, long-term investment approach that employs a mix of mutual funds, ETFs, alternatives, options, and individual securities.

Scott Tabor is a financial advisor with TMB Capital Partners, LLC in Little Rock, AR, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He previously worked at Raymond James & Associates for 12 years before joining TMB Capital Partners in 2025. Outside of advising, he is a co-owner of a termite and pest business, a natural resource recycling company, and serves on the board of the Arkansas Game and Fish Foundation. TMB Capital Partners provides discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, high net worth clients, trusts, estates, businesses, and retirement plans. The firm employs a fundamental-analysis framework with a long-term approach, constructing portfolios primarily through model portfolios consisting of ETFs, mutual funds, and individual stocks.

David Cleveland is a financial advisor at Applied Capital LLC with three years of industry experience. He holds a Series 65 credential and has worked at Cleveland Accounting & Consulting since 2021 and Goslee & Cleveland PA from 2016 to 2021. Outside of advising, he is involved with Cleveland Accounting & Consulting. Applied Capital LLC serves individual and high-net-worth clients by providing discretionary investment supervisory services and financial planning through fee-for-service and full-service models. The firm manages approximately $293 million in assets, focusing on diversified portfolios using mutual funds, ETFs, equities, and bonds, and offers multi-tiered planning engagements that coordinate with outside specialists.

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.

Christopher Fleischmann is a CFA® charterholder with 21 years of industry experience. He has been with Foundation Resource Management, Inc. since 2008, working within a six-advisor team based in Little Rock, AR. Foundation Resource Management provides discretionary portfolio management focused on long-only positions in stocks and bonds for individuals, high net worth clients, retirement plans, charitable institutions, insurance companies, and hospitals. The firm employs a value-oriented investment approach centered on intrinsic value and capital preservation, serving a range of sophisticated and institutional clients.

Grant Stevenson is a financial advisor at Naviter Wealth, LLC with six years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Naviter Wealth, he worked at Stephens Inc. and Simmons Bank. Naviter Wealth, LLC provides financial planning and discretionary portfolio management to individual and high-net-worth clients through a multi-advisor team. The firm manages approximately $1.87 billion across 332 client relationships and offers services including separately managed accounts with options for borrowing and performance-based fee arrangements.

David Lukas is a financial advisor with Lukas Total Wealth in North Little Rock, AR, holding a Series 65 designation and 11 years of industry experience. He has operated David Lukas Financial since 2012. Outside of advisory work, he owns businesses involved in fixed annuity sales, radio marketing, and tax preparation services. Lukas Total Wealth serves individual and high-net-worth clients, focusing on those retired or nearing retirement. The firm provides financial planning, portfolio management, and educational seminars, employing tactical asset management strategies implemented through mutual funds, ETFs, and fixed-income securities.

Gregory Young is a financial advisor at Legacy Capital Wealth Partners, LLC with 18 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Legacy Capital in 2020, he worked at Trent Capital Management for 10 years. Outside of his advisory role, he is president of Young Farms, Inc., a family farming operation. Legacy Capital Wealth Partners serves a diverse client base including individuals, families, family offices, trusts, businesses, and charitable organizations. The firm offers holistic financial planning and portfolio management with a focus on fundamental analysis and long-term investment strategies.

James Stockton Jr. is a CFA® charterholder with 15 years of industry experience. He is currently with Financial Management, Inc. in Little Rock, AR, where he has worked since 2026. Prior to that, he was with Forest Hill Capital and Wells Fargo Securities, LLC. Financial Management, Inc. provides investment management, financial planning, fiduciary, and consulting services to individuals, retirement plans, non-profit organizations, and businesses. The firm emphasizes Strategic Asset Allocation based on Modern Portfolio Theory and combines portfolio management with financial planning and customized investment solutions.

Ryan Gattin is a financial advisor at Lathrop Investment Management Company with seven years of industry experience. He holds a Series 65 designation and has worked previously at Bank of the Ozarks, Inc. from 2013 to 2018. Lathrop Investment Management Company provides discretionary investment counseling to individuals, families, trusts, estates, retirement plans, businesses, and not-for-profit institutions. The firm focuses on constructing portfolios primarily with individual stocks, bonds, and cash using fundamental analysis and a long-term valuation perspective, tailoring asset allocation to each client’s objectives and risk tolerance.

Blake Abston is a CFP® with six years of industry experience, currently serving as an advisor at Naviter Wealth, LLC. He previously worked at LPL Financial, Garland & Greenwood Wealth Advisors, and Mass Mutual Investors Services. Abston is also a licensed independent insurance agent, engaging in the sale of commissionable insurance products. Naviter Wealth, LLC is a multi-advisor team providing financial planning and discretionary portfolio management to individual and high-net-worth clients. The firm manages approximately $1.87 billion across 332 client relationships and employs a range of investment approaches, including separately managed accounts and performance-based fee arrangements.

Larry Furrer is a financial advisor with Amuni Financial, Inc. in Little Rock, Arkansas, holding Series 65 and Series 63 licenses and bringing 45 years of industry experience. He has been with American Municipal Securities, Inc. since 1993. Outside of his advisory work, he serves as the secretary-treasurer of the Kiwanis Club in Little Rock. Amuni Financial, Inc. manages portfolios and wrap-fee advisory programs for individuals, high-net-worth clients, trusts, estates, and charitable organizations, overseeing approximately $195 million in assets. The firm employs a fundamental, long-term investment approach and offers a range of brokerage, insurance, and advisory services through its team of 12 advisors.

David Gutierrez is a financial advisor at Gutierrez Wealth Advisory, LLC in Little Rock, AR, with 19 years of industry experience. He holds the Series 66 designation and previously worked for UBS Financial Services for 15 years and Purshe Kaplan Sterling Investments. Gutierrez Wealth Advisory provides financial planning, investment management, and consulting services to individuals, qualified retirement plans, trusts, estates, charitable organizations, and business entities. The firm implements tailored strategic asset allocations using ETFs, mutual funds, third-party managers, and alternative investments, offering both discretionary and non-discretionary mandates while providing digital asset advice through Fidelity Digital Asset Services.