Matthew Bruton is a financial advisor at &PARTNERS with 21 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations, providing investment management, financial and tax planning, and ERISA consulting. The firm utilizes a variety of investment strategies through discretionary and non-discretionary management, supported by both proprietary and third-party platforms.

Angela Cothren is a financial advisor at Prime Capital Financial with six years of industry experience. She holds a Series 65 credential and has worked at Longer Investments and Longer Financial for a combined 13 years. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a range of services including asset management, financial planning, qualified retirement plan sponsor and trustee services, and family office offerings with a focus on both discretionary and non-discretionary account management.

Edward Prewitt is a CFP® with 25 years of industry experience, currently serving at &Partners since 2024. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC, accumulating 15 years across those firms. Outside of his advisory role, Prewitt is a co-founder of 1828 Capital LLC and participates on the advisory committee for a local juvenile judge campaign. &Partners serves a diverse client base including high-net-worth individuals, institutions, and charitable organizations, offering investment management, financial and tax planning, and retirement plan services through both discretionary and non-discretionary approaches. The firm combines fundamental, technical, and quantitative methods with proprietary and third-party strategies, and operates under dual registration as a registered investment adviser and broker-dealer.

James Bell is a CFA® charterholder with 23 years of industry experience. He is currently an advisor at MAI Capital Management, LLC and previously spent 19 years at Garrison Asset Management, LLC. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, institutional clients, and sports professionals. The firm offers customized portfolio management across various strategies and integrates financial planning and trust services as part of its comprehensive approach.

Cory Gelvin is a financial advisor at Empower Advisory Group with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Prudential Insurance Company of America, Arvest Wealth Management, and LPL Enterprise. Empower Advisory Group provides financial planning and investment management services primarily to employer‑sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage clients. The firm’s approach emphasizes long-term portfolio returns and annual rebalancing within integrated recordkeeping and administrative platforms.

David Harris is a financial advisor at TIAA-CREF with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Cetera, Regions Bank, Cambridge Investment Research, and Voya Financial Advisors. His background also includes five years at Domtar Personal Care. TIAA‑CREF Individual & Institutional Services, LLC offers financial planning and managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected through employer retirement plans. The firm provides discretionary portfolio management with both model and customized portfolios and acts as adviser to the TIAA Donor Advised Fund.

Jackie Hils is a financial advisor at SPC with one year of industry experience. She holds a Series 66 designation and has worked at Sigma Planning Corporation and Parkland Securities LLC since 2023. In addition to her advisory role, she is a licensed insurance agent selling health, life, and ancillary insurance products through BFS Independent Insurance. SPC serves a diverse client base including high-net-worth individuals, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, financial planning, and ERISA-related retirement services through a network of over 460 advisors managing approximately $5.66 billion in assets.

Kerry Bradley is a CFA® charterholder with 27 years of industry experience. He is currently with MAI Capital Management, LLC, where he has worked for two years, following a 25-year tenure 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 offers a wide range of portfolio strategies and integrates financial planning, tax, and bill-pay services into client relationships.

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 with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 designations and bringing 41 years of industry experience. She has been with Raymond James since 2010 and has also worked with HM Capital, LLC and Holliday American Mortgage since 2008. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and employs analytical tools such as risk profiling and probability modeling, supporting client implementation through its advisory programs and partnerships.

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.