Edward Prewitt is a CFP®-certified financial advisor with 24 years of industry experience. He currently works at &PARTNERS and previously spent 15 years with Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he is a co-founder of 1828 Capital LLC and serves on the advisory committee for a local juvenile judge campaign. &PARTNERS serves a diverse client base, including individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm provides both investment advisory and brokerage services, utilizing a range of proprietary and third-party investment strategies supported by fundamental, technical, and quantitative analysis.

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 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 diverse range of clients, including individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm offers investment advisory and brokerage services, employing both proprietary and third-party strategies across discretionary and non-discretionary portfolio management.

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 at Prime Capital Financial with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at firms including Sphere, LLC, First National Bank of Fort Smith, and Cetera. Outside of his advisory work, he is involved in a catering business through REE Adventurs, LLC and serves as an advisory board member for Freedom 5 One. Prime Capital Financial is an SEC-registered advisory firm serving individuals, trusts, corporations, and retirement plans with services such as asset management, financial planning, and family office offerings. The firm employs a variety of investment strategies and supports both discretionary and non-discretionary accounts, with additional tax and reporting services provided through affiliated subsidiaries.

Ruth Miller is a financial advisor at &PARTNERS with 28 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses. Prior to joining &PARTNERS in 2025, she worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 16 years. Outside of her advisory work, Miller is involved with JM Auto & Diesel Repair, where she provides bookkeeping services. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm offers a range of investment advisory and brokerage services, utilizing both proprietary and third-party investment strategies supported by platforms like Envestnet and NFS.

Robert Bader Jr. is a CFP®-designated financial advisor with 27 years of industry experience, currently with Raymond James Financial Services Advisors Inc. since 2018. He previously worked at Merrill Lynch from 2009 to 2018. Outside of his advisory career, he manages Wildcat Creek Farms, LLC, an agricultural business. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, charitable organizations, and government entities. The firm offers tailored, primarily non-discretionary advice supported by financial planning tools and asset allocation analysis, with a notable focus on municipal and public finance clients.

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 previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she is involved with Allied Universal Event Services and Landmark Event Staffing. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutions. The firm offers financial planning and non-discretionary investment consulting, emphasizing advisory and implementation support through a variety of account types and leveraging an extensive affiliate network.

Marsha Dunbar is a financial advisor with Raymond James Financial Services Advisors, Inc. in Fayetteville, AR, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. She has been with Raymond James since 2010 and concurrently involved with HM Capital, LLC and Holliday American Mortgage since 2008. Raymond James Financial Services Advisors, Inc. serves a diverse client base, including individual investors, high-net-worth clients, pension plans, and institutions. The firm emphasizes non-discretionary financial planning and investment consulting, offering tailored advice supported by extensive research and a broad affiliate network.

Robert Alexander is a financial advisor at Raymond James & Associates with nine years of industry experience. He holds the Series 63 and Series 65 licenses. His prior experience includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, Wells Fargo Clearing, and Wells Fargo Bank. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $500 billion in assets. The firm provides wealth advisory planning and investment consulting services to a diverse client base, including individuals, institutions, and government entities, with a notable focus on municipal and public finance.

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 at LPL Financial with 20 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Simmons First Investment Group, Inc. for 10 years. He is also associated with Simmons Bank, where he has been active since 2019. LPL Financial serves a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by in-house research and third-party subadvisors.

Alexander Blount is a financial advisor with LPL Financial in Springdale, AR. He holds a Series 66 designation and has been in the industry since 2024. Prior to his role at LPL Financial, he was associated with The Point Financial Group and has diverse work experience including roles outside the financial sector. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

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.