Timothy Key is a financial advisor with Independent Advisor Alliance, LLC and holds a Series 66 designation. He has 10 years of industry experience, including roles at LPL Financial and GenWealth Financial Advisors. His background includes managing investment advisory services and non-variable insurance activities. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, and charitable organizations, providing asset management, financial planning, and retirement plan consulting. The firm utilizes discretionary and non-discretionary portfolio management with various analytical strategies and integrates technology platforms for asset aggregation and estate planning.

Autumn Maack is a financial advisor with Prime Capital Financial, holding Series 63 and Series 66 credentials and 18 years of industry experience. She previously worked at Scottrade for 15 years and has been with Private Client Services since 2019. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with services that include asset management, financial planning, and family office offerings. The firm employs a range of investment strategies and provides integrated tax and financial administration services through its affiliated accounting subsidiary.

Stephen Barns is a financial advisor with Prime Capital Financial, holding a Series 66 designation and 12 years of industry experience. His work history includes roles at Pclr, LLC, Private Client Services, Cambridge Investment Research, and Barns Insurance Inc, where he serves as president and owner. Outside of his advisory work, Barns is a published author of investment-related material and performs as a bassist in a band called Hindsight Groove. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a wide range of services including asset management, financial planning, retirement plan services, and family office solutions, employing a mix of investment strategies and coordinated reporting across multiple custodians.

Travis Mays is a financial advisor at Prime Capital Financial with eight years of industry experience. He holds Series 65 and Series 66 licenses and has worked with Prime Capital Investment Advisors since 2020. Prior to this, he was involved with PCLR Advisors and has experience at the University of Central Arkansas and Next Financial Group. 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 services, and family office offerings, utilizing both discretionary and non-discretionary investment approaches.

Christopher Armistead is a financial advisor with Eagle Strategies (NY Life) based in Little Rock, AR. He holds Series 63 and Series 66 licenses and has nine years of industry experience. Armistead operates Armistead Wealth, LLC, through which he sells New York Life products and brokers non-registered insurance products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a broad network of affiliated representatives. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis.

Ronald Bruton is a financial advisor with Money Concepts Capital Corp in Little Rock, Arkansas, holding Series 63 and Series 65 licenses and having nine years of industry experience. He previously worked at Veritas Independent Partners for six years and is currently involved with Rasberry Producers Group and McGhee Insurance Agency, where he offers property, casualty, and commercial insurance. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a variety of managed programs and investment approaches, combining model portfolios, advisor-designed strategies, and third-party sub-advisers to manage approximately $3.33 billion for around 14,700 clients.

Merlin Hagan is a financial advisor at Prime Capital Financial with 40 years of industry experience. He holds a Series 63 designation and has worked at multiple firms including Cambridge Investment Research and Lawing Financial. Outside of advising, he is involved in non-investment related business activities such as managing a financial services entity and serving as area vice president for a benefits services firm. 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.

David Meador is a financial advisor at MAI Capital Management, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Transparent Wealth Partners LLC, Ameriprise Financial Services, LLC, and Neuberger Berman BD LLC. Outside of his advisory role, he is the author of a children's book titled "7 Days with God." MAI Capital Management provides investment management, wealth management, retirement plan consulting, and family-office services to a broad client base including individuals, families, sports professionals, trusts, and institutional clients. The firm manages over $72 billion in assets and offers a range of customized portfolio strategies alongside integrated financial planning and trust administration services.

Mona Khairi is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. Her prior roles include positions at GenWealth Financial Advisors and LPL Financial. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement consulting. The firm combines independent advisory representatives with sophisticated portfolio management techniques and leverages technology platforms to support integrated planning and coaching services.

Scott Inman is a financial advisor with Independent Advisor Alliance, LLC and holds a Series 66 designation. He has 10 years of industry experience, including roles at LPL Financial and GenWealth Financial Advisors. Outside of his advisory work, he is a co-owner of Momentum Media, a non-investment-related business. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering services such as asset management, financial planning, and retirement consulting. The firm employs a network model with several hundred advisors and integrates technology platforms to support portfolio management and estate planning.

Alec Daril is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 65 licenses and three years of industry experience. He has worked at Independent Advisor Alliance and LPL since 2022 and has held various positions including roles at the University of Arkansas and in small business ventures. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement consulting. The firm employs a network model of advisory representatives who utilize discretionary and non-discretionary portfolio management, leveraging technology platforms and third-party managers to deliver comprehensive services.

Rami Kassissieh is a financial advisor at Cetera Planning Partners with one year of industry experience. He holds the PFS™ designation and has previously worked at Avantax Planning Partners and HCJ CPAs & Advisors PLLC. Outside of his advisory role, Kassissieh serves as treasurer for Ice Man Men's Wear Inc., a men's retail clothing store in Little Rock. Cetera Planning Partners serves individual and high-net-worth clients, particularly pre-retirees and retirees, offering investment management, comprehensive financial planning, and retirement-related advice. The firm’s investment approach focuses on diversified allocations using mutual funds and ETFs tailored to clients’ objectives and risk tolerance, supported by additional services such as tax planning, bookkeeping, and estate planning through third-party providers.

Alisha Bailey is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 65 designations and bringing 20 years of industry experience. She has worked at GenWealth Financial Advisors, LLC and LPL Financial, LLC, with overlapping tenures spanning nearly two decades. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement consulting services. The firm utilizes a network model with independent advisory representatives and a range of portfolio management strategies supported by technology platforms.

Jerrod Pinkston is a financial advisor with NewEdge Advisors in Little Rock, Arkansas, holding Series 63 and Series 66 credentials and possessing 24 years of industry experience. He previously worked at LPL Financial and Next Financial Group Inc. Pinkston is also a certified public accountant. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers, offering a broad range of portfolio management and consulting services supported by centralized due diligence and technology tools.

Jonnathan Davis is a financial advisor with Prime Capital Financial in Little Rock, AR, holding a Series 66 credential and bringing 15 years of industry experience. His career includes roles at Pclr, LLC, Private Client Services, Lawing Financial Inc., Cambridge Investment Research, Inc., and Hagan Newkirk Financial Services. Outside of advising, he manages business-related activities through SKELLYCO, LLC. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with services including asset management, financial planning, qualified retirement plan sponsorship, and family office offerings. The firm employs various investment strategies and utilizes platforms for tax-efficient portfolio management while also providing integrated tax advisory services and consolidated financial reporting.

Jason Gerber is a CFP® with 20 years of industry experience, currently serving at Prime Capital Financial. His prior roles include positions at Cambridge Investment Research, Lawing Financial Inc., and Hagan Newkirk. He is also the owner of H2G Consulting, a business consulting firm based in Little Rock, AR. Prime Capital Financial is an SEC-registered enterprise advisory firm that serves individuals, trusts, corporations, and retirement plans with a broad range of services including asset management, financial planning, and family office offerings. The firm employs various investment strategies and platforms while providing tax planning and consolidated reporting through affiliated subsidiaries.

Patrick Dennis is a financial advisor at TIAA-CREF with 21 years of industry experience. He has held his current role since 2015 and holds the Series 63 and Series 65 designations. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm distinguishes between point-in-time planning services and ongoing portfolio management, serving clients often connected through employer retirement plans and acting as adviser to a donor-advised fund.

Caroline Rodriguez is a financial advisor at CWM, LLC with two years of industry experience. She holds a Series 66 designation and has worked at several firms, including Edward Jones and Cetera Wealth Services, prior to joining CWM. Outside of advisory work, she manages a vacation rental property in Hot Springs, Arkansas. CWM, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, high-net-worth families, foundations, and institutions. The firm offers portfolio management, financial planning, and retirement-plan services, utilizing discretionary model portfolios overseen by an in-house Investment Committee.

Richard Patterson is a financial advisor with Eagle Strategies (NY Life) based in Little Rock, Arkansas. He holds the ChFC® designation and Series 63 license, with 44 years of industry experience. Patterson has been affiliated with Eagle Strategies since 2004 and operates his own business, Patterson Financial Group, selling New York Life products and brokering non-registered insurance products. He is also active as a deacon and volunteer in his local Catholic church, leading scripture study discussions. Eagle Strategies serves individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored advice across multiple program types and manages the majority of its assets on a non-discretionary basis, working within an integrated New York Life affiliate structure.

Robert Holdford is a financial advisor with CWM, LLC based in Little Rock, AR, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been involved with Cetera Wealth Services, LPL Financial, and Wealth Management, Inc., among other roles. Outside of advising, he is an author and owner of a publishing company, a musician in a pop/rock cover band, and a life coach contributing to personal development content. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm provides portfolio management, financial planning, retirement-plan services, and sub-advisory options, utilizing model portfolios governed by an in-house Investment Committee and a combination of fundamental and technical analysis.