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.

Mark Millsap is a CFA® charterholder with 24 years of industry experience. He has been with Foundation Resource Management, Inc. in Little Rock, AR since 2001. Foundation Resource Management provides discretionary portfolio management focused on long-only positions in individual stocks and bonds for a diverse client base, including 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 patience, emphasizes capital preservation in fixed-income management, and is notable for serving institutional clients uncommon in its peer group.

Louis Cacciatori is a financial advisor with Stephens in Little Rock, AR. He holds a Series 66 designation and has one year of industry experience. Prior to joining Stephens, he worked at American Management Corp and has nine years of experience in education. Stephens provides investment advisory and wealth management services to individuals, pension plans, foundations, corporations, and other institutional clients. The firm emphasizes tailored portfolio programs with committee-based oversight and combines broker-dealer and investment banking activities alongside advisory services.

Connor Overbay is a financial advisor at Stephens with a Series 66 designation and one year of industry experience. His prior roles include positions at SCDOR, Abacus Planning Group, and involvement with Gravatt Camp and Conference. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and other institutional clients, offering tailored portfolio programs and committee-based oversight. The firm combines broker-dealer and investment banking activities alongside advisory services, serving a broad range of client needs.

Daryl Seaton is a financial advisor with Sowell Management in North Little Rock, AR, holding Series 63 and Series 66 licenses and having 25 years of industry experience. He has worked at Sowell Management since 2020 and has been with Solera Asset Managers, LLC since 2014. Outside of his advisory roles, he is involved in insurance sales through Solera Insurance Agency, LLC, and Sowell Insurance Services, LLC, where he serves as president. Sowell Management is a fee-based registered investment adviser serving individuals, retirement plans, corporations, registered investment advisers, and institutions. The firm operates a multi-branch independent-contractor model with over 100 advisors and offers a range of investment management and consulting services, utilizing multiple investment styles and third-party sub-advisors across various managed account platforms.

Jeffrey Knoedl is a financial advisor with Gradient Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked at Gradient Advisors since 2020 and previously was with AE Wealth Management from 2016 to 2020. Knoedl also operates Knoedl Retirement Advisors, providing financial advisory and retirement planning services. Gradient Advisors, LLC offers investment management, financial planning, and consulting to a diverse client base including individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm operates primarily through third-party money managers and investment advisor representatives, employing a non-discretionary model that incorporates multiple analytical approaches and client risk assessment tools.

James Mitchell Jr. is a CFP® with 37 years of industry experience, currently serving as an advisor at Stephens in Little Rock, AR. He has been with Stephens since 2000. Stephens provides investment advisory and wealth management services to individuals, pension plans, foundations, corporations, and other institutional clients. The firm offers tailored portfolio programs and committee-based oversight, combining advisory services with broker-dealer and investment banking activities.

Karron Wages is a CFP® professional with 20 years of industry experience, currently serving as an advisor at Advisory Alpha, LLC since 2022. He has also been involved with Financial Decisions, Inc. since 2005, where he holds the position of president. Advisory Alpha serves a diverse retail client base, including individual and high-net-worth investors, offering portfolio management, financial planning, and specialty solutions such as retirement plan services and donor-advised funds. The firm also provides subadvisory and co-advisory services to other registered investment advisors and manages a broad range of managed portfolio strategies.

James Baker is a financial advisor at Arvest Wealth Management with 10 years of industry experience. He holds a Series 66 designation and has worked at Arvest Wealth Management and Arvest Bank since 2019, splitting his time evenly between the two. Prior to that, he was with Ameriprise Financial Services, Inc. from 2016 to 2018. Arvest Wealth Management provides investment advisory services, financial planning, and retirement plan consulting to individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm’s investment approach combines fundamental, technical, quantitative, and qualitative analysis, emphasizing asset allocation and tailored strategies aligned with clients’ objectives and risk tolerances.

Kyle Fitzgerald is a financial advisor with Sowell Management, holding a Series 66 designation and five years of industry experience. He previously worked at Northwestern Mutual in various capacities from 2022 to 2025 and at GenWealth Financial Advisors from 2020 to 2022. Outside of his advisory role, he is a licensed insurance producer authorized to sell life, accident, and health policies. Sowell Management is a fee-based registered investment adviser serving individuals, retirement plans, corporations, registered investment advisers, and institutions. The firm employs a multi-branch independent contractor model with over 100 advisors and offers a range of services including investment management, financial planning, retirement-plan advisory, and consulting.

Hannah Raiford is a financial advisor at Stephens with a Series 66 designation and four years of industry experience. Her work history includes roles at Stephens Inc., AT&T, SMU, Hogan Taylor LLP, and Arkansas Heart Hospital. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and other institutional clients. The firm offers tailored portfolio programs with committee-based oversight and combines advisory services with broker-dealer and investment banking activities.