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 19 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining Legacy Capital Wealth Partners in 2020, he worked at Trent Capital Management for ten years and Arvest Wealth Management for three years. Outside of his advisory role, he is president of a family farming operation. Legacy Capital Wealth Partners serves a diverse client base including individuals, families, family offices, trusts, estates, charitable foundations, nonprofit organizations, and retirement plans. The firm employs a comprehensive financial planning approach combined with discretionary and non-discretionary investment management, focusing on fundamental analysis and a long-term investment orientation.

James Stockton Jr. is a CFA® charterholder with 15 years of experience in financial services. He is currently with First Security Investment Management, Inc. and previously worked at Forest Hill Capital and Wells Fargo Securities, LLC. First Security Investment Management, Inc. provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, retirement plans, non-profit organizations, and businesses. The firm’s investment approach is based on strategic asset allocation informed by Modern Portfolio Theory and academic quantitative research, utilizing mutual funds, ETFs, and selective individual securities or alternative investments.

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 at Amuni Financial, Inc. in Little Rock, Arkansas, holding Series 63 and Series 65 licenses with 45 years of industry experience. He has been associated with American Municipal Securities, Inc. since 1993. Outside of his advisory work, he serves as secretary-treasurer for the Kiwanis Club in Little Rock, contributing to community service activities. Amuni Financial, Inc. manages approximately $195 million for individuals, high-net-worth clients, trusts, estates, and charitable organizations through portfolio management and wrap-fee advisory programs. The firm employs a fundamental, long-term investment approach using mutual funds, ETFs, stocks, bonds, and other securities, with a notable emphasis on non-discretionary asset management.

David Gutierrez is a financial advisor with 19 years of industry experience. He is the co-founder, wealth advisor, and chief compliance officer at Gutierrez Wealth Advisory, LLC, and previously spent 15 years at UBS Financial Services. He holds the Series 66 designation. Gutierrez Wealth Advisory provides financial planning, investment management, wealth management, and retirement-plan consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm uses a strategic asset allocation approach tailored to each client’s risk profile and objectives, typically allocating across ETFs, mutual funds, third-party managers, and, where appropriate, alternative investments and digital assets.

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 at Stephens with a Series 66 designation and one year of industry experience. Prior to joining Stephens in 2024, he worked at American Management Corp for one year and spent nine years in education. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management, serving individuals, retirement plans, foundations, corporations, and institutional clients. The firm offers a range of advisory and brokerage services, leveraging bottom-up equity research and committee-driven asset allocation, while also providing investment banking and municipal advisory services.

Connor Overbay is a financial advisor at Stephens with a Series 66 designation and one year of industry experience. Prior to joining Stephens, he worked at the South Carolina Department of Revenue and Abacus Planning Group. Outside of finance, he has experience in catering and camp administration roles. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management. The firm serves individuals, retirement plans, foundations, corporations, and institutional clients, offering a range of advisory, brokerage, and investment banking services with a focus on equity research and committee-driven asset allocation.

Daryl Seaton is a financial advisor with Sowell Management in North Little Rock, AR, holding Series 63 and Series 66 licenses and 25 years of industry experience. His career includes roles at Solera Asset Managers, Independent Financial Group, WFG Advisors, and Eagle Strategies. He is also president of Sowell Insurance Services, LLC, where he is involved in insurance sales. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with portfolio management, financial planning, and retirement-plan advisory services. The firm utilizes a variety of management styles and model portfolios, including those developed with Goldman Sachs, and provides ancillary support such as trading, compliance, and technology services to its network of over 100 independent advisors.

Jeffrey Knoedl is a financial advisor at Gradient Advisors, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Gradient Advisors since 2020. His prior experience includes roles at AE Wealth Management, Knoedl Retirement Advisors, and Integrity Alliance, LLC. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, trusts, and corporations. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, employing a largely non-discretionary approach supported by fundamental, technical, and cyclical analysis.

James Mitchell Jr. is a CFP® with 37 years of industry experience and has been with Stephens Inc. in Little Rock, AR, for 26 years. His professional background is focused on his long tenure at Stephens. Outside of his advisory role, he serves as a trustee and partial owner of a family trust that manages farmland and related assets. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management. The firm serves individuals, retirement plans, foundations, corporations, and institutional clients through a range of advisory, brokerage, investment banking, and research services, employing a combination of bottom-up equity research and committee-driven asset allocation.

Karron Wages is a CFP® certified financial advisor with 20 years of industry experience, currently with Advisory Alpha, LLC since 2022. Prior to this, Karron worked for 17 years at Financial Decisions, Inc., where he also holds a role as president with limited ongoing involvement. Advisory Alpha manages over $4.3 billion in assets for individual and high-net-worth clients, offering a diversified investment approach guided by a centralized Investment Team and providing financial planning, specialized retirement-plan solutions, and co-advisory services to other registered investment advisers.

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 at Sowell Management with five years of industry experience. He holds a Series 66 designation and has prior experience at Northwestern Mutual Wealth Management Company and GenWealth Financial Advisors. Outside of his advisory role, he is a licensed insurance producer authorized to sell life, accident, and health policies in Arkansas. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan advisory services through over 100 independent advisory representatives, employing multiple management styles and providing access to model portfolios and third-party manager solutions.