Allen Broyles is a financial advisor with LPL Financial based in Fayetteville, AR, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been with LPL Financial since 2015 and is involved in related financial services through entities connected to his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing model portfolios, third-party research, and various portfolio management strategies.

James Summers is a CFP® professional with 29 years of industry experience, currently serving at Raymond James & Associates since 2019. Prior to this, he spent 13 years at Arvest Asset Management. He is a partner in Better Together Investments LLC, a small business formed with colleagues from Raymond James for a potential future business site. Raymond James & Associates offers financial planning and investment consulting through its Wealth Advisory Services Program, serving a diverse client base including individuals, retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and investment recommendations, with a focus on both retail and institutional advisory services.

Seth Hilger is a financial advisor with Edward Jones in Springdale, AR, holding the ChFC® designation and Series 66 license. He has seven years of industry experience, including prior roles at Raymond James and Associates, Legends Hospitality, and the Miami Dolphins. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment options supported by a large nationwide network of financial advisors and branch offices.

Jonathan Dawson is a financial advisor with Raymond James Financial, holding a Series 66 designation and eight years of industry experience. He previously worked at Edward Jones and has been with Raymond James Financial Services Advisors, Inc. since 2018. Outside of his advisory role, Dawson serves as Vice President of SWG Operations, a business development and client engagement position at Solomon Wealth Group. Raymond James Financial Services Advisors, Inc. serves a wide range of clients, including individual investors, high-net-worth and non-high-net-worth clients, pension and profit-sharing plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting supported by firm research and outside managers, with a distinctive focus on advisory and implementation support rather than discretionary management.

Elizabeth Quesenberry is a CFP®-certified financial advisor with Edward Jones, where she has worked since 2006. She has 27 years of industry experience. Outside of her advisory role, she owns a short-term rental property in Springdale, Arkansas. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and operates a nationwide network of approximately 23,701 financial advisors, offering a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and tax-efficient services.

Jeremy Mcgee is a financial advisor with Morgan Stanley in Fayetteville, Arkansas, holding a Series 66 credential and 25 years of industry experience. He has been associated with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, as well as Citigroup Global Markets, Inc. Outside of his advisory role, he is a sole proprietor involved in property management. Morgan Stanley Wealth Management offers a range of advisory programs to individual and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and analytical models. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-sponsored financial planning services.

Lucas Davis is a Series 66-licensed financial advisor with 11 years of industry experience. He has been associated with Osaic since 2024 and previously worked at Securities America Advisors and Securities America Inc from 2016 to 2024. Outside of his advisory role, Davis volunteers as a coach for his son's basketball team. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides a range of advisory services supported by asset-allocation tools, risk assessments, and access to third-party money managers, operating within a complex corporate structure that includes multiple mergers and private-equity ownership.

William Trumbo is a financial advisor with J.P. Morgan Securities LLC, holding a Series 66 license and six years of industry experience. He has previously worked with Arvest Wealth Management and New York Life, among other firms. Outside of his advisory role, he is involved in managing real estate investments through several LLCs, including Eastwood LLC and TruCost Capital, where he oversees property management and rental operations. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Mark Morris is a financial advisor with Raymond James & Associates in Fayetteville, AR. He holds Series 63 and Series 66 designations and has 27 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of advisory work, he is a partner and one-third owner of a commercial office building in Fayetteville. Raymond James & Associates provides financial planning and investment consulting to a broad client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations primarily through non-discretionary advisory relationships and supports municipal and institutional clients with specialized services.

Ross Larwood is a Series 66-licensed financial advisor with Morgan Stanley in Fayetteville, Arkansas, and has seven years of industry experience. He has worked at Morgan Stanley and its Private Bank since 2018, following two years at Atlas Technology Group. Larwood serves as a trustee at The Grove Church, where he participates in budget review and supervises financial matters. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and maintains a broad range of investment and financial services.

Andrew Adams is a financial advisor with LPL Financial in Springdale, AR, holding a Series 66 credential and 11 years of industry experience. His prior roles include positions at Simmons Bank, National Asset Management, Arvest Wealth Management, Cetera Investment Services, and Regions Bank. Outside of his advisory work, he is employed as a waitress at Springdale Country Club. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations nationwide. The firm offers a wide range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research from LPL Research and third-party partners.

Jason Webb is a financial advisor with LPL Financial, holding a Series 66 designation and 24 years of industry experience. He has worked at LPL Financial since 2018 and has been associated with SII Investments Inc. since 2005. Webb is also president and owner of Cornerstone Wealth Management, Inc., an insurance agency offering life, disability, dental, and vision insurance products. 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 provides a range of advisory programs, financial planning, and retirement consulting, utilizing discretionary and non-discretionary management along with model portfolios and research from multiple sources.

Troy Kestner is a CFP® professional with 31 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2019. Prior to this, he spent 13 years with Arvest Wealth Management. Outside of his advisory role, he owns and manages a small cattle herd and holds interests in several real estate ventures. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations supported by extensive research and serves both retail and institutional clients with a range of advisory and consulting solutions.

Tafta Rogers is a financial advisor at Edward Jones with eight years of industry experience. She has been with Edward Jones since 2017 and previously worked for 15 years at Caddo Parish Public Schools. Rogers holds a Series 66 designation. 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, operating under a fiduciary standard.

Robert Coleman is a financial advisor at Stifel with 20 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he serves on the boards of the nonprofit OneLove Outreach and the Circle of Life Hospice Foundation. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies developed by its Investment Strategy Group, providing asset allocation and financial planning analyses designed to support client decision-making.

George Bethell is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 designations and bringing 35 years of industry experience. He has been with Raymond James Financial Services since 2004 and Raymond James Financial Services Advisors, Inc. since 2009. Outside of advising, he owns Malpaso LLC, a real estate brokerage involved with vacant land. Raymond James Financial Services Advisors, Inc. serves a broad client base including individual investors, high-net-worth clients, pension plans, and institutions. The firm provides financial planning and non-discretionary investment consulting, emphasizing tailored strategies developed through detailed client assessments and supported by a wide affiliate network.

Arthur Walker is a Certified Financial Planner (CFP®) with seven years of industry experience. He has worked at Edward Jones since 2019 and was previously with Smith Hamilton Inc for four years. Based in Ft Worth, TX, Walker holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households across wealth levels, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory strategies and affiliated investment products, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Hannah Jennings is a financial advisor at Stifel with 12 years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC. Jennings is based in Fayetteville, Arkansas. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is supported by a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to produce asset allocation and planning analyses.

Sarah Merciez is a financial advisor at Edward Jones in Fayetteville, AR, holding a Series 66 designation. She has been with Edward Jones since 2025 and has prior experience in education and creative industries. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Blake Spain is a financial advisor at Edward Jones with seven years of industry experience. He has been with Edward Jones since 2017 and previously worked at the University of Arkansas. He holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. 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, operating under a fiduciary standard.