Spencer Oliver is a financial advisor with TIAA-CREF, holding Series 63 and Series 66 credentials and 29 years of industry experience. He has worked at Fidelity and its affiliates for over 25 years before joining TIAA-CREF in 2023. Outside of his advisory role, he serves as a counselor in the bishopric of his local ward for the Church of Jesus Christ of Latter-Day Saints. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, corporate entities, and small retirement plans, often serving clients with existing relationships through employer retirement plans. The firm operates a fiduciary advisory model that separates one-time planning services from ongoing discretionary management, offering both model and customized portfolio approaches.

Conor De La Rosa is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Equitable Advisors, LLC and Riggs & Associates. He also provides tax advice and preparation services and operates an independent insurance business separate from his advisory role. Private Advisor Group serves a broad range of clients, including individuals, trusts, estates, and businesses, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model that combines direct portfolio management with access to third-party strategists and proprietary technology platforms.

Samuel Perry is a Series 66-credentialed financial advisor with seven years of industry experience. He has worked at Money Concepts Capital Corp since 2021 and previously spent nearly a decade with Phoenix Capital Reality Advisors, LLC and Phoenix Capital Partners, Ltd. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting services to individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a range of managed programs and uses fundamental and technical analysis alongside modern portfolio theory to guide investment decisions.

Robert Frits is a CFP® professional with 25 years of industry experience, currently affiliated with CWM, LLC. He previously worked at LPL Financial, LLC and Arvest Wealth Management. Outside of his advisory role, he is involved in several business ventures including ownership of multiple LLCs related to real estate and other enterprises. CWM, LLC is an SEC-registered investment adviser serving a diverse client base that includes individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients. The firm manages discretionary portfolios using model-based strategies supported by an in-house Investment Committee, third-party sub-advisors, and customization tools, with an emphasis on retirement plans, institutional services, and transparent fee and conflict disclosures.

Travis Riggs is a financial advisor with Private Advisor Group, LLC, holding a Series 66 license and 25 years of industry experience. Prior to joining Private Advisor Group in 2023, he worked at Equitable Advisors and AXA Advisors, LLC for over two decades. He also operates Riggs & Associates, CPA, PA, providing tax advice and preparation services, and is licensed as an independent insurance agent. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and managed account solutions. The firm employs a fiduciary-based advisory model that incorporates both proprietary and third-party investment strategies through multiple technology platforms.

Bart Allard is a financial advisor at Cetera Planning Partners with 23 years of industry experience. He holds the PFS™ designation and Series 66 license. His career includes long-term roles at Avantax and 1st Global Advisors, and he is also the owner of Allard Financial Advisors, LLC. Outside of advisory work, he serves as treasurer for a small retail support business started by his son. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees with services including investment management, comprehensive financial planning, Social Security optimization, and retirement advice. The firm is notable for offering additional services such as tax planning, bookkeeping, payroll support, and estate planning through a third-party provider.

Robert Spears II is a financial advisor at Mariner with 25 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Arvest Wealth Management, TIAA, and Cetera. Mariner serves a diverse client base that includes individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by an internal team and third-party managers, and it provides integrated tax and accounting services along with financial wellness tools for employer clients.

Kristin Daniel is a financial advisor with Eagle Strategies (NY Life) based in Bentonville, Arkansas, holding Series 63 and Series 66 credentials and 15 years of industry experience. Her prior work includes roles with Parity Financial Group and Insight Wealth. She serves on the board of directors and as president of the Helen Walton Children's Enrichment Center and is a board member of the Northwest Arkansas Advisory Council. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individual investors, institutional clients, and plan sponsors. The firm emphasizes tailored recommendations and delivers advice through multiple program types, managing the majority of its assets on a non-discretionary basis.

Holden Hall is a Series 65-licensed financial advisor with Private Advisor Group, LLC, based in Bentonville, Arkansas. He has one year of industry experience and has previously worked at UBS Financial Services and Natural State Wealth Advisors. Before entering the financial industry, Hall spent several years in education at the University of Arkansas and local schools. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans through discretionary and non-discretionary portfolio management, financial planning, and retirement consulting. The firm employs a fiduciary-based advisory model, using technology platforms and various investment strategies, often implementing advice through third-party managers and tailored advisory programs.

Daniel Wright is a CFP® professional with nine years of industry experience, currently serving at Private Advisor Group, LLC since 2023. His prior roles include positions at Equitable Advisors, Axa Advisors, and Sphere Wealth. He is also part owner of Natural State Tax Advisors, an accounting firm providing tax advice separate from his investment advisory services. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and retirement consulting. The firm employs a fiduciary-based advisory model and utilizes both proprietary and third-party platforms and strategies to meet client goals.

Lloyd Du Preez is a CFP® and holds a Series 66 license with 11 years of industry experience. He is affiliated with Private Advisor Group, LLC and also provides investment advisory services through Mariner Independent Advisor Network, LLC. Outside of his advisory roles, he serves as a board member for the Crystal Cove Subdivision Property Owners' Association in Fayetteville, AR. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based model utilizing technology platforms and a range of investment strategies, often implementing advice through third-party managers and TAMPs.

Elizabeth Evans is a Series 66 licensed financial advisor with nine years of industry experience. She has been with Integrity Alliance, LLC since 2016 and also works with Ozark Tax & Advisory Group. Integrity Alliance, LLC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm provides continuous asset management, financial planning, and retirement plan consulting using both advisor-managed and model-based portfolios across multiple platforms.

David Dalton is a financial advisor at J.W. Cole Advisors, Inc. in Bentonville, Arkansas, with 20 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Edward Jones for 12 years before joining J.W. Cole Advisors in 2017. His other business activities include involvement with fixed insurance. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent investment adviser representatives. The firm provides portfolio management, fee-based financial planning, access to third-party managers, and various managed account solutions.

Peyton Reddick is a financial advisor at Private Advisor Group, LLC with three years of industry experience. She holds a Series 65 designation and operates under the business name Natural State Wealth Advisors. In addition to her advisory role, Ms. Reddick owns and operates a farm through PHB LLC. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model that incorporates technology platforms and offers access to various managed account solutions, including proprietary and third-party programs.

Davis Green is a financial advisor at Kestra Advisory with 16 years of industry experience. He has held positions at Kestra Advisory and Kestra Investment Services since 2018 and previously worked at Dimensional Fund Advisors from 2015 to 2018. Green also serves as Director of Strategy and Financial Advisor at Partners Wealth Management, where he manages firm initiatives including technology and marketing. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including plan sponsors. The firm offers services such as plan design, compliance testing, fiduciary consulting, and investment advice, supporting clients with multiple management platforms and third-party solutions.

Andrew Scott is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 licenses and eight years of industry experience. He previously worked at Northwestern Mutual Investment Services and Principal Securities Inc. Scott is also involved with Revolutionary Wealth, a wealth management and insurance sales business. Integrity Alliance serves a broad client base including individual investors, corporations, and qualified retirement plans, managing approximately $5.4 billion in assets through a network of over 300 advisors. The firm provides portfolio management, financial planning, and a range of advisory programs utilizing discretionary accounts, model portfolios, and third-party sub-advisers.

Aneta Koziarek is a financial advisor at CWM, LLC with a Series 65 credential and no prior industry experience. Before joining Tungsten Wealth Management in 2026, she worked at Blue Diamond Growers and Danone N.A. for several years. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm employs discretionary portfolio management with model portfolios supported by fundamental and technical analysis, third-party sub-advisors, and customization tools, with a strong focus on retirement plan and institutional services.

Tonya Fulcher is a financial advisor with Cetera Planning Partners in Rogers, AR, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. Her career includes long-term tenures at Allard Financial Advisors, LLC and 1st Global Advisors, Inc., as well as recent roles within the Cetera and Avantax organizations. She remains active with Allard Financial Advisors, LLC alongside her current position. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm also offers specialized services such as tax planning, bookkeeping, payroll support, and estate-planning through a third-party provider, integrating a formal planning process with diversified investment allocations matched to client objectives and risk tolerance.

Brett Longfield is a financial advisor at Empower Advisory Group with Series 63 and Series 65 credentials and 26 years of industry experience. His prior work includes roles at Citigroup and J.P. Morgan Securities. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders, using an integrated model aligned with Empower’s recordkeeping and administrative platforms.

Timothy Ewing is a financial advisor with Mesirow Financial Investment Management, Inc. He holds Series 63 and Series 65 designations and has 29 years of industry experience, including 23 years with Mesirow Financial. Mesirow Financial Investment Management, Inc. provides discretionary and non-discretionary investment management and financial planning services to a diverse client base, including individuals, pension plans, government entities, and charitable organizations. The firm employs a combination of quantitative and qualitative due diligence in portfolio construction and offers access to both third-party managers and proprietary private investment products.