William Whitehead is a financial advisor with Equitable Advisors, holding a Series 66 designation and 12 years of industry experience. His prior roles include ten years at Edward Jones and one year at LPL Financial. Outside of advising, he serves as a board member for Whitehead Constructions Magnolia. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm’s services involve matching clients to program models or discretionary managers, utilizing third-party advisory programs and a range of investment products including mutual funds, ETFs, separately managed accounts, and select alternative investments.

William Nolte is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and 27 years of industry experience. He worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Nolte serves on a local board of directors in Taylor, Arkansas. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, using a centralized consulting team to deliver non-discretionary, research-driven recommendations that integrate tax efficiency and asset management strategies.

Matthew Morris is a financial advisor with Ameriprise, holding a Series 66 designation and 15 years of industry experience. He has been with Ameriprise and its affiliated entities since 2001. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet specific asset criteria, providing detailed Recommendation Reports on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored advice through a centralized consulting team, with a focus on assets managed within Ameriprise accounts.