Steven Irwin is a financial advisor with Foresight Investment Advisors, LLC in Hot Springs, Arkansas, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has been with Foresight since 2010. Outside of advising, he is involved in several business activities including insurance sales through The Irwin Agency, Inc. and Arkansas Retirement and Wealth, LLC, as well as managing an aircraft rental company and an oil production entity. Foresight Investment Advisors, LLC serves primarily as a signal provider to other registered investment advisers, developing conservative investment strategies focused on clients approaching or in retirement. The firm combines fundamental, technical, and cyclical analysis to guide investment signals without taking custody or discretion of client accounts.

Thomas Rizzo is a financial advisor at Foresight Investment Advisors, LLC with 14 years of industry experience. He holds a Series 65 credential and has worked at Foresight since 2010. Rizzo also works for Arkansas Retirement Consultants, LLC, where he oversees operations, compliance, and accounting. Foresight Investment Advisors provides retirement-focused investment strategies primarily by acting as a signal provider to unaffiliated registered investment advisers. The firm uses fundamental, technical, and cyclical analysis to develop strategies aimed at conservative allocations that limit downside risk.

Daniel Dickerson is a financial advisor with RCM Wealth Advisors in Hot Springs, AR, holding Series 63 and Series 65 licenses and having 16 years of industry experience. His prior roles include positions at Money Concepts Capital Corp., Veritas Independent Partners, and multiple insurance agencies. He also operates Dickerson Insurance and Financial Services, a property and casualty business. RCM Wealth Advisors provides investment portfolio management and financial planning to individual clients, pension and profit-sharing plans, and corporate entities. The firm employs both discretionary and non-discretionary strategies, utilizing fundamental and cyclical analysis overseen by an internal Investment Policy Committee.

Daniel Belz is a financial advisor at Stephens with 45 years of industry experience. He has held his current position since 2006. He holds Series 63 and Series 65 licenses and is based in Hot Springs, Arkansas. 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 other institutional clients, offering a range of advisory and brokerage services supported by in-depth equity research and a comprehensive suite of investment strategies.

Frederick Blagg is a financial advisor at Stephens with 36 years of industry experience. He holds Series 63 and Series 65 designations and has been with Stephens since 1999. The firm serves a broad client base including individuals, retirement plans, foundations, corporations, and institutional clients. Stephens employs a multi-team approach, combining bottom-up equity research with committee-driven asset allocation and offers a range of discretionary and non-discretionary management programs.

Richard Wethington is a Series 66 licensed financial advisor with 20 years of industry experience. He is currently with Stephens, having joined the firm in 2025. His prior experience includes roles at Sowell Management, LPL Financial, and Morgan Stanley, among others. Outside of his advisory work, Wethington serves as Treasurer of the HOPE WORKS Job Experience Program and Secretary of the Humane Society of Garland County, both nonprofit organizations in Hot Springs, Arkansas. 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, brokerage, investment banking, and custody services, employing a combination of bottom-up equity research and committee-driven asset allocation across diverse investment strategies.

James Tuohey is a financial advisor with William Joseph Capital Management, Inc. He holds Series 63 and Series 66 licenses and has 16 years of industry experience. His prior roles include positions at Garland & Greenwood Wealth Advisors, Prince & Tuohey, and Bolmgren RetirePlan Inc. He is also a partner at William Joseph Tax Strategies, LLC, an affiliated accounting and tax services firm. William Joseph Capital Management, Inc. is a multi-advisor firm serving individuals, high-net-worth clients, charitable organizations, and businesses. The firm combines financial planning and portfolio management, using customized portfolio construction alongside third-party sub-advisors through the AssetMark platform.

Richard Leeper is a CFP® professional affiliated with Stephens, with 11 years of experience in the financial industry. He has worked exclusively at Stephens since 2015. 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, investment banking, and custody services supported by extensive equity research and committee-driven investment management.

Julie Sanders is a financial advisor at Stephens with 18 years of industry experience. She holds a Series 66 designation and has worked at Stephens since 2013, following five years at Wells Fargo Clearing. 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 and brokerage services alongside investment banking and research capabilities.

Blake Buttrum is a financial advisor at AE Wealth Management, LLC with 13 years of industry experience. He holds a Series 65 designation and has worked at firms including Foresight Investment Advisors, LLC and The Irwin Agency. In addition to his advisory role, he is a partner involved in insurance sales and services with Arkansas Retirement & Wealth and facilitates access to estate planning document services. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, corporations, trusts, and ERISA plan sponsors. The firm emphasizes model portfolio and direct asset management programs, utilizing discretionary model portfolios with varied analytical approaches and strategic overlays.

Mary Newburn is a financial advisor with Independent Advisor Alliance, LLC and holds Series 63 and Series 66 licenses. She has 13 years of industry experience, including 10 years with LPL Financial LLC and four years with Independent Advisor Alliance. Newburn also provides administrative support for Independent Advisor Alliance. Independent Advisor Alliance serves a broad range of clients, including individuals, small businesses, charitable organizations, and retirement plans. The firm offers asset management, financial planning, wealth coaching, and retirement plan consulting, utilizing discretionary and non-discretionary portfolio management and leveraging technology platforms to deliver integrated financial services.

Matthew Minton is a financial advisor at AE Wealth Management, LLC with 10 years of industry experience. He holds a Series 65 designation and has worked at several firms including Allset, LLC, and The Irwin Agency, Inc. Additionally, he manages Minton Money, LLC, a holding company. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and combines fundamental, technical, and cyclical investment strategies to manage approximately $49.8 billion for over 127,000 clients through a platform-focused approach.

Joel Newburn is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 65 licenses and 14 years of industry experience. He previously worked at GenWealth Financial Advisors, LLC and LPL Financial, LLC. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement plan consulting. The firm utilizes a network model with independent advisory representatives and integrates technology platforms to support portfolio management and estate planning.

Earl Hudgens is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. His career includes over two decades at Morgan Stanley and its affiliates before joining Concurrent in 2026. Outside of advisory work, he co-owns an investment-related LLC focused on land real estate and is involved in estate administration. Concurrent Investment Advisors, LLC is a multi-team SEC-registered firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers customized, primarily long-term investment portfolios and comprehensive wealth management supported by a large network of advisors.

Diane Dodd is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2000, including prior experience at the firm before a break. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Kevin Franklin is a financial advisor at Raymond James Financial Services Advisors, Inc. with 21 years of industry experience. He holds Series 63 and Series 66 designations and has served in the Army Reserves for over 30 years. Outside of his advisory role, Franklin owns Franklin Artworks, where he engages in amateur wildlife photography and sculpting. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Mark Seitzer serves as a Senior Financial Advisor at Merrill Lynch Wealth Management. With over 21 years of experience at Merrill, including 12 years in his current role, he specializes in legacy planning, portfolio management services, and retirement income strategies. Mark holds an Associate's Degree from Northcentral Personal College and a Bachelor's Degree from Henderson State University. He maintains professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Residing in Glenwood, Arkansas, Mark lives with his wife, Christy. They have three daughters and four grandchildren. In his personal time, he enjoys golfing, spending time with his family, and traveling.

John Adamkiewicz is a Series 66-credentialed financial advisor at Stifel with 20 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2021 and previously spent six years with Morgan Stanley Private Bank, N.A. in Hot Springs, Arkansas. Stifel serves a wide range of clients including individuals, institutional clients, charitable organizations, and municipal entities. The firm offers brokerage and advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Wendy Rooney is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones in 2021, she worked for seven years at Realty Title & Escrow Services. Rooney holds a Series 66 designation and is based in Hot Springs, Arkansas. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional investors. The firm offers a range of investment strategies and operates under a fiduciary standard, supporting clients through a large network of financial advisors and branch offices nationwide.

Seth Collins is a financial advisor at Edward Jones in Arkadelphia, AR, holding a Series 66 designation with 18 years of industry experience. He previously worked at LPL Financial, LLC for seven years before joining Edward Jones in 2018. Collins serves as a board member for the Ouachita River Water District. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and is notable for its extensive network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Thomas Womack is a financial advisor with Edward Jones in Hot Springs, AR, holding the Series 66 designation and possessing nine years of industry experience. He has been with Edward Jones since 2016. 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 under management and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Brenda Bahena is a financial advisor at Morgan Stanley with four years of industry experience. She holds a Series 66 designation and has worked within Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2022. Outside of her advisory role, she serves on the finance committee of St Mary of the Springs Catholic Church and is a member of the Business Division Advisory Council at National Park College. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery conversations and utilizes firm-approved tools to model financial outcomes.

Jordan Horner is a Series 66 licensed financial advisor with eight years of industry experience. He is currently with Wells Fargo Clearing, where he has worked since 2023. Prior to this, he held positions at First Security Bank, Garland and Greenwood CPAs and Advisors PLLC, Bank Ozk, and Merrill. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm combines research and analytics with diversification principles and modern portfolio theory to offer brokerage and advisory solutions.

Robert Walker Jr. is a financial advisor with Stifel in Hot Springs, Arkansas, holding a Series 66 designation and 14 years of industry experience. Prior to joining Stifel in 2019, he worked for Morgan Stanley Private Bank, National Association from 2015 to 2019. He serves on the board of the Hot Springs Country Club. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies developed by its Investment Strategy Group, providing forward-looking analyses for asset allocation and financial planning.

Patricia Rosson is a financial advisor with Morgan Stanley in Hot Springs, AR, holding Series 63 and Series 66 licenses and having 19 years of industry experience. She previously worked at Wells Fargo Advisors and Stephens Inc before joining Morgan Stanley in 2019. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services through its Financial Advisors and Estate Planning Strategies Group.

Jesse Bass is a Series 66 licensed financial advisor with Edward Jones in Hot Springs, Arkansas, where he has worked since 2011. He has 15 years of industry experience at the firm. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and proprietary money market options.

Gabriel Fisher is a CFP®-designated financial advisor with Edward Jones, based in Hot Springs, AR, and has 15 years of industry experience, all with Edward Jones since 2011. He is a 50% owner of Chokmah, LLC, which manages the office building where his Edward Jones branch is located, overseeing administrative and maintenance activities as a landlord. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, offering discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated financial products through a large nationwide network of advisors and branches.

William Oliver is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 21 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2014 to 2016. Outside of his advisory role, he is the sole proprietor of Oliver Quarter Horses, where he raises and cares for horses. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings that include insurance-related vehicles and bank deposit sweep options.

Michael Adamkiewicz is a financial advisor at Stifel with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel Nicolaus & Co Inc since 2021 and at Morgan Stanley Private Bank, N.A. from 2015 to 2021. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm utilizes a proprietary methodology developed by its Investment Strategy Group for investment analysis and allocation guidance.

William Jolly is a financial advisor with Stifel who holds Series 63 and Series 65 licenses and has 43 years of industry experience. He previously worked at Morgan Stanley Private Bank from 2015 to 2019 before joining Stifel Nicolaus & Co. Inc. in 2019. Outside of his advisory role, he serves as a board member for Hope and Purpose Ministry, a Christian ministry. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and planning tools developed by its Investment Strategy Group.

Katherine Henderson is a financial advisor with Wells Fargo Advisors who holds Series 63 and Series 65 designations and has 39 years of industry experience. She has been with Wells Fargo Advisors Financial Network since 2026 and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she serves as a power of attorney for her mother. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad menu of planning services and integrates advisory offerings with banking and other financial products.

Rebecca Comstock is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and 27 years of industry experience. She previously worked at Merrill Lynch, Pierce, Fenner & Smith Inc. for 11 years before joining Raymond James in 2020. Outside of her advisory work, she is a partner in Bullish Bear LLC, a non-investment-related business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary investment consulting using risk profiling and modeling tools, and supports its clients through a large advisor network and specialized programs.

Heather Webb is a Series 66 advisor with Raymond James Financial in Hot Springs, Arkansas, and has 11 years of industry experience. She has been associated with Raymond James Financial Services Advisors Inc. since 2016 and also works with Bobby Brown Private Wealth Advisors, where she supports client relations and office operations. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm utilizes tailored financial planning and analytical tools to support client goals and offers a range of advisory programs and institutional consulting services.

Brian Canales is a CFP® and holds the Series 66 designation with nine years of industry experience. He has been with Edward Jones since 2017 and previously worked at Pete Mankins Nissan for six years. Brian is based in Hot Springs, Arkansas. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and proprietary mutual funds, operating under a fiduciary standard.

William Green is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and 15 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2010 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and incorporates a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Adria Castleman is a financial advisor at Edward Jones with seven years of industry experience. She holds the CFP®, ChFC®, and Series 66 designations. Prior to joining Edward Jones in 2018, she worked at Competitor Way and Premier Designs Jewelry. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households and organizations. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Tyler Choate is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He worked at Edward Jones for nine years before joining Raymond James Financial Services Advisors, Inc., where he has been since 2016. Outside of his advisory role, he owns and manages Choate Capital Management in Hot Springs, Arkansas. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm provides tailored non-discretionary planning using risk profiling and modeling tools, and supports clients through a broad network of advisory programs with added municipal and public-finance services.

Bobby Brown Jr. is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 designations and has 33 years of industry experience. Brown leads Brown Comstock Private Wealth Advisors, a firm formed through the merger of his previous practice with Comstock Private Wealth Management, and is also a managing partner of Bullish Bear, L.L.C. Additionally, he is involved in real estate acquisition and management through Financial One, LLC and Ten Strike Racing, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary advisory services using risk profiling and analytical modeling, supporting a broad advisor network and specialized municipal and public finance work.

Staci Caver is a financial advisor with Edward Jones in Hot Springs, Arkansas. She holds a Series 66 designation and has eight years of industry experience, including one year at Entegrity Energy Partners prior to joining Edward Jones in 2017. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of advisors and branch offices nationwide.

Kyle Overturf is a financial advisor at C & S Capital Management, Inc. in Bismarck, AR, holding a Series 65 designation with six years of industry experience. Prior to his advisory role, he worked for Southern Glazers Wine & Spirits for eight years. He is also Vice President of C & S Business Services, a bookkeeping business unrelated to investments. C & S Capital Management serves individual clients, including high-net-worth households, providing personalized portfolio management with discretionary account oversight. The firm manages approximately $34.5 million in assets across about 28 clients.