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 13 years of industry experience. He holds a Series 65 designation and has worked at Foresight since 2010. He also oversees operations, compliance, and accounting for Arkansas Retirement Consultants, LLC, an insurance agency based in Hot Springs, Arkansas. Foresight Investment Advisors, LLC is an Arkansas-registered adviser that provides portfolio holdings and trade instructions as a signal provider to unaffiliated registered investment advisers. The firm focuses on conservative investment strategies for clients approaching or in retirement, using a combination of fundamental, technical, and cyclical analysis to guide its recommendations.

Daniel Dickerson is a financial advisor with RCM Wealth Advisors in Hot Springs, AR, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior work includes roles at Money Concepts Capital Corp., Veritas Independent Partners, and various insurance agencies. Outside of his advisory work, he is involved in Dickerson Insurance and Financial Services, a property and casualty business. RCM Wealth Advisors is a multi-advisor SEC-registered firm managing approximately $324 million for around 530 clients. The firm serves individuals, pension and profit-sharing plans, and corporate clients, offering portfolio management and financial planning with strategies that include ETF-driven allocations and options-based programs supported by fundamental and cyclical analysis.

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.

Daniel Belz is a financial advisor at Stephens with 45 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Stephens since 2006. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and other institutional clients. The firm offers tailored portfolio programs with committee-based oversight and combines advisory services with broker-dealer and investment banking activities.

Frederick Blagg is an advisor at Stephens with 36 years of industry experience. He holds Series 63 and Series 65 designations and has been with Stephens since 1999. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and other institutional clients. The firm offers tailored portfolio programs with committee-based oversight and combines advisory services with broker-dealer and investment banking activities.

Richard Wethington is a financial advisor at Stephens in Hot Springs, AR, with 20 years of industry experience and a Series 66 designation. Prior to joining Stephens in 2025, he worked at Sowell Management, LPL Financial LLC, BEAM Asset Management, and Securities America Inc. He serves as treasurer for the HOPE WORKS Job Experience Program and secretary for the Humane Society of Garland County, both nonprofit organizations. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and other institutional clients, emphasizing tailored portfolio programs and committee-based oversight. The firm combines advisory services with broker-dealer and investment banking activities, supporting a broad range of client needs through in-house and sub-advisors.

Richard Leeper is a CFP® and holds a Series 66 designation with 11 years of industry experience. He has been with Stephens since 2015. Stephens provides investment advisory and wealth management services to individuals, pension plans, foundations, corporations, and other institutional clients. The firm offers tailored portfolio programs with committee-based oversight and combines advisory services with broker-dealer and investment banking activities.

Julie Sanders is a financial advisor at Stephens with 18 years of industry experience. She has held her current role at Stephens since 2013 and holds a Series 66 designation. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and other institutional clients. The firm utilizes tailored portfolio programs and committee-based oversight, combining advisory services with substantial broker-dealer and investment banking activities.

Blake Buttrum is a financial advisor with AE Wealth Management, LLC, holding a Series 65 designation and 12 years of industry experience. He has worked at AE Wealth Management since 2023 and has held roles at Arkansas Retirement & Wealth, EAB Consulting, LLC, Foresight Investment Advisors, LLC, and The Irwin Agency. Outside of his advisory work, 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 is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm provides a platform-centered approach combining model portfolios, discretionary asset management, and financial planning services, supported by an internal Investment Consulting Group and programs that license models or provide SMA management to other RIAs.

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.

Diane Dodd is a financial advisor at Edward Jones located in Hot Springs, Arkansas. She holds a Series 66 designation and has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets under management and offers a wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Kevin Franklin is a financial advisor at Raymond James Financial with 21 years of industry experience. He has been with Raymond James Financial Services Advisors Inc. since 2011 and served in the Army Reserves for 31 years. Outside of his advisory role, he owns Franklin Artworks, where he pursues wildlife photography and sculpting. Raymond James Financial Services Advisors, Inc. serves a diverse client base, including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, supporting clients with tailored strategies and access to a wide range of investment solutions.

Mark Seitzer currently serves as an Associate Resident Director at Merrill, where he applies over two decades of experience in financial advising. With 21 years at Merrill and the last 12 as a Senior Financial Advisor, he focuses on client-centered services including legacy planning, portfolio management services, and retirement income. His professional approach emphasizes a disciplined investment process centered on asset allocation, diversification, and rebalancing to align with clients' financial goals, time horizon, and risk tolerance. Mark holds multiple professional designations: Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned an Associate's Degree from NPCC and a Bachelor's Degree from Henderson State University. Based in Glenwood, AR, he balances his professional responsibilities with personal interests such as golfing, spending time with his family, and traveling. Mark is committed to building strong client relationships and assisting individuals and families with significant financial decisions.

Shannon Allen is a financial advisor at Merrill with one year of industry experience. She holds a Series 66 designation and has worked previously at Morgan Stanley, the University of Arkansas at Fort Smith, Chick-fil-A, National Park College, and Genesis Cancer Center. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

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 at Edward Jones in Hot Springs, Arkansas, holding a Series 66 designation with nine years of industry experience. He has been with Edward Jones since 2016 and previously worked at Union Pacific Railroad. 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 through a nationwide network of more than 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies 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.

Mitchell Lowe is a Financial Advisor at Merrill Lynch Wealth Management who focuses on building client relationships through strategic financial planning and personalized service. He specializes in connecting all aspects of clients' financial lives to help them prioritize and pursue the goals that matter most. His areas of expertise include family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, individual and corporate investment strategy, and retirement income. Mitchell works closely with clients to define their goals and develop portfolio strategies tailored to reach those objectives, providing ongoing advice and portfolio adjustments as circumstances evolve. Mitchell holds a Bachelor's Degree from Southern Arkansas University and has earned the Personal Investment Advisor (PIA) designation. Outside of his professional role, he enjoys golfing, music, and spending time with his family.

Jordan Horner is a Series 66-licensed financial advisor with seven years of industry experience. He currently works at Wells Fargo Clearing, joining in 2023, and has prior experience at First Security Bank, Garland and Greenwood CPAs and Advisors PLLC, and Bank Ozk. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

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 at Morgan Stanley with 18 years of industry experience. She previously worked at Wells Fargo Advisors and Stephens Inc. Rosson holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its financial planning process.

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® professional with 14 years of industry experience, currently advising clients at Edward Jones since 2011. He holds the Series 66 designation and is based in Hot Springs, AR. Outside of advising, he is a co-owner and manager of a commercial real estate business that owns the office building housing his Edward Jones branch. Edward Jones is a full-service wealth management firm serving individual and institutional clients across the United States. The firm manages a broad range of advisory programs and investment solutions, supported by a nationwide network of over 23,000 financial advisors.

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.

Susan Butler is a financial advisor with Edward Jones in Arkadelphia, AR, holding a Series 66 credential and 11 years of industry experience. She has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm operates under a fiduciary standard and is notable for its large network of advisors and branch offices, as well as additional capabilities such as a trust company and securities-based lending.

Rebecca Comstock is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 26 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 role, she is president of CPWM LLC, a support company. 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 plans, charitable organizations, corporations, and public entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing client-tailored recommendations and a significant focus on non-discretionary advisory services.

Reggie Ritter is a financial advisor at Merrill with 18 years of industry experience and holds a Series 66 designation. He has worked at Merrill since 2007 and has been with Bank of America, N.A. since 2011. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm's integration with Bank of America offers access to a broad range of products and services beyond typical investment management.

Heather Webb is a Series 66-credentialed financial advisor with 11 years of industry experience, currently practicing at Raymond James Financial in Hot Springs, Arkansas. She has been associated with Raymond James Financial Services Advisors Inc. since 2016 and also works with Bobby Brown Private Wealth Advisors in a client relations and support role. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and high-net-worth investors, pension and profit-sharing plans, charitable organizations, and state and municipal entities, offering tailored and risk-based advisory solutions.

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 who holds Series 63 and Series 66 designations and has 20 years of industry experience. He worked at Edward Jones from 2005 to 2016 before joining Raymond James Financial Services Advisors Inc., where he has been since 2016. Outside of his advisory role, he is the owner of Choate Capital Management, a support company based in Hot Springs, AR. Raymond James Financial Services Advisors, Inc. serves a wide range of clients including individual investors, high-net-worth individuals, pension plans, and charitable organizations. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored financial plans and investment recommendations supported by firm research and a variety of implementation options.

Bobby Brown Jr. is a financial advisor with Raymond James Financial Services Advisors and holds Series 63 and Series 65 credentials. He has 33 years of industry experience, including leadership roles at Brown Comstock Private Wealth Advisors and his own private wealth advisory firm. Brown is also the managing partner of Bullish Bear, L.L.C., a separate business venture. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth investors, pension plans, charitable organizations, and governmental entities. The firm offers tailored, primarily non-discretionary advisory services and maintains a significant presence in municipal and public finance through affiliated departments.

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 Little Rock, AR, holding a Series 65 designation with five years of industry experience. He previously worked at Southern Glazers Wine & Spirits for eight years before joining C & S Capital Management in 2019. Outside of his advisory role, he serves as Vice President of C & S Business Services, a bookkeeping firm. C & S Capital Management provides personalized portfolio management services primarily to individual clients, including high-net-worth households. The firm manages approximately $34.5 million in assets for about 28 clients, using discretionary portfolio management with regular account reviews.