Lanita Wheetley is a CFP® and Series 66-licensed financial advisor with 10 years of industry experience. She is currently with Aurelius Family Office, LLC and has held positions at firms including Morgan Stanley, LPL Financial, and Merrill Lynch. Aurelius Family Office provides wealth management and comprehensive financial planning to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a disciplined investment process using modern portfolio theory and quantitative analysis, managing a range of asset types through discretionary portfolio management and plan services.

Joe Selby II is a financial advisor with Lasting Mark Retirement Group LLC in Jonesboro, Arkansas, holding Series 65 and Series 66 licenses and bringing 26 years of industry experience. His career includes roles at Impact Legacy Retirement Group RIA, LLC, First Heartland Capital Inc, and ownership of Selby Insurance & Financial, Inc., where he has been involved in insurance and financial services since 2008. Lasting Mark Retirement Group LLC provides portfolio management and integrated financial planning primarily for individual and high-net-worth clients nearing retirement. The firm employs a Modern Portfolio Theory-based investment approach with regular portfolio monitoring and offers both discretionary and non-discretionary management.

Lisa Myer is a financial advisor with Benjamin F. Edwards Wealth Management, LLC, holding a Series 66 designation and 24 years of industry experience. She has been with Benjamin F. Edwards & Company, Inc. since 2010. Benjamin F. Edwards Wealth Management serves a diverse client base including individuals, high-net-worth clients, pension plans, trusts, corporations, and charitable and governmental entities. The firm offers discretionary investment management, financial planning, and customized consulting, utilizing a combination of in-house portfolio managers, broker-dealer solutions, and third-party money managers.

Jacqueline Pardew is a seasoned financial advisor with 36 years of industry experience, currently serving with 1 St Discount Brokerage, Inc. since 2002. She holds Series 63 and Series 65 designations and also has a longstanding role at Southern Management Corp. Outside of advising, Pardew is co-owner and treasurer of a construction company and president of a property management firm, and she participates in volunteer activities with her local Episcopal Church. 1 St Discount Brokerage, Inc. serves individual and institutional clients, providing a range of advisory services including portfolio management, financial planning, and pension consulting. The firm employs a diverse investment approach guided by written policy statements and blends fundamental, technical, quantitative, and qualitative analyses.

John Gay is a financial advisor with Stephens in Jonesboro, Arkansas, holding Series 63 and Series 66 licenses and 29 years of industry experience. He has been with Stephens since 2008 and previously worked at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Gay serves as a board member and part owner of First National Bank in Paragould, Arkansas. Stephens provides investment advisory and wealth management services to a broad client base, including individuals, pension plans, foundations, corporations, banks, insurance companies, and government entities. The firm offers a range of financial planning and portfolio management strategies, supported by internal investment committees and research capabilities.

Heather Vangilder is a financial advisor at Stephens with 19 years of industry experience. She holds a Series 66 designation and has worked previously at Merrill, Bank of America, and Morgan Stanley. Stephens provides investment advisory and wealth management services to individual investors, pension plans, foundations, corporations, and government entities, offering a range of financial planning, portfolio management, and institutional equity research solutions. The firm employs both bottom-up and top-down investment strategies across multiple sponsored programs and benefits from an integrated broker-dealer and investment banking platform.

John Gay Jr. is a financial advisor at Stephens in Jonesboro, AR, holding a Series 66 license with 10 years of industry experience. He has been with Stephens since 2015. Outside of his advisory role, he serves as Treasurer for the Croft Cemetery Association, a nonprofit focused on cemetery maintenance through charitable donations. Stephens provides investment advisory and wealth management services to a diverse client base, including individuals, institutions, and government entities. The firm employs both bottom-up and top-down investment approaches across multiple sponsored programs and maintains an integrated broker-dealer and investment banking platform.

Billie Odom is a CFP® professional affiliated with Coppell Advisory Solutions LLC, with 36 years of industry experience. Prior to joining Coppell Advisory Solutions in 2024, Odom worked at First Community Bank and LPL Financial from 2020 to 2023, Ameriprise Financial Services from 2018 to 2020, and Centennial Bank from 2014 to 2020. Odom also operates Odom Financial Services, a home-based non-variable insurance agency started in 2021. Coppell Advisory Solutions LLC serves a diverse client base including individuals, pension and profit-sharing plan participants, trusts, estates, charitable organizations, and business entities. The firm manages over $1.1 billion in client assets using a discretionary investment approach based on internally developed and external asset allocation models, employing a broad range of investment tools and continuous portfolio monitoring.

Joseph Nelson is a financial advisor with Capital Analysts in Jonesboro, AR, holding Series 63 and Series 65 credentials and 39 years of industry experience. His career includes prior roles at Lincoln Investment, Ameriprise, and running his own firm, Nelson Financial Solutions. He serves on the board of directors for the St. John Newman Center at Arkansas State University and is a managing partner of a tire recycling business. Capital Analysts provides portfolio management and retirement-plan advice to a diverse client base including high-net-worth individuals, institutions, and charitable organizations. The firm combines discretionary investment management by its in-house team with non-discretionary guidance from advisors and third-party managers, supported by proprietary mutual-fund screening tools and institutional relationships.

Jeffery Phillips is a financial advisor with Valic Financial Advisors in Jonesboro, AR, holding a Series 66 designation and 14 years of industry experience. He has worked at Valic Financial Advisors since 2011 and also serves as an agent with Agia, focusing on non-securities insurance products. Valic Financial Advisors primarily serves U.S. individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed models for portfolio construction and management.

Amanda Sewell is a Series 66-licensed advisor with Valic Financial Advisors and has 11 years of industry experience. She has worked at Valic Financial Advisors since 2018 and previously at Ameriprise Financial Services, Inc. from 2016 to 2018. Outside of her advisory work, she occasionally sells paintings as a hobby. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and consulting services through a large network of advisors, utilizing Envestnet’s platform and third-party UMA model managers.

Jeffrey Green is a Series 63 licensed financial advisor with 40 years of industry experience. He has worked at Benjamin F. Edwards & Company, Inc. since 2017 and previously spent nine years at Stephens Inc. His activities include serving as a custodian for minor accounts. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm offers fee-based wrap programs, financial planning, and investment management consulting through a range of discretionary and non-discretionary strategies monitored by an Investment Strategy Committee.

Michael Anderson is a CFP® with 24 years of experience in the financial advisory industry, currently affiliated with VALIC Financial Advisors. His career includes roles at American General Financial Advisors, Sagepoint Financial, and Agia. Outside of advisory work, he acts as an agent for non-securities insurance products. VALIC Financial Advisors serves U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Brantley Erwin is a financial advisor at Benjamin F. Edwards & Company, Inc. He holds a Series 66 license and has one year of industry experience. His prior work includes positions at Raymond James Financial, Mission Federal Credit Union, Wells Fargo, and service in the United States Marine Corps. Benjamin F. Edwards & Company, Inc. is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, pension plans, charitable organizations, and institutions. The firm offers fee-based wrap programs, financial planning, and investment management consulting, employing both discretionary and non-discretionary strategies monitored by an Investment Strategy Committee.

Matthew Phillips is a financial advisor with Valic Financial Advisors in Jonesboro, AR, holding a Series 66 credential with two years of industry experience. Prior to joining Valic Financial Advisors, he worked at Agia and has experience in the automotive sector and retail. He is also appointed as an agent to sell non-securities insurance products for Agia. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm offers portfolio management and financial planning services through a large network of advisors, utilizing discretionary unified managed accounts and third-party model managers on Envestnet’s platform.

Aimee Shouse is a financial advisor with Benjamin F. Edwards & Company, Inc. She holds Series 63 and Series 66 licenses and has 13 years of industry experience, including prior roles at Bank of America, Merrill, and The Trim Gym. She is also a co-executrix of the Estate of Aloma S. Johnston. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, pension plans, charitable organizations, and corporations. The firm offers fee-based wrap programs, financial planning, and investment management consulting, utilizing a variety of managed strategies reviewed by an Investment Strategy Committee.

Marc Phillips is a financial advisor with Valic Financial Advisors in Jonesboro, AR, holding Series 63 and Series 66 licenses and having 24 years of industry experience. He has been with Valic Financial Advisors since 2007 and has also worked with Agia since 2022. Outside of his advisory work, Phillips serves as a volunteer treasurer for a community organization. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet UMA models and providing optional tax and ESG overlay services.

Robert Greer is a financial advisor with Benjamin F. Edwards & Company, Inc. in Jonesboro, Arkansas. He holds a Series 66 designation and joined the firm in 2025 after ten years at Medtronic Inc. Outside of his advisory role, Greer co-owns Lost Creek Flowers, a flower farm operated with his spouse. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, pension plans, charitable organizations, and corporations. The firm offers a range of fee-based wrap programs, financial planning, and investment management services, utilizing both proprietary and third-party managed strategies.

Kevin Pulliam is a financial advisor with Brookstone Capital Management LLC based in Jonesboro, Arkansas. He holds Series 63 and Series 65 licenses and has 11 years of industry experience. Prior to joining Brookstone, he worked at Sharp Financial Inc. He is also involved in regional sales for Secure Banking Solutions, focusing on customer relations, sales, and education about cybersecurity risks. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions.

Melissa Browning is a financial advisor at Benjamin F. Edwards & Company, Inc. She holds a Series 66 designation and has 19 years of industry experience. Her prior work includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she is a commissioned notary public in Jonesboro, Arkansas. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, pension and profit-sharing plans, charitable organizations, corporations, and other institutions. The firm offers a range of fee-based wrap programs, financial planning, retirement consulting, and investment management services, utilizing strategies managed internally, by advisors, and third-party managers.