Scott Sherry is an advisor with The Sherry Group, Inc. in Mountain Home, Arkansas, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with The Sherry Group since 2004 and previously worked at Signator Investors, Inc. and OSAIC. Outside of advisory work, he is engaged in farm labor activities. The Sherry Group, Inc. provides comprehensive asset management and financial planning services to individuals, trusts, retirement plans, and other entities. The firm serves approximately 203 client households and manages around $130 million in assets, using a tailored approach that combines fundamental, technical, and cyclical analysis to build and monitor discretionary portfolios.

H. Raymond Sherry is a ChFC® credentialed financial advisor with 44 years of industry experience. He is the owner and advisor at The Sherry Group, Inc., where he has worked since 2007, and has prior experience with OSAIC and Signator Investors, Inc. Outside of his advisory role, he manages a farm where he breeds and sells horses and produces hay. The Sherry Group, Inc. provides comprehensive asset management and financial planning services to individuals, trusts, retirement plans, and other entities. The firm manages about $130 million in client assets across 203 households, emphasizing tailored asset allocation and a blend of fundamental, technical, and cyclical analysis to create individualized portfolios.

Thomas Czanstkowski is a CFP® with 28 years of industry experience, currently serving as an advisor at The Sherry Group, Inc. He has worked at the firm since 2007 and previously at Signator Investors, Inc. from 2016 to 2018. Czanstkowski is involved in community and charitable organizations, including board roles with the Mountain Home Bomber Boosters Foundation, the Fellowship of Christian Athletes, and Care Center Ministries. The Sherry Group, Inc. provides asset management and financial planning services to individuals, trusts, retirement plans, and other entities, managing approximately $130 million in client assets. The firm employs a tailored investment approach combining fundamental, technical, and cyclical analysis and offers access to third-party portfolio models and related financial products.

Andrew Farmer is a financial advisor with Kingsview Wealth Management, LLC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. Prior to joining Kingsview in 2025, he spent 23 years with Edward Jones. Outside of advisory work, he is involved in a men's group focused on business, financial, fitness, and moral development. Kingsview Wealth Management is a multi-advisor firm serving individuals, retirement plans, endowments, trusts, and municipal clients. The firm provides financial planning and ongoing wealth management, combining internal portfolio strategies with third-party managers and alternative investments.

Stephen Foley is a financial advisor with HBW Advisory Services LLC in Kerrville, TX, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has been with HBW Advisory Services and HBW Insurance & Financial Services since 2010. Outside of his advisory role, Foley is the sole owner of Guadalupe Investment & Advisory Services, where he handles sales and marketing. HBW Advisory Services manages approximately $1.75 billion in client assets and serves a diverse client base including individuals, families, charitable organizations, businesses, and retirement plans. The firm combines tactical asset allocation, fixed income, and multi-manager diversification using third-party money managers and sub-advisers, and it supports its operations with AI tools for efficiency.

Anthony Brasuell is a financial advisor at Alexander Capital Wealth Management LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Alexander Capital Wealth Management since 2017, following 18 years at Edi Financial, Inc. Brasuell is the sole owner of Brasuell Financial Services, a non-investment-related business. Alexander Capital Wealth Management LLC provides portfolio management services to individual and high-net-worth clients, primarily through wrap-fee programs. The firm employs a combination of cyclical, technical, and fundamental analysis and utilizes both long- and short-term trading strategies.

Zachary Farmer is a financial advisor at Kingsview Wealth Management, LLC with two years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and Habitat Hyett. Farmer served in the United States Marine Corps from 2014 to 2018. Kingsview Wealth Management is an SEC-registered, multi-advisor firm serving individuals, retirement plans, registered investment companies, endowments, trusts, and state or municipal clients. The firm offers financial planning and wealth management using both in-house and third-party investment strategies and manages affiliated exchange-traded funds.

Calvin Leonard is a Series 65-licensed financial advisor at The Fiduciary Alliance with one year of industry experience. His prior roles include positions at Forthright Capital Partners LLC, McKellar & Co, and Arkansas Blue Cross and Blue Shield. In addition to his advisory work, Leonard is an insurance agent focused on individual life insurance and fixed annuity products. The Fiduciary Alliance serves individuals, including high-net-worth clients, as well as retirement plans and other investment advisers, offering investment management and comprehensive financial planning. The firm employs a blend of fundamental, technical, cyclical, and charting analysis and provides discretionary portfolio management, estate planning, and risk-management reviews, among other services.

Thomas Legendre is a financial advisor at Empower Advisory Group with Series 63 and Series 66 credentials and five years of industry experience. His prior roles include positions at Avantax Advisory Services and Avantax Insurance Agency, among others. Outside of his advisory work, he has been involved with Avoca Duck Club for nine years. 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 clients, using an integrated service model connected to Empower’s recordkeeping and administrative platforms.

Geoffrey Smith is a CFP®-designated financial advisor with Edward Jones in Mountain Home, Arkansas, where he has worked since 2007. He has 18 years of industry experience and holds the Series 66 license. In addition to his advisory role, he is a co-owner and involved in oversight of a local liquor store and several real estate holding companies. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 financial advisors.

Joshua Willard is a CFP® with 18 years of industry experience, currently serving as an advisor at LPL Financial since 2016. He previously worked at Benjamin F. Edwards & Company and Wells Fargo Clearing. Willard is also involved in a non-variable insurance business aside from his advisory role. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by operational tools.

Jeffrey Speight is a CFP® with 35 years of industry experience, currently serving at Raymond James Financial Services Advisors, Inc. He previously worked at Tanglewood Total Wealth Management, Inc. for 13 years. Outside of his advisory roles, he has been involved with the Catholic Church for over a decade and is associated with FSIS Group, a non-investment related support company in Mountain Home, AR. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, pension plans, and institutional clients. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and investment consulting to client goals and supports a broad advisor network with institutional consulting and portfolio management.

Trevor Himschoot is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has one year of industry experience and previously worked in insurance agencies, including his own Himschoot Insurance Agency since 2020. He serves on the board of a local Rotary club and is a board member of Into the Light, a nonprofit advocating for victims of human trafficking. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, pension plans, charitable organizations, and other clients with financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals. The firm offers a range of investment approaches, including proprietary model strategies and third-party solutions, with both discretionary and non-discretionary options tailored to client objectives.

Lawrence McGrath is a CFP®-credentialed financial advisor with 28 years of industry experience. He is currently with LPL Financial and previously worked for Next Financial Group, Inc. and National Planning Corporation. Outside of advising, he is involved in artistic and musical pursuits through his work with Tonedaddy Publishing. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

David Richter is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials. He has over a decade of experience at GreatBanc Trust Company prior to joining LPL Financial and Upstream Investment Partners in 2026. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plans, banks, trust companies, and institutions, offering a range of financial planning and asset management solutions.

Shawn Taylor is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has worked with Thrivent since 2002. Outside of his advisory role, Taylor serves as president of the Tecumseh Volunteer Fire Department, secretary of the Trinity Lutheran Church Council, and is a board member of Mountain Home Christian Academy. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based analyses covering a broad range of planning topics but does not manage client portfolios or provide institutional advisory services.

Benjamin Plumlee is a CFP® with 11 years of industry experience and has been with Edward Jones since 2014. He is based in Mountain Home, Arkansas. Outside of his advisory role, he is the owner of a rental property business in Mountain Home, AR. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of over 23,700 financial advisors.

Heather Shockley is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, she worked for four years at Baxter Regional Medical Center in the Cancer Diagnostic Center/Gastro department. 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 and fiduciary advisory services supported by a large nationwide network of financial advisors and branch offices.

Dominique Perna is a financial advisor with Ameriprise in Mountain Home, Arkansas, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. She has been with Ameriprise and its related entities since 2016. Perna is also employed by Insperity PEO Services L.P., which provides employment compensation services to franchise advisors. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing tax-aware retirement income planning advice, utilizing proprietary research and third-party data.

Chadwick Beshears is a financial advisor at Edward Jones with 24 years of industry experience. He holds Series 63 and Series 65 designations and has been with Edward Jones since 2002. 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 affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Michael Stockton is a financial advisor at Cambridge Investment Research Advisors with 19 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Advisors LLC and Raymond James Financial Services Advisors. Stockton serves as president of the Rotary Club of Mountain Home and is a board member of the Bomber Booster Foundation. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing both proprietary and third-party strategies across multiple platform arrangements.

Kent Rhoades is a CFP® professional with 29 years of industry experience, currently affiliated with Raymond James Financial in Mountain Home, AR. He has worked with Raymond James since 2018 and previously spent nine years at Wells Fargo Clearing. Outside of his advisory role, he founded a 501(c)(3) public charity, Ozarks Keystone Trail Endowment, in memory of a local community leader. 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 institutional clients. The firm employs non-discretionary planning and consulting tailored to client goals, utilizing risk profiling and modeling tools, and supports its services through a large network of advisors and affiliated firms.

Kimberly Pace is a financial advisor with Raymond James Financial, holding a Series 66 designation and 21 years of industry experience. Her background includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing before joining Raymond James in 2018. She is also an officer and treasurer on the advisory board of the Mountain Home Area Chamber of Commerce. 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, corporations, and institutional investors. 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.

Brock Bettenhausen is a financial advisor with Raymond James Financial, holding a Series 66 designation and 12 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors before joining Raymond James in 2018. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutions. The firm uses analytical tools and risk profiling to deliver tailored, non-discretionary planning and consulting, supporting clients through its advisory programs and affiliated advisors.

Brandon Barnes is a Series 66-licensed financial advisor with Edward Jones in Mountain Home, Arkansas. He has one year of experience at Edward Jones and previously worked at Arvest Bank, First Security Bank, and Centennial Bank. Outside of his advisory role, he owns and manages several small businesses, including laundromats and real estate development ventures. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and is notable for its extensive retail advisor network and affiliated financial services.

Melissa Havner is a financial advisor at Raymond James Financial Services Advisors, Inc. with one year of experience in the industry. Prior to her current role, she worked in healthcare, including positions at Vitality Plus Urology, Baxter Urology, King Dermatology, and Cardiovascular Associates of North Central Arkansas. 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, and institutions. The firm employs tailored, non-discretionary planning and consulting using advanced analytical tools and supports clients through a broad advisor network and specialized programs.

Sandra Rehak is a Series 66 licensed financial advisor with Raymond James Financial in Mountain Home, Arkansas, with 21 years of industry experience. She has worked at Raymond James since 2018 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors. Outside of her advisory work, she is employed with FSIS Group in a non-investment-related support role. 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, institutions, and charitable organizations. The firm uses risk profiling and analytical modeling to deliver tailored, non-discretionary planning and supports municipal and public finance services through a unique affiliation with a municipal advisor.

Logan Stone is a financial advisor at Raymond James Financial with 15 years of industry experience. He holds the CFP® and Series 66 designations. Prior to joining Raymond James in 2018, he worked at Wells Fargo Advisors from 2010 to 2018. Outside of financial advising, he manages a livestock farming operation, serves as president of the Fulton County Conservation District board, and oversees operations for a local fire department. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, corporations, and institutional investors. The firm delivers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance through a unique municipal advisor affiliation.

Luke Glasscock is a financial advisor at Cetera with 10 years of industry experience. He holds a Series 66 designation and has worked at Edward Jones, LPL Financial, and Cornerstone Wealth Management. In addition to his advisory work, Glasscock serves as a commissioner overseeing operations of the Lone Rock Volunteer Fire Department. Cetera Investment Advisers LLC is an SEC-registered firm that offers portfolio management, financial planning, and retirement services through a nationwide network of independent advisors. The firm serves a broad range of clients including individuals, employer-sponsored retirement plans, corporate and charitable entities, and institutional accounts.

Noah Thompson is a financial advisor at Edward Jones with five years of industry experience and holds Series 63 and Series 65 licenses. His previous roles include positions at Edward Jones and The Keeter Center. He serves on the finance committee at Eastside Baptist Church in Mountain Home, AR, helping to oversee and develop the church's financial budget. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various household types, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a large national network of advisors and branch offices.

Savannah Sasser is a Series 66-credentialed financial advisor with three years of industry experience. She is currently with Cambridge Investment Research Advisors and previously worked at Thrivent Investment Management and Thrivent Financial. Outside of advising, she has experience in administrative roles related to trading. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals, utilizing a range of proprietary and third-party investment strategies and multiple custody platforms.

Krystal Hastings is a financial advisor at Edward Jones with four years of industry experience. She holds a Series 66 designation and previously worked in insurance at Affordable Insurance for 14 years. Outside of her advisory role, she co-owns a small business creating custom Christian-themed t-shirts with her daughter. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional clients, with a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Seth Beshears is a financial advisor at Edward Jones with two years of industry experience and holds a Series 66 designation. Prior to joining Edward Jones, he worked briefly at State Farm and has served as Assistant Manager of the Mountain Home City Pool, where he managed the local pool facility and lifeguard team. 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 nationwide network of financial advisors and branch offices.

Ronda Kohl is a Series 66-credentialed financial advisor with five years of industry experience. She is currently affiliated with Raymond James Financial Services Advisors, Inc. and has prior experience with LPL Financial and Baxter Regional Medical Center. Outside of her advisory role, she serves as secretary and advisory board member for the White River Valley Homeowners Association in Mountain Home, Arkansas. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and corporations. The firm offers tailored, non-discretionary planning and consulting using advanced analytical tools and supports a range of advisory programs, including municipal and public finance services.

Don Leupold Jr. is a Series 66-licensed financial advisor with Edward Jones in Bull Shoals, Arkansas, with 19 years of industry experience, all of which have been at Edward Jones since 2007. Outside of his advisory role, he serves as an ice hockey official for USA Hockey. Edward Jones is a full-service wealth management firm serving more than four million clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.