Robert Mcgaha is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and offering 32 years of industry experience. He has worked with First Allied Securities and its related entities from 2002 to 2022 before joining Cetera and establishing Mcgaha Investment Group in 2023. Mcgaha serves as president of Gideons International, a nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered firm supporting over 10,000 advisors and approximately 800,000 clients nationwide. It provides a range of portfolio management and financial planning services through a multi-manager platform, serving individuals, retirement plans, corporate, charitable, and institutional clients.

Charles Schaaf is a financial advisor at Ameriprise with 10 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise and its affiliated entities since 2018, with prior experience at Investment Professionals, Inc. Outside of his advisory role, he performs as a guitarist and singer in the band Deadbird. Ameriprise serves clients primarily through its retirement-income planning service aimed at individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary retirement recommendations.

Andrew Walmsley is a CFP® and ChFC® with 18 years of industry experience, currently serving as a financial advisor at Ameriprise Financial Services, LLC since 2016. He is involved in community activities, including serving on the Jenkins-Henderson American Legion Baseball board, the Batesville School Board, and as secretary of the Kiwanis Club of Batesville. Walmsley also owns Walmsley Ventures, LLC, which supports the operation and payroll for his Ameriprise practice. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written recommendation reports and ongoing advice. The firm’s approach incorporates proprietary investment research, third-party data, and algorithmic tools, operating within an affiliated product ecosystem with specific enrollment criteria for retirement income clients.

David Winberry is a Series 66-licensed financial advisor with Edward Jones in Batesville, Arkansas, where he has worked since 2008, totaling 18 years of industry experience. He serves as Vice President of the Kiwanis Club of Batesville, a local civic organization. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, offering a range of advisory programs, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices.

Braden Mead is a financial advisor at Thrivent Investment Management with a Series 66 credential and three years of industry experience. His prior roles include positions at RTS Financial Service, Inc. and Bad Boy Inc, as well as a year at Lyon College. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based, holistic planning on a broad range of topics and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Jimmy Limbaugh III is a financial advisor with Ameriprise in Cave City, Arkansas, holding a Series 66 designation and four years of industry experience. He has been with Ameriprise since 2020 and previously worked at several educational institutions and investment firms. Outside of his advisory role, he volunteers by maintaining the grounds at Rejoice Fellowship Church. Ameriprise is a large institutional firm offering retirement-income planning services primarily for individuals with significant investable assets, combining research-driven strategies and algorithmic tools to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Matthew Martin is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He previously worked at The Citizens Bank for seven years before joining Ameriprise in 2018. Martin is also involved in his community as a board member of the Batesville-Independence County Industrial Development Corporation and the BSD Educational Foundation. Additionally, he owns Killian Brothers, LLC, where he provides financial advisory and client service support. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that delivers written recommendation reports and ongoing annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Keith Davis is a financial advisor with Thrivent Investment Management in Batesville, Arkansas, holding Series 63 and Series 65 licenses and possessing 20 years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2014. Outside of his advisory role, he is involved in a small family-operated cattle grazing business and serves as a member of the Independence County 4-H Foundation. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering comprehensive, goal-based financial planning without discretionary portfolio management. The firm’s approach includes periodic reviews and integrates planning with managed-account services under a consolidated billing system.

Jacob Higgins is a financial professional with 16 years of industry experience, currently affiliated with Cetera. He has worked at several firms including Mcgaha Investment Group and First Allied Advisory Services. Higgins holds Series 63 and Series 65 credentials and serves as Vice President and Membership Chairman for The Gideons International (Batesville Camp), a nonprofit organization. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform that includes affiliated and third-party model portfolios along with various program structures.

Otha Davis Jr. is a Series 66-credentialed financial advisor with Edward Jones in Batesville, AR. He has 11 years of industry experience, all of which have been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies supported by a nationwide network of over 23,700 financial advisors.

Randy Cross is a CFP® with five years of industry experience, currently serving as a financial advisor at Edward Jones since 2020. Prior to joining Edward Jones, he worked for nine years at Merchants & Planters Bank. He holds a director position on the board of White River Health Systems, providing oversight for the hospital. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment strategies, and affiliated financial services.

Audrey Pool is a financial advisor at LPL Financial with 25 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Investment Centers of America, SWBC Investment Company, and Kestra Investment Services. She also serves as a financial advisor for First Community Bank of Batesville. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms.

Peter Roulier is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. His work history includes roles at First Community Bank and Citizens Bank, as well as involvement with sports media and a brewery. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a broad range of advisory and brokerage services supported by a large network of investment adviser representatives and extensive operational and research tools.

Charles Schaaf is a financial advisor at Ameriprise with 41 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Ameriprise since 2018, following a 20-year tenure at Investment Professionals, Inc. Outside of advising, he is involved with the Bellawood Resort property association in Greers Ferry, Arkansas, where he manages billing. Ameriprise offers retirement-income planning services targeted at clients approaching or in retirement who meet specific asset criteria, delivering tailored recommendation reports that incorporate research, modeling, and tax-efficient strategies. The firm serves a broad client base with advisory, brokerage, and insurance solutions typical of large institutional providers.

Laura Sutton is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She worked at Investment Professionals, Inc. for 20 years before joining Ameriprise Financial Services, Inc. in 2018 and transitioning to Ameriprise in 2020. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm uses a combination of research, modeling, and tax-efficiency analysis to deliver non-discretionary, customized recommendation reports in partnership with its financial advisors.

Richard Caster is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, he worked at FNBC from 2016 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm is noted for its extensive nationwide advisor and branch network, as well as its integrated trust, mutual fund, and securities-based lending services.

Wesley Brooks is a financial advisor with Thrivent Investment Management, holding Series 65 and Series 63 licenses and one year of industry experience. His prior work includes roles at Farm Bureau Insurance and Scoot Wood Chrysler. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients. The firm offers goal-based, holistic planning across various financial topics through a network of advisors, with options to combine planning and managed accounts under a consolidated billing system.

Luanne Gregory is a financial advisor with Thrivent Investment Management in Batesville, AR, holding a Series 66 credential and 10 years of industry experience. She has been with Thrivent Financial and Thrivent Investment Management since 2015. Outside of her financial advisory role, Gregory has authored an adolescent book for publication and serves as a general board member of the Batesville Housing Authority, which provides housing to low-income senior citizens and disabled individuals. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm provides holistic, goal-based analyses and planning recommendations on various financial topics, with services structured to keep planning separate from managed-account programs.