John Lauer is a CERTIFIED FINANCIAL PLANNER™ professional with 11 years of industry experience. He is the principal of JWL & Associates, Inc. and also operates Hot Springs Financial Services, a financial planning business. JWL & Associates provides discretionary and non-discretionary portfolio management and personalized financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, small businesses, and other registered investment advisers. The firm employs a strategic asset-allocation, core-and-satellite approach using passive index and exchange-traded funds combined with active funds and selected individual securities, and it typically serves a small client roster with frequent, personalized account reviews.

David Adams is a financial advisor with Hot Springs Asset Management, Inc. He holds Series 63 and Series 65 designations and has 26 years of industry experience. He has been with Hot Springs Asset Management since 2007 and also operates an affiliated accounting practice as a Certified Public Accountant. Hot Springs Asset Management provides discretionary and non-discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset-allocation approach using a core-and-satellite framework with a combination of passive and active investments and operates on a fee-only basis.

William Mccullough is a financial advisor at Sollinda Capital Management LLC with 13 years of industry experience. Prior to joining Sollinda in 2024, he worked for Dell Technologies for 10 years. He operates MCCULLOUGH FINANCIAL GROUP, LLC, a sole proprietorship focused on investment activities. Sollinda Capital Management provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and profit-sharing plans. The firm employs multiple proprietary strategies and uses a range of liquid public securities, managing accounts primarily on a discretionary basis with attention to allocation and risk management.

Allen Hargis is a financial advisor with Optivise Advisory Services LLC and holds a Series 66 designation. He has 21 years of industry experience and has been involved with several firms, including HARGIS & STEVENS PA, where he serves as president overseeing tax preparation and accounting functions since 1986. He is also a member of Optivise Advisory Services. Optivise Advisory Services provides discretionary and non-discretionary portfolio management and financial planning to individuals, retirement plans, trusts, estates, charitable organizations, financial institutions, and other investment advisers. The firm uses internally developed model portfolios and third-party sub-advisors, integrating technology and reporting tools to support both discretionary and client-approved solutions.

Jacob Grice is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 credential and one year of industry experience. Prior to his current role, he worked at LPL Financial and has experience in sports and wellness as well as education. Independent Advisor Alliance, LLC is an SEC-registered enterprise RIA serving individuals, small businesses, retirement plans, pooled vehicles, charities, and estates. The firm provides asset management, financial planning, wealth coaching, and retirement plan consulting through a network of 219 advisors, utilizing model portfolios, third-party managers, and technology platforms to manage client assets.

Beth Roberts is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 licenses and 15 years of industry experience. Her prior roles include positions at Regions Bank, Fidelity Investments, Cetera Investment Services, LPL Financial, Bank of America, Merrill, Stephens Inc., TD Ameritrade, and Scottrade. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing in its planning approach and serves a large participant base relative to its advisor headcount.

Clifton Geisleman is a financial advisor with Raymond James Financial in Hot Springs Village, Arkansas, holding Series 63 and Series 65 designations and 33 years of industry experience. He has worked with Raymond James Financial since 2009 and has been involved with The Geisleman Group, Inc. and Raymond James Financial Services since 1999. Outside of his advisory role, he is a partner in Casobe, LLC, which manages the commercial property housing his office. 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 offers financial planning and non-discretionary investment consulting, emphasizing tailored financial plans developed through client collaboration and supported by extensive research and asset-allocation analysis.

Kymberlie Reed is a financial advisor at Ameriprise with 17 years of industry experience. She holds the Series 66 designation and has been with Ameriprise and its related entities since 2006. Outside of her advisory role, she has involvement in real estate ownership unrelated to investment activities. Ameriprise provides retirement-income planning services targeting individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Mallory Rush is a CFP® and ChFC® with seven years of industry experience, currently serving at Edward Jones since 2018. Prior to joining Edward Jones, she worked at the Wellness Center at The University of Arkansas at Monticello and the University of Arkansas at Monticello. Edward Jones is a full-service wealth management firm supporting over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions through a large network of financial advisors and branch offices.

Emily Pratt is a financial advisor at Ameriprise with 25 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005 and holds a Series 66 designation. Outside of her advisory role, she works as a paraplanner providing administrative support for Oak Tree Premier Management Services, LLC. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendation reports, supported by an automated process overseen by a dedicated retirement-income consulting team.

Aaron Robinson is a Series 66-credentialed financial advisor with seven years of industry experience. He has been with Edward Jones since 2019 and previously worked at Thrivent Financial and Thrivent Investment Management Inc. from 2018 to 2019, and at Personal Security Products and the University of Arkansas - Little Rock earlier in his career. 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 through a nationwide network of more than 23,700 financial advisors, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

Canyon Geisleman is a financial advisor with Raymond James Financial, holding a Series 66 designation and five years of industry experience. His career includes multiple roles within Raymond James Financial Services and prior positions in education and retail. He is also president of Grand Canyon Financial, LLC, a support company managing payroll and retirement plan implementation. 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 offers financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis and firm research to develop tailored recommendations.

Jason Prince is a financial advisor at Charles Schwab with 26 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for Morgan Stanley Smith Barney for 13 years. In addition to his advisory role, he serves as a FINRA arbitrator on panels handling complaints involving broker-dealers. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers centralized custody and order-routing in a large-scale, integrated structure.

Amanda Leija is a financial advisor at Edward Jones with three years of industry experience. She holds the Series 63 and Series 66 licenses and previously worked at NYLife Securities LLC and New York Life Insurance Co. Outside of her advisory role, she is a co-owner of J&A Creations, LLC, a laser engraving business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment strategies. The firm manages over $1 trillion in assets and operates a large nationwide network of advisors and branch offices.

Chad Kulchinski is a financial advisor at Edward Jones with six years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2019. Prior to his current role, he worked at CrossFit Midpoint and the Arkansas Activities Association. Outside of finance, he officiates high school and junior high football games as a referee. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and offers a range of advisory programs and investment solutions.

Ryan Smith is a financial advisor with Edward Jones, holding a Series 66 license and with one year of industry experience. Prior to joining Edward Jones, he worked in various roles including at Arkansas Urology and EGP, PLLC. He also operated a bookkeeping business serving a medical practice, which he plans to dissolve in 2024. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Andy Garcia is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 20 years of industry experience. He previously worked at Edward Jones for 14 years before joining LPL Financial. Garcia is also licensed as a non-variable insurance agent. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Sarah Childress Hogue is a financial advisor with LPL Financial in Bryant, Arkansas, holding Series 63 and Series 65 licenses and 12 years of industry experience. She has worked at Simmons Bank and LPL Financial since 2019 and was previously with DELTA TRUST INVESTMENTS, INC from 2013 to 2019. Outside of her advisory role, she serves as a notary. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and delivers services through a large network of investment adviser representatives.

Johnny Taylor is a financial advisor at LPL Financial with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has been with LPL Financial since 2015. Outside of his advisory role, he is involved with Absolute Financial Services, a business he fully owns. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, banks, institutions, and high-net-worth households. The firm offers various delivery options supported by an in-house research team and combines large-scale advisory operations with a range of non-advisory product activities.

Skylar Jordan is a financial advisor at Raymond James & Associates with 20 years of industry experience. He holds Series 63 and Series 65 designations and has been with Raymond James since 2013. Outside of his advisory work, he serves as Secretary on the board of the Burns Park Baseball Association. Raymond James & Associates provides financial planning and investment consulting services to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations primarily through its Wealth Advisory Services Program and delivers specialized institutional consulting via its Institutional Fiduciary Solutions division.

Kirk Bradshaw is a financial advisor with Edward Jones in Hot Springs Village, Arkansas, holding Series 63 and Series 66 licenses and with over 31 years of industry experience. He has been with Edward Jones since 1994. Outside of his advisory role, Bradshaw serves on the boards of City Year Little Rock and Acansa Arts Group, both nonprofit organizations. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of discretionary and non-discretionary investment strategies. The firm manages over $1 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Danielle Hearn is a financial advisor with Raymond James Financial, holding a Series 66 designation and five years of industry experience. She has been with Raymond James Financial Services Advisors since 2020. Outside of her advisory role, she is involved with McClure Fitness, a business she has been part of since 2014. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-HNW clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis and firm research to develop tailored financial plans and investment recommendations.

Daniel Nowell is a financial advisor with Raymond James Financial, holding a Series 66 designation and 27 years of industry experience. He has been with Raymond James Financial Services Advisors, Inc. since 2016. Outside of his advisory role, he is the president of Dan W. Nowell Wealth Management, a support company. 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, utilizing asset allocation analysis and firm research to provide tailored recommendations.

Deedra Berkemeyer is a financial advisor at Edward Jones with 21 years of industry experience. She holds Series 63 and Series 66 designations and has been with Edward Jones since 2004. Outside of her advisory role, she has a financial interest in a fish farming operation run with family members. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors and provides additional services including tax-efficient strategies, separately managed accounts, and affiliated mutual funds.

Braden Burnett is a financial advisor at Garland and Greenwood Wealth Advisors LLC with a Series 65 credential and one year of industry experience. His prior work includes roles at Lighthouse Financial and positions in education at the University of Arkansas and Arkansas Tech University. Garland and Greenwood Wealth Advisors LLC provides portfolio management and financial planning to individual clients, including high-net-worth households. The firm manages approximately $53 million in client assets and offers personalized portfolio management with formal supervisory review, along with client-facing educational seminars and workshops.

Richard Simpson is a financial advisor at Garland and Greenwood Wealth Advisors LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Retirement Wealth Advisors and Portfolio Medics, LLC. In addition to his advisory role, he is the owner and president of Financial Dynamics, a business focused on annuity and life insurance sales and investment advisory services. Garland and Greenwood Wealth Advisors LLC provides portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm manages approximately $53 million in assets and offers personalized portfolio management with supervisory review, along with client educational seminars and workshops.

William Criswell Jr. is a financial advisor with Garland and Greenwood Wealth Advisors LLC in Little Rock, AR, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked at LPL Financial LLC since 2015 and joined Garland and Greenwood Wealth Advisors in 2023. Outside of his advisory roles, he has part ownership in a local restaurant business, Vesuvio Bistro. Garland and Greenwood Wealth Advisors provides portfolio management and financial planning services to individual clients, including high-net-worth households, managing approximately $53 million in assets across 200 client relationships. The firm emphasizes personalized portfolio management with formal supervisory review and offers client educational seminars and workshops in addition to traditional wealth management.

John Kellar II is a financial advisor at Garland and Greenwood Wealth Advisors LLC with two years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and LPL Financial. Prior to his advisory career, he spent 14 years at Hixson Lumber Company. Garland and Greenwood Wealth Advisors LLC provides portfolio management and financial planning services to individual and high-net-worth clients, managing approximately $53 million in assets. The firm emphasizes personalized portfolio management with supervisory review and offers client educational seminars, which is uncommon among similar supported firms.