ADVISOR BIO

Patrick Scobie is a registered investment advisor representative for Cabana Asset Management. Patrick is based in Fayetteville, Arkansas and has been in the industry since July 1995. Patrick also serves as Chairman of the Board for Mason Companies Inc. Patrick has a Series 65 license and has passed the Uniform Investment Adviser Law Examination. Patrick's firm Cabana Asset Management is based in Fayetteville, Arkansas and has offices in Denver, Colorado. The firm has been in business since June 2013 and manages over $738 million in assets for individual clients, investment companies, other investment advisors, and pooled investment vehicles. The firm provides financial planning, pension consulting, portfolio management for businesses, and portfolio management for individuals. Patrick's firm offers advisory services for clients with assets over $25 million.

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ADVISOR BIO

Patrick Ryan Kelley is a financial advisor with over 20 years of experience in the financial services industry. Patrick has a Series 66, Series 7, Series 9, Series 10, and Series 31 licenses. Patrick is currently registered with Morgan Stanley in Fayetteville, Arkansas. Previously, Patrick worked for CITIGROUP GLOBAL MARKETS INC. in Rogers, Arkansas and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED in New York, New York.

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ADVISOR BIO

Patrick Thayne Williams is an active investment advisor representative and a registered representative. Patrick Williams is registered with St. Bernard Financial Services, Inc. and has been in the industry since 1996. Patrick Williams has passed the Series 63, Series 65, Series 7, Series 24 and SIE exams. Patrick Williams specializes in Portfolio Management for Individuals, Portfolio Management for Businesses and Educational Seminars.

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ADVISOR BIO

Patrick Benjamin Dodd is a registered representative with Edward Jones, a firm that manages over $824 billion in assets. Patrick has been in the industry since October 2019 and is licensed in 14 states. Patrick’s primary focus is on providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and high net worth individuals. Patrick holds the Series 7TO, SIE, and Series 66 licenses.

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ADVISOR BIO

Patrick Taft is a financial professional with over 20 years of experience in the financial services industry. Patrick currently works at St. Bernard Financial Services, Inc. where they specialize in providing portfolio management for individuals and businesses. They are also involved in financial planning and educational seminars for clients. Patrick holds the Series 6 and Series 63 licenses. Patrick also has previous experience at H.D. VEST INVESTMENT SERVICES. They serve clients in Arkansas, California and North Carolina.

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ADVISOR BIO

Paul Christian Ross is a financial advisor at LPL Financial LLC based in Conway, AR. Paul Ross has been working in the financial industry since 2008 and is registered with the state of Arkansas as well as New York, South Carolina and Texas. Paul Ross is a Series 66 and Series 7TO licensed advisor.

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ADVISOR BIO

Paul Lanier is a registered representative with Raymond James & Associates, Inc. Paul has been in the industry since April 1993. Paul has held previous positions with MORGAN KEEGAN & COMPANY, INC. and REGIONS INVESTMENT COMPANY, INC.. Paul is licensed in Alabama, Arizona, Arkansas, California, Louisiana, Oklahoma, Pennsylvania, Texas, Virginia and Wisconsin.

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ADVISOR BIO

Paul Vincent McKelvey is a registered representative with Stephens. Paul has been in the industry since August 1, 2016. Paul holds the Series 3, 7, 63, 79 and SIE licenses. Paul is registered in Arkansas, Georgia and Ohio. Paul specializes in investment advisory services. Paul is currently employed by Stephens.

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ADVISOR BIO

Paul Glenn McCutchen is a financial advisor with Edward Jones. Paul has been in the financial industry since 2008. Paul has been registered with the Securities and Exchange Commission (SEC) since 2011. Paul is licensed to sell securities in Arkansas, California, Georgia, Louisiana, Mississippi, Oklahoma, Tennessee, and Texas. Paul's firm, Edward Jones, is a large financial services firm with over 22,000 financial advisors nationwide.

SPECIALIZATIONS

ADVISOR BIO

Paul Leech is a financial advisor registered with Edward Jones. Paul has been in the industry since 2004 and is licensed to practice in Arkansas and Texas. Paul is registered with the state of Arkansas as an investment advisor representative. Paul's professional experience includes working with individuals, corporations, charitable organizations, trusts and estates, and pension and profit-sharing plans. Paul holds the Series 7, Series 63, and Series 66 licenses.

SPECIALIZATIONS