Deana Ann Infield

Current Employers

Employment History

• 01/1996 → 10/2018
  Beall Barclay & Company, Plc
  Fort Smith, AR
• 09/2005 → 10/2019
  1St Global Capital Corp.
  Fort Smith, AR
• 07/2006 → 10/2019
  1St Global Advisors, Inc.
  Fort Smith, AR
• 05/2008 → 09/2025
  Avantax Insurance Services, Inc.
  Fort Smith, AR
• 10/2018 → 03/2022
  Landmark Cpa, Plc
  Fort Smith, AR
• 10/2019 → 09/2025
  Avantax Advisory Services
  Fort Smith, AR
• 10/2019 → 09/2025
  Avantax Investment Services, Inc.
  Fort Smith, AR
• 01/1996 → Present
  Landmark Plc, Certified Public Accountants
  Fort Smith, AR
• 11/2023 → Present
  Fort Smith Symphony
  Fort Smith, AR
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Fort Smith, AR
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2019-10-25 → 2025-09-05
  Avantax Advisory Services
  Irving, TX
  Fort Smith, AR
  Dallas, TX
• 2006-07-18 → 2019-10-25
  1St Global Advisors Inc
  Fort Smith, AR
• 2008-04-25 → 2008-10-27
  Beall Barclay Advisors, Llc
  Fort Smith, AR

Other Businesses

1) LANDMARK FINANCIAL, LLC POSITION: Referring advisor NATURE: Referring advisor INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 10/01/2018 ADDRESS: 3101 South 70th, Fort Smith AR 72903, United States DESCRIPTION: Referring advisor. 2) CITY OF FORT SMITH AUDIT AND ADVISORY COMMITTEE POSITION: AUDIT AND ADVISORY COMMITTEE MEMBER INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 11/30/2012 ADDRESS: Fort Smith AR DESCRIPTION: AUDIT AND ADVISORY COMMITTEE TO THE BOARD OF DIRECTORS OF THE CITY. ADVISORY ROLE ONLY WITH NO LEGAL DECISION MAKING AUTHORITY, ATTEND QUARTERLY MEETINGS OF THE AUDIT AND ADVISORY COMMITTEE, ANSWER QUESTIONS AS ASKED BY THE INTERNAL AUDITOR OR BOARD OF DIRECTORS, MEETINGS WITH OUTSDIE EXTERNAL AUDIT FIRM. 3) COMPASS PROPERTIES OF FORT SMITH, LLC POSITION: Partner NATURE: Partnership established to purchase and hold commercial real estate INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 10/31/2021 ADDRESS: 3101 South 70th Street, Fort Smith AR 72903, United States DESCRIPTION: Partner in the LLC - check signing authority as a backup signer. 4) LANDMARK PLC, CERTIFIED PUBLIC ACCOUNTANTS POSITION: CPA MEMBER NATURE: PUBLIC ACCOUNTING FIRM- THE NAME OF THE FIRM WAS CHANGED TO LANDMARK PLC, CERTIFIED PUBLIC ACCOUNTANTS FROM BEALL BARCLAY & COMPANY PLC - THE NATURE OF THE ACTIVITY HAS NOT CHANGED INVESTMENT RELATED: No NUMBER OF HOURS: 250 SECURITIES TRADING HOURS: 200 START DATE: 01/01/1996 ADDRESS: 3101 SOUTH 70TH STREET, FORT SMITH AR 72903, United States DESCRIPTION: PARTNER/MEMBER IN THE CPA FIRM INCLUDING OVERSIGHT OF TAX, AUDIT AND ACCOUNTING WORK - NO CHANGES FROM WHAT WAS PREVIOUSLY REPORTED. 5) BONNEVILLE HOUSE POSITION: Board member NATURE: Nonprofit organization that maintains the historic Bonneville House in Fort Smith, Arkansas INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 11/01/2023 ADDRESS: 318 N 7th Street, Fort Smith AR 72901, United States DESCRIPTION: Member of Board of Directors to oversee the executive director - attend monthly meetings 6) ARKANSAS SOCIETY OF CPAS POSITION: Board member NATURE: Board member INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 08/01/2023 ADDRESS: 11300 Executive Center Dr, Little Rock AR 72211, United States DESCRIPTION: Board member of the society and member of the executive committee - appointed to serve on audit committee and policy committee as well - the audit committee works with the outside auditing firm on the annual audit - no investment responsibility with any of the committees 7) FORT SMITH SYMPHONY POSITION: Board member NATURE: Board member INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 11/01/2023 ADDRESS: 5 South 7th Street, Fort Smith AR 72901, United States DESCRIPTION: Board member of the Symphony board 8) SHARON L SHIPLEY REVOCABLE TRUST POSITION: Trustee NATURE: Trustee in order to liquidate and settle trust assets INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 12/09/2022 ADDRESS: 3101 South 70th Street, Fort Smith AR 72903, United States DESCRIPTION: Trustee in order to liquidate and settle trust assets - paying all debts and distribute remainder to beneficiaries

Exams

• S66 Uniform Combined State Law Examination
  2006-07-07