user avatar

William Guthrie

Advisor at Ameriprise

Updated today

Location

Conway, AR

Credentials

Series 63, Series 65

Industry experience

23 years

About

William Guthrie is a financial advisor with Ameriprise in Conway, Arkansas, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has worked at Ameriprise since 2018 and was previously with Investment Professionals Inc for 14 years. Guthrie also serves as a financial advisor at Centennial Bank in Jacksonville, Arkansas. Ameriprise provides retirement-income planning services primarily for individuals with at least $1 million in investable assets, offering written recommendation reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement advice through a centralized consulting team.

Client services

Based on Ameriprise

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops Asset allocation services

Expertise

Based on Ameriprise

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies

Demographic focus

Based on Ameriprise

Approaching retirement

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Percentage

$0 - $999,999: 0.15% $1,000,000 - $1,999,999: 0.12% $2,000,000 - $3,999,999: 0.09% $4,000,000+: 0.07%

Other

Account minimum: $1,000,000 in net investable assets and at least $500,000 in Ameriprise Financial Managed Account assets held at Ameriprise Financial Services and included in your Retirement Portfolio.

Location

Conway, AR

Most active in

Arkansas

Work history

Ameriprise

2020 - Present (6 years)

Ameriprise Financial Services, inc

2018 - 2020 (2 years)

Investment Professionals Inc

2004 - 2018 (14 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Gregory O

Series 63, Series 65

Greenbrier, AR

Financial Professionals Incorporated

Gregory Ostedgaard is a financial advisor with Financial Professionals Incorporated in Greenbrier, Arkansas, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Financial Professionals Incorporated since 2002 and has been self-employed in insurance sales and servicing since 1981. He is also a licensed insurance agent involved in insurance product sales. Financial Professionals Incorporated provides discretionary asset management and retirement-plan advisory services to individuals, high-net-worth clients, and corporate entities, including pension and profit-sharing plans. The firm employs defined model portfolios and utilizes the Envestnet third-party strategist network, with a focus on ERISA plan services including 3(21) fiduciary and 3(38) investment manager roles.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Retired
user avatar

Michael T

CFA®

Vilonia, AR

Eagle Valley Wealth Management

Michael Tyler is a CFA® charterholder and the sole advisor at Eagle Valley Wealth Management in Vilonia, Arkansas. He has experience at MetLife Investment Management and Ameri-Can International Academy prior to founding his independent advisory firm. Eagle Valley Wealth Management is an independent, fee-only registered investment adviser serving individual and high-net-worth clients with comprehensive financial planning and discretionary investment management. The firm combines Modern Portfolio Theory with third-party investment models to customize portfolios and offers fixed, project, and hourly fees rather than percentage-of-assets billing.

General retirement planning Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.)
user avatar

Daniel A

Series 65

Conway, AR

Antoine Wealth Management

Daniel Antoine is the principal advisor at Antoine Wealth Management in Conway, AR. He holds a Series 65 designation and has three years of experience in financial advising. Prior to founding his firm, he worked in the energy sector, including roles at Enable Midstream Partners, LP and Energy Transfer LP, where he currently serves as a Senior DOT Compliance Specialist. Antoine Wealth Management serves individual and high-net-worth clients as well as small businesses, providing comprehensive financial planning, retirement and education planning, and portfolio management. The firm’s investment approach integrates fundamental analysis with Modern Portfolio Theory, emphasizing tail-risk management through scenario analysis and stress testing, and employs both active and passive strategies tailored to client needs.

Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) General retirement planning
user avatar

Townsend P

Series 66

Conway, AR

Riverland Wealth Management

Townsend Phipps is a financial advisor at Riverland Wealth Management with nine years of industry experience. He holds a Series 66 designation and has worked at Riverland Wealth Management since 2022, previously spending eight years at Trutoro. Outside of his advisory role, Phipps is president and owner of Rhinestone Capital Investments, a real estate brokerage. Riverland Wealth Management is a fee-only registered investment adviser serving individuals, charitable organizations, and businesses. The firm uses a combination of passive and active strategies tailored to client goals and risk tolerances, managing accounts primarily on a discretionary basis.

College savings (529s, UTMA, etc.) Business sale tax planning Retirement income strategy Cash flow / budgeting General estate planning guidance
user avatar

Elizabeth C

Series 65

Conway, AR

Riverland Wealth Management

Elizabeth Chapman is a financial advisor at Riverland Wealth Management with a Series 65 designation and over five years of experience. Her background includes roles in healthcare and education prior to joining Riverland Wealth Management. Riverland Wealth Management is a fee-only registered investment adviser serving individuals, charitable organizations, and businesses. The firm customizes portfolios and financial plans using a combination of passive and active strategies, managing accounts primarily on a discretionary basis with client-imposed restrictions allowed.

College savings (529s, UTMA, etc.) Business sale tax planning Retirement income strategy Cash flow / budgeting General estate planning guidance
user avatar

Lee S

ChFC®, Series 65, Series 66

Conway, AR

Cornerstone Advisors LLC

Lee Sanders is a financial advisor with Cornerstone Advisors LLC, holding the ChFC® designation along with Series 65 and Series 66 licenses. He has 17 years of industry experience, with prior roles at MassMutual Financial Group and Guardian Life Insurance Company. Outside of advising, he serves as Chief Revenue and Strategy Officer for a Texas-based green energy start-up. Cornerstone Advisors LLC provides discretionary portfolio management, pension consulting, and financial planning to individuals, pension plans, and business entities. The firm employs a variety of analytical methods to create tailored investment strategies and manages several hundred million dollars in assets across a limited number of client relationships.

Options & derivatives strategies Annuities Tax-loss harvesting Wealth management Founder/Business Owner
Warmer team member

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")