Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Cory J
Series 65, Series 66
Little Rock, AR
RetirePath Wealth, LLC
Cory Johnson is a financial advisor with RetirePath Wealth, LLC in Little Rock, AR, holding Series 65 and Series 66 designations with seven years of industry experience. Prior to joining RetirePath Wealth in 2026, he worked in mortgage lending and real estate, including roles at Valor Home Loans and Trail Run Realty. Cory is also associated with Devereux Group as of 2025. RetirePath Wealth serves individual and high-net-worth clients with portfolio management, financial planning, and consulting. The firm employs both discretionary and non-discretionary advisory programs, using model portfolios and third-party sub-advisors, and manages a multimillion-dollar asset base with a small team.
Dale C
CFP®, Series 63, Series 65
Little Rock, AR
RetirePath Wealth, LLC
Dale Colclasure Jr. is a CFP® with 28 years of experience, currently serving as an advisor at RetirePath Wealth, LLC. His career includes roles at AE Wealth Management, Madison Avenue Securities, and multiple RetirePath entities. Outside of advisory work, he is managing partner of two personal rental real estate companies. RetirePath Wealth serves individual and high-net-worth clients with portfolio management, financial planning, and consulting. The firm employs both discretionary and non-discretionary management, utilizes model portfolios, and incorporates technical and cyclical analysis methods.
Joe J
Series 63, Series 65
Little Rock, AR
RetirePath Wealth, LLC
Joe Justus is a financial advisor with RetirePath Wealth, LLC in Little Rock, AR, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. Prior to joining RetirePath Wealth in 2025, he worked at Trutoro for eight years. Outside of advisory work, he operates Joe Justus Insurance Agency LLC, an insurance sales business he has owned since 1988, and is involved in farming activities as a sole proprietor. RetirePath Wealth, LLC provides investment advisory and financial planning services to individual and high-net-worth clients, utilizing both discretionary and non-discretionary asset management alongside comprehensive financial plans. The firm employs a process that incorporates client goals and risk tolerance with technical and cyclical analysis, and it maintains formal affiliations with insurance and tax-preparation businesses.
Daniel S
Series 66
Little Rock, AR
RetirePath Wealth, LLC
Daniel Sandefur is a financial advisor at RetirePath Wealth, LLC in Little Rock, AR, holding a Series 66 designation with two years of industry experience. Prior to joining RetirePath Wealth in 2026, he worked for Edward Jones and Acxiom and was a full-time student for ten years. Outside of his advisory role, he is involved with The RetirePath Agency, Inc. RetirePath Wealth serves individual and high-net-worth clients with portfolio management, financial planning, and consulting, utilizing both discretionary and non-discretionary approaches and model portfolios. The firm manages a multi-million dollar asset base with a small team and incorporates technical and cyclical analysis in its investment process.
James G
Series 63, Series 65
Little Rock, AR
RetirePath Wealth, LLC
James Gentry Jr. is a financial advisor at RetirePath Wealth, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Legacy Capital Wealth Partners and Capital Markets IQ. Outside of advisory work, he serves as a board member for Love Unity, Inc., a nonprofit organization in Little Rock, AR. RetirePath Wealth, LLC provides investment advisory and financial planning services to individual and high-net-worth clients, utilizing a process that incorporates client goals and risk tolerance with technical and cyclical analysis. The firm offers both discretionary and non-discretionary asset management and partners with third-party co-advisors to access model portfolios and trading services.
Mark S
Series 63, Series 65
Little Rock, AR
RetirePath Wealth, LLC
Mark Smalling is a financial advisor with RetirePath Wealth, LLC in Little Rock, AR. He holds Series 63 and Series 65 licenses and has been in the industry since 2013, including nine years at Mark A. Smalling and Associates, LLC. RetirePath Wealth serves individual and high-net-worth clients by providing portfolio management, financial planning, and tailored consulting services. The firm employs both discretionary and non-discretionary account management, uses model portfolios, and may engage third-party sub-advisors, managing approximately $86.83 million in discretionary client assets as of the end of 2025.
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.
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. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)
Finding advisors...
Find a financial advisor
Based on your filters