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Alex B

CFP®, ChFC®, RICP®, EA

The Woodlands, TX

Tiverton Wealth

Alex Bridges is a Wealth Advisor and the founder of Tiverton Wealth. He established the firm after serving as Chief Strategy Officer for a Houston-based investment management firm, bringing with him a foundation in comprehensive financial planning and a client-centered approach. Alex began his career in January 2017 with Northwestern Mutual, where he developed core planning and advisory skills that continue to inform his work today. Alex holds the CERTIFIED FINANCIAL PLANNER® (CFP®), Chartered Financial Consultant® (ChFC®), and Retirement Income Certified Professional® (RICP®) designations. These credentials reflect his commitment to professional standards, continuing education, and thoughtful financial planning across areas such as wealth accumulation, retirement income planning, risk management, estate planning, and tax efficiency. In his role as an investment adviser representative of a registered investment adviser, Alex acts as a fiduciary to clients. Alex founded Tiverton Wealth to provide advice that is aligned with clients’ best interests and structured on a fee-only basis, without commission-based compensation. His approach emphasizes clarity, education, and long-term planning tailored to each client’s circumstances and priorities. Alex earned his Bachelor of Business Administration in Finance, with a specialization in Personal Financial Planning, from the C.T. Bauer College of Business at the University of Houston. He resides in The Heights with his wife, Andrea, their daughter, Zoe, and their dogs. Alex values time with family and community and believes those relationships help shape the care, responsibility, and perspective he brings to his work with clients.

Retirement income strategy Income planning Retirement withdrawal strategies Wealth management Private / alternative investments Retired Self-Employed Attorney Doctor or Medical Professional Retired Approaching retirement

24 advisors near 64856

Out of 400,000+ nationwide

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Jhojilyn M

Series 65, Series 66

Bella Vista, AR

Quantum Financial Advisors, LLC

Jhojilyn Malicdan is a financial advisor at Quantum Financial Advisors, LLC with nine years of industry experience. She holds Series 65 and Series 66 licenses and previously worked at TD Ameritrade from 2015 to 2022 before joining Quantum Financial Advisors in 2022. Quantum Financial Advisors serves individuals, high net worth families, trusts, estates, employer retirement plans, and other business entities with portfolio management, financial planning, and retirement plan consulting. The firm employs an asset-class, rules-based investment process using mutual funds, ETFs, and separately managed accounts, offering both Total Market and Sustainable investment strategies.

ESG / Sustainable investing Passive / index investing Concentrated stock management
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Randall R

CFP®, Series 63, Series 65

Bella Vista, AR

Uniting Wealth Partners

Randall Roebuck is a CFP® with 37 years of experience in the financial services industry. He is currently with Uniting Wealth Partners, where he has worked since 2024. Prior to that, he spent over 20 years at Raymond James Financial Services, Inc. Roebuck is also a licensed insurance agent, dedicating a portion of his time to insurance sales and implementation. Uniting Wealth Partners provides investment management and financial planning to individuals, trusts, estates, businesses, and charitable organizations. The firm uses a diversified approach that includes low-cost mutual funds and ETFs, as well as individual equities and alternative investments, serving clients on both discretionary and non-discretionary bases.

Passive / index investing Active portfolio management Private / alternative investments Real estate investing
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Nikifor P

Series 63, Series 66

Bella Vista, AR

Advisory Services Network

Nikifor Paunov is a financial advisor with Advisory Services Network and holds Series 63 and Series 66 licenses. He has 26 years of industry experience, with prior roles at Cornerstone Advisors LLC, Merrill, and Cabana Asset Management. Outside of advisory work, he is a partner at Bogatti LLC, a forensic accounting and fraud examination firm, and is involved with related service and software development entities. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection across a range of asset classes, managing approximately $8.6 billion in client assets.

Wealth management Private / alternative investments Business succession planning Equity compensation tax strategy Founder/Business Owner Executive
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Jason M

Series 66

Bella Vista, AR

G. A. Repple & Company

Jason Mac Dowall is a financial advisor with G. A. Repple & Company, holding a Series 66 designation and four years of industry experience. His work history includes roles at Exodus Financial Services, Asurea Insurance, Social Security Solutions, and other firms dating back to 2013. He has also been an insurance agent for Family Benefit Life Insurance Company, though he is not currently active in that capacity. G. A. Repple & Company provides investment advisory and financial planning services to retail individuals, employer-sponsored retirement plans, trusts, estates, and corporate entities. The firm employs a variety of analytical approaches to portfolio construction and offers multiple account options, including a Biblically-Responsible Investing model.

Planning for children with special needs Divorce financial planning General retirement planning
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Davis G

Series 63, Series 65

Bella Vista, AR

Kestra Advisory

Davis Green is a financial advisor at Kestra Advisory with 16 years of industry experience. He has held positions at Kestra Advisory and Kestra Investment Services since 2018 and previously worked at Dimensional Fund Advisors from 2015 to 2018. Green also serves as Director of Strategy and Financial Advisor at Partners Wealth Management, where he manages firm initiatives including technology and marketing. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including plan sponsors. The firm offers services such as plan design, compliance testing, fiduciary consulting, and investment advice, supporting clients with multiple management platforms and third-party solutions.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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Brett L

Series 63, Series 65

Bella Vista, AR

Empower Advisory Group

Brett Longfield is a financial advisor at Empower Advisory Group with Series 63 and Series 65 credentials and 26 years of industry experience. His prior work includes roles at Citigroup and J.P. Morgan Securities. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders, using an integrated model aligned with Empower’s recordkeeping and administrative platforms.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Alice H

Series 63, Series 65

Bella Vista, AR

UBS Financial Services

Alice Hurl is a financial advisor at UBS Financial Services with 26 years of industry experience. She has been with UBS since 2006 and holds the Series 63 and Series 65 designations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans to clients' goals and risk tolerances.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Todd L

Series 63, Series 65

Bella Vista, AR

Cambridge Investment Research Advisors

Todd La Porte is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Cambridge since 2013. Outside of his advisory role, he is also an insurance agent with Gateway Insurance Group, Inc. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services using multiple account platforms and a range of investment strategies.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired Founder/Business Owner Executive
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Brandon W

Series 63, Series 66

Gravette, AR

Edward Jones

Brandon Wilson is a financial advisor with Edward Jones in Gravette, Arkansas, holding Series 63 and Series 66 licenses and 24 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory work, he owns a commercial property in Gravette. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm supports its clients through a large network of advisors and branch offices, providing services that include tax-efficient portfolio management and securities-based lending.

General retirement planning Retirement income strategy Income planning Social Security optimization Medicare planning Retired Founder/Business Owner Executive
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Rachel C

Series 66

Pineville, MO

Edward Jones

Rachel Cullers is a Series 66-licensed financial advisor with Edward Jones in Pineville, MO, where she has worked since 2002. She has 24 years of experience at the firm. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of investment strategies and affiliated financial services through a large nationwide network of advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Mark L

Series 63, Series 65

Bella Vista, AR

Cetera

Mark Labash is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked with Avantax Advisory Services and Avantax Investment Services and has owned and operated Me Labash Tax and Financial since 1995, providing tax preparation, accounting, and financial consulting. Outside of his advisory work, he serves as president of the Mountain View Estates Homeowners Association in Chatsworth, CA. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, combining advisor-managed accounts with firm-sponsored model portfolios and third-party solutions.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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David H

Series 63, Series 66

Bentonville, AR

Edward Jones

David Hayes is a financial advisor at Edward Jones with 48 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1977. Outside of his advisory role, he has engaged in selling collectible ball cards on eBay, a process that is nearly complete. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and manages approximately $1.01 trillion in assets with a nationwide network of more than 23,700 financial advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Max S

Series 63, Series 65

Bella Vista, AR

Cetera

Max Scholfield is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 35 years of industry experience. His career includes roles at First Allied Securities and First Allied Advisory Services prior to joining Cetera. Outside of his advisory work, he is involved in several ventures including a fishing retail business and serves as vice president of a local fishing and conservation club, in addition to acting as an arbitrator for dispute resolution services. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions, utilizing a combination of advisor-managed accounts, model portfolios, and third-party managed strategies.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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Christopher D

Series 63, Series 65

Bella Vista, AR

LPL Financial

Christopher Davis is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with LPL Financial since 2015. Outside of his advisory role, he is involved with River Right, LLC, an investment-related business entity used for tax and investment purposes. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers various investment solutions supported by an in-house research team and accommodates both advisory and brokerage needs through a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Corey S

Series 66

Gravette, AR

Edward Jones

Corey Spain is a financial advisor with Edward Jones in Gravette, Arkansas, holding a Series 66 designation and two years of industry experience. Before joining Edward Jones, he worked at the University of Arkansas for three years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, investment options, and fiduciary services through a large nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Morgan H

Series 66

Gravette, AR

Edward Jones

Morgan Hough is a financial advisor with Edward Jones in Gravette, AR, holding a Series 66 designation and 16 years of experience at the firm. Prior to his current role, he has been with Edward Jones since 2010. Outside of his advisory work, he is involved in a residential property management business with a family member. 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 and offers a range of investment strategies and affiliated financial services through a large network of advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Hailey C

ChFC®, Series 66

Bella Vista, AR

Edward Jones

Hailey Cooper is a financial advisor with Edward Jones in Bella Vista, Arkansas, holding a ChFC® designation and a Series 66 license. She has 10 years of industry experience, having worked at Edward Jones since 2015. Outside of her advisory role, she also works as a waitress at Undercliff Grill & Bar in Joplin, Missouri. Edward Jones is a wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of investment strategies and affiliated services, supported by a nationwide network of over 23,000 advisors and more than $1 trillion in assets under management.

Retirement income strategy Liquidity event planning Retirement withdrawal strategies Equity Recipients (RS/RSU, SOP, ESPP) Retired Founder/Business Owner Executive
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James N

Series 63, Series 65

Bella Vista, AR

Raymond James & Associates

James Neff is a financial advisor with Raymond James & Associates in Bella Vista, Arkansas, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has been with Raymond James since 2006 and also manages the Neff Family Farm Operation. Neff serves as the treasurer and an officer for the Decatur Park District Foundation, a nonprofit organization. Raymond James & Associates provides financial planning and investment consulting 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, servicing both retail and institutional clients, with a notable focus on public finance and municipal work.

General retirement planning Wealth management Founder/Business Owner Retired Executive
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Clayton B

CFP®, Series 66

Bella Vista, AR

Edward Jones

Clayton Borengasser is a CFP® with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. Prior to joining Edward Jones, he was briefly employed at MidSouth Management & Support. Outside of his advisory role, he owns and manages a trailer leasing business and holds residential leasing properties operated by his family. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and maintaining a large network of financial advisors and branch offices nationwide.

Charitable giving & philanthropy Divorce financial planning Business ownership considerations Founder/Business Owner
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Jason B

Series 63, Series 66

Bella Vista, AR

Edward Jones

Jason Bennett is a financial advisor at Edward Jones with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at TD Ameritrade Investment Management, LLC, TD Ameritrade, Inc., and Scottrade, Inc. He has been with Edward Jones since 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment strategies through a nationwide network of financial advisors and branch offices.

Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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Christopher D

CFP®, Series 63

Pea Ridge, AR

Edward Jones

Christopher Donovan is a CFP®-certified financial advisor with Edward Jones, based in Pea Ridge, AR. He has 24 years of industry experience, including 25 years with Edward Jones. Outside of his advisory role, he is the owner and manager of Paintbrush Divide, LLC, a real estate development business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of investment and advisory solutions. The firm manages approximately $1.01 trillion in assets and is known for its extensive network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Jennifer S

Series 63, Series 65

Bella Vista, AR

Cetera

Jennifer Scholfield is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 13 years of industry experience. She has worked at Cetera and First Allied Advisory Services and has operated Scholfield Wealth Management since 2011. Outside of advising, she is involved in a retail fishing business and pursues artistic activities. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and fiduciary solutions, combining retirement capabilities with a broad institutional platform.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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Kimberly R

CFP®, Series 63

Pineville, MO

Edward Jones

Kimberly Ramsay is a CFP®-certified financial advisor with 24 years of industry experience, currently practicing at Edward Jones since 2001. She is based in Pineville, MO. Outside of her advisory work, she manages a leasing arrangement for a rental property in Shell Knob, MO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, supported by a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Crissy W

CFP®, Series 66

Bella Vista, AR

Edward Jones

Crissy Wright is a CFP® and Series 66-licensed financial advisor with Edward Jones, based in Bella Vista, AR, and has four years of industry experience. Prior to joining Edward Jones in 2022, she worked for ten years with the International Mission Board. She is an LLC member of Ozark Outdoor Gear Rental, a local outdoor gear rental business. 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 and offers a range of advisory solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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