Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

Direct booking

firm logo

Joe F

CFP®, CFA®

New York, NY

Fortrove Partners

Hi! My name is Joe Forish and I started Fortrove Partners to help technologists deal with challenges of company ownership / equity compensation. From a young age, I learned about maximizing hard work and doing what you do best while working at my father’s auto dealership. I also saw first-hand both the rewards and challenges of running a business. Prior to Fortrove, I honed my expertise investing in public and private equity. I graduated from Pennsylvania State University with a B.S. in Finance and International Business, and from the Harvard Business Analytics Program, with Distinction. In my free time you will find me skiing an evergreen tree-lined run or longboarding when it’s cloudy and glassy. I live in New York City with my wife Linda.

Startup equity planning Exec comp design Business ownership considerations Technology Professional Founder/Business Owner Established Professionals Gen Y/Millennials (Born 1980-1995)

65 advisors near 72401

Out of 400,000+ nationwide

user avatar
firm logo

Carrie Q

Series 63, Series 65, Series 66

Jonesboro, AR

Quraishi Wealth Management

Carrie Quraishi is the principal of Quraishi Wealth Management in Jonesboro, Arkansas, with 11 years of experience in financial advising. She holds Series 63, 65, and 66 licenses and has previously worked at Sofos Investments, Inc. and Pollock Advisory Group, Inc. In addition to her financial advisory role, she is a practicing lawyer and owner of Quraishi Law Firm PLLC, where she provides legal services part-time. Quraishi Wealth Management offers discretionary asset management and financial planning to individual and high-net-worth clients, managing approximately $55.4 million in assets across about 88 client relationships. The firm employs sub-advisors and model portfolios, conducts regular account reviews and rebalancing, and utilizes third-party platforms to oversee external accounts without taking custody.

Retirement income strategy Tax-loss harvesting Roth conversion strategy Charitable giving tax strategies Wealth management Attorney
user avatar
firm logo

Joe S

Series 65, Series 66

Jonesboro, AR

Lasting Mark Retirement Group LLC

Joe Selby is a financial advisor with Lasting Mark Retirement Group LLC in Jonesboro, Arkansas, holding Series 65 and Series 66 licenses and bringing 26 years of industry experience. His prior roles include positions at Impact Legacy Retirement Group RIA, LLC and First Heartland Capital Inc. Selby is also owner of Selby Insurance & Financial, Inc., a business providing health, personal, and commercial insurance services. Lasting Mark Retirement Group serves individual and high-net-worth clients with portfolio management and financial planning, emphasizing modern portfolio theory and a long-term trading approach. The firm operates a five-advisor team across seven offices, managing approximately $33 million in assets and offering services through negotiated fixed annual planning packages.

Retirement income strategy Medicare planning General estate planning guidance
user avatar
firm logo

Jacqueline P

Series 63, Series 65

Jonesboro, AR

1 St Discount Brokerage, Inc.

Jacqueline Pardew is a seasoned financial advisor with 36 years of industry experience, currently serving with 1 St Discount Brokerage, Inc. since 2002. She holds Series 63 and Series 65 designations and also has a longstanding role at Southern Management Corp. Outside of advising, Pardew is co-owner and treasurer of a construction company and president of a property management firm, and she participates in volunteer activities with her local Episcopal Church. 1 St Discount Brokerage, Inc. serves individual and institutional clients, providing a range of advisory services including portfolio management, financial planning, and pension consulting. The firm employs a diverse investment approach guided by written policy statements and blends fundamental, technical, quantitative, and qualitative analyses.

Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
user avatar
firm logo

John G

Series 63, Series 66

Jonesboro, AR

Stephens

John Gay is a financial advisor at Stephens with 28 years of industry experience. He has been with Stephens Inc since 2008 and holds Series 63 and Series 66 licenses. Outside of his advisory role, he is a co-owner of Landseair Investments LLC, involved in real estate and agriculture operations, and serves as a board member with a minor ownership stake at First National Bank. Stephens provides investment advisory and brokerage services to a diverse client base, including individuals, corporations, foundations, pension plans, and public entities. The firm employs a combination of centralized investment committees and affiliated sub-advisors to manage equity, fixed-income, and alternative strategies, supported by in-house equity research and a range of client platforms.

Wealth management Founder/Business Owner Retired
user avatar
firm logo

Heather V

Series 66

Jonesboro, AR

Stephens

Heather Vangilder is a financial advisor at Stephens with 19 years of industry experience. She holds a Series 66 designation and has worked at Stephens since 2018, with prior experience at Merrill and Bank of America. Stephens provides investment advisory and brokerage services to a diverse client base, including individuals, corporations, foundations, and public entities. The firm employs a combination of centralized investment committees and affiliated sub-advisors to manage equity, fixed-income, and alternative strategies, supported by in-house equity research and a range of client platforms.

Wealth management Founder/Business Owner Retired
user avatar
firm logo

John G

Series 66

Jonesboro, AR

Stephens

John Gay Jr. is a financial advisor at Stephens with a Series 66 designation and 10 years of industry experience. He has been with Stephens since 2015 in various capacities. Outside of his advisory role, he serves as Treasurer for the Croft Cemetery Association, a nonprofit organization focused on cemetery maintenance in Beech Grove, Arkansas. Stephens provides investment advisory and brokerage services to a diverse client base, including individuals, corporations, foundations, and public entities. The firm employs a centralized investment process supported by in-house research and offers a range of client platforms and specialized strategies.

Wealth management Founder/Business Owner Retired
user avatar
firm logo

Billie O

CFP®, Series 63, Series 65

Jonesboro, AR

Coppell Advisory Solutions LLC

Billie Odom is a CFP® with 35 years of experience in financial advising. Currently with Coppell Advisory Solutions LLC, Odom previously worked at First Community Bank, LPL Financial, Ameriprise Financial Services, Centennial Bank, and Investment Professionals Inc. Odom also operates Odom Financial Services, a home-based non-variable insurance agency. Coppell Advisory Solutions LLC serves individuals, pension and profit-sharing plans, trusts, estates, and corporate clients with discretionary portfolio management and financial planning. The firm uses a tailored investment process that includes asset allocation models, fundamental and technical analysis, and ongoing portfolio supervision.

Retirement income strategy General estate planning guidance Cash flow / budgeting Concentrated stock management Private / alternative investments Executive Founder/Business Owner
user avatar
firm logo

Jeffery P

Series 66

Jonesboro, AR

Valic Financial Advisors

Jeffery Phillips is a financial advisor with Valic Financial Advisors in Jonesboro, AR, holding a Series 66 designation and 14 years of industry experience. He has worked at Valic Financial Advisors since 2011 and also serves as an agent with Agia, focusing on non-securities insurance products. Valic Financial Advisors primarily serves U.S. individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed models for portfolio construction and management.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
user avatar
firm logo

Amanda S

Series 66

Jonesboro, AR

Valic Financial Advisors

Amanda Sewell is a Series 66 licensed financial advisor with Valic Financial Advisors and has 10 years of industry experience. She has worked at Valic Financial Advisors since 2015, with prior experience at Ameriprise Financial Services, Inc. Amanda also paints as a hobby and occasionally sells her artwork. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
user avatar
firm logo

Jeffrey G

Series 63

Jonesboro, AR

Benjamin F. Edwards & Company, Inc.

Jeffrey Green is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 63 license and bringing 39 years of industry experience. He previously worked at Stephens Inc. for nine years before joining his current firm in 2017. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and charitable and educational organizations, offering a variety of advisory programs and investment strategies that include firm-developed and third-party models, with oversight from an Investment Strategy Committee.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
user avatar
firm logo

Michael A

CFP®, Series 63, Series 65

Jonesboro, AR

Valic Financial Advisors

Michael Anderson is a CFP® with 24 years of experience in the financial advisory industry, currently affiliated with VALIC Financial Advisors. His career includes roles at American General Financial Advisors, Sagepoint Financial, and Agia. Outside of advisory work, he acts as an agent for non-securities insurance products. VALIC Financial Advisors serves U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
user avatar
firm logo

Matthew P

Series 66

Jonesboro, AR

Valic Financial Advisors

Matthew Phillips is a financial advisor at Valic Financial Advisors with a Series 66 designation and one year of industry experience. Prior to his current role, he worked at Parish Automotive and Arkansas State University. He is also appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors serves primarily U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models and maintaining a large network of advisors.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
user avatar
firm logo

Aimee S

Series 63, Series 66

Jonesboro, AR

Benjamin F. Edwards & Company, Inc.

Aimee Shouse is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 66 credentials and bringing 12 years of industry experience. Her prior roles include positions at Bank of America, Merrill, and St Bernards Health & Wellness. She also serves as Co-Executrix for the Estate of Aloma S. Johnston. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and charitable organizations, offering a range of advisory programs and investment strategies that include firm-developed and third-party models with ongoing oversight by an Investment Strategy Committee.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
user avatar
firm logo

Marc P

Series 63, Series 66

Jonesboro, AR

Valic Financial Advisors

Marc Phillips is a financial advisor with Valic Financial Advisors in Jonesboro, AR, holding Series 63 and Series 66 licenses and having 24 years of industry experience. He has been with Valic Financial Advisors since 2007 and has also worked with Agia since 2022. Outside of his advisory work, Phillips serves as a volunteer treasurer for a community organization. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet UMA models and providing optional tax and ESG overlay services.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
user avatar
firm logo

Robert G

Series 66

Jonesboro, AR

Benjamin F. Edwards & Company, Inc.

Robert Greer is a financial advisor at Benjamin F. Edwards & Company, Inc. He holds a Series 66 designation and joined the firm in 2025 after ten years at Medtronic Inc. Outside of his advisory role, he co-owns a flower farm in Jonesboro, Arkansas, with his spouse. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors managing about $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and charitable organizations, offering a range of advisory programs and investment strategies including model portfolios and separately managed accounts.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
user avatar
firm logo

Kevin P

Series 63, Series 65

Jonesboro, AR

Brookstone Capital Management LLC

Kevin Pulliam is a financial advisor with Brookstone Capital Management LLC based in Jonesboro, Arkansas. He holds Series 63 and Series 65 licenses and has 11 years of industry experience. Prior to joining Brookstone, he worked at Sharp Financial Inc. He is also involved in regional sales for Secure Banking Solutions, focusing on customer relations, sales, and education about cybersecurity risks. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions.

ESG / Sustainable investing Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner Retired
user avatar
firm logo

Melissa B

Series 66

Jonesboro, AR

Benjamin F. Edwards & Company, Inc.

Melissa Browning is a financial advisor at Benjamin F. Edwards & Company, Inc. with 18 years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she is a notary public in Jonesboro, Arkansas. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and charitable organizations, offering a range of advisory programs and investment management solutions that combine firm-developed and third-party model strategies.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
user avatar
firm logo

Lisa M

Series 66

Jonesboro, AR

Benjamin F. Edwards & Company, Inc.

Lisa Myer is a Series 66-licensed financial advisor with 24 years of industry experience. She has been with Benjamin F. Edwards & Company, Inc. since 2010. Benjamin F. Edwards Wealth Management provides advisory services to a diverse clientele, including individual investors, retirement plan participants, trusts, charitable organizations, corporations, and public entities. The firm offers discretionary investment management, financial planning, and consulting, utilizing a multi-custodian platform and a range of investment solutions.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
user avatar
firm logo

Kobe S

Series 66

Jonesboro, AR

Benjamin F. Edwards & Company, Inc.

Kobe Scrape is a financial advisor at Benjamin F. Edwards & Company, Inc. with two years of industry experience. He holds a Series 66 designation and has worked in various roles across multiple industries, including equipment, surveying, and education. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, corporations, retirement plans, trusts, foundations, and charitable and educational organizations. The firm offers a range of advisory programs and employs a mix of firm-developed and third-party investment strategies with oversight from an Investment Strategy Committee.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
user avatar
firm logo

Brian E

Series 63, Series 65

Jonesboro, AR

Benjamin F. Edwards & Company, Inc.

Brian Erwin is a financial advisor with Benjamin F. Edwards & Company, Inc. in Jonesboro, Arkansas. He holds Series 63 and Series 65 licenses and has 28 years of industry experience, including prior work at Stephens Inc. since 2016, he has been with Benjamin F. Edwards for 10 years. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors managing about $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and nonprofit organizations, offering a range of advisory programs and investment strategies that include firm-developed and third-party models, with oversight by an Investment Strategy Committee.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k) Executive 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
Discover

Compare top advisor firms by metric, firm size, and location.

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")