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Samuel R

Series 63, Series 65

Diberville, MS

Voyage Wealth Management, LLC

Samuel Resultan is a financial advisor at Voyage Wealth Management, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Northwestern Mutual in various capacities from 2021 to 2025. Outside of finance, he has experience in the food service industry, including roles at Downtown Bistro and Two Brothers Smoked Meats. Voyage Wealth Management provides investment management, financial planning, business planning, and retirement plan management services to individuals, small businesses, and employer plan sponsors. The firm uses a core-and-satellite investment approach focused on diversified, low-cost ETFs combined with selective active management, and it offers specialized pension consulting and ERISA 3(38) investment management for retirement plan sponsors.

Retirement withdrawal strategies General retirement planning Social Security optimization Medicare planning General estate planning guidance Retired Approaching retirement Retired

46 advisors near 72801

Out of 400,000+ nationwide

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Robert K

Series 63, Series 65

Russellville, AR

St Bernard Asset Management, Inc.

Robert Keenan is a financial advisor with St. Bernard Financial Services, Inc. in Farmington, AR, holding Series 63 and Series 65 credentials and possessing 36 years of industry experience. He has been with St. Bernard Financial Services since 1994 and also serves as CEO of St Bernard Asset Management, Inc. Outside of his advisory roles, he is involved in a radio tower rental business as a shareholder. St. Bernard Financial Services provides investment advisory and brokerage services to individuals, families, small businesses, trusts, and estates. The firm follows a long-term, conservative growth philosophy using tactical asset allocation based on Modern Portfolio Theory, emphasizing low-cost, no-load funds and collaborative, largely non-discretionary client relationships.

Annuities
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Robert F

Series 65

Russellville, AR

5thn Financial LLC

Robert Fithen is the sole advisor at 5thn Financial LLC, holding a Series 65 designation with eight years of industry experience. He has served as a Professor of Engineering at Arkansas Tech University since 1998. 5thn Financial LLC provides discretionary portfolio management to individuals, trusts, organizations, and other registered investment advisers, applying Modern Portfolio Theory and conditional value-at-risk concepts tailored to client constraints. The firm uses proprietary statistical and machine-learning methods for forward predictions and offers NASAA-approved continuing education courses and portfolio-management software to other advisory firms.

Active portfolio management University Employee
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Kathleen W

Series 63, Series 66

Russellville, AR

St. Bernard Financial Services, Inc.

Kathleen White is a financial advisor with St. Bernard Financial Services, Inc. She holds Series 63 and Series 66 licenses and has 29 years of industry experience. Prior to joining St. Bernard in 2023, she worked at Sagepoint Financial, Inc. and has owned and operated Manzanita Insurance Agency since 2013, where she focuses on health insurance products including Medicare plans. St. Bernard Financial Services serves individuals, families, small businesses, trusts, and estates, offering investment advisory and brokerage services with a long-term, conservative growth approach based on Modern Portfolio Theory. The firm combines fee-based and commission-based solutions through its dual adviser and broker-dealer structure, emphasizing collaborative, largely non-discretionary account management.

Annuities General estate planning guidance Founder/Business Owner
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Patrick W

Series 63, Series 65

Russellville, AR

St. Bernard Financial Services, Inc.

Patrick Williams is a financial advisor with St. Bernard Financial Services, Inc. in Russellville, Arkansas, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. Prior to joining St. Bernard in 2017, he worked at Ims Financial Advisors, Inc. and Ims Securities, Inc. for 14 years. Outside of his advisory role, Williams is involved in raising cattle for sale and operates an antiques and collectibles business on eBay. St. Bernard Financial Services serves individuals, families, small businesses, trusts, and estates, offering investment advisory and brokerage services including portfolio management and financial planning. The firm follows a long-term, conservative growth approach with tactical asset allocation based on Modern Portfolio Theory, emphasizing low-cost, no-load funds and collaborative client relationships.

Annuities General estate planning guidance Founder/Business Owner
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Mark Y

Series 63, Series 65

Russellville, AR

St. Bernard Financial Services, Inc.

Mark Yarbrough is a financial advisor with St. Bernard Financial Services, Inc. in Rogers, Arkansas. He holds Series 63 and Series 65 licenses and has 43 years of industry experience. Since 2003, he has worked with Ohio National Financial Services. Outside of his advisory work, he owns Midland Financial and dedicates time weekly to whole life insurance activities. St. Bernard Financial Services serves individuals, families, small businesses, trusts, and estates by providing investment advisory and brokerage services, including portfolio management and financial planning. The firm employs a long-term, conservative growth strategy based on Modern Portfolio Theory and offers both fee-based and commission-based solutions through its dual adviser/broker-dealer structure.

Annuities General estate planning guidance Founder/Business Owner
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Adam B

Series 66

Russellville, AR

St. Bernard Financial Services, Inc.

Adam Brown is a Series 66 licensed financial advisor with 20 years of industry experience, currently with St. Bernard Financial Services, Inc. since 2012. He also coaches a girls' softball team in Jonesboro, Arkansas. St. Bernard Financial Services serves individuals, families, small businesses, trusts, and estates with investment advisory and brokerage services, emphasizing a long-term, conservative growth approach using tactical asset allocation and a preference for low-cost, no-load funds. The firm combines fee-based and commission-based solutions through its dual adviser/broker-dealer structure and affiliations with insurance and accounting practices.

Annuities General estate planning guidance Founder/Business Owner
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Joshua T

Series 63, Series 65

Russellville, AR

St. Bernard Financial Services, Inc.

Joshua Turner is a financial advisor at St. Bernard Financial Services, Inc. with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with St. Bernard since 2014. Outside of his advisory role, he is involved with Turner Financial, an investment advisory business he started in 2019. St. Bernard Financial Services serves individuals, families, small businesses, trusts, and estates by providing investment advisory and brokerage services, including portfolio management and financial planning. The firm follows a long-term, conservative growth strategy based on Modern Portfolio Theory, emphasizing low-cost, no-load funds and collaborative client relationships.

Annuities General estate planning guidance Founder/Business Owner
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Lawrence R

CFP®

Russellville, AR

Valtrion Capital Management, LLC

Lawrence Raymond is a CERTIFIED FINANCIAL PLANNERâ„¢ at Valtrion Capital Management, LLC with two years of experience in the industry. He has served in the Arkansas Army National Guard since 2012. Valtrion Capital Management serves individual and high-net-worth clients, as well as trusts, estates, and business plan sponsors, offering financial planning, retirement plan consulting, portfolio reviews, and discretionary investment management. The firm uses a variety of asset allocation strategies and manages all client assets on a discretionary basis, tailoring portfolios to risk tolerance and time horizons.

RSUs / ISOs / NSOs Retirement income strategy General retirement planning Business ownership considerations Entity structure planning (LLC, S-Corp) Founder/Business Owner Executive
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Dan K

Series 63, Series 65

Russellville, AR

St. Bernard Financial Services, Inc.

Dan Kessler is a financial advisor at St. Bernard Financial Services, Inc. in Russellville, AR, with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with St. Bernard Financial Services since 2013. Outside of his advisory work, he serves as secretary and board member of The Liberty Initiative, a nonprofit focused on assisting the underprivileged with criminal justice issues, and is involved in a small farming operation producing fruit and fresh eggs. St. Bernard Financial Services provides investment advisory and brokerage services to individuals, families, small businesses, trusts, and estates. The firm employs a long-term, conservative growth approach based on Modern Portfolio Theory, emphasizing tactical asset allocation with low-cost, no-load funds, while offering both fee-based and commission-based solutions through its dual adviser and broker-dealer structure.

Annuities General estate planning guidance Founder/Business Owner
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Harold G

Series 63, Series 65

Redmond, WA

St. Bernard Financial Services, Inc.

Harold Goren is a financial advisor with St. Bernard Financial Services, Inc. in Redmond, WA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at Provident Mutual since 1992 and was with Independent Financial Group from 2008 to 2016. Outside of his advisory role, he operates his own sole proprietorship providing investment and insurance services, including fixed annuities and life insurance. St. Bernard Financial Services serves individuals, families, small businesses, trusts, and estates, offering investment advisory and brokerage services focused on long-term, conservative growth through tactical asset allocation and low-cost funds. The firm combines fee-based and commission-based solutions within a dual adviser/broker-dealer structure.

Annuities General estate planning guidance Founder/Business Owner
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Sidney B

Series 63, Series 66

Russellville, AR

St. Bernard Financial Services, Inc.

Sidney Banks is a financial advisor with St. Bernard Financial Services, Inc. in Russellville, AR, holding Series 63 and Series 66 credentials and bringing 45 years of industry experience. He has been with St. Bernard Financial Services since 2012. Outside of his advisory role, Banks serves on the board of directors for the Kiwanis Club of Jonesboro, a civic organization. St. Bernard Financial Services provides investment advisory and brokerage services to individuals, families, small businesses, trusts, and estates. The firm follows a long-term, conservative growth approach with tactical asset allocation and offers both fee-based and commission-based solutions through its dual adviser/broker-dealer structure.

Annuities General estate planning guidance Founder/Business Owner
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David T

Series 63

Maplewood, MN

St. Bernard Financial Services, Inc.

David Tomfohrde is a financial advisor at St. Bernard Financial Services, Inc. with 32 years of industry experience. He holds a Series 63 designation and has worked at St. Bernard since 2019, following six years at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. Outside of his advisory role, he serves on the board of the St. Lawrence Catholic Church Men's Club. St. Bernard Financial Services provides investment advisory and brokerage services to individuals, families, small businesses, trusts, and estates. The firm follows a long-term, conservative growth approach using tactical asset allocation based on Modern Portfolio Theory, emphasizing low-cost, no-load funds and collaborative, largely non-discretionary account management.

Annuities General estate planning guidance Founder/Business Owner
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Lucas C

CFP®, Series 66

Russellville, AR

Creativeone Wealth, LLC

Lucas Cox is a CERTIFIED FINANCIAL PLANNERâ„¢ professional with 10 years of industry experience. He is currently with CreativeOne Wealth, LLC and has prior experience at BFC Planning, Inc., Securities Management & Research, and American National Insurance. Outside of his advisory role, he is involved in multiple business ventures including managing fixed annuities consulting and financial planning services through entities affiliated with The Lighthouse Companies. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individual, corporate, charitable, and RIA clients. The firm employs a diversified investment approach using proprietary ETF-based models, third-party managers, and option strategies, supported by a platform that facilitates tailored suitability assessments and regular portfolio rebalancing.

Active portfolio management ESG / Sustainable investing Concentrated stock management Options & derivatives strategies Private / alternative investments Executive Founder/Business Owner
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Charles G

Series 63

Russellville, AR

&PARTNERS

Charles Gordon is a financial advisor at &PARTNERS with over 53 years of industry experience. He holds a Series 63 designation and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of advisory work, he is co-owner and president of MCG Holdings, LLC, a company that manages a warehouse property in Russellville, Arkansas. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, and private business owners. The firm offers a comprehensive range of services such as portfolio management, financial and tax planning, estate and trust consulting, and retirement plan education, utilizing both proprietary and third-party strategy models.

Wealth management Active portfolio management Options & derivatives strategies Private / alternative investments Founder/Business Owner Retired Executive
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Kyle S

Series 66

Russellville, AR

&PARTNERS

Kyle Scott is a financial advisor at &Partners with 17 years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. &Partners serves a diverse client base including individuals, retirement plans, charitable organizations, and private business owners. The firm offers a range of services such as portfolio management, financial and tax planning, and retirement plan education, combining technology platforms with proprietary and third-party strategy models for both discretionary and non-discretionary management.

Wealth management Active portfolio management Options & derivatives strategies Private / alternative investments Founder/Business Owner Retired Executive
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Jared S

CFP®, Series 66

Russellville, AR

&PARTNERS

Jared Smith is a CFP® with 18 years of industry experience, currently serving as a financial advisor at &PARTNERS since 2025. Prior to joining &PARTNERS, he worked at Wells Fargo Advisors and Wells Fargo Clearing from 2015 to 2025. He is the sole owner of Four Corners Wealth LLC, a financial practice based in Russellville, AR. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, and private business owners. The firm offers a range of services such as portfolio management, financial and tax planning, estate consulting, and retirement plan education, utilizing a combination of proprietary and third-party strategy models with both discretionary and non-discretionary management options.

Wealth management Active portfolio management Options & derivatives strategies Private / alternative investments Founder/Business Owner Retired Executive
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Tommy F

Series 66

Russellville, AR

&PARTNERS

Tommy Fields is a financial advisor at &PARTNERS with seven years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Before entering the financial industry, he spent nine years at Arkansas Tech University. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, foundations, universities, corporations, and private business owners. The firm offers a range of services such as portfolio management, financial and tax planning, estate and trust consulting, and retirement plan education, combining platform technology with proprietary and third-party strategy models.

Wealth management Active portfolio management Options & derivatives strategies Private / alternative investments Founder/Business Owner Retired Executive
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Tyler G

Series 66

Russellville, AR

&PARTNERS

Tyler Goodson is a financial advisor at &PARTNERS with 14 years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, and private business owners. The firm offers a range of services such as portfolio management, financial and tax planning, estate and trust consulting, and retirement plan education, combining proprietary and third-party strategy models with both discretionary and non-discretionary management options.

Wealth management Active portfolio management Options & derivatives strategies Private / alternative investments Founder/Business Owner Retired Executive
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Shawn G

Series 66

Russellville, AR

&PARTNERS

Shawn Gordon is a financial advisor at &PARTNERS with 23 years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory work, Gordon is involved in bass fishing tournaments and has ownership in a duck hunting camp. He also serves on the board of Russellville Advertising & Promotions, which promotes events in his local community. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, and private business owners. The firm offers portfolio management, financial planning, estate consulting, and retirement plan advisory services, combining platform technology with proprietary and third-party strategies to provide both discretionary and non-discretionary management options.

Wealth management Active portfolio management Options & derivatives strategies Private / alternative investments Founder/Business Owner Retired Executive
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Hannah H

Series 66

Russellville, AR

LPL Financial

Hannah Hunt is a financial advisor at LPL Financial with Series 66 credentials and approximately two years of industry experience across multiple firms. Her background includes work at Bailey Harris/Gilbert and Cathy & Co., as well as prior roles at Arkansas Tech University and Russellville Public School. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of financial planning and investment management solutions supported by an in-house research team and a broad platform that integrates advisory and brokerage services.

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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Bailey H

Series 66

Russellville, AR

Mass Mutual Investors Services

Bailey Harris Gilbert is a financial advisor at Mass Mutual Investors Services with two years of industry experience. She holds the Series 66 designation and has worked at MassMutual Life Insurance Company and Thrivent Financial in prior roles. Outside of her advisory work, she creates and sells crafts to friends and family through a personal business. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring planning engagements as annual collaborative relationships using firm-approved tools to analyze client goals and deliver written recommendations.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Nathan K

Series 63, Series 66

Russellville, AR

OSAIC

Nathan Knight is a financial advisor with OSAIC based in Russellville, Arkansas, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior roles include positions at Securities America, Summit Brokerage Services, and VSR Advisory Services. He is also the owner of Knight Investments Group, Inc., where he is involved in insurance sales. OSAIC Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base, including individual investors, retirement plans, corporations, and charitable organizations. The firm employs a comprehensive investment process combining risk tolerance assessments, asset allocation tools, and portfolio optimization, offering advisory and brokerage services through a large network of Financial Advisers.

Annuities Founder/Business Owner Executive Retired
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Marnie S

Series 66

Russellville, AR

Raymond James & Associates

Marnie Sharp is a financial advisor with Raymond James & Associates in Morrilton, Arkansas. She holds a Series 66 designation and has 10 years of industry experience, including 12 years with Raymond James & Associates. 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 through its Wealth Advisory Services Program and maintains capabilities in public finance and municipal work.

General retirement planning Wealth management Founder/Business Owner Retired Executive
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Thomas W

Series 66

Russellville, AR

Cetera

Thomas Wolf is a financial advisor at Cetera with nine years of industry experience. He holds a Series 66 designation and has worked at Cetera since 2024, following five years at Arvest Wealth Management. Outside of finance, he owns and oversees hay productivity at Howling Acres Farm. 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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Marc A

CFP®, Series 63

Lamar, AR

Cetera

Marc Anderson is a CFP® professional with over 41 years of experience in the financial industry. He is currently affiliated with Cetera and has held various roles there since 2013. Outside of his advisory work, Anderson manages a cattle and hay farm through Cobos AA Ranch, LLC. 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 services, utilizing advisor-managed accounts, 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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Brittany V

Series 66

Russellville, AR

Edward Jones

Brittany Villeneuve is a financial advisor with Edward Jones in Russellville, Arkansas, holding a Series 66 license and three years of industry experience. Prior to joining Edward Jones, she worked at Mary Bird Perkins Cancer Center and the Arkansas Valley Alliance for Economic Development. Outside of her advisory work, she is involved in organizing a wellness and yoga festival through her LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and affiliated investment products. The firm manages over $1 trillion in assets and supports its nationwide network of financial advisors with discretionary and non-discretionary strategies, overlay and tax-efficient services, and operates under a fiduciary standard.

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

Series 66

Russellville, AR

LPL Financial

Timothy Dollar is a financial advisor with LPL Financial in Russellville, Arkansas, holding a Series 66 designation and 18 years of industry experience. Prior to joining LPL Financial in 2018, he worked at Arvest Asset Management for five years. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of financial planning and investment solutions supported by an in-house research team and 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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John Paul D

Series 63, Series 65

Russellville, AR

Raymond James Financial

John Paul Davis is a financial advisor with Raymond James Financial Services Advisors, Inc. in Russellville, AR, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His prior roles include positions at Trutoro and Lifemark Securities Corp. Outside of advising, he is involved as a partner in a family-run cut flower farm and serves as CEO and president of Perspectives Group Financial, a support company he founded. Raymond James Financial Services Advisors, Inc. provides financial planning and non-discretionary investment consulting to a diverse client base, including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes tailored financial plans developed through detailed client interviews and uses a distinctive non-discretionary advisory approach supported by extensive affiliated services.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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Bradley G

CFP®, Series 66

Russellville, AR

Raymond James Financial

Bradley Goss is a CFP® with 11 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He previously worked at Trutoro and Lifemark Securities Corp and has experience in both advisory and insurance roles. Outside of his advisory work, he is involved with Perspectives Group Financial, a support company in Russellville, AR. Raymond James Financial Services Advisors, Inc. serves a diverse client base ranging from individual investors to institutional entities, offering financial planning and non-discretionary investment consulting. The firm emphasizes tailored financial plans developed through comprehensive client interviews and utilizes a broad affiliate network to support municipal and institutional clients.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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Travis T

CFP®, Series 63, Series 66

Russellville, AR

Cetera

Travis Teague is a CFP® with 27 years of industry experience, currently affiliated with Cetera. His prior roles include positions at Avantax Investment Services, 1st Global Advisors, and Beall Barclay & Company. He is also involved as an advisor with Landmark Financial, LLC. 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 and fiduciary services, combining advisor-managed accounts, model portfolios, and third-party solutions with a notable integration of retirement and institutional capabilities.

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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Vikki J

Series 63, Series 65

Russellville, AR

Cetera

Vikki Johnson is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. She has been with Cetera in various capacities since 2001 and currently operates under Advanced Wealth Financial, Inc. In addition to her advisory work, she is a licensed notary public and sells fixed insurance products. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors, offering a range of portfolio management, financial planning, and fiduciary services supported by multiple program structures and affiliated trust and institutional resources.

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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Gary H

Series 63, Series 65

Russellville, AR

Primerica Advisors

Gary Huggins is a financial advisor with Primerica Advisors in Russellville, Arkansas, holding Series 63 and Series 65 licenses and over 42 years of industry experience. He has been with Primerica Advisors since 1983 and Primerica Financial Services since 1981. Outside of advisory work, he is involved in sales of loan products and home security referrals through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Roger B

Series 66

Russellville, AR

Cetera

Roger Brunk Jr. is a financial advisor with Cetera, holding a Series 66 designation and bringing 24 years of industry experience. His career includes roles at Avantax Investment Services, 1ST Global Capital Corp., and Landmark Financial LLC. Outside of advising, he serves on the boards of the Financial Services Institute and Firstar Financial Corporation, and is involved in several business ventures including merchant credit card processing and real estate holding companies. 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, employing a combination of advisor-managed accounts, model portfolios, and third-party managed options.

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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Stanley L

Series 63

Russellville, AR

Raymond James Financial

Stanley Langley Jr. is a financial advisor at Raymond James Financial with 29 years of industry experience. He holds a Series 63 designation and has worked within various Raymond James entities since 2013. Langley is also the owner and CEO of Langley Wealth Management, LLC, an independent support company. Raymond James Financial Services Advisors, Inc. serves a diverse client base, including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing advisory and implementation-support roles.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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Eric W

Series 66

Russelville, AR

Raymond James Financial

Eric Witt is a financial advisor with Raymond James Financial Services Advisors, Inc. in Chandler, AZ, holding a Series 66 designation and 18 years of industry experience. Prior to joining Raymond James in 2019, he worked at Morgan Stanley from 2011 to 2019 and operated as a sole proprietor. Outside of his advisory role, Witt owns and manages Witt Farms, an agricultural business. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored plans through fact-finding and risk profiling, with a notable focus on non-discretionary advisory services.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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Erika H

Series 66

Russellville, AR

Mass Mutual Investors Services

Erika Hays is a Series 66 licensed financial advisor with two years of industry experience. She is currently with Mass Mutual Investors Services and MassMutual Life Insurance Company, having previously worked at Thrivent and Wells Fargo. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements using firm-approved analytical tools, with options for clients to implement recommendations through separate brokerage or insurance arrangements.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Chad M

Series 66

Russellville, AR

Edward Jones

Chad Mitchell is a financial advisor with Edward Jones in Russellville, AR, holding a Series 66 designation and 14 years of industry experience. He has worked at Edward Jones since 2018 and has prior experience in the furniture industry with Smith System Furniture and Contrax Furnishings/Meteor. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 financial advisors, offering a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and other services.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Multi-generational wealth transfer Wealth management Retired Founder/Business Owner Executive
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Donna B

Series 63, Series 65

Russellville, AR

Primerica Advisors

Donna Brandt is a financial advisor with Primerica Advisors in Russellville, AR, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. Her prior work includes roles at Pro Care Innovations, Landmark PLC, ArcBest, Aqua Terra Culinary, and PFS Investments Inc. She also owns a bookkeeping services firm that manages fees for six entities. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed account options. The firm uses a wrap-fee structure and curates third-party asset managers, with trading delegated to BNY Mellon Advisors.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Rondale K

Series 66

Russellville, AR

Edward Jones

Rondale Ketchum II is a financial advisor at Edward Jones with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Verizon from 2015 to 2017. He holds the Series 66 designation. 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 services, including discretionary and non-discretionary 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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Tori D

Series 66

Russellville, AR

Cetera

Tori Dockery is a financial advisor with Cetera, holding a Series 66 designation and five years of industry experience. She has worked at Arvest Wealth Management and Centennial Bank, among other firms. Outside of her advisory role, she is also a real estate agent with Moore & Co., Realtors. Cetera Investment Advisers serves a diverse client base, including individuals, high-net-worth clients, institutions, and retirement plans, offering portfolio management, financial planning, and fiduciary solutions through a large network of independent advisors.

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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Steve S

Series 63, Series 65

Russellville, AR

Equitable Advisors

Steve Smith is a financial advisor at Equitable Advisors with 45 years of industry experience. He has been with Equitable Advisors since 1999, previously affiliated with AXA Advisors, LLC. Outside of his advisory role, he is a songwriter and singer with Boston Mountain Music Inc. and serves as president of Professional Brokerage Services Inc. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage channels to deliver tailored client solutions.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Jennifer V

Series 66

Russellville, AR

LPL Financial

Jennifer Van Houtte is a financial advisor with LPL Financial in Russellville, Arkansas, holding a Series 66 designation and bringing 25 years of industry experience. She has worked with Linsco/Private Ledger Corp since 2004. Outside of her advisory role, she is involved with VAN HOUTTE, LLC and operates under the name Van Houtte Investment Management. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and 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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Paulette C

Series 63, Series 65

Russellville, AR

Primerica Advisors

Paulette Coffman is a financial advisor with Primerica Advisors in Russellville, AR, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been affiliated with PFS Investments Inc., Primerica Financial Services, and her own practice since 1998. Outside of advisory work, she is involved in the sale of home-related products, including loan products, home security, and automation services for affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-based strategies and a limited number of discretionary separately managed accounts to individual and high-net-worth clients. The firm uses third-party asset managers and BNY Mellon Advisors for model implementation, operating primarily on a tiered wrap fee structure.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Jarrod T

Series 63, Series 65

Russellville, AR

Cetera

Jarrod Toland is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked with Cetera Advisors LLC since 2022 and previously held roles at First Allied Advisory Services and First Allied Securities. Outside of his advisory work, Toland is a managing partner of Advanced Wealth Management, LLC, and is also involved in insurance agency activities. Cetera Investment Advisers serves a wide range of individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers portfolio management, financial planning, fiduciary solutions, and access to third-party money managers, combining retirement and fiduciary capabilities with a broad trust and institutional network.

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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Brent J

Series 66

Russellville, AR

Edward Jones

Brent Jones is a financial advisor at Edward Jones with 21 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2005. Outside of his advisory role, he operates a small beef cattle farm on his family property in Perryville, Arkansas. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy Retirement withdrawal strategies Income planning General retirement planning Retired Founder/Business Owner Executive
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Michael A

CFP®, Series 66

Russellville, AR

Edward Jones

Michael Allinson is a CFP®-designated financial advisor with Edward Jones, based in Russellville, Arkansas, and has 11 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, he serves on the Business Advisory Board at Arkansas Tech University and acts as a guest lecturer for business classes. 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 and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Charitable giving & philanthropy Business ownership considerations Retirement income strategy Wealth management Retired Founder/Business Owner Executive
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