Filters

Direct booking

firm logo

Samuel S

Series 63, Series 66

White Bear, MN

Greenup Wealth

Sam Schuette is a seasoned wealth advisor with over two decades of experience helping individuals and families plan for financial security and life milestones. As Vice President and Wealth Advisor at GreenUp Wealth Management, Sam works with clients to develop financial strategies tailored to their goals — including retirement planning, investment guidance, and overall wealth management.  Before joining GreenUp, Sam spent more than a decade at Scottrade, Inc., where he built strong client relationships and led teams of investment professionals. He also served in financial advisory and wealth planning roles at several other firms, bringing a depth of practical experience across markets, financial planning disciplines, and client service.  Sam holds a Bachelor of Science in Agriculture & Food Business Management with a focus in Finance from the University of Minnesota. Outside of work, he enjoys time with his family, outdoor activities, and community engagement.

Wealth management General retirement planning Income planning General tax planning General estate planning guidance Retired Executive Founder/Business Owner Self-Employed Consultant Approaching retirement Retired Established Professionals Gen X (Born 1965-1980) Baby Boomers (Born 1946-1964)

Find a financial advisor

Out of 400,000+ nationwide

user avatar
firm logo

Michael T

CFA®

Vilonia, AR

Eagle Valley Wealth Management

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

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

Marshall B

Series 66

Cabot, AR

Paladin Investment Advisors

Marshall Butler is a Series 66-registered financial advisor at Paladin Investment Advisors with eight years of industry experience. He has held roles at several firms including Veritas Independent Partners, Pinnacle Wealth Management, and Edward Jones. Butler is a part owner of Pinnacle Consultants, where he is involved in the sale of insurance products. Paladin Investment Advisors provides customized investment advisory and financial planning services to individuals, business owners, nonprofit charities, foundations, and sponsors of ERISA-qualified retirement plans. The firm manages approximately $49.5 million in discretionary assets and employs a holistic wealth management approach using active, passive, or blended strategies.

Real estate investing Annuities Options & derivatives strategies
user avatar

Justin K

Series 66

Cabot, AR

Paladin Investment Advisors

Justin Kaminski is a financial advisor at Paladin Investment Advisors with a Series 66 designation and one year of industry experience. His prior work includes roles at Pinnacle Advisors, LPL Enterprise LLC, Walton Enterprises Inc., and Walmart Inc. Outside of advising, Kaminski is a business owner of a tanning salon and serves as a nonprofit board member for Graceland University. Paladin Investment Advisors provides investment advisory and financial planning services to individuals, business owners, nonprofits, and ERISA-qualified retirement plan sponsors. The firm manages approximately $49.5 million in discretionary assets and offers a customized wealth management process using active, passive, or blended strategies, including a wrap fee program and third-party sub-advisory services.

Real estate investing Annuities Options & derivatives strategies
user avatar

Kenneth K

Series 65

Cabot, AR

Paladin Investment Advisors

Kenneth Kincade is a financial advisor at Paladin Investment Advisors with 12 years of industry experience. He holds a Series 65 designation and has previously worked at Veritas Independent Partners and World Trend Financial Planning Services. Outside of his advisory role, Kincade serves as the mayor of Cabot, Arkansas, and is the managing partner of an accounting firm specializing in tax preparation, business consulting, and valuation. Paladin Investment Advisors provides investment advisory and financial planning services to individuals, business owners, nonprofit organizations, and sponsors of ERISA-qualified retirement plans. The firm manages approximately $49.5 million in discretionary assets and offers a customized, holistic wealth management process that includes both discretionary and non-discretionary portfolio management using active, passive, or blended strategies.

Real estate investing Annuities Options & derivatives strategies
user avatar

Seth H

Series 65

Cabot, AR

Paladin Investment Advisors

Seth Haile is a financial advisor at Paladin Investment Advisors with three years of industry experience. He holds a Series 65 designation and previously worked at Edward Jones and Strategic Financial Partners. Outside of finance, he has been involved with First Baptist Church since 2022. Paladin Investment Advisors provides investment advisory and financial planning services to individuals, business owners, nonprofit charities, foundations, and ERISA-qualified retirement plan sponsors. The firm manages approximately $49.5 million in discretionary assets and offers a customized wealth management process that includes both discretionary and non-discretionary portfolio management using active, passive, or blended strategies.

Real estate investing Annuities Options & derivatives strategies
user avatar
firm logo

Kathryn C

Series 63, Series 66

Beebe, AR

St. Bernard Financial Services, Inc.

Kathryn Carroll is a financial advisor at St. Bernard Financial Services, Inc. with 36 years of industry experience. She holds Series 63 and Series 66 licenses and has been with St. Bernard Financial Services since 2010. 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, with an emphasis on low-cost, no-load funds and collaborative client relationships.

Annuities General estate planning guidance Founder/Business Owner
user avatar
firm logo

Christopher C

Series 63, Series 65

Jacksonville, AR

Virtue Capital Management, LLC

Christopher Clay is a financial advisor at Virtue Capital Management, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Virtue Capital Management since 2019, with prior experience at Valic Financial Advisors and GWFS Equities. Outside of his advisory role, he is involved in coaching dental practices on business development and insurance planning. Virtue Capital Management, LLC is an SEC-registered enterprise investment adviser managing approximately $1.2 billion in discretionary assets for over 4,000 clients through about 90 advisers. The firm offers discretionary portfolio management, financial planning, and ERISA consulting, employing model-driven strategies primarily using mutual funds and ETFs.

Retirement income strategy Social Security optimization Wealth management
user avatar
firm logo

Dustin P

Series 66

Cabot, AR

Savvy

Dustin Parsons is a Series 66-licensed financial advisor at Savvy with nine years of industry experience. His prior roles include positions at Kingswood Capital Partners and Arvest Wealth Management. Outside of finance, he owns and operates Blind Tiger Chandlery, LLC, a business that manufactures and sells bespoke home fragrance products. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm’s investment approach combines index-based cores with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused models, supported by proprietary technology and third-party platforms.

Concentrated stock management ESG / Sustainable investing Options & derivatives strategies Private / alternative investments Tax-loss harvesting Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet)
user avatar
firm logo

Michael H

Series 63, Series 65

Jacksonville, AR

Arvest Wealth management

Michael Hazelwood is a financial advisor with Arvest Wealth Management in Conway, Arkansas, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Arvest Wealth Management since 2012. Arvest Wealth Management provides investment advisory and financial planning services to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management through wrap programs, retirement plan consulting, and written financial plans, with client service tailored according to Investment Policy Statements.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Founder/Business Owner Retired
user avatar
firm logo

Michael F

Series 65

Cabot, AR

Dynamic

Michael Freeman is a financial advisor at Dynamic with one year of industry experience. He holds a Series 65 designation and has prior experience at Centennial Bank and the Arkansas Securities Department. Dynamic serves a broad range of clients including individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, businesses, and unaffiliated registered investment advisers. The firm offers portfolio management, financial planning, retirement plan services, and practice-support services, emphasizing technology and operational support for other advisers.

Private / alternative investments Concentrated stock management Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Founder/Business Owner Retired Executive
user avatar
firm logo

Lisa B

Series 65

Jacksonville, AR

Corecap Advisors

Lisa Bamburg is a financial advisor at CoreCap Advisors with 11 years of industry experience. She holds a Series 65 designation and has been co-owner and independent insurance agent at Insurance Advantage LLC since 2011. CoreCap Advisors provides discretionary investment and portfolio management as well as standalone financial planning to individuals, retirement accounts, pension plans, trusts, estates, and corporations. The firm follows a relationship-oriented, individualized approach with a long-term investment horizon and utilizes mutual funds, ETFs, equities, fixed income, and third-party asset managers.

Retirement income strategy Income planning Tax-loss harvesting Active portfolio management Private / alternative investments Self-Employed
user avatar
firm logo

Whitney H

Series 65

Jacksonville, AR

Corecap Advisors

Whitney House is a financial advisor at CoreCap Advisors with a Series 65 license and two years of industry experience. Prior to joining CoreCap Advisors, Whitney worked at Insurance Advantage, Sherwin Williams, and the Smithsonian Art Center. Whitney also maintains a role as an insurance agent through Insurance Advantage. CoreCap Advisors provides discretionary investment and portfolio management as well as standalone financial planning to a range of clients including individuals, retirement accounts, pension plans, trusts, estates, and corporations. The firm takes a relationship-oriented, individualized approach with a long-term investment horizon, utilizing mutual funds, ETFs, equities, and fixed income, and employs options or short sales only after client discussion.

Retirement income strategy Income planning Tax-loss harvesting Active portfolio management Private / alternative investments Self-Employed
user avatar
firm logo

Blake H

Series 63, Series 65

Jacksonville, AR

Corecap Advisors

Blake Howard is a financial advisor at CoreCap Advisors with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at NYLIFE Securities LLC and New York Life Insurance Co. Outside of his advisory role, he is involved in insurance and annuity sales through Insurance Advantage & LMA Financial Services. CoreCap Advisors provides discretionary investment and portfolio management as well as standalone financial planning to individuals, retirement accounts, pension plans, trusts, estates, and corporations. The firm uses a relationship-oriented, individualized approach with a long-term investment horizon, employing mutual funds, ETFs, equities, and fixed income, and often utilizes sub-advisors and third-party asset managers.

Retirement income strategy Income planning Tax-loss harvesting Active portfolio management Private / alternative investments Self-Employed
user avatar
firm logo

Caleb F

Series 66

Cabot, AR

Capital Analysts

Caleb Fite is a financial advisor at Lincoln Investment with three years of industry experience. He holds a Series 66 designation and has previously worked at Fidelity Investments and Capital Analysts. Outside of his advisory role, Caleb is also involved in providing insurance services to clients. Lincoln Investment is an SEC-registered investment adviser and broker-dealer managing approximately $18.9 billion in assets through a network of nearly 900 advisors. The firm serves individuals, employers, retirement plan participants, charitable organizations, corporations, and other advisers, offering a range of services including financial planning, custom and model portfolios, third-party manager access, and ERISA retirement plan advice.

ESG / Sustainable investing Tax-loss harvesting Passive / index investing Active portfolio management
user avatar
firm logo

Terry M

Series 66

Jacksonville, AR

Money Concepts Capital Corp

Terry Minton is a financial advisor with Money Concepts Capital Corp and holds a Series 66 designation. He has 16 years of industry experience, including roles at HD Vest Insurance Agency Inc and Lucas Minton. Outside of his advisory work, he is involved in accounting services and tax preparation through ownership of McMahan, Jacobs, and Company CPAs. Money Concepts Advisory Service (MCAS) provides portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm uses a combination of model portfolios, IAR-designed portfolios, and third-party sub-advisers, applying fundamental and technical analysis alongside modern portfolio theory.

Annuities College savings (529s, UTMA, etc.) Cash flow / budgeting Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Retired Founder/Business Owner Executive
user avatar
firm logo

Angel D

Series 63, Series 66

Cabot, AR

Capital Analysts

Angel Duncan is a financial advisor with Lincoln Investment, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She has worked at Lincoln Investment since 2012 and has been associated with Anchorpoint Financial since 2013. Duncan also serves as a notary public. Lincoln Investment is an SEC-registered investment adviser and broker-dealer managing approximately $18.9 billion in assets through a network of nearly 900 advisors. The firm offers a variety of services including financial planning, custom and model portfolio management, access to third-party managers, and retirement plan advice, serving individuals, employers, charitable organizations, and institutional clients.

ESG / Sustainable investing Tax-loss harvesting Passive / index investing Active portfolio management
user avatar
firm logo

Jim L

Series 63

Cabot, AR

Money Concepts Capital Corp

Jim Leonard is a financial advisor with Money Concepts Capital Corp and holds a Series 63 designation. He has 37 years of industry experience and previously worked at Veritas Independent Partners and Avantax Advisory Services. Outside of his advisory role, Leonard is a CPA involved in tax preparation and co-manages a timber business with his spouse. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a variety of managed programs and investment strategies, serving approximately 14,700 clients across its enterprise of 431 advisors.

Annuities College savings (529s, UTMA, etc.) Cash flow / budgeting Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Retired Founder/Business Owner Executive
user avatar
firm logo

Ryan B

CFP®, Series 66

Cabot, AR

Capital Analysts

Ryan Boyd is a financial advisor with Lincoln Investment in Cabot, Arkansas, holding the CFP® designation and Series 66 license. He has 24 years of industry experience and has been with Lincoln Investment since 2012, also working at AnchorPoint Financial, LLC since 2013. Boyd serves on the board of Fellowship Missions and the Walton College Alumni Society, and volunteers with the Fellowship of Christian Athletes. Lincoln Investment is an SEC-registered investment adviser and broker-dealer managing approximately $18.9 billion in assets. The firm serves individuals, employers, retirement plan participants, charitable organizations, and corporations, offering a range of financial planning and investment management services through a combination of advisor consultation and programmatic management.

ESG / Sustainable investing Tax-loss harvesting Passive / index investing Active portfolio management
user avatar
firm logo

Diane T

Series 63, Series 66

Cabot, AR

LPL Financial

Diane Talley is a financial advisor at LPL Financial with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has been with LPL Financial since 2007. In addition to her advisory work, she is a notary public. 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, combining large-scale advisory operations with a variety of product and service options.

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

Abbie G

Series 66

Vilonia, AR

Cetera

Abbie Gordon is a financial advisor at Cetera with four years of industry experience. She holds a Series 66 designation and previously worked at Concourse Financial Group Securities Inc and Stephens Inc. Outside of her advisory role, she provides life and annuity insurance product sales and administrative support through Gordon Financial Services, Inc. Cetera Investment Advisers serves a broad range of individual, high-net-worth, institutional, and retirement-plan clients via a large network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan solutions, and access to third-party money managers, combining retirement and fiduciary capabilities with a wide 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
user avatar
firm logo

Taylor M

Series 66

Jacksonville, AR

Ameriprise

Taylor Mcgrew is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and has a background in aviation-related businesses, including aircraft sales and services. Outside of his advisory role, he is also employed as a wealth advisor at Centennial Financial Services in Jacksonville, Arkansas. Ameriprise is an institutional firm that provides retirement-income planning services focused on clients with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver personalized, written recommendations through a centralized consulting team, emphasizing managed accounts and algorithmic support in its advisory process.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
user avatar
firm logo

Thomas G

Series 66

Cabot, AR

Ameriprise

Thomas Green is a financial advisor with Ameriprise, holding a Series 66 designation and 19 years of industry experience. His career includes roles at Ameriprise since 2018 and prior experience with Investment Professionals Inc and Centennial Bank. He serves on the Board of Directors for Mt Carmel Cemetery and has involvement in a wine and spirits retail business. Ameriprise is a large institutional firm that offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency strategies to deliver personalized, non-discretionary retirement recommendations.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
user avatar
firm logo

Thomas R

Series 63, Series 66

Cabot, AR

LPL Financial

Thomas Rigney Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and has 28 years of industry experience. He has been with LPL Financial since 2005. Outside of his advisory role, he is a co-owner of Vesuvio Bistro, a restaurant in Little Rock, Arkansas. 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 diverse 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
user avatar
firm logo

Todd F

Series 66

Jacksonville, AR

LPL Financial

Todd Faulkner is a financial advisor at LPL Financial with 15 years of industry experience. He holds a Series 66 designation and has worked previously at Cuna Brokerage Services, Inc. and Cuna Mutual Group. Outside of his advisory role, he is the owner and editor of Cardinal Editorial, a remote online business. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and accommodates both advisory and brokerage services 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
firm logo

Michael W

Series 66

Jacksonville, AR

Edward Jones

Michael Weatherford is a financial advisor with Edward Jones in Jacksonville, AR, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Meadors, Adams & Lee and BancorpSouth Insurance Services Inc. 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 strategies, 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
firm logo

Cody B

CFP®, Series 66

Cabot, AR

Edward Jones

Cody Bowlan is a CFP®-certified financial advisor with Edward Jones, based in Cabot, Arkansas, with six years of industry experience. Prior to joining Edward Jones, he worked at the United States Department of Agriculture and was involved with Isbell Farms. 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 broad 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 plans for business owners (SEP, solo 401k) General retirement planning Wealth management Retired Founder/Business Owner Executive
user avatar
firm logo

Charles T

Series 66

Cabot, AR

Cetera

Charles Thomas is a financial advisor with Cetera, holding a Series 66 designation and eight years of industry experience. He previously worked at Edward Jones and Sunovion Pharmaceuticals. Outside of his advisory role, Charles is involved in breeding and selling Golden Doodles and English Cream Golden Retrievers and is a part-owner of a live music business. 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, combining advisor-managed accounts, model portfolios, and third-party solutions with notable 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
user avatar
firm logo

Robert S

Series 66

Cabot, AR

Edward Jones

Robert Scott is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he worked for seven years at Unity Health Hospital. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a large nationwide network of advisors and branch offices.

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

William H

Series 66

Beebe, AR

Ameriprise

William Handly is a financial advisor with Ameriprise in Beebe, Arkansas, holding a Series 66 designation and 18 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Outside of his advisory role, Handly serves on the Board of Directors for the Beebe Chamber of Commerce and is involved in independent insurance brokering. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to create tailored recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
user avatar
firm logo

James B

Series 63, Series 65

Cabot, AR

LPL Financial

James Brandt is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and possessing 29 years of industry experience. He has worked at LPL Financial since 2017 and concurrently with Investment Centers of America since 2015. LPL Financial offers advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm provides a variety of investment delivery options supported by an in-house Research team, combining large-scale advisory operations with a range of non-advisory product activities.

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

Jason J

Series 66

Ward, AR

Cambridge Investment Research Advisors

Jason Johnson is a Series 66-licensed financial advisor with 17 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2021 and previously held positions at Charles Schwab and Edward Jones. Outside of his advisory work, Johnson volunteers as a class facilitator for Financial Peace University and owns Jayfra Enterprises LLC, where he also works as a DJ. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, charitable organizations, and pension plans through a large network of independent financial professionals. The firm offers a range of advisory services such as financial planning, portfolio management, and retirement plan consulting, utilizing various account platforms and both discretionary and non-discretionary management approaches.

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

Marlena S

Series 66

Sherwood, AR

Edward Jones

Marlena Supina is a financial advisor at Edward Jones with 10 years of industry experience and holds the Series 66 designation. She has been with Edward Jones since 2015. Outside of her advisory role, she serves as an Avionics Systems Technician in the Arkansas Air National Guard. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets and offers a range of advisory services with a nationwide network of more than 23,000 financial advisors.

Retirement income strategy General retirement planning Military & Veterans
user avatar
firm logo

Romelia J

Series 66

Jacksonville, AR

Ameriprise

Romelia Jones is a financial advisor at Ameriprise with two years of industry experience. She holds the Series 66 designation and has worked exclusively at Ameriprise since 2021, with prior experience in the food service industry and full-time education. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, delivering customized recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
user avatar
firm logo

Eddie C

Series 66

Beebe, AR

Ameriprise

Eddie Carlton Jr. is a financial advisor with Ameriprise in Searcy, AR, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise, he worked at MWA Financial Services, Edward Jones, and Modern Woodmen of America. He also has a background with Carlton-Webb Electric Inc., where he worked for 12 years. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations through a centralized consulting team.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
user avatar
firm logo

Brandon S

Series 63, Series 66

Beebe, AR

Edward Jones

Brandon Stane is a financial advisor with Edward Jones in Beebe, Arkansas, holding Series 63 and Series 66 credentials and four years of industry experience. Prior to joining Edward Jones in 2022, he worked at Stephens Inc. for five years and has a background that includes employment at Northwestern State University and a brief role at Crossroads Liquor. 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, with approximately $1.01 trillion in assets under management supported by a nationwide network of more than 23,700 financial advisors.

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

Weston K

Series 66

Sherwood, AR

Edward Jones

Weston Kelly is a Series 66-licensed financial advisor with Edward Jones, based in Sherwood, Arkansas, with one year of industry experience. Prior to joining Edward Jones, he held roles in healthcare and transportation, including positions at CHI St. Vincent and University Arkansas for Medical Sciences. Edward Jones is a full-service wealth management firm serving individual and institutional clients with both discretionary and non-discretionary investment strategies. The firm manages over $1 trillion in assets, 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
firm logo

Christopher S

Series 66

Cabot, AR

Edward Jones

Christopher Staten is a financial advisor with Edward Jones in Cabot, Arkansas, holding a Series 66 designation and having 11 years of industry experience. He has been with Edward Jones since 2014. Outside of advisory work, he owns an excavating business in Beebe, Arkansas. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices.

Retirement income strategy Wealth management ESG / Sustainable investing Business ownership considerations General estate planning guidance Founder/Business Owner
user avatar
firm logo

John C

Series 66

Cabot, AR

LPL Financial

John Copas is a financial advisor with LPL Financial, holding a Series 66 designation and nine years of industry experience. He previously worked at Edward Jones for five years and operated Veritas Bookstore, LLC for five years prior to his financial services career. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a wide 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
user avatar
firm logo

David H

Series 66

Cabot, AR

Edward Jones

David Hill is a financial advisor with Edward Jones in Cabot, Arkansas, holding a Series 66 designation and eight years of industry experience. Prior to joining Edward Jones in 2017, he worked for Progressive Insurance Company for 11 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

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

Harold C

Series 63, Series 66

Jacksonville, AR

Ameriprise

Harold Carlisle is a financial advisor with Ameriprise in Jacksonville, Arkansas, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. His prior experience includes roles at Investment Professionals, Inc. and First Arkansas Bank & Trust. Outside of advising, he is involved as a co-owner and president of Subway of Arkansas and participates in several related restaurant and maintenance businesses. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research-driven models and tax-efficient strategies to provide tailored recommendation reports through a centralized consulting team.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
Warmer team member

Not sure where to start?

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

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

Find your advisor

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

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

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

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

© 2026 Warmer Holdings Inc. ("Warmer")

We found advisors who
match your criteria

Add your contact info to see them and get help making the right introduction.

We'll only reach out about your advisor search.

No spam.