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Ellis S
CFA®, Series 63
Searcy, AR
APEX Wealth Management
Ellis Sloan is a CFA® charterholder with 28 years of industry experience. He is the sole advisor at APEX Wealth Management, an independent firm based in Searcy, Arkansas, where he has worked since 2017. Prior to founding APEX, he was with Kernodle & Katon Tax and Asset Management Group for two years and has served as an assistant professor at Harding University since 2005. APEX Wealth Management serves individuals, high-net-worth clients, charitable organizations, pension and profit-sharing plans, and government entities. The firm uses a modern portfolio theory approach to build diversified portfolios, offers both discretionary and non-discretionary asset management, and provides retirement plan consulting including Investment Policy Statement preparation and participant education.
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.
James L
Series 63, Series 66
Searcy, AR
Crews & Associates, inc.
James Liles is a financial advisor with Crews & Associates, Inc. in Little Rock, AR, holding Series 63 and Series 66 licenses and bringing 44 years of industry experience. He has been with Crews & Associates since 2012. Crews & Associates, Inc. offers wrap-fee advisory programs, separately managed accounts, and model-portfolio services to a diverse client base including individuals, trusts, nonprofits, businesses, pension plans, governmental entities, and institutions. The firm employs a multi-faceted investment approach combining fundamental, technical, quantitative, and qualitative analysis and uses Riskalyze’s Nitrogen tool to align client risk tolerance with appropriate model allocations.
David B
Series 63, Series 65
Searcy, AR
Crews & Associates, inc.
David Behel is a financial advisor with Crews & Associates, Inc. in Little Rock, AR, holding Series 63 and Series 65 licenses and having 21 years of industry experience. He has been with Crews & Associates since 2004. Outside of his advisory role, Behel serves as vice-president and board member of Habitat for Humanity of White County, Arkansas. Crews & Associates provides wrap-fee advisory programs, separately managed accounts, and model-portfolio services to a diverse client base including individuals, trusts, nonprofits, and institutions. The firm employs a multi-disciplinary investment process and offers non-discretionary management supported by a team of approximately 16 financial advisers.
Michael T
Series 63, Series 66
Searcy, AR
Crews & Associates, inc.
Michael Tharp is a financial advisor with Crews & Associates, Inc., holding Series 63 and Series 66 credentials and bringing 19 years of industry experience. He has been with Crews & Associates since 2010. Outside of his advisory role, he works as a Loan Review Associate in credit analysis at First Security Bank. Crews & Associates, Inc. serves individuals, trusts, nonprofits, businesses, pension and profit-sharing plans, governmental entities, banks, and other institutions through wrap-fee advisory programs, separately managed accounts, and model-portfolio services. The firm employs a combination of fundamental, technical, quantitative, and qualitative analysis, using Riskalyze’s Nitrogen tool to align client risk tolerance with model allocations, and operates primarily on a non-discretionary basis with support from a team of about 16 advisors.
Amanda W
Series 65
Searcy, AR
Farther
Amanda Wihebrink is a financial advisor at Farther with a Series 65 credential and one year of industry experience. She previously worked at Goldman Sachs PFM/United Capital for four years and at Whitlow Engineering Services for seven years. Amanda is a silent partner in Paragon Drafting Services LLC, a consulting and drafting business. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke and algorithmic model portfolios, primarily allocating among ETFs, mutual funds, equities, and fixed income.
Jason J
Series 66
Searcy, AR
Crews & Associates, inc.
Jason Jennings is a financial advisor at Crews & Associates, Inc. in Little Rock, Arkansas, holding a Series 66 designation with nine years of industry experience. His prior roles include positions at Bank of America, Merrill, Edward Jones, and Downing and Associates. Crews & Associates, Inc. offers wrap-fee advisory programs, separately managed accounts, and model-portfolio services to a diverse client base including individuals, trusts, nonprofits, and institutional investors. The firm employs a multi-disciplinary investment approach and uses Riskalyze’s Nitrogen tool to align client risk tolerance with model allocations, maintaining a non-discretionary advisory structure.
Barry B
Series 63, Series 65
Searcy, AR
Crews & Associates, inc.
Barry Burch is a financial advisor at Crews & Associates, Inc. in Little Rock, AR, holding Series 63 and Series 65 licenses with 40 years of industry experience. He has been with Crews & Associates since 2001. Crews & Associates provides wrap-fee advisory programs, separately managed accounts, and model-portfolio services to a diverse client base including individuals, trusts, nonprofits, businesses, and governmental entities. The firm combines fundamental, technical, quantitative, and qualitative analysis with risk assessment tools to tailor investment strategies, operating as an SEC-registered investment adviser with a team of 16 financial advisors.
John P
Series 63, Series 66
Searcy, AR
Thrivent Investment Management
John Pinkley is a financial advisor at Thrivent Investment Management with 20 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Thrivent and its predecessor entities since 2005. Outside of his advisory role, Pinkley receives residual income from a non-producing insurance agent position with AFLAC. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers these planning services separately from managed accounts, allowing clients to combine both under a consolidated billing option called “WealthPlan.”
Debra E
Series 66
Searcy, AR
Edward Jones
Debra Elgen is a financial advisor at Edward Jones in Searcy, Arkansas, holding a Series 66 designation with seven years of industry experience exclusively at Edward Jones. She has been with the firm since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment options, operating under a fiduciary standard and supported by a nationwide network of over 23,700 financial advisors.
Melanie W
Series 66
Searcy, AR
Edward Jones
Melanie Whitehurst is a financial advisor at Edward Jones with four years of industry experience. She holds a Series 66 designation and previously worked at VTN for five years before joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages more than $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.
Barry B
Series 63, Series 66
Searcy, AR
Edward Jones
Barry Brown is a financial advisor at Edward Jones with 24 years of industry experience. He has been with Edward Jones since 2001 and holds Series 63 and Series 66 licenses. Outside of his advisory role, he is president of Cha-Lex Holdings LLC, a holding company based in Searcy, Arkansas. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, supported by a large national network of financial advisors and branch offices.
Wesley S
Series 66
Searcy, AR
Edward Jones
Wesley Sowell is a financial advisor at Edward Jones in Searcy, AR, with eight years of industry experience. He holds the Series 66 designation and has worked at Edward Jones and Cottigham & Butler since 2017, following a brief tenure at Burnett Insurance. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient services, supported by a large network of financial advisors and branch offices nationwide.
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.
Daniel W
Series 66
Searcy, AR
Edward Jones
Daniel Whittington is a financial advisor with Edward Jones in Searcy, Arkansas, holding a Series 66 designation and 19 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices across the United States.
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.
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.
Marcus K
Series 63, Series 66
Searcy, AR
Edward Jones
Marcus Killough is a financial advisor at Edward Jones with five years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at J.P. Morgan Securities, Wells Fargo Clearing Services, and Equitable Advisors. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of investment strategies and advisory services. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branch offices.
Cynthia D
CFP®, Series 66
Searcy, AR
Edward Jones
Cynthia Davis is a CFP® and holds a Series 66 license with Edward Jones, where she has worked since 2010. She has 15 years of industry experience. Outside of her advisory role, she is president of Bermuda Lane Properties LLC, a real estate holdings company in Beebe, AR. 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 programs and investment strategies and maintains a large national network of advisors and branch offices.
Nathan G
CFP®, Series 63, Series 65
Searcy, AR
LPL Financial
Nathan Green is a CFP® professional affiliated with LPL Financial, based in Jonesboro, AR, with 13 years of experience in the financial services industry. He has worked at Simmons Bank and Simmons First Investment Group, INC. since 2015. In addition to his advisory role, he serves as an adjunct professor in investment-related subjects at Harding University. 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 variety of investment delivery options supported by an in-house research team and a large network of investment adviser representatives.
Robert R
CFP®, Series 63
Searcy, AR
Edward Jones
Robert Ross is a CFP® with over 30 years of experience at Edward Jones, where he has worked since 1995. He holds the Series 63 designation and is based in Searcy, Arkansas. Outside of his advisory role, Ross manages oil and gas mineral royalty interests through KaryLila LLC. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, including a broad range of households and corporate entities. The firm offers various advisory programs and investment strategies supported by a nationwide network of over 23,700 financial advisors and manages approximately $1.01 trillion in assets under management.
Conner S
Series 66
Searcy, AR
Edward Jones
Conner Sparks is a financial advisor with Edward Jones in Searcy, Arkansas. He holds a Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, he served in the United States Army for nine years. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment advisory programs and affiliated financial services. The firm manages approximately $1.01 trillion in assets and operates through a large nationwide network of financial advisors and branch offices.
Chase B
Series 66
Searcy, AR
Edward Jones
Chase Brown is a financial advisor with Edward Jones in Searcy, Arkansas. He holds a Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, he worked in education and the energy sector, including positions at the University of Central Arkansas, Gibbs Bottled Gas, and Harding Academy. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with around $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.
Pamela B
Series 66
Searcy, AR
Edward Jones
Pamela Bennett is a Series 66-licensed financial advisor with Edward Jones in Searcy, Arkansas, where she has worked since 2014. She has 11 years of industry experience. Outside of her advisory role, she is involved with a real estate holding company that manages commercial rental properties. 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.
Spencer R
Series 66
Searcy, AR
Edward Jones
Spencer Ross is a financial advisor with Edward Jones in Searcy, Arkansas, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.
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