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Scott S
Series 63, Series 65
Mountain Home, AR
The Sherry Group, Inc.
Scott Sherry is an advisor at The Sherry Group, Inc. in Mountain Home, Arkansas, with 21 years of industry experience. He has held roles at Osaic Wealth, Inc., Signator Investors, Inc., and Transamerica Financial Advisors, Inc. in addition to his long tenure at The Sherry Group. Outside of his advisory work, he is also a licensed life insurance agent and performs farm labor activities. The Sherry Group, Inc. provides asset management and financial planning services to individuals, trusts, retirement plans, and other entities, managing approximately $130 million in client assets. The firm emphasizes tailored asset allocation using a combination of fundamental, technical, and cyclical analysis, and offers discretionary portfolio management alongside access to third-party model portfolios and insurance products.
H. Raymond S
ChFC®, Series 63, Series 65
Mountain Home, AR
The Sherry Group, Inc.
H. Raymond Sherry is a financial advisor with The Sherry Group, Inc. in Mountain Home, Arkansas, holding the ChFC® designation and Series 63 and 65 licenses. He has 44 years of industry experience, including roles at Osaic Wealth, Inc., Signator Investors, Inc., and Transamerica Financial Advisors, Inc. Outside of advising, he manages a farm where he breeds and sells horses. The Sherry Group, Inc. provides comprehensive asset management and financial planning services to individuals, trusts, retirement plans, and other entities, managing approximately $130 million in client assets. The firm utilizes a tailored asset allocation approach combining fundamental, technical, and cyclical analysis, offering discretionary portfolio management and access to third-party model portfolios and insurance and brokerage products.
Thomas C
CFP®, Series 63, Series 65
Mountain Home, AR
The Sherry Group, Inc.
Thomas Czanstkowski is a CFP® professional with 27 years of experience in financial advising. He has worked with The Sherry Group, Inc. since 2007 and previously held roles at Transamerica Financial Advisors and Signator Investors. He serves on the boards of several local nonprofit organizations, including the Mountain Home Bomber Boosters Foundation and Care Center Ministries. The Sherry Group, Inc. provides asset management and financial planning services to individuals, trusts, and retirement plans, managing approximately $130 million in client assets. The firm uses a combination of fundamental, technical, and cyclical analysis to create tailored portfolios and offers both discretionary and non-discretionary account management.
Anthony B
Series 66
Mountain Home, AR
Crews & Associates, inc.
Anthony Brainerd is a financial advisor at Crews & Associates, Inc. in Maumelle, Arkansas, with 19 years of industry experience. He holds a Series 66 designation and has been with Crews & Associates since 2012. Outside of his advisory role, Brainerd is active in community organizations, serving as co-leader of the Arkansas Action Coalition focused on nursing and healthcare improvement, a trustee president of First United Methodist Church in Maumelle, and owner of a fishing guide service on the White River. Crews & Associates provides 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 process and supports clients through a team of about 16 advisors managing approximately $149.4 million in assets on a non-discretionary basis.
Anthony B
Series 63, Series 65
Norfork, AR
Alexander Capital Wealth Management LLC
Anthony Brasuell is a financial advisor at Alexander Capital Wealth Management LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Alexander Capital Wealth Management since 2017, following 18 years at Edi Financial, Inc. Brasuell is the sole owner of Brasuell Financial Services, a non-investment-related business. Alexander Capital Wealth Management LLC provides portfolio management services to individual and high-net-worth clients, primarily through wrap-fee programs. The firm employs a combination of cyclical, technical, and fundamental analysis and utilizes both long- and short-term trading strategies.
Zachary F
Series 66
Mountain Home, AR
Kingsview Wealth Management, LLC
Zachary Farmer is a financial advisor at Kingsview Wealth Management, LLC with one year of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones and Habitat Hyett. Prior to his financial services career, he served four years in the United States Marine Corps. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion and serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm combines advisor-led financial planning with model-based and separately managed strategies, offering a broad range of investment instruments and access to alternative investments and third-party managers.
Thomas L
Series 63, Series 66
Cotter, AR
Empower Advisory Group
Thomas Legendre is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 credentials and five years of industry experience. His prior roles include positions at Avantax Advisory Services and Avantax Insurance Agency. He has been involved with the Avoca Duck Club since 2015. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders, offering integrated services linked to Empower’s recordkeeping and administrative platforms.
Geoffrey S
CFP®, Series 66
Mountain Home, AR
Edward Jones
Geoffrey Smith is a CFP®-designated financial advisor with Edward Jones in Mountain Home, Arkansas, where he has worked since 2007. He has 18 years of industry experience and holds the Series 66 license. In addition to his advisory role, he is a co-owner and involved in oversight of a local liquor store and several real estate holding companies. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 financial advisors.
Joshua W
CFP®, Series 66
Mountain Home, AR
LPL Financial
Joshua Willard is a CFP®-certified financial advisor with 17 years of industry experience, currently practicing at LPL Financial since 2016. He previously worked at Benjamin F. Edwards & Co. from 2014 to 2016. Willard is involved in a business entity related to his LPL practice and holds a non-variable insurance license. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plans, institutions, and high-net-worth households. The firm offers various investment delivery options supported by an in-house research team, combining large-scale advisory operations with non-advisory product services.
Jeffrey S
CFP®, Series 63
Mountain Home, AR
Raymond James Financial
Jeffrey Speight is a CFP® with 35 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He previously worked at Tanglewood Total Wealth Management, Inc. for 13 years and has been involved with the Catholic Church since 2015. Outside of his advisory role, he is associated with FSIS Group, a non-investment-related 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 emphasizes non-discretionary financial planning and investment consulting, utilizing asset-allocation analysis and firm research to develop tailored recommendations.
Trevor H
Series 66
Mountain Home, AR
Cambridge Investment Research Advisors
Trevor Himschoot is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and one year of industry experience. He has worked in the insurance sector since 2017 and currently operates the Himschoot Insurance Agency. He also serves on the board of a local Rotary club and a nonprofit organization advocating for victims of human trafficking. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a network of independent Financial Professionals. The firm offers a range of advisory services including financial planning, portfolio management, and retirement plan consulting, utilizing multiple account platforms and both discretionary and non-discretionary investment strategies.
Lawrence M
CFP®, Series 63
Mountain Home, AR
LPL Financial
Lawrence McGrath is a CFP®-designated financial advisor with 27 years of industry experience. He is currently with LPL Financial, having joined in 2025 after 18 years at NEXT Financial Group, Inc. Based in Mountain Home, AR, McGrath is also involved in artistic and musical pursuits through his work with Tonedaddy Publishing. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households. The firm supports its advisors with in-house research, model portfolios, and a variety of investment and service platforms tailored to client needs.
Shawn T
Series 63, Series 65
Mountain Home, AR
Thrivent Investment Management
Shawn Taylor is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has worked with Thrivent since 2002. Outside of his advisory role, Taylor serves as president of the Tecumseh Volunteer Fire Department, secretary of the Trinity Lutheran Church Council, and is a board member of Mountain Home Christian Academy. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based analyses covering a broad range of planning topics but does not manage client portfolios or provide institutional advisory services.
Benjamin P
CFP®, Series 66
Mountain Home, AR
Edward Jones
Benjamin Plumlee is a CFP® with 11 years of industry experience and has been with Edward Jones since 2014. He is based in Mountain Home, Arkansas. Outside of his advisory role, he is the owner of a rental property business in Mountain Home, AR. 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 solutions supported by a nationwide network of over 23,700 financial advisors.
Heather S
Series 66
Mountain Home, AR
Edward Jones
Heather Shockley is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones in an advisory capacity, she worked for the firm from 2020 to 2025 and held a position at Baxter Regional Medical Center in the Cancer Diagnostic Center/Gastro department from 2016 to 2020. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment strategies, and affiliated financial services through a nationwide network of over 23,700 advisors.
Dominique P
Series 63, Series 66
Mountain Home, AR
Ameriprise
Dominique Perna is a financial advisor at Ameriprise with 17 years of industry experience. She holds Series 63 and Series 66 designations and has been with Ameriprise since 2016. Outside of her advisory role, Perna is employed by Insperity PEO Services L.P., supporting franchise advisors with employment compensation. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific asset criteria, providing written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement income recommendations.
Chadwick B
Series 63, Series 65
Mountain Home, AR
Edward Jones
Chadwick Beshears is a financial advisor with Edward Jones in Mountain Home, Arkansas, holding Series 63 and Series 65 credentials and 23 years of industry experience. He has been with Edward Jones since 2002. Beshears has no other business activities of note beyond his advisory role. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.
Michael S
Series 66
Mountain Home, AR
Cambridge Investment Research Advisors
Michael Stockton is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has 18 years of industry experience, including prior roles at Wells Fargo Advisors and Raymond James Financial Services. Stockton serves as president of the Rotary Club of Mountain Home and is a board member of the Bomber Booster Foundation. Cambridge Investment Research Advisors serves individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services using a range of account platforms and investment strategies.
Kent R
CFP®, Series 63, Series 65
Mountain Home, AR
Raymond James Financial
Kent Rhoades is a CFP® professional with 28 years of industry experience, currently affiliated with Raymond James Financial Advisors, Inc. since 2018. He previously worked at Wells Fargo Clearing from 2009 to 2018. Outside of his advisory role, he founded a nonprofit organization, Friends of David's Trail, which honors the memory of a former branch manager. 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 emphasizes non-discretionary financial planning and investment consulting, leveraging extensive research and a broad affiliate network to support tailored client solutions.
Kimberly P
Series 66
Mountain Home, AR
Raymond James Financial
Kimberly Pace is a financial advisor with Raymond James Financial, holding a Series 66 designation and 20 years of industry experience. She has worked at Raymond James since 2018 and previously was with Wells Fargo Advisors from 2009 to 2018. Outside of her advisory role, she serves as Treasurer and Advisory Board Officer for the Mountain Home Area Chamber of Commerce. Raymond James Financial Services Advisors, Inc. serves a broad 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 tailored plans and collaborative client relationships supported by extensive research and a wide affiliate network.
Brock B
Series 66
Mountain Home, AR
Raymond James Financial
Brock Bettenhausen is a financial advisor with Raymond James Financial, holding a Series 66 designation and bringing 12 years of industry experience. He has worked at Raymond James Financial Services Advisors, Inc. and Raymond James Financial Services, Inc. since 2018, and previously held positions at Wells Fargo Clearing and Wells Fargo Advisors, LLC. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm provides financial planning and non-discretionary investment consulting through various programs and supports clients with tailored financial plans developed from risk profiles and firm research.
Brandon B
Series 66
Mountain Home, AR
Edward Jones
Brandon Barnes is a financial advisor with Edward Jones in Mountain Home, AR. He holds the Series 66 designation and has been in the financial industry since 2023, with prior experience at Arvest Bank, First Security Bank, Centennial Bank, Shelter Insurance, and Arkansas State University. Outside of his advisory work, he owns and manages several businesses, including laundromats and real estate development and property leasing companies. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a broad range of investment strategies and operates a nationwide network of advisors and branch offices.
Melissa P
Series 66
Mountain Home, AR
Raymond James Financial
Melissa Powell is a financial advisor at Raymond James Financial Services Advisors, Inc. She holds a Series 66 designation and has experience spanning roles in both the financial services sector and healthcare organizations. Her prior work includes positions at Vitality Plus Urology, Baxter Urology, King Dermatology, and Cardiovascular Associates of North Central Arkansas. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, retirement plans, corporations, and institutional clients. The firm offers non-discretionary financial planning and investment consulting supported by research and portfolio analysis, with notable municipal advisory capabilities and a broad affiliate network.
Sandra R
Series 66
Mountain Home, AR
Raymond James Financial
Sandra Rehak is a financial advisor with Raymond James Financial, holding a Series 66 license and 20 years of industry experience. She previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing before joining Raymond James in 2018. Outside of her advisory role, she is employed by FSIS GROUP in a support capacity. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, using a range of implementation strategies supported by firm research and outside managers.
Logan S
CFP®, Series 66
Mountain Home, AR
Raymond James Financial
Logan Stone is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. since 2018. Prior to this, he worked at Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of his advisory role, he is involved in agricultural operations raising cattle and goats, and he serves as president of the Fulton County Conservation District board. He also oversees operations for a local fire department. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored recommendations through fact-finding and risk profiling, and provides access to various managed account solutions and institutional consulting services.
Luke G
Series 66
Mountain Home, AR
Cetera
Luke Glasscock is a financial advisor at Cetera with 10 years of industry experience and holds a Series 66 designation. His prior experience includes roles at Edward Jones, LPL Financial, and Cornerstone Wealth Management. Outside of his advisory work, he serves as a commissioner for the Lone Rock Volunteer Fire Department. 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.
Noah T
Series 63, Series 65
Mountain Home, AR
Edward Jones
Noah Thompson is a financial advisor at Edward Jones with four years of industry experience. He holds Series 63 and Series 65 designations and has worked at Edward Jones since 2020, with prior experience at Brent Howard and The Keeter Center. Thompson serves as a Finance Committee Member for Eastside Baptist Church in Mountain Home, AR, supporting the church’s financial budget oversight. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Savannah S
Series 66
Mountain Home, AR
Cambridge Investment Research Advisors
Savannah Sasser is a financial advisor at Cambridge Investment Research Advisors with three years of industry experience. She holds the Series 66 designation and has prior work experience at Thrivent Investment Management and Thrivent Financial. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services using various platforms and third-party strategists.
Krystal H
Series 66
Mountain Home, AR
Edward Jones
Krystal Hastings is a financial advisor at Edward Jones with four years of industry experience. She holds a Series 66 designation and previously worked in insurance at Affordable Insurance for 14 years. Outside of her advisory role, she co-owns a small business creating custom Christian-themed t-shirts with her daughter. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional clients, with a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.
Seth B
Series 66
Mountain Home, AR
Edward Jones
Seth Beshears is a financial advisor at Edward Jones with two years of industry experience and holds a Series 66 designation. Prior to joining Edward Jones, he worked briefly at State Farm and has served as Assistant Manager of the Mountain Home City Pool, where he managed the local pool facility and lifeguard team. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.
Ronda K
Series 66
Mountain Home, AR
Raymond James Financial
Ronda Kohl is a financial advisor at Raymond James Financial with a Series 66 designation and four years of industry experience. Her prior roles include positions at LPL Financial and Sangre de Cristo Financial Services. She serves as secretary and board member of her local homeowners association in Mountain Home, Arkansas. Raymond James Financial Services Advisors, Inc. serves a broad range of clients including individual investors, high-net-worth clients, pension plans, and institutions. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored plans developed through detailed client interviews and risk profiling.
Don L
Series 66
Lakeview, AR
Edward Jones
Don Leupold Jr. is a financial advisor at Edward Jones with 18 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2007. Outside of his advisory role, he serves as an ice hockey official for USA Hockey. 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 strategies, and it operates a large network of financial advisors and branch offices across the country.
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