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Samual C

Series 66

Little Rock, AR

Fidelity

Samual Crouch is a financial advisor at Fidelity with Series 66 credentials and one year of industry experience. His background includes service in the U.S. Army and U.S. Army Reserves, as well as roles at Sowell Management Services and Fairway Independent Mortgage Corporation. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolio delivery.

Charitable giving & philanthropy Active portfolio management
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Terrel S

Series 63, Series 66

Little Rock, AR

Fidelity

Terry Stanton is a Vice President and Financial Consultant at Fidelity Investments, a position held since 2011. He has extensive experience in financial services, previously serving as a Branch Manager at UVEST Financial Services Group Inc, IFMG Securities, and TCF Investments from 2005 to 2008. Terry's approach focuses on building relationships with clients to understand their financial situations and collaborate on tailored roadmaps. He holds an Arkansas Insurance License, which supports his ability to provide comprehensive financial advice. Outside of his professional role, Terry enjoys a variety of personal interests including social events with friends, golf, outdoor adventures, caring for pets, soccer, and traveling.

Wealth management
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Jalynn A

Series 66

Little Rock, AR

Fidelity

Jalynn Allen is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, she worked at Farmers Bank & Trust and has held various other roles including positions at Southern Arkansas University and in the service industry. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and consulting services. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across a broad investable universe.

Charitable giving & philanthropy Active portfolio management
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Robert B

Series 63, Series 65

Little Rock, AR

Fidelity

David Barnett is a Financial Consultant currently working with Fidelity Investments in Central Arkansas. He has been with Fidelity since 2019, providing financial consulting services to clients. Prior to joining Fidelity, David worked as a Financial Consultant at Charles Schwab & Co. Inc from 1997 to 2019. David holds an Arkansas Insurance License which supports his professional role. He emphasizes the importance of communication and ongoing connection with clients to develop and maintain effective financial plans that adapt to life's changes. He facilitates access to Fidelity's resources to address clients' financial needs. Outside of his professional work, David engages in family activities, fitness, and enjoys hobbies such as table tennis and tennis. He is also involved in volunteering and has an interest in pets.

Wealth management
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John C

Series 66

Little Rock, AR

Fidelity

John Chapman is a Financial Consultant at Fidelity Investments, a position he has held since 2025. Prior to this role, he served as an Investment Consultant at Fidelity Investments from 2023 to 2025. His earlier experience includes roles as a Private Client Advisor and Private Client Banker at JP Morgan Chase between 2021 and 2023, a Health Care Consultant at BKD from 2020 to 2021, and a Financial Advisor at Merrill Lynch from 2016 to 2020. John holds an AR Insurance License. He focuses on helping individuals work towards their life goals, such as saving for retirement or purchasing a home, through collaborative financial planning. Outside of his professional work, John enjoys baseball, camping, outdoor adventures, parenthood, skiing, and traveling.

General retirement planning Home buying Cash flow / budgeting Parents
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Anthony T

Series 63, Series 66

Little Rock, AR

Fidelity

Anthony Tillman is a Financial Consultant at Fidelity Investments, a position he has held since 2024. He collaborates with his clients to co-create financial plans that they can understand and articulate. Prior to this role, he worked in various capacities at Fidelity Investments, including as an Investment Consultant from 2022 to 2024, a Planning Consultant in 2022, a Relationship Manager from 2020 to 2022, a Financial Representative from 2018 to 2020, and an Investment Solutions Representative from 2017 to 2018. Anthony holds an Arkansas Insurance License, supporting his capabilities in offering insurance-related financial advice. His career at Fidelity Investments spans several years, during which he has developed expertise in financial planning and investment consulting.

Charitable giving & philanthropy Active portfolio management Financial Professional
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Scott M

Series 66

Little Rock, AR

Fidelity

Scott McKinney is a Planning Consultant at Fidelity Investments, where he collaborates with clients to develop personalized financial plans that align with their unique family situations and goals. He emphasizes a planning process that involves understanding each client's story to co-create effective strategies. Scott has been with Fidelity Investments since 2023, progressing through roles including Financial Representative and Relationship Manager before becoming a Planning Consultant. He holds an Arkansas Insurance License. Outside of his professional work, Scott enjoys golf, hiking, reading, soccer, and spending time with his pets.

Wealth management
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James M

Series 63, Series 66

Little Rock, AR

Fidelity

Jim Moore is an Investment Consultant at Fidelity Investments, a position he has held since 2025. In his role, he collaborates with clients to develop and implement personalized financial plans that consider various aspects of their lives and priorities. He maintains ongoing contact with clients to ensure their plans remain aligned with their needs. Jim has extensive experience in financial services, having worked as a Financial Representative and Insurance Agent at Bankers Life & Casualty and Bankers Life Securities in 2025, and at Primerica Financial Services and PFS Investments from 2020 to 2025. Prior to that, he served as Senior Vice President at Crews & Associates from 1991 to 2019. His earlier roles include Financial Representative positions at Swink & Company in 1989-1990 and First Investors in 1986. He holds an Arkansas Insurance License. Outside of his professional work, Jim's interests include biking, family activities, fishing, fitness, and music, where he is an instrumentalist.

Wealth management Financial Professional
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Jeffrey H

Series 63, Series 66

Little Rock, AR

Fidelity

Jeffrey Harbold is a Planning Consultant who provides guidance, resources, and strategies to help clients work toward their financial and retirement goals. He approaches his work with a commitment to integrity. He has professional experience in mutual fund sales at State Farm from 2013 to 2014, investment consulting at Fidelity Investments from 1998 to 2013, and insurance sales at Principal Financial from 1997 to 1998. Jeffrey holds an Arkansas Insurance License. Outside of his professional responsibilities, Jeffrey is interested in cooking and baking, family activities, food, parenthood, traveling, and volunteering.

General retirement planning Wealth management Parents
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Ginger Y

Series 66

Little Rock, AR

Fidelity

Ginger Young is a Financial Consultant I at Fidelity Investments, a role she has held since 2026. Prior to this, she served in several capacities within the financial services industry, including Planning Consultant and Relationship Manager at Fidelity Investments, as well as Associate Financial Advisor and Marketing and Events Coordinator at GenWealth Financial Advisors. Throughout her career, Ginger has developed expertise in financial planning and client relationship management. She approaches her work with a focus on collaboration, working alongside clients to develop personalized plans aimed at achieving both short-term and long-term financial goals. Ginger holds an Arkansas Insurance License, which supports her work in financial consultancy. She emphasizes the importance of inquiry and strong communication in building effective client relationships.

General retirement planning Income planning Cash flow / budgeting
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Shawn B

Series 63, Series 66

Little Rock, AR

Fidelity

Shawn Bair is Vice President and Branch Leader at Fidelity Investments, a position he has held since 2024. Prior to this role, he served in various leadership capacities at Fidelity, including Assistant Branch Leader from 2022 to 2024, Senior Team Leader for Wealth Planning Consultants from 2021 to 2022, Senior Team Leader for Transition Services from 2017 to 2021, and Team Leader for Client Services from 2014 to 2017. He leads, coaches, and supports a team of advisors and staff focused on helping clients achieve their financial goals. Shawn holds an Arkansas insurance license, which supports his work in financial services. Outside of his professional responsibilities, he has interests that include the beach, cars, concerts, motorcycles, movies, and volunteering.

Charitable giving & philanthropy Active portfolio management Executive Financial Professional
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Wesley C

Series 66

Little Rock, AR

Fidelity

Wesley Craddock is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity, he worked at Home Depot for several years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, fund advisory services, and model portfolios.

Charitable giving & philanthropy Active portfolio management
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Seth C

Series 66

Little Rock, AR

Fidelity

Seth Chavez is a Planning Consultant at Fidelity Investments, a position he has held since 2026. Prior to this role, he worked as a Financial Advisor at LPL Financial from 2022 to 2026, and served as an Office Coordinator at Arkansas Federal Credit Union between 2019 and 2022. He holds an Arkansas Insurance License. With nearly seven years of experience, Seth specializes in retirement planning and investment strategy. His work focuses on educating clients to help them make informed financial decisions, emphasizing trust-building, simplifying financial concepts, and tailoring strategies to individual client goals. Outside of his professional career, Seth has interests in fishing, fitness, football, hiking, military service, and traveling.

General retirement planning Retirement income strategy Income planning Wealth management Passive / index investing
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