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66 advisors near
72034
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Daniel A
Series 65
Conway, AR
Antoine Wealth Management
Daniel Antoine is the principal advisor at Antoine Wealth Management in Conway, AR. He holds a Series 65 designation and has three years of experience in financial advising. Prior to founding his firm, he worked in the energy sector, including roles at Enable Midstream Partners, LP and Energy Transfer LP, where he currently serves as a Senior DOT Compliance Specialist. Antoine Wealth Management serves individual and high-net-worth clients as well as small businesses, providing comprehensive financial planning, retirement and education planning, and portfolio management. The firm’s investment approach integrates fundamental analysis with Modern Portfolio Theory, emphasizing tail-risk management through scenario analysis and stress testing, and employs both active and passive strategies tailored to client needs.
Lane C
Series 65, Series 63
Conway, AR
Asheri Grove Financial Planning
Lane Carter is a financial advisor at Asheri Grove Financial Planning with one year of industry experience. He holds Series 65 and Series 63 licenses and has prior experience with firms including Northwestern Mutual and MassMutual. Before entering financial advising, Carter worked in marketing and spent time as a student at the University of Central Arkansas. Asheri Grove Financial Planning provides investment management and financial planning services to individuals, high-net-worth clients, and businesses. The firm uses a combination of fundamental analysis and Modern Portfolio Theory to build portfolios, offering both passive and active investment options with a fee-only structure.
Townsend P
Series 66
Conway, AR
Riverland Wealth Management
Townsend Phipps is a financial advisor at Riverland Wealth Management with 10 years of industry experience. He holds a Series 66 designation and has worked at Riverland Wealth Management since 2022. Prior to this, he was employed at Trutoro and NEXT Financial Group. Outside of his advisory role, Phipps is the president and owner of Rhinestone Capital Investments, LLC, where he also holds a real estate broker license. Riverland Wealth Management serves individual clients, charitable organizations, and businesses with investment management, financial planning, and retirement plan consulting. The fee-only firm employs an asset-allocation approach based on Modern Portfolio Theory, combining active and passive investment vehicles and managing approximately $53.3 million in discretionary assets.
Elizabeth C
Series 65
Conway, AR
Riverland Wealth Management
Elizabeth Chapman is a financial advisor at Riverland Wealth Management with a Series 65 designation and one year of industry experience. Prior to joining the firm full-time, she held positions at Conway Women's Health Center, Quiznos, University of Arkansas Community College, Cold Stone Creamery, and a primary school. Riverland Wealth Management serves individual clients, charitable organizations, and businesses with investment management, financial planning, and retirement plan consulting. The fee-only firm manages approximately $53.3 million in discretionary assets for about 319 clients, employing an asset-allocation approach based on Modern Portfolio Theory that utilizes both passive and active investment vehicles.
William M
Series 63, Series 65
Roland, AR
Sollinda Capital Management LLC
William Mccullough is a financial advisor at Sollinda Capital Management LLC with 13 years of industry experience. Prior to joining Sollinda in 2024, he worked for Dell Technologies for 10 years. He operates MCCULLOUGH FINANCIAL GROUP, LLC, a sole proprietorship focused on investment activities. Sollinda Capital Management provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and profit-sharing plans. The firm employs multiple proprietary strategies and uses a range of liquid public securities, managing accounts primarily on a discretionary basis with attention to allocation and risk management.
Wendy M
Series 63, Series 65
Conway, AR
Stephens
Wendy Martin is a financial advisor with Stephens, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with Stephens since 1998. Outside of her advisory role, she is a co-owner of a family farm involved in livestock, farming, and timber operations. Stephens provides investment advisory and wealth management services to a wide range of clients, including individuals, pension plans, foundations, and corporations. The firm offers diversified financial planning and portfolio management services with an integrated approach combining broker-dealer and investment banking capabilities.
Austin C
Series 66
Conway, AR
Stephens
Austin Cook is a financial advisor at Stephens with two years of industry experience. He holds a Series 66 designation and has previously worked in roles outside the financial sector, including positions at Willow Springs Cattle Co. and Arkansas Earthworks. Stephens provides investment advisory and wealth management services to a diverse client base, including individual investors, pension plans, and institutional entities. The firm uses both bottom-up security selection and top-down fixed-income management strategies and offers access to an integrated broker-dealer and investment banking platform.
Samuel D
Series 66
Conway, AR
Stephens
Samuel Dunkum is a financial advisor at Stephens with four years of industry experience. He holds a Series 66 designation and has worked at Stephens since 2022, following prior roles at Harris Ford and several educational institutions. Stephens provides investment advisory and wealth management services to a diverse client base, including individual investors, pension plans, foundations, corporations, banks, and governmental entities. The firm offers a range of investment strategies and financial planning services, supported by integrated broker-dealer and investment banking capabilities.
Debbie L
Series 63, Series 65
Conway, AR
Stephens
Debbie Lilley is a financial advisor at Stephens with 33 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Stephens since 1998. Stephens provides investment advisory and wealth management services to a diverse client base including individual investors, pension plans, foundations, corporations, and government entities. The firm offers a range of services such as financial planning, portfolio management, private equity, and alternative investments, supported by in-house equity research and multiple investment committees.
Michael H
Series 63, Series 65
Conway, AR
Arvest Wealth management
Michael Hazelwood is a financial advisor at Arvest Wealth Management with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Arvest Wealth Management since 2012. Arvest Wealth Management provides investment advisory services, financial planning, retirement plan consulting, and firm-sponsored wrap fee programs for individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm employs a comprehensive investment process that includes fundamental, technical, quantitative, and qualitative analysis, focusing on asset allocation and customized strategies aligned with client objectives and risk tolerances.
Kimby O
Series 63, Series 65
Conway, AR
Stephens
Kimby O'briant is a financial advisor with Stephens in Conway, Arkansas, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. O'briant has been with Stephens since 2002. Stephens provides investment advisory and wealth management services to a diverse client base, including individuals, pension plans, foundations, corporations, and government entities, using a range of discretionary and non-discretionary portfolio management strategies alongside internal equity research.
William C
Series 66
Conway, AR
Stephens
William Cole is a financial advisor at Stephens with 26 years of industry experience. He holds the Series 66 designation and has worked at Merrill and Stephens Inc. throughout his career. Stephens provides investment advisory and wealth management services to a diverse client base, including individual investors, pension plans, foundations, corporations, and government entities. The firm employs a range of strategies, combining bottom-up security selection and top-down fixed-income duration management, supported by an integrated broker-dealer and investment banking platform.
Judah D
Series 65
Conway, AR
Gradient Advisors, LLC
Judah Day is a financial advisor at Gradient Advisors, LLC with three years of industry experience. He has held roles at Gradient Financial Group since 2007 and has owned Judah Day & Associates Inc. since 2004, where he provides sales and business coaching. Outside of his advisory work, Day is involved in insurance sales and financial planning through related businesses. Gradient Advisors, LLC offers investment management, financial planning, and consulting services to individuals, retirement plans, trusts, charitable organizations, corporations, and other entities. The firm operates primarily through third-party money managers and Investment Advisor Representatives, employing a mostly non-discretionary model that incorporates various analytical approaches and risk assessment tools.
Bryan C
Series 63, Series 65
Conway, AR
Stephens
Bryan Cook is a financial advisor at Stephens with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Stephens since 2016 after 17 years at Merrill. Outside of advising, he owns and operates Cook Family Farms, a registered Polled Hereford cattle production business in Arkansas. Stephens provides investment advisory and wealth management services to a diverse client base, including individual investors, institutions, and government entities. The firm offers a range of services such as financial planning, portfolio management, private equity, and institutional equity research, supported by integrated broker-dealer and investment banking capabilities.
Georgia S
Series 66
Conway, AR
Independent Advisor Alliance, LLC
Georgia Stuart is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and one year of industry experience. Her prior work background includes roles at LPL Financial, Dillard's Corporate Office, Cracker Barrel, and Target. Outside of advising, she is involved in social media activities under the name Georgia Wilder. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans. The firm offers a range of services such as asset management, financial planning, and retirement plan consulting, utilizing discretionary and non-discretionary portfolio management strategies along with technology platforms to support client needs.
Rebecca M
CFP®, Series 63
Conway, AR
Money Concepts Capital Corp
Rebecca Murdoch is a CFP®-certified financial advisor with 19 years of industry experience. She is currently affiliated with Trutoro and has held roles at Money Concepts Capital Corp, Veritas Independent Partners, LLC, and Murdoch Financial Services Inc. She is also involved in managing Murdoch Financial Services, which operates as Cardinal Investment Group, providing advisory and insurance services. Trutoro manages approximately $130 million in client assets, serving individuals, families, foundations, endowments, charitable organizations, and corporations. The firm employs a proactive, risk-aware investment strategy using a variety of asset classes and analytical methods, while also offering discretionary portfolio management and financial planning services.
John W
CFP®, Series 63, Series 65
Conway, AR
Benjamin F. Edwards & Company, Inc.
John Weir is a CFP® with 42 years of industry experience and has been with Benjamin F. Edwards & Company, Inc. since 2014. Based in Conway, AR, he serves as a trustee of two family trusts and holds a membership interest in a family farming LLC. Benjamin F. Edwards & Company, Inc. is an SEC-registered investment adviser and broker-dealer that serves a diverse client base through fee-based wrap programs, financial planning, retirement consulting, and investment management, employing a range of discretionary and non-discretionary strategies monitored by an Investment Strategy Committee.
Donald D
Series 66
Conway, AR
Stratos Wealth Partners, Ltd
Donald Dietz is a financial advisor at Stratos Wealth Partners, Ltd with 17 years of industry experience. He holds the Series 66 designation and has worked at Stratos Wealth Partners and LPL Financial since 2013, following four years at Edward Jones. Dietz is based in Conway, Arkansas. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed programs, model portfolios, third-party manager solutions, and retirement plan consulting through a large network of investment adviser representatives.
Kevin L
Series 66
Conway, AR
Benjamin F. Edwards & Company, Inc.
Kevin Leach is a financial advisor at Benjamin F. Edwards & Company, Inc. with 25 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he is involved in property management and commercial real estate through ownership in related businesses. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, institutions, and charitable organizations. The firm offers a range of fee-based wrap programs and investment strategies, combining custody, execution, and trading services with oversight by an Investment Strategy Committee.
Teresa A
Series 66
Conway, AR
Independent Advisor Alliance, LLC
Teresa Arrigo is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and 10 years of industry experience. She has worked at GenWealth Financial Advisors, LLC since 2017 and LPL Financial, LLC since 2015. Beyond her advisory work, she performs tax preparation and accounting services for a small business owner and is employed outside the investment field by Pulaski County Special School District. Independent Advisor Alliance serves a broad range of clients, including individuals, small businesses, charitable organizations, and retirement plans. The firm provides asset management, financial planning, and retirement plan consulting, using discretionary and non-discretionary portfolio management strategies along with technology platforms to support client services.
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Finding advisors...
66 advisors near
72034
within the area shown on the map
Out of 400,000+ nationwide