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Alexandra E

Series 66

Fayetteville, AR

Morgan Stanley

Alexandra Etges is a Series 66 licensed financial advisor at Morgan Stanley with six years of industry experience. She has worked at Morgan Stanley Private Bank, N.A. since 2020 and Morgan Stanley Smith Barney LLC since 2019. Outside of her advisory role, she serves on the investment committee for the Alpha Delta Pi Foundation and is a board member of The Salvation Army in Fayetteville, Arkansas. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes using firm-approved tools and models.

General estate planning guidance
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Kyle P

Series 66

Springdale, AR

LPL Financial

Kyle Powell is a financial advisor with LPL Financial in Springdale, Arkansas, holding a Series 66 designation and five years of industry experience. His work history includes roles at Edward Jones, State Street, and the University of Arkansas among others. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

College savings (529s, UTMA, etc.)
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Travis H

CFP®, Series 63, Series 66

Fayetteville, AR

Edward Jones

Travis Harbin is a CFP® professional with 12 years of experience at Edward Jones, where he has been an advisor since 2014. Outside of his financial advisory role, he is co-owner of a pet waste management business and serves as the 2nd Vice President of the Fayetteville Lions Club. He also occasionally ministers at the Cave Springs Church of Christ. 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 large network of financial advisors and branch offices across the United States.

Retirement income strategy Wealth management General estate planning guidance Retired Founder/Business Owner Executive
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Jared R

Series 63, Series 66

Fayetteville, AR

Fidelity

Jared Robinson is a financial advisor with Fidelity Investments in Fayetteville, AR, holding Series 63 and Series 66 designations and six years of industry experience. Prior to joining Fidelity, he held various roles including positions at Tanaka Ramen and Shipt. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs.

Charitable giving & philanthropy Active portfolio management
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Alexander T

Series 66

Siloam Springs, AR

Edward Jones

Alexander Taylor is a financial advisor at Edward Jones with seven years of industry experience. He has worked at Edward Jones since 2018 and previously held positions at Black Forge Capital, LLC and Tyson Foods Inc. Outside of his advisory role, Taylor is involved in property management through Uptown Ozarks LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm supports clients through a nationwide network of over 23,700 advisors and offers additional services such as trust capabilities and securities-based lending.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Joseph M

Series 63, Series 66

Fayetteville, AR

J.P. Morgan Securities

Joseph Mc Clung III is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and having seven years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2020 and previously at TD Ameritrade Investment Management and TD Ameritrade. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Wealth management Executive Founder/Business Owner
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Grant H

Series 66

Fayetteville, AR

Raymond James Financial

Grant Hynes is a financial advisor with Raymond James Financial who holds a Series 66 designation and has two years of industry experience. He has worked at Raymond James Financial Services, Inc. and its affiliated firms since 2024 and is also involved with Hynes and Associates, a non-investment-related support company. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, pension plans, charitable organizations, and public entities. The firm offers tailored, mostly non-discretionary advisory services and maintains a notable focus on municipal and public finance through its affiliation with Raymond James’ Public Financing department.

Business exit / sale strategy Retirement income strategy General estate planning guidance Umbrella liability Founder/Business Owner Executive
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Tandi S

Series 63, Series 66

Springdale, AR

Raymond James Financial

Tandi Stevens is a financial advisor with Raymond James Financial in Springdale, AR, holding Series 63 and Series 66 credentials and possessing 19 years of industry experience. She previously worked at Merrill Lynch from 2009 to 2018 before joining Solomon Wealth Group and Raymond James Financial Services Advisors in 2018. Stevens is also employed as a Registered Services Client Manager at Solomon Wealth Group. Raymond James Financial Services Advisors, Inc. serves a wide range of clients including individual investors, high-net-worth and non-high-net-worth clients, pension and profit-sharing plans, charitable organizations, corporations, and municipal entities. The firm provides financial planning and non-discretionary investment consulting, emphasizing tailored financial plans developed through detailed client interviews and risk profiling.

Business exit / sale strategy Retirement income strategy General estate planning guidance Umbrella liability Founder/Business Owner Executive
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Joseph V

Series 66

Farmington, AR

Edward Jones

Joseph Van Dee is a financial advisor at Edward Jones with Series 66 credentials and two years of industry experience. He previously worked at AHF Products for nine years and has held roles at DaySpring Cards and Edward Jones since 2023. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products. The firm operates with a nationwide network of more than 23,700 financial advisors and manages approximately $1.01 trillion in assets under management.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Jacob S

Series 66

Fayetteville, AR

Raymond James Financial

Jacob Springer is a financial advisor with Raymond James Financial Services Advisors, Inc. in Fayetteville, Arkansas, holding a Series 66 designation and 26 years of industry experience. He has been affiliated with Raymond James and associated entities since 2009. Outside of his advisory role, he is involved in real estate through ownership and partnership positions in several rental property businesses. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, institutions, and municipalities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored financial plans and implementation support through various account types and external managers.

Business exit / sale strategy Retirement income strategy General estate planning guidance Umbrella liability Founder/Business Owner Executive
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Jacie W

Series 66

Fayetteville, AR

Morgan Stanley

Jacie Ward is a financial advisor with Morgan Stanley in Fayetteville, Arkansas, holding a Series 66 designation and beginning her advisory career in 2025. Prior to joining Morgan Stanley, she has held roles at Axe Pay, Liberty University School of Law, and Big Cedar Lodge Uncle Bucks, among others. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a broad range of advisory programs to both individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and research.

General estate planning guidance
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Brian C

Series 63, Series 65

Fayetteville, AR

Raymond James Financial

Brian Cole is a financial advisor with Raymond James Financial in Fayetteville, Arkansas, holding Series 63 and Series 65 designations and over 24 years of industry experience. Prior to his advisory role, he maintained a private law practice for 12 years and has been involved with the Fayetteville High School Golf Booster Club since 2019. In addition to his work at Raymond James, Cole serves as President of Signature Private Wealth Management and head of the Trust Department at Signature Bank of Arkansas, where he is the sole Trust Officer. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and high-net-worth investors, pension and profit-sharing plans, charitable organizations, and government entities. The firm offers tailored, typically non-discretionary advisory services and a dedicated SIMPLE IRA Employer Advisory & Consulting Services program for small businesses.

Business exit / sale strategy Retirement income strategy General estate planning guidance Umbrella liability Founder/Business Owner Executive
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Timothy B

Series 63, Series 65, Series 66

Springdale, AR

Cetera

Timothy Burress is a financial advisor at Cetera with 22 years of industry experience. He holds Series 63, Series 65, and Series 66 designations and has worked at Cetera and Cetera Advisors LLC since 2013. He also serves as a member of the Tontitown City Council, a nonprofit role involving attendance at monthly meetings. Cetera Investment Advisers LLC is a large SEC-registered advisory firm supporting over 10,000 advisors and 800,000 clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers for individuals, retirement plans, corporations, and institutions.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Robin C

Series 63, Series 65, Series 66

Springdale, AR

LPL Financial

Robin Coggins is a financial advisor with LPL Financial in Springdale, Arkansas, holding Series 63, Series 65, and Series 66 credentials and over 27 years of industry experience. He has been with LPL Financial since 2004. Outside of his advisory role, he serves on the medical advisory board of Cabaletta Bio, a pharmaceutical company. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from multiple sources to provide both discretionary and non-discretionary management.

College savings (529s, UTMA, etc.)
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Don O

Series 63, Series 66

Springdale, AR

Edward Jones

Don Ogden is a financial advisor with Edward Jones in Springdale, AR, holding Series 63 and Series 66 licenses. He has 12 years of industry experience, all with Edward Jones since 2014. 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 discretionary and non-discretionary investment strategies and provides advisory services under a fiduciary standard through a nationwide network of more than 23,700 financial advisors.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Multi-generational wealth transfer Founder/Business Owner Self-Employed
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Joshua B

Series 63, Series 66

Springdale, AR

LPL Financial

Joshua Blount is a financial advisor at LPL Financial with six years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining LPL Financial in 2020, he worked at The Point Financial Group and served in Congressman Steve Womack's office. He also spent over a decade working in Springdale Public Schools. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a broad range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management approaches supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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John H

Series 66

Springdale, AR

Edward Jones

John Harrell is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. His prior roles include positions at Walker Brothers, KLIFE, and Kanakuk Kamps, as well as experience at Truman State University. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of investment strategies and advisory services supported by a nationwide network of financial advisors and branch offices.

Liquidity event planning Business ownership considerations Business succession planning Retirement income strategy Charitable giving & philanthropy Founder/Business Owner Religious/faith focused
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Juan Z

Series 66

Springdale, AR

Merrill

Juan Zarruk is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He has previously worked at Bank of America, The Point Financial Group Inc., and LPL Financial LLC. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Tax-loss harvesting Active portfolio management Passive / index investing
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Benjamin E

CFP®, Series 63, Series 66

Fayetteville, AR

Edward Jones

Benjamin Evans is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Edward Jones since 2004. He holds Series 63 and Series 66 licenses. 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, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of roughly 23,700 advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Fidelma F

CFP®, Series 66

Fayetteville, AR

OSAIC

Fidelma Farinas Cobas is a CFP® professional with 17 years of industry experience, currently affiliated with Osaic Wealth. Her prior work history includes roles at MassMutual, PNC Investments, City National Rochdale, and Knighthead Annuity. She serves on several nonprofit boards, including as Secretary of VOCE Inc., Director of Chapters for Women in Insurance and Financial Services, and as a board member of Opera in the Ozarks. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a broad network of advisers. The firm provides integrated brokerage and advisory services employing a variety of investment tools and third-party platforms to construct portfolios across multiple asset classes, managing accounts on both discretionary and non-discretionary bases.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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