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Derrick D

Series 66

Rogers, AR

OSAIC

Derrick Dohmen is a financial advisor with OSAIC, holding a Series 66 designation and 19 years of industry experience. He previously worked at Securities America Advisors, Inc. for 13 years before joining OSAIC. Outside of his advisory role, he is president of Immediate Impact Fund, a nonprofit focused on funding churches in impoverished areas outside the United States using his own resources. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services with a range of investment options and uses firm-provided tools and third-party platforms to manage portfolios.

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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Alexander H

Series 66

Bentonville, AR

Cetera

Alexander Huff is a financial advisor with Cetera, holding a Series 66 designation and 11 years of industry experience. He previously worked at Edward Jones from 2014 to 2025 before joining Cetera. Huff is also involved as a financial advisor with Vantage Financial Group, a wealth management DBA. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary program options.

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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Ryan W

Series 66

Cave Springs, AR

Raymond James Financial

Ryan Wallace is a financial advisor with Raymond James Financial, holding a Series 66 designation and 11 years of industry experience. He has been affiliated with Raymond James Financial Services Advisers Inc. and related entities since 2015. Outside of his primary role, he is also an associate at BB Capital, LLC, where he works as a financial advisor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored non-discretionary planning and consulting that incorporates risk profiling and modeling to support client goals and maintains unique affiliations in municipal and public finance, as well as specialized advisory programs.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Alice H

Series 63, Series 65

Bella Vista, AR

UBS Financial Services

Alice Hurl is a financial advisor at UBS Financial Services with 26 years of industry experience. She has been with UBS since 2006 and holds the Series 63 and Series 65 designations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans to clients' goals and risk tolerances.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Richard B

Series 66

Bentonville, AR

Edward Jones

Richard Binns is a financial advisor with Edward Jones in Bentonville, AR, holding a Series 66 credential and 18 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory role, he manages a rental property in Bentonville. 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. The firm is notable for its large network of advisors and branch offices, as well as affiliated services such as mutual funds, trust services, and securities-based lending.

Charitable giving & philanthropy College savings (529s, UTMA, etc.) Equity Recipients (RS/RSU, SOP, ESPP) Retirement income strategy General retirement planning Retired Founder/Business Owner Executive
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Todd L

Series 63, Series 65

Bella Vista, AR

Cambridge Investment Research Advisors

Todd La Porte is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 65 licenses and has 30 years of industry experience. He has been with Cambridge Investment Research Advisors since 2013. Outside of his advisory role, he is also an agent with Gateway Insurance Group, Inc. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals across wealth levels, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals using multiple platform arrangements and both discretionary and non-discretionary investment strategies.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Stephanie H

Series 66

Rogers, AR

Edward Jones

Stephanie Hogan is a financial advisor with Edward Jones in Rogers, AR, holding a Series 66 designation and eight years of industry experience. She has worked at Edward Jones since 2018 and previously held positions at Walmart Stores Inc. Outside of her advisory role, she is involved with Challenge Entertainment LLC, where she hosts trivia events. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm supports more than four million clients and manages approximately $1.01 trillion in assets.

Divorce financial planning General estate planning guidance Wealth management Retirement income strategy Retirement withdrawal strategies Retired Founder/Business Owner Executive
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Christian H

Series 66

Bentonville, AR

Edward Jones

Christian Harbin is a financial advisor at Edward Jones in Bentonville, AR, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2025, he worked at Garrett Youngblood State Farm and was self-employed in promotional products and marketing ventures. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of investment advisory programs and maintaining one of the largest retail advisor and branch networks in the industry.

Retirement income strategy ESG / Sustainable investing Inheritance planning Retired Founder/Business Owner Executive
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William C

Series 63, Series 66

Bentonville, AR

OSAIC

William Clive is a financial advisor with OSAIC, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. His prior roles include positions at Securities America Advisors, Inc., KMS Financial Services, Inc., and he has operated Clive Financial Services, Inc. since 2003. Outside of advisory services, he prepares approximately 600 tax returns annually for clients. OSAIC serves a broad range of retail and institutional clients through a large network of financial advisers, offering brokerage and investment advisory services, financial planning, retirement consulting, and access to third-party managed account solutions. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

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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Eran J

Series 66

Bentonville, AR

Ameriprise

Eran Jennings is a financial advisor at Ameriprise with seven years of industry experience. He holds the Series 66 designation and has worked previously at Thrivent Financial, Thrivent Investment Management Inc, and Arvest Bank. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Marc H

Series 63, Series 65

Rogers, AR

Wells Fargo Clearing

Marc Henline is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 17 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory options. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Retired Founder/Business Owner
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Richard M

Series 63, Series 65

Rogers, AR

Primerica Advisors

Richard Mc Kone is a financial advisor with Primerica Advisors in Rogers, AR, holding Series 63 and Series 65 licenses and six years of industry experience. He has been with Primerica Advisors since 2018 and has also worked with Primerica Financial Services since 2017. Outside of advisory roles, he is involved in the sale of loan products and home security and automation services through affiliates of Primerica. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which features model-delivery strategies and discretionary separately managed accounts for individual and high-net-worth clients. The firm employs third-party asset managers and uses a tiered wrap-fee structure, maintaining oversight of model selection and implementation.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Christopher B

Series 66

Bentonville, AR

Merrill

Christopher Burgess is a Series 66 licensed advisor at Merrill with eight years of industry experience. He has worked at Merrill since 2022 and previously held roles at Arvest Wealth Management and Arvest Bank. His background also includes tenure at Legacy National and involvement with the University of Arkansas and Crossover Liquor. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Tax-loss harvesting Active portfolio management Wealth management
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Ewell R

Series 66

Rogers, AR

Edward Jones

Ewell Roussell III is a financial advisor at Edward Jones in Rogers, AR, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Wells Fargo Clearing Services LLC and several logistics companies. Outside of his financial career, he is co-owner and vice president of Precision Event Group, an event planning company based in Fayetteville, AR. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets through a broad network of advisors and branches, offering a range of investment advisory programs and affiliated financial services.

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

Series 66

Rogers, AR

Cetera

Geoffrey Rosen is a financial advisor with Cetera who holds a Series 66 designation and has 14 years of industry experience. His prior roles include positions with Avantax Investment Services, Landmark Financial, and Beall Barclay Wealth Management. Outside of his advisory work, he serves as a trustee for his parents' irrevocable trust and is involved in short-term rental property management through several LLCs. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser that serves individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options, including model portfolios, third-party managers, and bespoke strategies, supporting both discretionary and non-discretionary accounts.

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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Jared H

Series 66

Bentonville, AR

Cetera

Jared Hall is a financial advisor with Cetera, holding a Series 66 designation and 12 years of industry experience. He has been with Cetera since 2022 and previously worked at First Allied Advisory Services and related firms from 2013 to 2022. Outside of finance, he is involved in photography through his business, Jared Hall Photography. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of investment strategies and program structures, supported by a nationwide network of over 10,000 advisors.

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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Amie F

Series 66

Rogers, AR

OSAIC

Amie Fielder is a financial advisor with OSAIC, holding a Series 66 designation and 20 years of industry experience. Prior to joining OSAIC in 2024, she worked at Thrasher & Chambers Wealth Management and Arvest Asset Management. She also serves as a successor trustee for a family trust. OSAIC Wealth, Inc. serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers integrated brokerage and advisory services with a variety of investment solutions, employing asset-allocation tools and third-party platforms to manage portfolios across multiple asset classes.

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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Clark J

Series 66

Bentonville, AR

LPL Financial

Clark Johnson is a financial advisor with LPL Financial, holding a Series 66 designation and 17 years of industry experience. He previously worked at Edward Jones for 13 years before joining LPL Financial in 2022. Johnson is also a notary and manages his own business entity, Clark Johnson LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and investment management options through a large network of advisors and utilizes various operational and research support tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Brandon W

Series 63, Series 66

Gravette, AR

Edward Jones

Brandon Wilson is a financial advisor with Edward Jones in Gravette, Arkansas, holding Series 63 and Series 66 licenses and 24 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory work, he owns a commercial property in Gravette. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm supports its clients through a large network of advisors and branch offices, providing services that include tax-efficient portfolio management and securities-based lending.

General retirement planning Retirement income strategy Income planning Social Security optimization Medicare planning Retired Founder/Business Owner Executive
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Daniel P

Series 66

Bentonville, AR

Edward Jones

Daniel Paul is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2022. Prior to joining Edward Jones, he was employed by Spartan Chemical Company for seven years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a large network of advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and tax-efficient services.

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