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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.
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. His prior roles include positions at The Point Financial Group Inc. and LPL Financial LLC. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.
Kane M
Series 66
Fayetteville, AR
Edward Jones
Kane Moix is a financial advisor with Edward Jones in Fayetteville, Arkansas, holding a Series 66 designation. He joined Edward Jones in 2026 and previously worked for the Department of Veterans Affairs, Care IV Home Health, and Incite Rehab, LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with a nationwide network of approximately 23,700 financial advisors. The firm offers a range of advisory strategies and affiliated investment products under a fiduciary standard.
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.
Fidelma F
CFP®, Series 66
Fayetteville, AR
OSAIC
Fidelma Farinas Cobas is a CFP®-designated financial advisor with 18 years of industry experience, currently affiliated with Osaic Wealth. Her prior roles include positions at PNC Investments, City National Rochdale, and MassMutual, among others. She holds board positions with VOCE Inc., Women in Insurance and Financial Services, and Opera in the Ozark's. Osaic Wealth serves a diverse client base, including individual, high-net-worth, institutional, and charitable organizations, providing integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs asset-allocation tools and third-party platforms to offer customized portfolio management across a broad range of investment options.
Spencer B
Series 66
Fayetteville, AR
Raymond James Financial
Spencer Bratcher is a financial advisor at Raymond James Financial with six years of industry experience. He holds a Series 66 designation and has been associated with Raymond James since 2019. He is also involved with Signature Private Wealth Group as an associate. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, as well as institutional clients. The firm offers tailored, non-discretionary planning using analytical tools to support client goals and maintains specialized programs in municipal finance and SIMPLE IRA advisory services.
Misty M
Series 66
Tontitown, AR
Thrivent Investment Management
Misty Morris is a Series 66-licensed financial advisor with three years of industry experience, currently with Thrivent Investment Management. Her prior experience includes roles at Meyer, Raymond, and Scott, LLC, as well as entrepreneurial activity with More Brewing Company. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering goal-based, holistic planning without portfolio management on institutional accounts.
Isabel K
Series 66
Fayetteville, AR
Morgan Stanley
Isabel Kasman is a financial advisor at Morgan Stanley with one year of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2024, including the Morgan Stanley Private Bank, N.A. Outside of her advisory role, she is involved with Puritan/Garden Room, a restaurant and bar in Fayetteville, Arkansas. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs structured planning processes supported by firm-approved tools and manages approximately $2.74 trillion in client assets.
Trey S
Series 66
Fayeteville, AR
Raymond James Financial
Trey Sanders is a financial advisor at Raymond James Financial with one year of industry experience. He holds a Series 66 designation and previously worked in the automotive industry with Davis Buick GMC and Ben Eddings Auto Group. Outside of advising, he is a partner in a rental real estate business. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base, including individuals, high-net-worth clients, and institutional clients. The firm offers tailored, non-discretionary planning and supports a wide advisor network, with specialized services in municipal finance and SIMPLE IRA employer advisory programs.
Marcus H
Series 66
Fayetteville, AR
Wells Fargo Clearing
Marcus Heckman is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 17 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC and Bank of Oklahoma. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. 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.
Joshua B
ChFC®, Series 63, Series 65, Series 66
Fayetteville, AR
LPL Enterprise
Joshua Barnard is a financial advisor with LPL Enterprise holding the ChFC® designation and Series 63, 65, and 66 licenses. He has 20 years of industry experience, with prior roles at Prudential Insurance Company of America, Pruco Securities, Arvest Wealth Management, and Securian Financial Services. Barnard serves on the board of Returning Home, a nonprofit providing transitional living programs for individuals paroled from prison. LPL Enterprise, LLC offers investment advisory and brokerage services to individual and high-net-worth clients, retirement plans, banks, and charitable entities. The firm utilizes model-driven investment implementation and provides access to third-party asset managers, financial planning, and insurance products through a broad network of investment adviser representatives.
Abigail J
Series 66
Fayetteville, AR
Edward Jones
Abigail Jones is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation. Prior to joining Edward Jones, she worked in various roles including at Gearhead Outfitters, an outdoor retail store where she remains on call for occasional shifts. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients with a range of advisory programs, managed solutions, and affiliated investment products, supported by a large national network of advisors and branch offices.
Randy C
Series 66
Springdale, AR
Raymond James Financial
Randy Cramer is a financial advisor with Raymond James Financial Services Advisors Inc., holding a Series 66 designation and bringing 22 years of industry experience. Prior to joining Raymond James in 2018, he worked at Merrill Lynch for nine years. He is also involved as an officer in two support companies, RGC LLC and Solomon Wealth Group, based in Springdale, AR. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and consulting services using analytical tools and models, and supports its clients through a large network of advisors and affiliated firms.
Ted S
Series 66
Springdale, AR
LPL Financial
Ted Sego is a financial advisor with LPL Financial, holding a Series 66 designation and 14 years of industry experience. Prior to joining LPL Financial in 2020, he worked at Morgan Stanley Private Bank and Morgan Stanley from 2012 to 2020. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual clients, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.
Stephen C
Series 66
Springdale, AR
Edward Jones
Stephen Cosby is a financial advisor at Edward Jones in Springdale, Arkansas, holding a Series 66 designation with three years of industry experience. His professional background includes roles at Hub Group, Amazon, Honeywell FM&T, and six years of service in the United States Marine Corps. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of investment advisory programs and affiliated financial services. The firm is notable for its extensive retail advisor and branch network and offers both discretionary and non-discretionary investment strategies under a fiduciary standard.
Jason H
Series 66
Fayetteville, AR
Thrivent Investment Management
Jason Herring is a financial advisor with Thrivent Investment Management in Fayetteville, AR, holding a Series 66 designation and two years of industry experience. His prior work includes roles at True Dermatology and Vestcom, among others. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic, goal-based financial analyses without discretionary trading authority and allowing clients to combine planning with managed-account programs under a consolidated billing option.
Maci S
Series 66
Fayeteville, AR
Raymond James Financial
Maci Satterfield is a financial advisor at Raymond James Financial with a Series 66 designation and two years of industry experience. Prior to her current role, she worked at Realty Title & Closing Services, LLC and Collier & Associates, and she studied at the University of Arkansas. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse range of clients including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools such as risk profiling and probability modeling to support client goals.
Ryan B
Series 63, Series 65
Fayetteville, AR
Raymond James & Associates
Ryan Brisiel is a financial advisor at Raymond James & Associates with 24 years of industry experience. He previously worked for Arvest Asset Management for 22 years before joining Raymond James in 2024. He holds Series 63 and Series 65 licenses and is based in Fayetteville, Arkansas. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, charitable organizations, and municipal entities, providing financial planning, investment consulting, and institutional fiduciary solutions through a range of portfolio management styles and affiliated research resources.
Jim B
Series 63, Series 66
Springdale, AR
LPL Financial
Jim Blount is a financial advisor with LPL Financial in Springdale, Arkansas, holding Series 63 and Series 66 licenses and with 30 years of industry experience. He has been with LPL Financial since 2001. Outside of advising, he operates an independent insurance agency and serves as a branch manager through a related entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. Its offerings include financial planning, model portfolio programs, and institutional platforms, with advice delivered primarily by investment adviser representatives using a range of discretionary and non-discretionary strategies.
George G
Series 66
Farmington, AR
Edward Jones
George Gowan is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. He has worked at Edward Jones since 2021 and is also involved with Bentonville Brewing Co. Prior to his current role, he held positions at Alex Baldwin State Farm, James Carlton State Farm, and spent time in education and the food service industry. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of over 23,000 financial advisors. The firm offers a range of advisory programs, including managed solutions, separately managed accounts, and affiliated investment products, operating under a fiduciary standard.
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