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Blake S

Series 66

Fayetteville, AR

Edward Jones

Blake Spain is a financial advisor at Edward Jones with seven years of industry experience. He has been with Edward Jones since 2017 and previously worked at the University of Arkansas. He holds a Series 66 designation. 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 approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy Wealth management Business ownership considerations General estate planning guidance Inheritance planning Founder/Business Owner
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Alexandra E

Series 66

Fayetteville, AR

Morgan Stanley

Alexandra Etges is a Series 66-licensed financial advisor with Morgan Stanley, based in Fayetteville, Arkansas, and has seven years of industry experience. She has worked with 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 of the Alpha Delta Pi Foundation and is a board member of The Salvation Army in Fayetteville. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, emphasizing tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct services and corporate financial planning agreements.

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 the Series 66 designation and five years of industry experience. His prior roles include positions at Edward Jones, State Street, and the Fayetteville Housing Authority. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services delivered through a large network of advisors using model portfolios, third-party subadvisors, and customized strategies.

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

Springdale, AR

Fidelity

Jared Robinson is a financial advisor at Fidelity with Series 63 and Series 66 designations and six years of industry experience. His prior work includes roles at Fidelity Brokerage Services LLC and several other companies in various capacities. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from a broad range of 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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Jason H

Series 63, Series 66

Cave Springs, AR

Thrivent Investment Management

Jason Harpham is a financial advisor at Thrivent Investment Management with five years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at TD Ameritrade and Ricoh. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on goal-based financial planning without discretionary portfolio management. Their approach includes comprehensive written recommendations and offers clients the option to combine planning with managed accounts under a consolidated billing structure.

Business ownership considerations
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Grant H

Series 66

Fayetteville, AR

Raymond James Financial

Grant Hynes is a financial advisor at Raymond James Financial with two years of industry experience. He holds a Series 66 designation and has worked at various entities under the Raymond James umbrella as well as his own firm, Hynes and Associates. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning using risk profiling and analytical tools, and supports a range of advisory programs across a large network of advisors.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance 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, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. She previously worked at Merrill Lynch from 2009 to 2018 and has been with Solomon Wealth Group and Raymond James Financial Services Advisors Inc. since 2018. Stevens also serves as a Registered Services Client Manager at Solomon Wealth Group. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary planning and analytical tools, supporting clients through advisory programs and maintaining unique offerings such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance 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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Amoree M

Series 66

Fayetteville, AR

J.P. Morgan Securities

Amoree Michalek is a financial advisor with J.P. Morgan Securities who holds a Series 66 designation and has 25 years of industry experience. Her career includes long-term roles at Bank of America and Merrill, as well as positions at Arvest Wealth Management and JPMorgan Chase Bank. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through a structured, non-discretionary process.

Wealth management Executive Founder/Business Owner
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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. He holds a Series 66 designation and has 27 years of industry experience. In addition to his advisory role, he is involved in real estate investments through multiple partnerships and ownership interests. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports a broad advisor network along with specialized municipal and retirement plan advisory services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance 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 licenses and bringing 24 years of industry experience. Prior to his full-time advisory role, he maintained a private law practice for 12 years. He also serves as President of Signature Private Wealth Management and heads the Trust Department at Signature Bank of Arkansas, where he is the sole Trust Officer. Cole is involved with the Fayetteville High School Golf Booster Club. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses fact-finding, risk profiling, and modeling tools to tailor advice and supports a wide network of advisors through various advisory and institutional consulting programs.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance 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, holding Series 63, 65, and 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 for Cabaletta Bio, a pharmaceutical company. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, utilizing both proprietary and third-party strategies.

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

Series 63, Series 66

Springdale, AR

Edward Jones

Don Ogden is a financial advisor at Edward Jones in Springdale, AR, with 13 years of industry experience. He has held the Series 63 and Series 66 licenses and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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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George D

Series 63, Series 65

Lowell, AR

LPL Financial

George Doria Medina is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He previously worked at National Planning Corporation for 16 years and has been associated with Trilogy Financial Services for over two decades. Medina is also involved as a life insurance agent with affiliated non-variable insurance activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management services, combining advisory platforms with extensive non-advisory financial products and operational 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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Joshua B

Series 63, Series 66

Springdale, AR

LPL Financial

Joshua Blount is a financial advisor with LPL Financial based in Springdale, Arkansas. He holds Series 63 and Series 66 credentials and has six years of industry experience. Prior to joining LPL Financial in 2020, he worked at The Point Financial Group and served in Congressman Steve Womack's office. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management access, and institutional platforms.

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