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Jeffrey K

Series 63, Series 65

Lowell, AR

Cetera

Jeffrey Kinard is a financial advisor at Cetera with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at multiple firms including Avantax and Przybysz & Associates. In addition to his advisory work, he serves as a pastor and operates a tax and CPA practice. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, and institutions. The firm offers diverse portfolio management and financial planning services through a multi-manager platform that supports various investment strategies and custodial arrangements.

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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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.

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

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

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business succession planning General estate planning guidance Multi-generational wealth transfer Military & Veterans
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Jason H

Series 66

Fayetteville, AR

Thrivent Investment Management

Jason Herring is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds the Series 66 designation and has held roles at Thrivent Financial and Thrivent Investment Management since 2022. Prior to his financial career, he worked at True Dermatology and Vestcom. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering goal-based analyses and written recommendations on a variety of financial planning topics without managing client portfolios directly.

Business ownership considerations
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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.

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

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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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.

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

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

Series 66

Fayetteville, AR

Morgan Stanley

Patrick Kelley is a financial advisor with Morgan Stanley in Fayetteville, AR, holding a Series 66 designation and bringing 25 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and has been associated with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services through both direct individual relationships and corporate financial planning agreements.

General estate planning guidance
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Timothy H

Series 63, Series 65

Fayetteville, AR

Raymond James Financial

Timothy Hynes is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 designations and bringing 39 years of industry experience. He has been associated with multiple related firms since 2013, including Hynes & Associates and PCTH Investments LLC, where he holds ownership and branch management roles. 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 non-discretionary planning tailored to client goals and supports advisory programs through a large network of advisors, with specialized services in municipal and public finance.

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

Series 66

Fayetteville, AR

Raymond James Financial

John Bradford is a financial advisor with Raymond James Financial based in Fayetteville, AR, holding a Series 66 designation and 13 years of industry experience. His prior work includes positions at Wells Fargo Clearing and Wells Fargo Advisors. He is also associated with Colwell Wealth Management in a non-ownership role. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm employs a fact-finding and risk-profiling approach with analytical tools to tailor non-discretionary planning and investment consulting to client goals.

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

Series 63, Series 66

Fayetteville, AR

Edward Jones

Robert Baker is a financial advisor at Edward Jones with 24 years of industry experience. He has held the Series 63 and Series 66 designations and has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner
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Catherine R

Series 66

Fayetteville, AR

LPL Financial

Catherine Robinson is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. She has worked at LPL Financial since 2019 and previously spent 16 years at Arvest Bank. Robinson is also associated with Simmons Bank in a financial institution capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by extensive operational and research tools.

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

Series 66

Fayetteville, AR

Cetera

Carlon Cagle is a Series 66-licensed financial advisor with 27 years of industry experience. He has been with Cetera and its affiliate Cetera Financial Specialists LLC since 1999 and previously worked at Wealthwise Financial Services, Inc. from 2008 to 2021. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of investment management and consulting services through a multi-manager platform that includes both affiliated and unaffiliated model portfolios.

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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Kraig W

Series 66

Fayetteville, AR

STIFEL

Kraig Williams is a financial advisor at Stifel with 26 years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, he is a member of Brown Note, LLC, a group that pools resources to purchase Arkansas Razorback basketball tickets between two families. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm utilizes a proprietary methodology developed by its Investment Strategy Group to provide investment analysis and allocation guidance.

General retirement planning Income planning
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Wade C

Series 63, Series 65

Fayetteville, AR

Raymond James Financial

Wade Colwell is a financial advisor with Raymond James Financial in Fayetteville, Arkansas, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. Prior to joining Raymond James in 2022, he worked at Wells Fargo advisors from 2009 to 2022. Outside of his advisory role, Colwell is president of Colwell Wealth Management and is involved in property management through C&W Properties LLC. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored, non-discretionary advisory services using analytical tools to support client goals and is notable for its affiliation with a municipal advisor and specialized SIMPLE IRA Employer Advisory programs.

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

Series 66

Springdale, AR

Edward Jones

Robert Tracy is a financial advisor at Edward Jones with 11 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with a nationwide network of more than 23,000 advisors.

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

Series 66

Springdale, AR

LPL Financial

Chad Chance is a financial advisor with LPL Financial in Springdale, Arkansas, holding a Series 66 designation and 19 years of industry experience. He has been with LPL Financial since 2007. Outside of his advisory role, he has involvement with Chance Management, LLC, a non-investment related business entity used for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, 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 access to third-party asset management, supported by a large network of investment adviser representatives.

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

Series 65, Series 63

Fayetteville, AR

Morgan Stanley

Spencer O'rourke is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at JP Morgan Securities, Key Investment Services, KeyBank, PNC Wealth Management, and Mass Mutual Investors Services. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs, including tailored financial planning developed through a structured discovery process and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and offers services directly and through corporate financial planning agreements.

General estate planning guidance
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