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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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Zhilu Z

Series 66

Bentonville, AR

Merrill

Zhilu Zhang is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Prior to joining Merrill in 2026, Zhang worked at BNY Mellon Securities Corporation and Newton from 2022 to 2026, as well as NEPC, LLC from 2020 to 2022. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services 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 developed by internal and third-party managers.

Tax-loss harvesting Active portfolio management Wealth management
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Nathan C

Series 66

Bentonville, AR

Cetera

Nathan Cooley is a financial advisor at Cetera with four years of industry experience. He holds a Series 66 designation and has worked at various firms including Bankers Life and Regions Bank. Outside of advising, he has also worked as a Home Depot associate. Cetera Investment Advisers LLC is an SEC-registered advisor serving individual, retirement plan, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services utilizing multiple program structures and both affiliated and third-party investment managers.

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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Chad D

Series 63, Series 65

Bentonville, AR

LPL Financial

Chad Dilday is a financial advisor with LPL Financial in Bentonville, AR, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at LPL Financial since 2010 and previously spent five years at Arvest Wealth Management. Dilday also serves as president of Avery Hudson Insurance, where he is involved in property and casualty insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a large network of advisors. The firm offers a range of financial planning and investment management services, including access to third-party asset managers and institutional platforms, utilizing both 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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Fred F

CFP®, Series 66

Rogers, AR

Raymond James Financial

Fred Fryer is a CFP® with 16 years of industry experience and is currently affiliated with Raymond James Financial in Rogers, AR. He previously worked at Edward Jones for 12 years before joining Raymond James in 2022. Fryer is also the owner of Fryer Wealth Planning, a support company based in Rogers. 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 using risk profiling and modeling tools, and is notable for its municipal advisory affiliation and specialized SIMPLE IRA Employer Advisory program.

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

Series 65

Bentonville, AR

Cetera

Jacob Froemsdorf is a financial advisor at Cetera with a Series 65 credential and one year of industry experience. His background includes roles at Avantax Advisory Services and multiple accounting firms, including Landmark PLC Certified Public Accountants and Landmark Financial LLC, where he holds management and advisory responsibilities. Outside of his advisory work, he is involved as a partner in PetWell Investment Holdings, a veterinary staffing company. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with access to various portfolio management options, third-party money managers, and discretionary and non-discretionary services.

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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Kenneth K

CFP®, Series 66

Bentonville, AR

LPL Financial

Kenneth Kendall is a CFP®-designated financial advisor with LPL Financial, based in Bentonville, AR, and has 20 years of industry experience. He worked at Arvest Wealth Management for seven years prior to joining LPL Financial in 2012. Outside of his advisory role, he is involved with Heritage Wealth Management, LLC, including a DBA under Oak Crest Wealth Management. 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 services, using model portfolios, third-party subadvisors, and customized strategies across discretionary and non-discretionary accounts.

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

Series 66

Rogers, AR

Merrill

Cameron Duncan is a Financial Advisor with Merrill Lynch Wealth Management, based in Northwest Arkansas. He helps clients and families achieve their financial objectives through personalized strategies that connect all aspects of their financial lives. Cameron's approach prioritizes understanding each client's unique situation to tailor solutions that address their specific goals. He specializes in education planning, employee benefits planning, legacy planning, personal retirement planning, and philanthropic planning. Cameron is dedicated to providing tailored guidance in investments, retirement, and diverse financial strategies. His goal is to alleviate financial stress and support clients throughout their financial journey. Cameron holds a Bachelor's Degree in Business Finance with a focus on Investment Banking and Data Analytics from the University of Arkansas. He has earned professional designations including Certified Financial Planner (CFP) and Personal Investment Advisor (PIA). He is a member of Merrill Lynch Wealth Management and actively participates in community organizations such as the Alzheimer's Association Arkansas Chapter, Bentonville Public Schools Foundation, Children's Miracle Network Hospitals, Lambda Chi Alpha, and LifeSource. Outside of work, Cameron enjoys baseball, basketball, camping, football, golfing, hiking, hunting, softball, spending time with his family, and traveling.

Wealth management General retirement planning College savings (529s, UTMA, etc.) General estate planning guidance Charitable giving & philanthropy
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Yesenia D

Series 66

Bella Vista, AR

Edward Jones

Yesenia Dalton is a financial advisor at Edward Jones with six years of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2020. Prior to her current role, her experience includes positions at CGI Results, LLC and H.J. Baker, LLC. Dalton is also listed as Vice President of Dalton Business Consulting, Inc, a professional services firm owned by her husband, though she has no active responsibilities there. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of approximately 24,000 financial advisors and over 15,000 branch offices.

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

Series 66

Rogers, AR

LPL Financial

Timothy Mccarley is a financial advisor with LPL Financial in Rogers, Arkansas, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at Morgan Stanley and Morgan Stanley & Co. LLC from 2004 to 2011. Outside his advisory work, he has worked as an Uber driver since 2019. 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 with various investment strategies, supported by extensive operational resources and a large network of over 22,800 advisors.

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

Series 63, Series 65

Rogers, AR

Raymond James & Associates

Stanley Parker is a financial advisor at Raymond James & Associates with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James & Associates since 2010. Outside of his advisory role, he is a passive investor in Signature Bank of Arkansas. Raymond James & Associates serves a broad client base, including individuals, institutions, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by a nationwide adviser network and a range of portfolio management styles.

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

CFP®, Series 66

Rogers, AR

OSAIC

Michelle Hauge is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at OSAIC since 2017. Her prior experience includes roles at National Planning Corporation and Arvest Asset Management. She serves on the finance committee for Northwest Arkansas Community College. OSAIC provides brokerage and investment advisory services to a diverse client base, including individual and institutional investors, utilizing asset-allocation tools and third-party managed account solutions across a broad range of investment products.

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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Mitchell L

Series 63, Series 65

Rogers, AR

Wells Fargo Clearing

Mitchell Lockhart is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves on the Rogers Public Schools Board of Education, where he participates in setting district policies and overseeing finances. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s approach 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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Jason B

Series 63, Series 66

Bella Vista, AR

Edward Jones

Jason Bennett is a financial advisor at Edward Jones with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at TD Ameritrade Investment Management, LLC, TD Ameritrade, Inc., and Scottrade, Inc. He has been with Edward Jones since 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment strategies through a nationwide network of financial advisors and branch offices.

Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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Christopher D

CFP®, Series 63

Pea Ridge, AR

Edward Jones

Christopher Donovan is a CFP®-certified financial advisor with Edward Jones, based in Pea Ridge, AR. He has 24 years of industry experience, including 25 years with Edward Jones. Outside of his advisory role, he is the owner and manager of Paintbrush Divide, LLC, a real estate development business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of investment and advisory solutions. The firm manages approximately $1.01 trillion in assets and is known for its extensive network of financial advisors and branch offices nationwide.

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

Series 63, Series 66

Rogers, AR

Wells Fargo Clearing

Rebecca Hutchens is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 38 years of industry experience. She has been with Wells Fargo Clearing since 2016. Outside of her advisory work, she serves as a trustee for family trusts and is commissioned as a notary public. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Retired Founder/Business Owner
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Charles W

Series 63, Series 65

Rogers, AR

Wells Fargo Clearing

Charles Wallace is a financial advisor with Wells Fargo Clearing in Rogers, Arkansas. He holds Series 63 and Series 65 credentials and has 34 years of industry experience. Wallace has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Retired Founder/Business Owner
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Darrin H

ChFC®, Series 63, Series 66

Bella Vista, AR

Edward Jones

Darrin Hewitt is a financial advisor with Edward Jones in Bentonville, AR, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 20 years of industry experience and has been with Edward Jones since 2013. 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 and investment solutions, including discretionary and non-discretionary wrap fee strategies, managed accounts, and affiliated mutual funds, while operating under a fiduciary standard.

General estate planning guidance Multi-generational wealth transfer Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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Jane D

Series 63, Series 66

Rogers, AR

Wells Fargo Clearing

Jane Donner is a financial advisor with Wells Fargo Clearing in Rogers, AR, holding Series 63 and Series 66 designations and possessing 36 years of industry experience. She has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of her advisory role, she co-owns AUX ARCS ENTERPRISES, a business focused on the resale of antiques and collectibles. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Retired Founder/Business Owner
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Jacob C

Series 66

Rogers, AR

Wells Fargo Clearing

Jacob Connelly is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. Prior to joining Wells Fargo, he worked at Ozarks Electric Cooperative for six years and BKD, LLC for two years. Outside of his advisory role, he owns a timber leasing business in Chester, Arkansas. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates 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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