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Matthew W

Series 66

Fayetteville, AR

Raymond James & Associates

Matthew Weber is a financial advisor with Raymond James & Associates in Fayetteville, Arkansas. He holds a Series 66 designation and has 22 years of industry experience, including 13 years with Raymond James & Associates. Outside of advisory services, he is a partner in Eatthefrog, LLC, which owns an office building in Fayetteville. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and charitable organizations, offering financial planning, investment consulting, and municipal advisory services with a range of portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Gs Jeremy W

Series 66

Fayetteville, AR

Ameriprise

Gs Jeremy White is a financial advisor at Ameriprise with 20 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he manages several legal entities related to land holdings and tax purposes. Ameriprise provides a retirement-income planning service focused on clients approaching or in retirement who meet certain asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Andrew B

Series 66

Fayetteville, AR

Edward Jones

Andrew Batson is a financial advisor with Edward Jones in Fayetteville, AR, holding a Series 66 designation and less than one year of industry experience. His prior work experience includes roles at State Farm, Centennial Bank, and various educational institutions. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices across the country.

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

CFP®, Series 66

Prairie Grove, AR

Edward Jones

Brian Denman is a financial advisor at Edward Jones with seven years of industry experience. He holds the CFP® and Series 66 designations. Prior to joining Edward Jones in 2018, he worked at Washington Regional Medical Center Home Health for five years. Denman manages Sage Investments, LLC, an LLC that includes his Edward Jones office and related banking activities. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a large national network of financial advisors and branch offices.

Retirement income strategy Wealth management Founder/Business Owner Values-based investing
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Tyler W

Series 66

Fayetteville, AR

Cetera

Tyler Williams is a Series 66–licensed financial advisor with eight years of industry experience, currently serving clients through Cetera in Fayetteville, Arkansas. His prior work includes roles at AXA Advisors, First National Bank of Fort Smith, Simmons Food, Inc., JM Supply, Inc., and the University of Arkansas. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients, including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers and a variety of program structures and custodial relationships.

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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Kevin W

Series 63, Series 65

Rogers, AR

Raymond James Financial

Kevin Wilson is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been with Raymond James since 2015 and also served on the Huntsville School Board of Education since 2014. Outside of advisory work, Wilson is involved in several business ventures as a managing member of multiple LLCs. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, institutions, and charitable organizations. The firm offers non-discretionary planning tailored to client goals and supports municipal and public finance work through its unique municipal advisor affiliation.

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

Series 66

Fayetteville, AR

Raymond James & Associates

Tanner Bass is a financial advisor with Raymond James & Associates in Fayetteville, Arkansas, holding a Series 66 credential and 10 years of industry experience. His prior work includes roles at Infinex Investments, BancorpSouth, and Arvest Wealth Management. He also serves as a Trust Officer for BancorpSouth, focusing on trust and estate planning. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser serving a wide range of clients, including individuals, institutions, and municipal entities. The firm offers tailored financial planning and consulting services supported by extensive research and multiple portfolio management approaches.

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

Series 66

Springdale, AR

Raymond James Financial

Mason Hayes is a financial advisor at Raymond James Financial with 13 years of industry experience. He previously worked at Merrill Lynch for five years before joining Solomon Wealth Group and Raymond James Financial Services Advisors, where he has been since 2018. Hayes holds a Series 66 designation. 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, pension plans, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning and consulting using risk profiling and analytical tools, and it supports municipal and public-finance activities through a unique affiliation with a municipal advisor.

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

Series 66

Fayeteville, AR

Raymond James Financial

Matthew Cole is a financial advisor with Raymond James Financial in Fayetteville, Arkansas. He holds the Series 66 designation and has one year of industry experience. Prior to financial advising, he worked in professional golf for three years and was employed at AES Drilling Fluids for one year. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning using risk profiling and analytical modeling and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

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

Series 63, Series 66

Fayetteville, AR

Raymond James & Associates

Deanna Wright is a financial advisor with Raymond James & Associates in Fayetteville, AR, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. Her career includes roles at Arvest Asset Management and ownership of M&D Wright Investment LLC, which manages residential construction projects. She is also the owner of Better Together Properties LLC. Raymond James & Associates serves a diverse client base including individuals, institutions, and municipal entities, providing financial planning and non-discretionary investment consulting 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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