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Blake R

Series 66, Series 63

Bentonville, AR

LPL Enterprise

Blake Robbins is a financial advisor at LPL Enterprise with 12 years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked with Prudential Insurance Company of America, Pruco Securities, Equitable Advisors, Axa Advisors, and Northwestern Mutual. Outside of his advisory role, Robbins owns a pizza shop and serves on the board of a nonprofit organization focused on event planning and community engagement. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance product facilitation through affiliated entities.

Tax-loss harvesting
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Craig J

Series 66

Bella Vista, AR

Edward Jones

Craig Jamison is a financial advisor with Edward Jones in Bella Vista, Arkansas. He holds a Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, he worked at Arkansas Blue Cross Blue Shield, Sun Solar, Goosehead Insurance, and Shelter Insurance. Jamison is the founder of The Foundry NWA, an executive leadership mastermind group focused on business referrals. 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 strategies, supported by a large network of financial advisors and branch offices nationwide.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Wealth management Business ownership considerations Inheritance planning Founder/Business Owner
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Kathleen V

Series 63, Series 66

Rogers, AR

Merrill

Kathleen Verkamp is a Financial Advisor at Merrill Lynch Wealth Management. She provides investment advice and financial solutions tailored to her clients' needs and lifestyles, focusing on services including mutual funds, annuities, and insurance to help meet various financial goals. Kathleen began her career in financial services as a short-term bond trader for a national broker-dealer and later served as director of strategy and new business development for several startups. After a period dedicated to raising her three children as a stay-at-home mother, she returned to the industry to assist clients with long-term financial planning, including saving for home ownership, college, and retirement. She holds a bachelor's degree in English with a minor in business administration from Xavier University. Kathleen holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. She is also involved in her community, supporting organizations such as Blood Cancer United.

Annuities College savings (529s, UTMA, etc.) Wealth management Young Families
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Max S

Series 63, Series 65

Bella Vista, AR

Cetera

Max Scholfield is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His prior roles include positions at First Allied Advisory Services and FIRST Allied Securities. Outside of advising, he is involved as an inventor, a partner in a fishing retail business, and serves as vice president on the board of a local fishing and conservation club. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money 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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Jenna D

Series 63, Series 66

Rogers, AR

Raymond James & Associates

Jenna Davis is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses. She has four years of industry experience and has previously worked at Stephens Inc., Thrivent Advisor Network (49 Financial), and Purshe Kaplan Sterling Investments. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a diverse client base that includes individuals, institutional and pension plans, charitable organizations, and government entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services supported by a nationwide network of advisers.

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

CFP®, PFS™, Series 63

Rogers, AR

OSAIC

Michael Stafford is a CFP® and PFS™ professional with 24 years of industry experience. He has worked at OSAIC since 2017 and previously spent 10 years with National Planning Corporation. Stafford is also the managing partner of Stafford & Westervelt, a CPA firm operating three offices. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisors. The firm provides integrated brokerage and advisory services with a focus on diversified portfolios constructed using asset-allocation tools and automated rebalancing.

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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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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Kristopher K

Series 63, Series 65

Rogers, AR

Primerica Advisors

Kristopher Keck is a financial advisor with Primerica Advisors in Rogers, AR, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His prior work includes roles at PFSU Insurance and PFS Investments, Inc., where he has been active since 2010. Outside of investment advisory services, he is involved in the sale of loan products and home-related services through affiliates of PFS Investments Inc. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which features model-delivery strategies and a selection of separately managed accounts for individual and high-net-worth clients. The firm uses a tiered wrap-fee structure and curates third-party asset managers, maintaining authority over model selection and implementation.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Gideon C

Series 66

Rogers, AR

Wells Fargo Clearing

Gideon Carper is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo Clearing, he worked at Republic Brass Sales and Wells Fargo Advisors. 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 solutions grounded in an IPS-driven process and modern portfolio theory. The firm’s services include investment policy preparation, performance reporting, participant education, and plan benchmarking, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in their investment menus.

Retired Founder/Business Owner
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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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Sheldon M

Series 63, Series 65

Rogers, AR

Robert Baird & Co.

Sheldon Metz is a financial advisor at Robert W. Baird & Co. with eight years of industry experience. He has worked at Baird since 2018 and previously spent five years at Harvest Christian Academy. Metz serves as a director for the National Multiple Sclerosis Society, where he advocates for access to quality and affordable health care for people living with MS. Robert W. Baird & Co.'s DDK Group serves individual, corporate, pension, and charitable clients through a range of financial planning, portfolio management, and advisory services. The firm employs both manager-traded and model-traded SMA strategies supported by internal research and ongoing manager oversight.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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James H

Series 66

Rogers, AR

Cetera

James Hopkins Jr. is a financial advisor with Cetera, holding a Series 66 credential and four years of industry experience. He has previously worked with Avantax Insurance Agency and Avantax Investment Services and currently serves as Client Relations Coordinator at Landmark Financial LLC. Cetera Investment Advisers LLC is an SEC-registered advisor offering a broad range of portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors.

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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Christopher D

Series 63, Series 65

Bella Vista, AR

LPL Financial

Christopher Davis is a financial advisor at LPL Financial with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Edward Jones for nine years before joining LPL Financial in 2015. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, and institutional platforms, supporting advisory representatives with a variety of investment strategies and technological tools.

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

Series 66

Rogers, AR

Wells Fargo Clearing

Terri Shields is a financial advisor at Wells Fargo Clearing with one year of industry experience. She holds a Series 66 designation and previously worked at Stifel, Nicolaus & Co., Inc. and Arkansas Support Network. Terri is also a notary for the State of Arkansas. 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.

Retired Founder/Business Owner
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Gavin A

Series 66

Bentonville, AR

LPL Enterprise

Gavin Allred is a financial advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise, he held roles at Bass Pro Shops, Bells Marketing Consultant, and several educational and recreational organizations. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm typically uses model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in a wrap program.

Tax-loss harvesting
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David S

Series 63, Series 65

Rogers, AR

Raymond James & Associates

David Sager is a financial advisor with Raymond James & Associates in Rogers, Arkansas, holding Series 63 and Series 65 licenses with 25 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC, spanning 15 years before joining Raymond James in 2024. Outside of his advisory role, he serves as a technical engineer at Fellowship Bible Church of NWA, managing sound, lights, and graphics. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

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

Series 66

Rogers, AR

Wells Fargo Clearing

Nicholas Koehler is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. He holds the Series 66 designation and has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. 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 based on 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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Phillip T

Series 66

Bentonville, AR

Edward Jones

Phillip Thielemier is a financial advisor at Edward Jones in Bentonville, AR 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of nearly 24,000 financial advisors.

College savings (529s, UTMA, etc.) Business ownership considerations Family Business General estate planning guidance Wealth management 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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