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James H

Series 65

Fayetteville, AR

Prime Capital Financial

James Hudgins is a financial advisor at Prime Capital Financial in Fayetteville, AR, holding a Series 65 credential with less than one year of industry experience. His prior work history includes roles at Fastenal, Colson Group, and Arkansas State University. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans through asset management, financial planning, qualified retirement plan services, and family office offerings. The firm employs a range of investment strategies and provides tax planning and financial administration services through an affiliated accounting subsidiary.

Family Business Tax strategies for small businesses Wealth management General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Eric C

Series 63, Series 66

Farmington, AR

Kestra Advisory

Eric Crawford is a financial advisor with Kestra Advisory, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has worked with Kestra Investment Services since 2016. Outside of his advisory role, he works part-time as an event parking attendant. Kestra Advisory provides investment advisory and retirement-plan consulting services to plan sponsors and a diverse range of institutional and individual clients. The firm offers fiduciary consulting, plan design, compliance testing, and investment advice, serving large institutional investors including sovereign wealth funds.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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Donald P

Series 63, Series 65

Fayetteville, AR

Prime Capital Financial

Donald Paul is a financial advisor with Prime Capital Financial who holds Series 63 and Series 65 licenses and has 33 years of industry experience. His prior experience includes roles at Sphere, LLC, First National Bank of Fort Smith, and Cetera. Outside of advising, he is involved in catering through REE Adventurs, LLC and serves on the advisory board of Freedom 5 One. Prime Capital Financial is an SEC-registered advisory firm serving a diverse client base, including high-net-worth individuals, trusts, and retirement plans. The firm offers a range of services such as asset management, financial planning, retirement plan services, and family office offerings, employing varied investment strategies and maintaining an affiliated tax advisory subsidiary.

Family Business Tax strategies for small businesses Wealth management General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Ruth M

Series 63, Series 65, Series 66

Fayetteville, AR

&PARTNERS

Ruth Miller is a financial advisor at &PARTNERS with 28 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory work, she is involved in a bookkeeping business unrelated to investment activities. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management, financial and tax planning, and retirement-plan consulting, utilizing a combination of fundamental, technical, and quantitative analysis along with third-party strategies.

Wealth management Equity compensation tax strategy Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive Retired
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Kyle M

Series 65

Rogers, AR

Mariner

Kyle Myhra is a Series 65-licensed financial advisor at Mariner with one year of industry experience. Prior to joining Mariner, he worked at Kyle Myhra Consulting LLC, Ibotta, and Container Reclaimer. Mariner serves a diverse client base including individuals, high-net-worth households, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm provides investment management, financial planning, retirement plan consulting, and integrated tax and accounting services, using discretionary, customized portfolios supported by an internal team and third-party managers.

Private / alternative investments Options & derivatives strategies Concentrated stock management Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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David W

Series 66

Rogers, AR

OSAIC

David Welton is a financial advisor at Osaic with 15 years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise and Ameriprise Financial Services, Inc. He serves as a board member of Influencers Global Ministries, a nonprofit focused on business growth and ministry functions. Osaic Wealth, Inc. serves a diverse range of clients including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers, utilizing asset-allocation tools and automated rebalancing across various investment types.

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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Robert B

CFP®, Series 63, Series 65

Springdale, AR

Raymond James Financial

Robert Bader Jr. is a CFP® professional with 27 years of experience, currently serving at Raymond James Financial Services Advisors, Inc. since 2018. He previously worked at Merrill Lynch from 2009 to 2018. Outside of his advisory role, he manages an agricultural business, Wildcat Creek Farms, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, pension plans, and institutions. The firm offers tailored, non-discretionary planning supported by analytical tools and maintains specialized programs in municipal finance and employer advisory services.

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

Series 63, Series 65

Rogers, AR

Primerica Advisors

Lynnel Bryson Davis is a financial advisor with Primerica Advisors in Rogers, Arkansas, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. Prior to her advisory role, she worked in education with the Monrovia Unified School District for 18 years. Outside of finance, she is involved part-time as a server for a catering service that provides food and bar services for events. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and discretionary separately managed accounts to individual and high-net-worth clients, primarily under a tiered wrap-fee structure. The firm curates third-party asset managers and delegates model implementation to BNY Mellon Advisors, focusing on individual investor solutions rather than institutional or pension plan management.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Don F

Series 66

Rogers, AR

Cetera

Don Fitzpatrick is a Series 66-licensed financial advisor with 20 years of industry experience. He is currently with Cetera Wealth Services, LLC and Cetera, having joined in 2025. Prior to this, he worked at Avantax Investment Services and Avantax Advisory Services from 2019 to 2025, and he also serves as a referring financial advisor for Landmark Financial, LLC. Fitzpatrick’s background includes a lengthy tenure at Beall Barclay & Company, PLC, as well as roles in insurance services and advisory firms. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad range of clients including individual investors, employer-sponsored retirement plans, corporate and charitable entities, and institutional accounts. The firm offers multiple portfolio management and financial planning services through a multi-manager platform, featuring discretionary and non-discretionary strategies, with access to both affiliated and third-party 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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Matthew T

Series 66

Rogers, AR

Thrivent Investment Management

Matthew Taylor is a financial advisor with Thrivent Investment Management in Rogers, Arkansas, holding a Series 66 designation and 13 years of industry experience. He has been with Thrivent Financial for Lutherans since 2013 and with Thrivent Investment Management since 2012. Outside of his advisory work, he is a partner in a mobile auto glass repair business, where he manages financial aspects such as profit and loss analysis and tax compliance. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses across a broad range of financial topics. The firm emphasizes planning and managed-account services delivered through its network of financial advisors, without discretionary trading authority for its Dedicated Planning Service.

Business ownership considerations
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Lisa S

Series 66

Fayetteville, AR

Raymond James Financial

Lisa Scheile is a financial advisor with Raymond James Financial in Fayetteville, Arkansas, holding a Series 66 designation and 19 years of industry experience. She has worked with Raymond James Financial since 2022 and previously was with Wells Fargo Advisors from 2012 to 2022. Outside of finance, she has been involved with Allied Universal Event Services and Landmark Event Staffing since 2014. 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 emphasizes tailored, non-discretionary planning using analytical tools and supports municipal and public finance work through a 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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Robert C

Series 65, Series 63

Cave Springs, AR

Cambridge Investment Research Advisors

Robert Carper is a financial advisor with Cambridge Investment Research Advisors in Cave Springs, Arkansas. He holds Series 65 and Series 63 licenses and has four years of industry experience. Prior to joining Cambridge, he worked at Cornerstone Advisors LLC, Anchor Financial Group, and Cetera Advisors. Outside of his advisory role, he serves as a board member and volunteer for Compassion Ministries. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing both proprietary and third-party model strategies with flexible implementation options.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Marsha D

Series 63, Series 65

Fayetteville, AR

Raymond James Financial

Marsha Dunbar is a financial advisor at Raymond James Financial Services Advisors, Inc. with 40 years of industry experience. She holds Series 63 and Series 65 designations and has been with Raymond James since 2008. Dunbar’s background also includes roles at HM Capital, LLC, and Holliday American Mortgage, where she has worked concurrently since 2008. 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 clients. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and is affiliated with a municipal advisor, supporting municipal and public finance work.

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

Series 66

Rogers, AR

Merrill

John McConnell is a Senior Financial Advisor with the Boskus Group, a financial advisory team based in Rogers, Arkansas, operating within Merrill Lynch Wealth Management. He focuses on relationship management, portfolio construction, and structured products to develop personalized wealth management strategies for his clients. John holds a Bachelor of Science degree in Business from the University of Arkansas and a Master of Business Administration from the University of Arkansas Little Rock. He has earned professional designations including Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Prior to his advisory career, John was team captain of the Razorback tennis team and played professionally for several years. In addition to his professional work, John participates in community service consistent with the Merrill tradition of engagement. He enjoys golf, tennis, and spending time with his family.

Wealth management Active portfolio management
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Derrick D

Series 66

Rogers, AR

OSAIC

Derrick Dohmen is a financial advisor with OSAIC, holding a Series 66 designation and 19 years of industry experience. He previously worked at Securities America Advisors, Inc. for 13 years before joining OSAIC. Outside of his advisory role, he is president of Immediate Impact Fund, a nonprofit focused on funding churches in impoverished areas outside the United States using his own resources. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services with a range of investment options and uses firm-provided tools and third-party platforms to manage portfolios.

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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Robert A

Series 63, Series 65

Fayetteville, AR

Raymond James & Associates

Robert Alexander is a financial advisor at Raymond James & Associates with nine years of industry experience. He previously worked at JPMorgan Chase Bank, NA and Wells Fargo Clearing. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

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

Series 66

Fayetteville, AR

Morgan Stanley

Michael Sales is a financial advisor with Morgan Stanley in Fayetteville, AR, holding a Series 66 designation and 22 years of industry experience. He has worked at Morgan Stanley since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and the Global Investment Committee’s research.

General estate planning guidance
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Ryan W

Series 66

Cave Springs, AR

Raymond James Financial

Ryan Wallace is a financial advisor with Raymond James Financial, holding a Series 66 designation and 11 years of industry experience. He has been affiliated with Raymond James Financial Services Advisers Inc. and related entities since 2015. Outside of his primary role, he is also an associate at BB Capital, LLC, where he works as a financial advisor. 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 that incorporates risk profiling and modeling to support client goals and maintains unique affiliations in municipal and public finance, as well as specialized advisory programs.

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

Series 63, Series 66

Fayetteville, AR

LPL Financial

James Watkins is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His prior roles include positions at Morgan Stanley and Simmons First Investment Group. He is based in Fayetteville, Arkansas. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting investment strategies that include discretionary and non-discretionary approaches across a broad spectrum of asset classes.

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

Series 66

Springdale, AR

LPL Financial

Alexander Blount is a financial advisor with LPL Financial holding a Series 66 designation. He began his advisory career in 2024 and also has experience working with The Point Financial Group. Outside of finance, he has experience in customer service roles and worked at Shave The Planet and Sonic Drive-in. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plans, banks, trust companies, and institutions with a range of financial planning and portfolio management options supported by research and technology tools.

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