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Spencer B

Series 66

Fayetteville, AR

Raymond James Financial

Spencer Bratcher is a financial advisor at Raymond James Financial with six years of industry experience. He holds a Series 66 designation and has been associated with Raymond James since 2019. He is also involved with Signature Private Wealth Group as an associate. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, as well as institutional clients. The firm offers tailored, non-discretionary planning using analytical tools to support client goals and maintains specialized programs in municipal finance and SIMPLE IRA advisory services.

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

Series 63, Series 65

Bella Vista, AR

Raymond James & Associates

James Neff is a financial advisor at Raymond James & Associates with 42 years of industry experience. He holds Series 63 and Series 65 designations. In addition to his advisory role since 2006, he manages the Neff Family Farm Operation and serves as Treasurer of the Decatur Park District Foundation. 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 broad client base including individuals, institutions, and municipal entities, offering tailored financial planning and consulting through various advisory programs and institutional services.

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

Series 66

Rogers, AR

Merrill

Robert Fleener is a Senior Financial Advisor and Senior Portfolio Advisor at Merrill Lynch Wealth Management. He focuses on providing a wealth management experience tailored to entrepreneurs, executives, retirees, and their families, emphasizing exceptional service, professionalism, and transparency. Robert and his team employ a goals-based approach to wealth management, working to help clients achieve their objectives while minimizing risk. His client focus areas include college education planning, executive compensation, family wealth management strategies, managing new wealth, personal retirement planning, small business strategies, special needs planning strategies, individual and corporate investment strategy, and retirement income. Robert's role involves managing discretionary custom investment strategies and selecting from a wide range of Merrill Lynch Wealth Management model portfolios and third-party investment strategies. Robert graduated from the University of Arkansas and maintains strong ties to the school and its community. He holds the Personal Investment Advisor (PIA) designation and is proficient in Mandarin and English. In his free time, he enjoys golf, fishing, and following Arkansas Razorback Football.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Family Business
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Tristyn W

Series 66

Rogers, AR

Merrill

Tristyn Wheeler is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. Prior to joining Merrill and Bank of America, Tristyn worked at Arvest Wealth Management and Arvest Bank. Merrill, with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering both model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts.

Tax-loss harvesting Active portfolio management Wealth management
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Misty M

Series 66

Tontitown, AR

Thrivent Investment Management

Misty Morris is a Series 66-licensed financial advisor with three years of industry experience, currently with Thrivent Investment Management. Her prior experience includes roles at Meyer, Raymond, and Scott, LLC, as well as entrepreneurial activity with More Brewing Company. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering goal-based, holistic planning without portfolio management on institutional accounts.

Business ownership considerations
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Clayton B

CFP®, Series 66

Bella Vista, AR

Edward Jones

Clayton Borengasser is a CFP® professional with 10 years of experience in the financial industry, currently serving clients at Edward Jones in Bella Vista, AR since 2016. He is also the owner of a trailer leasing business and holds an interest in a residential leasing company managing Airbnb properties. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.

Charitable giving & philanthropy Divorce financial planning Business ownership considerations Founder/Business Owner
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Michael C

Series 66

Bentonville, AR

Edward Jones

Michael Coleman is a financial advisor at Edward Jones in Bentonville, AR, holding a Series 66 designation with eight years of industry experience. His work history includes roles at Edward Jones since 2018, consulting independently from 2017 to 2018, and a position at Vista Outdoor from 2016 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices. The firm operates under a fiduciary standard and provides discretionary and non-discretionary wrap fee strategies, separately managed accounts, affiliated mutual funds, and overlay tax-efficient services.

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

Series 66

Rogers, AR

Cetera

John Evans is a financial advisor with Cetera who holds a Series 66 credential and has 24 years of industry experience. He has worked at firms including Avantax Investment Services and 1ST Global Advisors and is a member of Landmark PLC Certified Public Accountants, a full-service CPA firm. Cetera Investment Advisers LLC provides a multi-manager platform serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and consulting services, utilizing both affiliated and third-party managers across multiple 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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Raymond D

CFP®, CFA®, Series 65, Series 63

Bentonville, AR

Edward Jones

Raymond Dyches is a financial advisor with Edward Jones in Bentonville, Arkansas, holding CFP® and CFA® designations with 10 years of industry experience. His prior work includes roles at Arvest Wealth Management, Blue Valley Wealth Advisors, and U.S. Trust, Bank of America. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions with over $1 trillion in assets under management.

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

Series 66

Rogers, AR

Raymond James Financial

David Proffitt is a financial advisor with Raymond James Financial in Rogers, Arkansas, holding a Series 66 designation and having six years of industry experience. His career includes roles at Mass Mutual Investors Services and American National Insurance Company. Outside of his advisory work, he has experience in the food service industry, having been involved with Wright's Barbeque and Bizy's Custom Catering. 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, and institutional clients. The firm employs tailored, non-discretionary planning and analytical tools to help clients pursue their financial goals and supports a broad 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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Bryan B

Series 63, Series 65

Bentonville, AR

Ameriprise

Bryan Binz is a financial advisor at Ameriprise with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliated entities since 2012. Outside of his advisory work, he is involved in a personal farming operation called Binz Farms in Arkansas. Ameriprise is a large institutional firm that offers retirement-income planning services primarily to clients with significant investable assets, utilizing a centralized consulting team and algorithmic tools to deliver tailored, tax-efficient recommendations.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Seth H

Series 63, Series 66

Rogers, AR

LPL Financial

Seth Holder is a financial advisor with LPL Financial in Rogers, Arkansas, holding Series 63 and Series 66 credentials and over 20 years of industry experience. His prior roles include positions at Ameriprise Financial Services and Edward Jones. Outside of advising, he is involved with White Oak Ridge Cattle Co, LLC, a farming enterprise. 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 advisory and brokerage services, utilizing both proprietary and third-party strategies across various account types.

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

Series 66

Rogers, AR

LPL Financial

Tracie Hill is a financial advisor with LPL Financial in Rogers, Arkansas, holding the Series 66 designation and bringing nine years of industry experience. Her prior roles include positions at Simmons Investment Services, Northwestern Mutual, Cetera, Zynergy Financial Group, and D.A. Davidson & Co. 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 management services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

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

Series 66

Fayeteville, AR

Raymond James Financial

Trey Sanders is a financial advisor at Raymond James Financial with one year of industry experience. He holds a Series 66 designation and previously worked in the automotive industry with Davis Buick GMC and Ben Eddings Auto Group. Outside of advising, he is a partner in a rental real estate business. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base, including individuals, high-net-worth clients, and institutional clients. The firm offers tailored, non-discretionary planning and supports a wide advisor network, with specialized services in municipal finance and 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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Kyle M

Series 66

Rogers, AR

Edward Jones

Kyle Moore is a financial advisor at Edward Jones with 15 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management and operates a large nationwide network of financial advisors and branch offices.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy College savings (529s, UTMA, etc.) Military & Veterans
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Darryl D

Series 66

Bentonville, AR

Raymond James & Associates

Darryl Dunn is a financial advisor with Raymond James & Associates based in Bentonville, AR. He holds a Series 66 designation and has 19 years of industry experience, including 14 years at UBS Financial Services prior to joining Raymond James in 2020. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a broad client base that includes individuals, institutions, and municipal entities. The firm offers comprehensive financial planning and consulting services, employing a variety of portfolio management styles supported by affiliated research and resources.

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