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William C

Series 66

Conway, AR

Stephens

William Cole is a financial advisor at Stephens with 26 years of industry experience. He holds the Series 66 designation and has worked at Merrill and Stephens Inc. throughout his career. Stephens provides investment advisory and wealth management services to a diverse client base, including individual investors, pension plans, foundations, corporations, and government entities. The firm employs a range of strategies, combining bottom-up security selection and top-down fixed-income duration management, supported by an integrated broker-dealer and investment banking platform.

Private / alternative investments Wealth management Founder/Business Owner Executive
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Judah D

Series 65

Conway, AR

Gradient Advisors, LLC

Judah Day is a financial advisor at Gradient Advisors, LLC with three years of industry experience. He has held roles at Gradient Financial Group since 2007 and has owned Judah Day & Associates Inc. since 2004, where he provides sales and business coaching. Outside of his advisory work, Day is involved in insurance sales and financial planning through related businesses. Gradient Advisors, LLC offers investment management, financial planning, and consulting services to individuals, retirement plans, trusts, charitable organizations, corporations, and other entities. The firm operates primarily through third-party money managers and Investment Advisor Representatives, employing a mostly non-discretionary model that incorporates various analytical approaches and risk assessment tools.

Retirement income strategy General tax planning
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Bryan C

Series 63, Series 65

Conway, AR

Stephens

Bryan Cook is a financial advisor at Stephens with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Stephens since 2016 after 17 years at Merrill. Outside of advising, he owns and operates Cook Family Farms, a registered Polled Hereford cattle production business in Arkansas. Stephens provides investment advisory and wealth management services to a diverse client base, including individual investors, institutions, and government entities. The firm offers a range of services such as financial planning, portfolio management, private equity, and institutional equity research, supported by integrated broker-dealer and investment banking capabilities.

Private / alternative investments Wealth management Founder/Business Owner Executive
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Caleb F

Series 66

Cabot, AR

Lincoln Investment

Caleb Fite is a financial advisor at Lincoln Investment with a Series 66 designation and four years of industry experience. Prior to joining Lincoln Investment, he held roles at Fidelity Investments and Capital Analysts. He is also an insurance agent providing insurance services to clients. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and manages a mix of in-house and third-party strategies using both strategic and dynamic approaches.

ESG / Sustainable investing Wealth management Retirement plans for business owners (SEP, solo 401k) Business succession planning General estate planning guidance Educators, Teachers, and Academics Self-Employed Executive Retired Mid-Career Professionals
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Georgia S

Series 66

Conway, AR

Independent Advisor Alliance, LLC

Georgia Stuart is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and one year of industry experience. Her prior work background includes roles at LPL Financial, Dillard's Corporate Office, Cracker Barrel, and Target. Outside of advising, she is involved in social media activities under the name Georgia Wilder. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans. The firm offers a range of services such as asset management, financial planning, and retirement plan consulting, utilizing discretionary and non-discretionary portfolio management strategies along with technology platforms to support client needs.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Tax strategies for small businesses Founder/Business Owner Retired
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Rebecca M

CFP®, Series 63

Conway, AR

Money Concepts Capital Corp

Rebecca Murdoch is a CFP®-certified financial advisor with 19 years of industry experience. She is currently affiliated with Trutoro and has held roles at Money Concepts Capital Corp, Veritas Independent Partners, LLC, and Murdoch Financial Services Inc. She is also involved in managing Murdoch Financial Services, which operates as Cardinal Investment Group, providing advisory and insurance services. Trutoro manages approximately $130 million in client assets, serving individuals, families, foundations, endowments, charitable organizations, and corporations. The firm employs a proactive, risk-aware investment strategy using a variety of asset classes and analytical methods, while also offering discretionary portfolio management and financial planning services.

Annuities College savings (529s, UTMA, etc.) Cash flow / budgeting Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Retired Founder/Business Owner Executive
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John W

CFP®, Series 63, Series 65

Conway, AR

Benjamin F. Edwards & Company, Inc.

John Weir is a CFP® with 42 years of industry experience and has been with Benjamin F. Edwards & Company, Inc. since 2014. Based in Conway, AR, he serves as a trustee of two family trusts and holds a membership interest in a family farming LLC. Benjamin F. Edwards & Company, Inc. is an SEC-registered investment adviser and broker-dealer that serves a diverse client base through fee-based wrap programs, financial planning, retirement consulting, and investment management, employing a range of discretionary and non-discretionary strategies monitored by an Investment Strategy Committee.

Private / alternative investments Tax-loss harvesting Passive / index investing Active portfolio management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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Donald D

Series 66

Conway, AR

Stratos Wealth Partners, Ltd

Donald Dietz is a financial advisor at Stratos Wealth Partners, Ltd with 17 years of industry experience. He holds the Series 66 designation and has worked at Stratos Wealth Partners and LPL Financial since 2013, following four years at Edward Jones. Dietz is based in Conway, Arkansas. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed programs, model portfolios, third-party manager solutions, and retirement plan consulting through a large network of investment adviser representatives.

Wealth management Tax-loss harvesting Retirement income strategy Business exit / sale strategy Executive Founder/Business Owner Retired Financial Professional
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Kevin L

Series 66

Conway, AR

Benjamin F. Edwards & Company, Inc.

Kevin Leach is a financial advisor at Benjamin F. Edwards & Company, Inc. with 25 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he is involved in property management and commercial real estate through ownership in related businesses. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, institutions, and charitable organizations. The firm offers a range of fee-based wrap programs and investment strategies, combining custody, execution, and trading services with oversight by an Investment Strategy Committee.

Private / alternative investments Tax-loss harvesting Passive / index investing Active portfolio management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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Teresa A

Series 66

Conway, AR

Independent Advisor Alliance, LLC

Teresa Arrigo is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and 10 years of industry experience. She has worked at GenWealth Financial Advisors, LLC since 2017 and LPL Financial, LLC since 2015. Beyond her advisory work, she performs tax preparation and accounting services for a small business owner and is employed outside the investment field by Pulaski County Special School District. Independent Advisor Alliance serves a broad range of clients, including individuals, small businesses, charitable organizations, and retirement plans. The firm provides asset management, financial planning, and retirement plan consulting, using discretionary and non-discretionary portfolio management strategies along with technology platforms to support client services.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Tax strategies for small businesses Founder/Business Owner Retired
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Angel D

Series 63, Series 66

Cabot, AR

Lincoln Investment

Angel Duncan is a financial advisor with Lincoln Investment in Cabot, Arkansas, holding Series 63 and Series 66 credentials and 27 years of industry experience. Prior to joining Lincoln Investment in 2012, Duncan worked at Cincinnati Analysts, Inc. and Wells Fargo Clearing. Outside of advising, Duncan is a notary public. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a range of advisory programs that combine strategic and dynamic investment approaches.

ESG / Sustainable investing Wealth management Retirement plans for business owners (SEP, solo 401k) Business succession planning General estate planning guidance Educators, Teachers, and Academics Self-Employed Executive Retired Mid-Career Professionals
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Jim L

Series 63

Cabot, AR

Money Concepts Capital Corp

Jim Leonard is a financial advisor with Money Concepts Capital Corp and holds a Series 63 designation. He has 37 years of industry experience and previously worked at Veritas Independent Partners and Avantax Advisory Services. Outside of his advisory role, Leonard is a CPA involved in tax preparation and co-manages a timber business with his spouse. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a variety of managed programs and investment strategies, serving approximately 14,700 clients across its enterprise of 431 advisors.

Annuities College savings (529s, UTMA, etc.) Cash flow / budgeting Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Retired Founder/Business Owner Executive
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Jamie T

Series 63, Series 65

Conway, AR

Money Concepts Capital Corp

Jamie Taber is a financial advisor with Money Concepts Capital Corp, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. His prior roles include positions at OSAIC, Securities America Advisors, Summit Financial Group, and Knight Investments Group. Outside of his advisory work, he owns a photography business, Diamond J Action Photos, and serves as a notary public. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse clientele, including individuals, pension plans, trusts, and corporations. The firm employs model-driven and asset-allocation strategies, offering both discretionary and non-discretionary programs supported by third-party managers and robust platform technology.

Annuities College savings (529s, UTMA, etc.) Cash flow / budgeting Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Retired Founder/Business Owner Executive
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David D

Series 66

Conway, AR

Money Concepts Capital Corp

David De Rosa is a financial advisor with Trutoro in Conway, Arkansas, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Money Concepts Capital Corp., Level Four Advisory Services, and LPL Financial, among others. Outside of his advisory work, he is involved with The Call Forum, a sales training LLC. Trutoro provides portfolio management and financial planning services to individuals, families, foundations, and other entities, managing approximately $130 million in client assets. The firm employs a proactive, risk-aware investment approach using a range of asset classes and analytical methods, and also offers access to third-party money manager services.

Annuities College savings (529s, UTMA, etc.) Cash flow / budgeting Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Retired Founder/Business Owner Executive
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Laura H

Series 66

Conway, AR

Benjamin F. Edwards & Company, Inc.

Laura Holder is a financial advisor at Benjamin F. Edwards & Company, Inc. with 23 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Benjamin F. Edwards & Company serves a broad client base including individuals, pension and profit-sharing plans, charitable organizations, and corporations, offering a range of investment management and financial planning services through fee-based wrap programs and consulting. The firm’s investment approach includes discretionary and non-discretionary strategies managed internally and by third parties, with periodic portfolio monitoring and rebalancing overseen by an Investment Strategy Committee.

Private / alternative investments Tax-loss harvesting Passive / index investing Active portfolio management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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Chad R

Series 63, Series 65

Conway, AR

Independent Advisor Alliance, LLC

Chad Roller is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 65 licenses and having 19 years of industry experience. His prior work includes roles at LPL Financial, GenWealth Financial Advisors, ProEquities, Inc., and Gordon Financial. He also provides financial planning and investment advisory services through GenWealth Financial Advisors, an independent investment advisor firm. Independent Advisor Alliance serves a broad range of clients including individuals, small businesses, charitable organizations, and retirement plans. The firm offers asset management, financial planning, and retirement plan consulting using both discretionary and non-discretionary portfolio management strategies, leveraging multiple analytical approaches and technology platforms.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Tax strategies for small businesses Founder/Business Owner Retired
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Gary S

Series 66

Conway, AR

Money Concepts Capital Corp

Gary Seibel Jr. is a financial advisor at Money Concepts Capital Corp with 16 years of industry experience. He holds a Series 66 designation and previously worked at Veritas Independent Partners, LLC for 11 years. In addition to his advisory role, he serves in the Little Rock Fire Department and is involved with several nonprofits supporting veterans, first responders, and burn survivors. Money Concepts Capital Corp is an enterprise advisory firm with approximately 431 advisors managing over $3 billion for nearly 14,700 clients. The firm offers portfolio management, financial planning, and consulting services through a variety of managed programs that utilize fundamental and technical analysis alongside modern portfolio theory.

Annuities College savings (529s, UTMA, etc.) Cash flow / budgeting Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Retired Founder/Business Owner Executive
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Mitchum T

Series 63, Series 65

Conway, AR

Money Concepts Capital Corp

Mitchum Tapson is a financial advisor at Money Concepts Capital Corp with 17 years of industry experience. He previously worked for Veritas Independent Partners, LLC for 11 years. Outside of his advisory role, he serves as pastor of Hillcrest Community Church in Little Rock, Arkansas. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm utilizes a mix of model portfolios, adviser-designed portfolios, and third-party sub-advisers, applying fundamental and technical analysis along with modern portfolio theory.

Annuities College savings (529s, UTMA, etc.) Cash flow / budgeting Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Retired Founder/Business Owner Executive
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Ryan B

CFP®, Series 66

Cabot, AR

Lincoln Investment

Ryan Boyd is a CFP® professional with 25 years of industry experience, currently serving at Lincoln Investment and AnchorPoint Financial, LLC. His prior experience includes eight years with Cincinnati Analysts, Inc. He is active in community and nonprofit roles, including serving on the boards of Fellowship Missions and the Walton College Alumni Society, as well as volunteering with the Fellowship of Christian Athletes. Lincoln Investment provides financial planning and retirement plan advice to individuals, charitable organizations, and businesses, with a focus on educators and 403(b)/457(b) participants. The firm offers a range of managed portfolios and operates both as an SEC-registered investment adviser and broker-dealer.

ESG / Sustainable investing Wealth management Retirement plans for business owners (SEP, solo 401k) Business succession planning General estate planning guidance Educators, Teachers, and Academics Self-Employed Executive Retired Mid-Career Professionals
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William L

Series 66

Conway, AR

Mass Mutual Investors Services

William Lindsey is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and beginning his career in 2026. Before entering the financial industry, he worked in education at several high schools. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers, offering financial planning, asset management, and educational programs.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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