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Donald D
Series 66
Conway, AR
Stratos Wealth Partners, Ltd
Donald Dietz is a financial advisor with Stratos Wealth Partners, Ltd, holding a Series 66 designation and 17 years of industry experience. He has worked at Stratos Wealth Partners and LPL Financial since 2013 and previously at Edward Jones from 2009 to 2013. Stratos Wealth Partners, Ltd is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management, serving individuals, retirement plans, corporations, nonprofits, and institutional clients. The firm offers a range of investment and planning services through independent advisor representatives, utilizing an open-architecture model that integrates multiple third-party platforms and managers.
Kevin L
Series 66
Conway, AR
Benjamin F. Edwards & Company, Inc.
Kevin Leach is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and 25 years of industry experience. He has worked at Benjamin F. Edwards since 2022, following roles at Wells Fargo Clearing and Wells Fargo Advisors LLC, as well as A. G. Edwards & Sons, Inc. Outside of advisory work, he has partial ownership in Leach Crum and Deal Investments LLC and full ownership of Leach Properties LLC, which involves property management in Conway, Arkansas. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through over 500 advisors. The firm offers a range of advisory and brokerage services, including wrap-fee programs, financial planning, investment management, and insurance products, utilizing both proprietary and third-party strategies in its discretionary and non-discretionary managed solutions.
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 having 10 years of industry experience. She previously worked at GenWealth Financial Advisors, LLC for five years and has been associated with LPL Financial, LLC for over a decade. Outside of advisory services, she provides tax preparation and accounting support for a small business owner. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering services such as asset management, financial planning, and retirement plan consulting. The firm employs a network model with a combination of discretionary and non-discretionary portfolio management, utilizing various investment strategies and technology platforms to support client needs.
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.
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.
Laura H
Series 66
Conway, AR
Benjamin F. Edwards & Company, Inc.
Laura Holder is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and 23 years of industry experience. Her career includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC prior to joining her current firm in 2022. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension plans, charitable organizations, and corporate clients through a network of over 500 advisors. The firm offers a range of advisory programs, financial planning, investment management, brokerage services, and M&A advisory services, utilizing both proprietary strategies and third-party model providers.
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.
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.
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.
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.
John B
Series 65
Conway, AR
Cetera
John Brock is a financial advisor with Cetera, holding a Series 65 designation and beginning his advisory career in 2025. He has experience as a partner at Landmark, PLC Certified Public Accountants, where he manages client relationships and audit work. Outside of his advisory role, he is involved in managing a family real estate investment entity, Brock Family Properties, LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party investment managers.
John A
Series 65
Conway, AR
Cetera
John Albritton is a Series 65 licensed advisor with Cetera who has one year of experience in financial advising. He has a longstanding career at Landmark PLC, CPAs, where he has worked since 2006 as a CPA and partner, managing the Bond Arbitrage Services Department and overseeing the firm’s Conway location. Outside of his professional duties, Albritton serves as Board Secretary for the Conway First Church of the Nazarene and as Treasurer of the Conway Noon Rotary Club. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various investment program options and manages over $256 billion in assets through a nationwide network of more than 10,000 advisors.
Granger D
Series 63, Series 65
Conway, AR
Edward Jones
Granger Davis is a financial advisor with Edward Jones in Conway, Arkansas, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at Edward Jones since 2000 and also has prior experience with Firstar Investment Services. Outside of his advisory role, Davis serves as an elder at Redeemer Church in Terre Haute, Indiana. 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 strategies and affiliated investment products, with a nationwide network of over 23,000 financial advisors and more than $1 trillion in assets under management.
Abbie G
Series 66
Vilonia, AR
Cetera
Abbie Gordon is a financial advisor with Cetera, holding a Series 66 license and five years of industry experience. Prior to joining Cetera, she worked at Concourse Financial Group Securities Inc and Stephens Inc. She also operates Gordon Financial Services Inc, providing life and annuity insurance product sales and support to other licensed associates. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and has over 10,000 advisors managing more than $256 billion in assets.
Jennifer S
Series 66
Conway, AR
Edward Jones
Jennifer Sutterfield is a financial advisor at Edward Jones in Conway, Arkansas, with one year of industry experience. She holds the Series 66 designation and previously worked at LPL Enterprise and Crum & Forster Insurance. Outside of her advisory role, she is involved with Jackson Hewitt in an outside employment capacity. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad spectrum, including pension plans and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory and investment solutions supported by a large national network of advisors and branches.
Jeremiah C
Series 66
Conway, AR
Ameriprise
Jeremiah Cascairo is a financial advisor at Ameriprise with 12 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2017, following four years at Edward Jones. Outside of his advisory role, he owns and operates a commercial real estate business and manages a limited liability company for his business activities. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized recommendation reports through a centralized consulting team.
Chris M
Series 63, Series 66
Conway, AR
Edward Jones
Chris Masters is a financial advisor at Edward Jones in Conway, Arkansas, holding Series 63 and Series 66 designations with 22 years of industry experience. He has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of nearly 24,000 financial advisors and offers a range of advisory programs and investment strategies under a fiduciary standard.
Adam X
Series 66
Conway, AR
Ameriprise
Adam Xaysuda is a financial advisor at Ameriprise in Conway, Arkansas, holding a Series 66 designation with one year of industry experience. Prior to joining Ameriprise, he worked at Northwestern Mutual and Criswell Wealth Management, and spent over a decade at Verizon. Outside of advising, he is involved in coaching athletes through his ownership of TriAXelite Coaching, LLC, serves as treasurer on the board of Prodigal Heroes, and is president of the Maumelle Lions Club. Ameriprise offers retirement-income planning services targeting individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide personalized, written recommendations. The firm operates as a large institutional provider, delivering a broad range of advisory, brokerage, and insurance solutions.
Bryan L
Series 66
Conway, AR
LPL Financial
Bryan Lawrence is a financial advisor at LPL Financial with 18 years of industry experience. He holds the Series 66 designation and has worked previously at Ameriprise Financial Services, Investment Professionals Inc, and Edward Jones. Lawrence is based in Conway, 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 a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.
Gregory P
Series 63, Series 66
Conway, AR
LPL Financial
Gregory Pillow is a financial advisor with LPL Financial in Conway, Arkansas, holding Series 63 and Series 66 licenses with 27 years of industry experience. He previously worked at ProEquities, Inc. and Merrill before joining LPL Financial in 2018. Outside of his advisory role, he owns a home-based business involved in growing produce and raising livestock. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and integrated financial products.
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