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Kobe S

Series 66

Jonesboro, AR

Benjamin F. Edwards & Company, Inc.

Kobe Scrape is a financial advisor at Benjamin F. Edwards & Company, Inc. He holds a Series 66 designation and has three years of industry experience. Prior to joining Benjamin F. Edwards, he worked in various roles including at Hugg & Hall Equipment and the University of Arkansas. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individuals, high-net-worth clients, pension plans, and charitable organizations. The firm offers a range of fee-based wrap programs, financial planning, and investment management services supported by several hundred advisors and tens of billions in assets under management.

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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Brian E

Series 63, Series 65

Jonesboro, AR

Benjamin F. Edwards & Company, Inc.

Brian Erwin is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Benjamin F. Edwards since 2016. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, pension plans, charitable organizations, and corporations. The firm offers fee-based wrap programs, financial planning, and investment management consulting, utilizing a variety of strategies managed internally and by third parties.

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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Timothy F

Series 63, Series 66

Jonesboro, AR

Benjamin F. Edwards & Company, Inc.

Timothy Fitzgerald is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds Series 63 and Series 66 licenses and has 27 years of industry experience. Prior to joining Benjamin F. Edwards in 2017, he worked at Stephens Inc. for nine years. Outside of his advisory role, Fitzgerald serves as a board member for Empower, a nonprofit delivering broadband internet in northeast Arkansas, and works as an NCAA Division I basketball official. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, pension plans, charitable organizations, and corporations. The firm offers fee-based wrap programs, financial planning, and investment management, utilizing a range of strategies monitored and rebalanced 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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Peter M

Series 63, Series 66

Jonesboro, AR

Benjamin F. Edwards & Company, Inc.

Peter Murphy is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 66 registrations and bringing 33 years of industry experience. He has worked at Benjamin F. Edwards since 2020 and previously spent over a decade with Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory role, he holds ownership interests in investment-related ventures involving real estate in Jonesboro, Arkansas. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, pension plans, charitable organizations, and corporations. The firm offers consolidated discretionary and non-discretionary wrap programs featuring model strategies managed by BFE, its advisors, and third-party managers, with services that combine custody, execution, and internal trading capabilities.

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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David S

Series 63, Series 65

Jonesboro, AR

Valic Financial Advisors

David Stratton is a financial advisor with Valic Financial Advisors in Jonesboro, Arkansas, holding Series 63 and Series 65 credentials and 18 years of industry experience. His career includes multiple tenures at Valic Financial Advisors, as well as roles at Kimery Wealth Management and experience as a self-employed day trader. Outside of advisory work, he serves as an agent for non-securities insurance products through Agia. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth clients, and supports corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models and operating with over 1,200 advisors managing approximately $26.4 billion in assets.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
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William H

Series 63, Series 65

Jonesboro, AR

Benjamin F. Edwards & Company, Inc.

William Harris is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 65 licenses and 33 years of industry experience. He previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing, accumulating over a decade of experience at those firms. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, pension plans, charitable organizations, corporations, and institutions. The firm offers a range of fee-based wrap programs, financial planning, and investment management consulting, utilizing both discretionary and non-discretionary strategies managed internally and by third-party managers.

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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Ashley P

Series 65

Jonesboro, AR

Brookstone Capital Management LLC

Ashley Pulliam is a financial advisor at Brookstone Capital Management LLC with a Series 65 designation and two years of industry experience. Prior to joining Brookstone, she worked at Sharp Financial, Inc. and has held roles at Arkansas State University and Arvest Bank. She is also active as an advisor agent involved in the sale of annuities, life insurance, and Medicare supplements. Brookstone Capital Management provides fee-based asset management and financial planning to a diverse client base, including individuals, retirement plans, corporations, and trusts. The firm utilizes a range of investment strategies and offers discretionary portfolio management through its turnkey asset management platform.

ESG / Sustainable investing Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner Retired
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Chelsey M

Series 65, Series 63

Jonesboro, AR

Valic Financial Advisors

Chelsey Mixon is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 licenses and seven years of industry experience. She has worked at Valic Financial Advisors since 2019 and is also affiliated with Agia as an agent for non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, providing portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors and a technology-driven platform.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
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Stacy J

Series 63, Series 66

Jonesboro, AR

Benjamin F. Edwards & Company, Inc.

Stacy Jennings is a financial advisor at Benjamin F. Edwards & Company, Inc. in Jonesboro, Arkansas, holding Series 63 and Series 66 licenses with 26 years of industry experience. He worked at Stephens Inc. for nine years before joining Benjamin F. Edwards & Co. in 2017. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, corporations, and institutions. The firm offers fee-based wrap programs, financial planning, retirement and investment management consulting, employing a range of actively and passively managed strategies 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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Cynthia L

Series 63, Series 66

Jonesboro, AR

Benjamin F. Edwards & Company, Inc.

Cynthia Lewis is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. She has been with Benjamin F. Edwards since 2016. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, pension plans, charitable organizations, and corporations. The firm offers various investment strategies through fee-based wrap programs, financial planning, and consulting services, supported by several hundred advisors and tens of billions in assets under management.

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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Jeremy W

Series 66

Jonesboro, AR

Benjamin F. Edwards & Company, Inc.

Jeremy Watson is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and 15 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he co-owns interests in two residential real estate investment entities in Jonesboro, Arkansas. Benjamin F. Edwards & Company serves a broad client base including individuals, pension plans, charitable organizations, and corporations, offering fee-based wrap programs, financial planning, and investment management consulting. The firm employs a variety of discretionary and non-discretionary investment strategies managed internally and through third-party managers, supported by a multi-layered operational platform including custody, trading, and broker-dealer services.

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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Logan J

CFP®, Series 66

Jonesboro, AR

Mass Mutual Investors Services

Logan Johnson is a CFP® with six years of industry experience, currently affiliated with Mass Mutual Investors Services. His prior experience includes roles at Mass Mutual Life Insurance Company, Northwestern Mutual, Arkansas State University, and Harding University. He is also the owner of an LLC for tax purposes. Mass Mutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software tools to analyze client goals and offers a range of planning programs, including recent additions like Divorce Planning and employer-sponsored planning services.

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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Jonathan P

Series 66

Jonesboro, AR

Ameriprise

Jonathan Petty is a financial advisor at Ameriprise with two years of industry experience. He holds a Series 66 designation and has previously worked at Raymond James Financial, Emphasize Financial Planning, and Arkansas Farm Bureau Insurance. Outside of advising, he owns and operates Chase Petty Cattle Farm in Walnut Ridge, Arkansas. Ameriprise serves clients primarily through its retirement-income planning service, which targets individuals nearing or in retirement with significant investable assets. The firm utilizes a combination of research, modeling, and tax-efficient strategies to provide tailored, non-discretionary recommendations delivered by a centralized consulting team.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Thomas P

Series 66

Jonesboro, AR

Edward Jones

Thomas Preston is a financial advisor at Edward Jones in Jonesboro, 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 manages approximately $1.01 trillion in assets through a large network of advisors and branch offices, offering a range of advisory programs and investment strategies under a fiduciary standard.

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

Series 66

Jonesboro, AR

Wells Fargo Clearing

Leslie Durham is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and bringing 25 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in 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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Amber W

Series 66

Jonesboro, AR

Merrill

Amber Wyatt is a Series 66-licensed financial advisor with Merrill, based in Jonesboro, Arkansas. She has 10 years of industry experience and has been with Merrill since 2014. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
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J W

Series 63, Series 65

Jonesboro, AR

Merrill

J Williams is a financial advisor at Merrill with 41 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Merrill since 2008, concurrently serving Bank of America since 2011. He is a board member of the Tower Park Estates Property Owners Association in Jonesboro, Arkansas. Merrill provides managed account services through its Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pensions, corporations, and charitable organizations with 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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Bryan M

Series 66

Jonesboro, AR

Edward Jones

Bryan Mc Cormick is a financial advisor at Edward Jones with a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2021, he worked in broadcast media at KAIT-TV and KFVS-TV from 2013 to 2021. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets through a large network of financial advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

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

CFP®, Series 66

Jonesboro, AR

Edward Jones

William Gutt is a CFP® with six years of industry experience, currently serving as a financial advisor at Edward Jones in Jonesboro, AR. His work history includes roles at Edward Jones since 2016, with additional experience at Gearhead Outfitters and The Arcade Restaurant, where he has been involved since 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Retirement income strategy Wealth management Founder/Business Owner Professional Athlete Religious/faith focused
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Susan N

Series 63, Series 65

Jonesboro, AR

Merrill

Susan Naylor is a Wealth Management Advisor with Merrill Lynch Wealth Management. She specializes in personalized wealth management strategies, leveraging Merrill’s extensive investment insights and Bank of America’s banking and lending solutions to help clients pursue their long-term financial goals. Her areas of expertise include college education planning, family wealth management strategies, retirement planning, philanthropic planning, and wealth management for women. Susan holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She earned both her bachelor's and master's degrees from Arkansas State University and completed her high school education at McClellan High School in Little Rock, AR. In addition to her professional work, Susan is involved in community activities and volunteers with organizations such as Altrusa International of Jonesboro. She is also associated with the Arkansas State University Women's Leadership Center. Outside of work, she enjoys painting, spending time with her family, and watching movies.

Wealth management Retirement income strategy General retirement planning College savings (529s, UTMA, etc.) Charitable giving & philanthropy Women Professionals Women's Finance Parents
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