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Yesenia D

Series 66

Bella Vista, AR

Edward Jones

Yesenia Dalton is a financial advisor at Edward Jones with six years of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2020. Prior to her current role, her experience includes positions at CGI Results, LLC and H.J. Baker, LLC. Dalton is also listed as Vice President of Dalton Business Consulting, Inc, a professional services firm owned by her husband, though she has no active responsibilities there. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of approximately 24,000 financial advisors and over 15,000 branch offices.

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

Series 66

Rogers, AR

LPL Financial

Timothy Mccarley is a financial advisor with LPL Financial in Rogers, Arkansas, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at Morgan Stanley and Morgan Stanley & Co. LLC from 2004 to 2011. Outside his advisory work, he has worked as an Uber driver since 2019. 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 with various investment strategies, supported by extensive operational resources and a large network of over 22,800 advisors.

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

Series 63, Series 65

Fayetteville, AR

Raymond James & Associates

Ryan Brisiel is a financial advisor at Raymond James & Associates with 24 years of industry experience. He previously worked for Arvest Asset Management for 22 years before joining Raymond James in 2024. He holds Series 63 and Series 65 licenses and is based in Fayetteville, Arkansas. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, charitable organizations, and municipal entities, providing financial planning, investment consulting, and institutional fiduciary solutions through a range of portfolio management styles and affiliated research resources.

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

Series 63, Series 66

Springdale, AR

LPL Financial

Jim Blount is a financial advisor with LPL Financial in Springdale, Arkansas, holding Series 63 and Series 66 licenses and with 30 years of industry experience. He has been with LPL Financial since 2001. Outside of advising, he operates an independent insurance agency and serves as a branch manager through a related entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. Its offerings include financial planning, model portfolio programs, and institutional platforms, with advice delivered primarily by investment adviser representatives using a range of discretionary and non-discretionary strategies.

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

Series 63, Series 65

Rogers, AR

Raymond James & Associates

Stanley Parker is a financial advisor at Raymond James & Associates with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James & Associates since 2010. Outside of his advisory role, he is a passive investor in Signature Bank of Arkansas. Raymond James & Associates serves a broad client base, including individuals, institutions, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by a nationwide adviser network and a range of portfolio management styles.

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

CFP®, Series 66

Rogers, AR

OSAIC

Michelle Hauge is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at OSAIC since 2017. Her prior experience includes roles at National Planning Corporation and Arvest Asset Management. She serves on the finance committee for Northwest Arkansas Community College. OSAIC provides brokerage and investment advisory services to a diverse client base, including individual and institutional investors, utilizing asset-allocation tools and third-party managed account solutions across a broad range of investment products.

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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Mitchell L

Series 63, Series 65

Rogers, AR

Wells Fargo Clearing

Mitchell Lockhart is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves on the Rogers Public Schools Board of Education, where he participates in setting district policies and overseeing finances. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. 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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Jason B

Series 63, Series 66

Bella Vista, AR

Edward Jones

Jason Bennett is a financial advisor at Edward Jones with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at TD Ameritrade Investment Management, LLC, TD Ameritrade, Inc., and Scottrade, Inc. He has been with Edward Jones since 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment strategies through a nationwide network of financial advisors and branch offices.

Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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Timothy H

Series 63, Series 65

Fayetteville, AR

Raymond James Financial

Timothy Hynes is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 designations and bringing 39 years of industry experience. He has been associated with multiple related firms since 2013, including Hynes & Associates and PCTH Investments LLC, where he holds ownership and branch management roles. 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 non-discretionary planning tailored to client goals and supports advisory programs through a large network of advisors, with specialized services in municipal and public finance.

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

CFP®, Series 63

Pea Ridge, AR

Edward Jones

Christopher Donovan is a CFP®-certified financial advisor with Edward Jones, based in Pea Ridge, AR. He has 24 years of industry experience, including 25 years with Edward Jones. Outside of his advisory role, he is the owner and manager of Paintbrush Divide, LLC, a real estate development business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of investment and advisory solutions. The firm manages approximately $1.01 trillion in assets and is known for its extensive network of financial advisors and branch offices nationwide.

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

Series 63, Series 66

Rogers, AR

Wells Fargo Clearing

Rebecca Hutchens is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 38 years of industry experience. She has been with Wells Fargo Clearing since 2016. Outside of her advisory work, she serves as a trustee for family trusts and is commissioned as a notary public. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Retired Founder/Business Owner
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Charles W

Series 63, Series 65

Rogers, AR

Wells Fargo Clearing

Charles Wallace is a financial advisor with Wells Fargo Clearing in Rogers, Arkansas. He holds Series 63 and Series 65 credentials and has 34 years of industry experience. Wallace has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Retired Founder/Business Owner
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Catherine R

Series 66

Fayetteville, AR

LPL Financial

Catherine Robinson is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. She has worked at LPL Financial since 2019 and previously spent 16 years at Arvest Bank. Robinson is also associated with Simmons Bank in a financial institution capacity. 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 and access to third-party asset management, supported by extensive operational and research tools.

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

ChFC®, Series 63, Series 66

Bella Vista, AR

Edward Jones

Darrin Hewitt is a financial advisor with Edward Jones in Bentonville, AR, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 20 years of industry experience and has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, managed accounts, and affiliated mutual funds, while operating under a fiduciary standard.

General estate planning guidance Multi-generational wealth transfer Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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Jane D

Series 63, Series 66

Rogers, AR

Wells Fargo Clearing

Jane Donner is a financial advisor with Wells Fargo Clearing in Rogers, AR, holding Series 63 and Series 66 designations and possessing 36 years of industry experience. She has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of her advisory role, she co-owns AUX ARCS ENTERPRISES, a business focused on the resale of antiques and collectibles. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Retired Founder/Business Owner
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Jacob C

Series 66

Rogers, AR

Wells Fargo Clearing

Jacob Connelly is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. Prior to joining Wells Fargo, he worked at Ozarks Electric Cooperative for six years and BKD, LLC for two years. Outside of his advisory role, he owns a timber leasing business in Chester, Arkansas. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates 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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Robert T

Series 66

Springdale, AR

Edward Jones

Robert Tracy is a financial advisor at Edward Jones 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 offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with a nationwide network of more than 23,000 advisors.

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

CFP®, Series 66

Bentonville, AR

Edward Jones

James Griffin is a CFP® with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, he worked at Salem Professional Group from 2011 to 2018. Griffin is a seed-level investor in a retail startup based in Bentonville, AR. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a network of over 23,700 financial advisors, offering a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and a proprietary money market fund.

Retirement income strategy Business ownership considerations Wealth management Founder/Business Owner
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James H

Series 66

Bentonville, AR

Cetera

James Hall III is a Series 66 licensed financial advisor with 13 years of industry experience. He is currently with Cetera and has previously worked with First Allied Securities and First Allied Advisory Services. Outside of advisory work, he is involved as a registered sales assistant with Harvest Investment Strategies, LLC. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with over $256 billion in assets under management and more than 10,000 advisors nationwide.

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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Chad C

Series 66

Springdale, AR

LPL Financial

Chad Chance is a financial advisor with LPL Financial in Springdale, Arkansas, holding a Series 66 designation and 19 years of industry experience. He has been with LPL Financial since 2007. Outside of his advisory role, he has involvement with Chance Management, LLC, a non-investment related business entity used for tax and investment purposes. 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 portfolio programs, and access to third-party asset management, supported by a large network of investment adviser representatives.

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