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Lester M
Series 63, Series 65
Little Rock, AR
Ameriprise
Lester Matlock is a financial advisor with Ameriprise in Little Rock, AR, holding Series 63 and Series 65 licenses and having 29 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Matlock serves on multiple nonprofit boards, including the University of Arkansas at Pine Bluff Foundation Fund Board and the University of Arkansas for Medical Sciences Board of Advisors, where he currently holds the position of president. Ameriprise provides a range of advisory, brokerage, and insurance solutions, with a notable retirement-income planning service aimed at individuals approaching or in retirement who meet specific asset criteria. The firm employs a centralized consulting team that offers non-discretionary, research-driven retirement income recommendations tailored to client needs.
April D
Series 66
Little Rock, AR
LPL Financial
April Dwiggins is a financial advisor with LPL Financial, holding a Series 66 designation and 16 years of industry experience. Prior to joining LPL in 2026, she worked at Edward Jones for four years and Merrill Lynch for fifteen years. She is based in Little Rock, 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.
Steven P
Series 66
Little Rock, AR
Cetera
Steven Pierce is a financial advisor at Cetera with a Series 66 credential and three years of industry experience. He previously worked at Avantax Advisory Services and Avantax Investment Services and has been a member of Landmark CPAs since 2018, where he manages the audit department in the Little Rock office. He also holds ownership in Landmark CPAs and participates in managing a family-owned hunting property LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management options, including discretionary and non-discretionary accounts, supported by a nationwide network of over 10,000 advisors.
Joshua G
Series 63, Series 65
Little Rock, AR
Cetera
Joshua Gomez is a financial advisor with Cetera who holds Series 63 and Series 65 designations and has 18 years of industry experience. He previously worked at Stephens Inc for eight years before joining Cetera Wealth Services and then Cetera. Cetera Investment Advisers LLC is an SEC-registered adviser that 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, combining discretionary and non-discretionary authorities, and oversees more than $256 billion in assets through a nationwide network of over 10,000 advisors.
Pamela D
Series 63, Series 66
Little Rock, AR
Charles Schwab
Pamela Dillie is a financial advisor with Charles Schwab in Little Rock, AR, holding Series 63 and Series 66 designations and having 23 years of industry experience. She has been with Charles Schwab and its affiliated bank since 2002 and 2005, respectively. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a mix of non-discretionary investment guidance and access to discretionary separately managed accounts, supported by a multi-asset model portfolio approach and centralized operational infrastructure.
Andrew W
Series 66
Little Rock, AR
Wells Fargo Advisors
Andrew Winters is a financial advisor with Wells Fargo Advisors in Little Rock, AR, holding a Series 66 designation and two years of industry experience. Prior to joining Wells Fargo Advisors, he worked at Caddell Reynolds Law Firm and Rainwater, Holt & Sexton. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser providing investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options tailored to client needs.
Thurlo C
Series 63, Series 65
Little Rock, AR
Primerica Advisors
Thurlo Cobb is a financial advisor at Primerica Advisors in Little Rock, AR, holding Series 63 and Series 65 licenses with 19 years of industry experience. He has been with Primerica Advisors since 2009 and with Primerica Financial Services since 2006. Outside of his advisory role, he participates in the Arkansas Martin Luther King Jr. Commission, contributing approximately four hours per month. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, managing approximately $15.5 billion in assets with a model-driven investment approach supported by third-party asset managers.
Taylor M
Series 66
Jacksonville, AR
Ameriprise
Taylor Mcgrew is a financial advisor with Ameriprise in Jacksonville, Arkansas, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise, Mcgrew worked in aircraft sales at Dallas Jet International and spent nearly two decades at Central Flying Service. Outside of advisory work, Mcgrew is involved with Centennial Financial Services as a wealth advisor. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written retirement income plans and ongoing advice, focusing on income sources and tax-aware withdrawal strategies.
Kyle D
Series 66
North Little Rock, AR
Edward Jones
Kyle Drake is a financial advisor with Edward Jones in North Little Rock, AR, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2023, he worked at Oldcastle Infrastructure from 2016 to 2023. He is the founder and leader of Central Arkansas Leads Group LLC, a networking leads group based in Sherwood, AR. Edward Jones is a full-service wealth management firm that serves both individual and institutional clients, offering a range of investment advisory programs and managing approximately $1.01 trillion in assets. The firm is notable for its extensive network of advisors and branches, affiliated investment capabilities, and comprehensive fiduciary services.
Mitchell B
Series 66
Little Rock, AR
Edward Jones
Mitchell Beggs is a financial advisor with Edward Jones in Little Rock, AR, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2016 and previously worked in used car sales. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment strategies, operating through a nationwide network of more than 23,700 advisors.
Shazaan V
Series 66
Little Rock, AR
Charles Schwab
Shazaan Virani is a financial advisor at Charles Schwab with four years of industry experience. He holds a Series 66 designation and has worked at several firms including JPMorgan Chase and First Horizon Advisors. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by its financial research and alternative investments due diligence.
William H
Series 66
Little Rock, AR
Wells Fargo Advisors
William Horn is a financial advisor with Wells Fargo Advisors in Little Rock, AR. He holds the Series 66 designation and has one year of experience in the financial industry. Prior to joining Wells Fargo Advisors in 2025, he worked for Pain Medicine Specialists of Arkansas for three years. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including niche areas such as business-owner transition planning and special-needs analysis, using proprietary research and planning tools.
Nicholas T
Series 63, Series 65
Little Rock, AR
Primerica Advisors
Nicholas Threlkeld is a financial advisor with Primerica Advisors in Little Rock, AR, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has been with Primerica Advisors since 2015 and also owns Ryan's Electric LLC. Outside of advising, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm uses a tiered wrap-fee structure and curates third-party asset managers while delegating trade execution to BNY Mellon Advisors.
William J
Series 63
Little Rock, AR
LPL Financial
William Jeter Jr. is a financial advisor with LPL Financial based in Little Rock, Arkansas, holding a Series 63 license and possessing 41 years of industry experience. He previously worked at UBS Financial Services for seven years before joining LPL Financial in 2008. Outside of his advisory work, he operates a dog kennel and pursues songwriting as a business activity. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by technology-driven operational tools and oversight of over $819 billion in discretionary assets.
Thomas G
Series 66
Cabot, AR
Ameriprise
Thomas Green is a financial advisor with Ameriprise, holding a Series 66 designation and 19 years of industry experience. His career includes roles at Ameriprise since 2018 and prior experience with Investment Professionals Inc and Centennial Bank. He serves on the Board of Directors for Mt Carmel Cemetery and has involvement in a wine and spirits retail business. Ameriprise is a large institutional firm that offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency strategies to deliver personalized, non-discretionary retirement recommendations.
Mark B
Series 66
North Little Rock, AR
Edward Jones
Mark Brown is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and previously worked at Baptist Health and One Life Church. He has also been involved with Clinical Trials Inc. since 2015. Edward Jones is a full-service wealth management firm serving over four million clients across individual and institutional segments. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Cody D
Series 66
North Little Rock, AR
Edward Jones
Cody Dertow is a financial advisor at Edward Jones in North Little Rock, Arkansas, holding a Series 66 designation with seven years of industry experience. He has worked at Edward Jones since 2019 and was previously with Transamerica Life Insurance Company from 2015 to 2019. 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 wrap fee strategies and separately managed accounts, supported by a nationwide network of more than 23,700 financial advisors.
Christopher V
Series 63, Series 65
Little Rock, AR
LPL Financial
Christopher Vanlandingham is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 27 years of industry experience. He previously worked at Wells Fargo Advisors and Prudential Equity Group. Vanlandingham serves as a board member of the Arkansas State University System Foundation and is a trustee at BVJ Wealth Management 401K. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm supports a wide range of investment strategies through a large network of advisors and utilizes technology tools for operational and research support.
Robert J
CFP®, Series 63, Series 66
North Little Rock, AR
Edward Jones
Robert Jackson is a CFP® professional with 23 years of experience, currently serving as a financial advisor at Edward Jones since 2002. He holds Series 63 and Series 66 licenses and is based in North Little Rock, Arkansas. 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 strategies, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.
James M
CFP®, Series 63, Series 65
Little Rock, AR
Wells Fargo Advisors
James Martin is a CFP® professional with 32 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2016. He holds Series 63 and Series 65 licenses. Outside of his work at Wells Fargo Advisors, Martin has ownership interests in several investment-related businesses based in Little Rock, Arkansas. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, risk management, and niche services such as business-owner transition and special-needs planning. The firm integrates advisory services with other financial products and referral channels, delivering tailored recommendations supported by its research and planning tools.
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