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Timothy B
Series 63, Series 65, Series 66
Springdale, AR
Cetera
Timothy Burress is a financial advisor at Cetera with 22 years of industry experience. He holds Series 63, Series 65, and Series 66 designations and has worked at Cetera and Cetera Advisors LLC since 2013. He also serves as a member of the Tontitown City Council, a nonprofit role involving attendance at monthly meetings. Cetera Investment Advisers LLC is a large SEC-registered advisory firm supporting over 10,000 advisors and 800,000 clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers for individuals, retirement plans, corporations, and institutions.
Robin C
Series 63, Series 65, Series 66
Springdale, AR
LPL Financial
Robin Coggins is a financial advisor with LPL Financial, holding Series 63, 65, and 66 credentials and over 27 years of industry experience. He has been with LPL Financial since 2004. Outside of his advisory role, he serves on the medical advisory board for Cabaletta Bio, a pharmaceutical company. 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 financial planning and investment management services through a large network of advisors, utilizing both proprietary and third-party strategies.
Don O
Series 63, Series 66
Springdale, AR
Edward Jones
Don Ogden is a financial advisor at Edward Jones in Springdale, AR, with 13 years of industry experience. He has held the Series 63 and Series 66 licenses and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Brian U
Series 66
Rogers, AR
Merrill
Brian Upshaw is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been involved in finance since 2010 and joined Merrill Lynch in 2014. Brian works with individuals, families, and businesses to develop strategies and provide advice tailored to their short and long-term financial objectives. He holds a Bachelor's degree in Economy and Industry from the University of Arizona and has earned the CERTIFIED FINANCIAL PLANNER® designation, as well as the Personal Investment Advisor (PIA) certification. Brian's expertise includes college education planning, divorce transition planning, family wealth management strategies, legacy planning, LGBT wealth planning, liquidity management, managing new wealth, personal retirement planning, socially responsible and values-based investing, and women and wealth. Prior to his career in finance, Brian served eight years in the United States Marine Corps, retiring with the rank of Sergeant in 2011. He is involved in community organizations such as the American Red Cross, Boy Scouts of America, Southern Arizona Estate Planning Council, Community Food Bank of Southern Arizona, and The Church of Jesus Christ of Latter-Day Saints. Brian and his wife Alyssa have three children and enjoy spending time together supporting child-centered organizations and engaging in activities such as soccer and visiting the local library.
George D
Series 63, Series 65
Lowell, AR
LPL Financial
George Doria Medina is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He previously worked at National Planning Corporation for 16 years and has been associated with Trilogy Financial Services for over two decades. Medina is also involved as a life insurance agent with affiliated non-variable insurance activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management services, combining advisory platforms with extensive non-advisory financial products and operational support tools.
Joshua B
Series 63, Series 66
Springdale, AR
LPL Financial
Joshua Blount is a financial advisor with LPL Financial based in Springdale, Arkansas. He holds Series 63 and Series 66 credentials and has six years of industry experience. Prior to joining LPL Financial in 2020, he worked at The Point Financial Group and served in Congressman Steve Womack's office. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management access, and institutional platforms.
John H
Series 66
Springdale, AR
Edward Jones
John Harrell is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. His prior roles include positions at Walker Brothers, KLIFE, and Kanakuk Kamps, as well as experience at Truman State University. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of investment strategies and advisory services supported by a nationwide network of financial advisors and branch offices.
Juan Z
Series 66
Springdale, AR
Merrill
Juan Zarruk is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His prior roles include positions at The Point Financial Group Inc. and LPL Financial LLC. 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.
Kane M
Series 66
Fayetteville, AR
Edward Jones
Kane Moix is a financial advisor with Edward Jones in Fayetteville, Arkansas, holding a Series 66 designation. He joined Edward Jones in 2026 and previously worked for the Department of Veterans Affairs, Care IV Home Health, and Incite Rehab, LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with a nationwide network of approximately 23,700 financial advisors. The firm offers a range of advisory strategies and affiliated investment products under a fiduciary standard.
Ralph B
Series 66
Rogers, AR
Edward Jones
Ralph Brainerd is a financial advisor with Edward Jones in Rogers, Arkansas, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory role, he is involved in farm and real estate ventures through ownership interests in R & L Ventures and RCB Holdings LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of discretionary and non-discretionary investment solutions. The firm manages approximately $1.01 trillion in assets and maintains a large nationwide network of advisors and branch offices.
Benjamin E
CFP®, Series 63, Series 66
Fayetteville, AR
Edward Jones
Benjamin Evans is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Edward Jones since 2004. He holds Series 63 and Series 66 licenses. 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 and investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of roughly 23,700 advisors.
Fidelma F
CFP®, Series 66
Fayetteville, AR
OSAIC
Fidelma Farinas Cobas is a CFP®-designated financial advisor with 18 years of industry experience, currently affiliated with Osaic Wealth. Her prior roles include positions at PNC Investments, City National Rochdale, and MassMutual, among others. She holds board positions with VOCE Inc., Women in Insurance and Financial Services, and Opera in the Ozark's. Osaic Wealth serves a diverse client base, including individual, high-net-worth, institutional, and charitable organizations, providing integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs asset-allocation tools and third-party platforms to offer customized portfolio management across a broad range of investment options.
Spencer B
Series 66
Fayetteville, AR
Raymond James Financial
Spencer Bratcher is a financial advisor at Raymond James Financial with six years of industry experience. He holds a Series 66 designation and has been associated with Raymond James since 2019. He is also involved with Signature Private Wealth Group as an associate. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, as well as institutional clients. The firm offers tailored, non-discretionary planning using analytical tools to support client goals and maintains specialized programs in municipal finance and SIMPLE IRA advisory services.
Robert F
Series 66
Rogers, AR
Merrill
Robert Fleener is a Senior Financial Advisor and Senior Portfolio Advisor at Merrill Lynch Wealth Management. He focuses on providing a wealth management experience tailored to entrepreneurs, executives, retirees, and their families, emphasizing exceptional service, professionalism, and transparency. Robert and his team employ a goals-based approach to wealth management, working to help clients achieve their objectives while minimizing risk. His client focus areas include college education planning, executive compensation, family wealth management strategies, managing new wealth, personal retirement planning, small business strategies, special needs planning strategies, individual and corporate investment strategy, and retirement income. Robert's role involves managing discretionary custom investment strategies and selecting from a wide range of Merrill Lynch Wealth Management model portfolios and third-party investment strategies. Robert graduated from the University of Arkansas and maintains strong ties to the school and its community. He holds the Personal Investment Advisor (PIA) designation and is proficient in Mandarin and English. In his free time, he enjoys golf, fishing, and following Arkansas Razorback Football.
Tristyn W
Series 66
Rogers, AR
Merrill
Tristyn Wheeler is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. Prior to joining Merrill and Bank of America, Tristyn worked at Arvest Wealth Management and Arvest Bank. Merrill, with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering both model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts.
Misty M
Series 66
Tontitown, AR
Thrivent Investment Management
Misty Morris is a Series 66-licensed financial advisor with three years of industry experience, currently with Thrivent Investment Management. Her prior experience includes roles at Meyer, Raymond, and Scott, LLC, as well as entrepreneurial activity with More Brewing Company. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering goal-based, holistic planning without portfolio management on institutional accounts.
John E
Series 66
Rogers, AR
Cetera
John Evans is a financial advisor with Cetera who holds a Series 66 credential and has 24 years of industry experience. He has worked at firms including Avantax Investment Services and 1ST Global Advisors and is a member of Landmark PLC Certified Public Accountants, a full-service CPA firm. Cetera Investment Advisers LLC provides a multi-manager platform serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and consulting services, utilizing both affiliated and third-party managers across multiple program structures and custodial relationships.
Isabel K
Series 66
Fayetteville, AR
Morgan Stanley
Isabel Kasman is a financial advisor at Morgan Stanley with one year of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2024, including the Morgan Stanley Private Bank, N.A. Outside of her advisory role, she is involved with Puritan/Garden Room, a restaurant and bar in Fayetteville, Arkansas. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs structured planning processes supported by firm-approved tools and manages approximately $2.74 trillion in client assets.
David P
Series 66
Rogers, AR
Raymond James Financial
David Proffitt is a financial advisor with Raymond James Financial in Rogers, Arkansas, holding a Series 66 designation and having six years of industry experience. His career includes roles at Mass Mutual Investors Services and American National Insurance Company. Outside of his advisory work, he has experience in the food service industry, having been involved with Wright's Barbeque and Bizy's Custom Catering. 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, and institutional clients. The firm employs tailored, non-discretionary planning and analytical tools to help clients pursue their financial goals and supports a broad network of advisors and affiliated firms.
Bryan B
Series 63, Series 65
Bentonville, AR
Ameriprise
Bryan Binz is a financial advisor at Ameriprise with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliated entities since 2012. Outside of his advisory work, he is involved in a personal farming operation called Binz Farms in Arkansas. Ameriprise is a large institutional firm that offers retirement-income planning services primarily to clients with significant investable assets, utilizing a centralized consulting team and algorithmic tools to deliver tailored, tax-efficient recommendations.
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