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Collin C

Series 66

Little Rock, AR

Edward Jones

Collin Cahill is a Series 66-credentialed financial advisor at Edward Jones with six years of industry experience. Prior to joining Edward Jones in 2020, he worked at Sunstar Insurance and Invest Farms. Outside of his advisory role, Cahill is involved in landscaping and interior design businesses, including co-ownership of a landscaping and hospitality management company and a design firm owned by his wife. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, discretionary and non-discretionary investment strategies, and affiliated financial services. The firm is notable for its extensive advisor network and combination of advisory and affiliated capabilities.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Wealth management Passive / index investing Military & Veterans
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J B

Series 63, Series 65

Little Rock, AR

Morgan Stanley

J Barnett is a financial advisor with Morgan Stanley in Little Rock, Arkansas, holding Series 63 and Series 65 credentials and over 21 years of industry experience. He has been with Morgan Stanley since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, Barnett serves on the finance committee of the Williams Junction Volunteer Fire Department and is involved in agricultural and oil/energy ventures through Barnett5 LLC. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individual and institutional clients, managing approximately $2.74 trillion in assets. The firm’s planning process uses structured discovery and model-based tools, offering a range of investment and financial services supported by its broader institutional resources.

General estate planning guidance
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Mark B

Series 66

North Little Rock, AR

Edward Jones

Mark Brown is a Series 66-licensed financial advisor with Edward Jones in North Little Rock, Arkansas, and has seven years of industry experience. He has worked at Edward Jones since 2018 and previously held positions at Baptist Health and One Life Church. Brown is also involved with Clinical Trials Inc., where he has maintained a role since 2015. 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 through a nationwide network of more than 23,700 financial advisors, offering a range of advisory programs, discretionary and non-discretionary investment strategies, and affiliated investment products.

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Business ownership considerations General estate planning guidance Founder/Business Owner
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Billie Ann B

Series 66

Little Rock, AR

Merrill

Billie Ann Bruce is a Series 66-credentialed advisor with Merrill, based in Little Rock, AR, and has five years of industry experience. She has been with Merrill since 2005. 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. The firm offers a range of 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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Justin M

Series 66

Little Rock, AR

Merrill

Justin Mitchell is a Wealth Management Advisor with Merrill Lynch Wealth Management. He joined Merrill in 1999, bringing experience from his earlier work in engineering and graduate studies. Justin’s expertise includes family wealth management strategies, services for endowments, foundations, and non-profits, personal retirement planning, and tax minimization. He holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification awarded by the Certified Financial Planner Board of Standards, Inc., the Certified Investment Management Analyst® (CIMA) designation, and the Personal Investment Advisor (PIA) credential. He earned a Bachelor of Science degree in Electrical Engineering from the University of Illinois. Additionally, Justin completed a Master of Theology degree with honors at Dallas Theological Seminary and pursued postgraduate studies at Southern Methodist University. Justin and his wife, Kate, live in Roland with their four children.

Wealth management General retirement planning General tax planning Parents
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Donald K

Series 63, Series 66

Little Rock, AR

Thrivent Investment Management

Donald Knoernschild is a financial advisor with Thrivent Investment Management in Little Rock, Arkansas, holding Series 63 and Series 66 designations and bringing 38 years of industry experience. He has worked at Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Knoernschild serves as a board member for the Augsburg Food Pantry, a volunteer organization providing food assistance to about 600 families monthly. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses and written recommendations across various planning areas. The firm separates planning from managed-account services and does not provide portfolio management or institutional advisory services.

Business ownership considerations
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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 licenses and bringing 26 years of industry experience. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing for a combined 17 years. Vanlandingham serves as a board member of the Arkansas State University System Foundation and is a trustee for BVJ Wealth Management 401K. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, with discretionary and non-discretionary management supported by model portfolios and research from multiple sources.

College savings (529s, UTMA, etc.)
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Laura G

Series 63, Series 66, Series 65

Little Rock, AR

Merrill

Laura Gates is a financial advisor with Merrill in Little Rock, Arkansas, holding Series 63, 65, and 66 licenses and bringing 28 years of industry experience. Her prior roles include positions at Bank of America, Jackson National Life Distributors LLC, and Morgan Stanley. Merrill, together 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 and profit-sharing plans, corporations, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
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Edmond B

Series 66

Little Rock, AR

Merrill

Edmond Burkett is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been with Merrill Lynch since 2007, following three years as a financial advisor with another firm. He serves a select group of individuals and families, as well as holding primary responsibility for corporate retirement plan clients. Edmond earned a B.S. in Chemical Engineering from the University of Arkansas in 2001. He holds several professional designations, including Certified Financial Planner (CFP), Certified Investment Management Analyst (CIMA), Certified 401(k) Professional (C(k)P), and Certified Plan Fiduciary Advisor (CPFA). His team has been recognized in the Forbes "Best in State Wealth Management Teams" List in 2024, 2025, and 2026, and Edmond himself was named to the Forbes "Best in State Wealth Advisors" List in 2025. He was also named to the Financial Times 401 Retirement Plan Advisors List in 2016. Outside of his professional work, Edmond enjoys baseball, hunting, and spending time with his family.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy General retirement planning Business exit / sale strategy
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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.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Mary H

Series 63, Series 65

Little Rock, AR

LPL Financial

Mary Henry is a financial advisor at LPL Financial with 44 years of industry experience. She holds Series 63 and Series 65 licenses and has been with LPL Financial since 2008. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party subadvisors, and various technologies to support diversified investment strategies.

College savings (529s, UTMA, etc.)
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Ryan C

CFP®, Series 63, Series 66

Little Rock, AR

LPL Enterprise

Ryan Cowell is a CFP® with 24 years of industry experience, currently affiliated with LPL Enterprise. His prior positions include roles at Pruco Securities LLC, Arvest Wealth Management, Arvest Bank, and TIAA-CREF. Cowell is based in Little Rock, AR. LPL Enterprise serves a diverse client base, including individuals across wealth segments, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to various investment and insurance products through its integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Amber G

Series 63, Series 66

Little Rock, AR

Merrill

Amber Gateley is a financial advisor at Merrill with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Merrill since 2021. Her prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2021. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary strategies developed by internal and third-party managers for a range of individual and institutional clients.

Tax-loss harvesting Active portfolio management Wealth management
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Hardy L. W

Series 66

Little Rock, AR

UBS Financial Services

Hardy L. Winburn V is a financial advisor with UBS Financial Services in Little Rock, Arkansas, holding a Series 66 designation and 24 years of industry experience. He has been with UBS since 2002. Outside of his advisory work, he is also a musician who performs music. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans to client goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services and offers a broad range of capital markets and custody solutions.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Dennis D

Series 63, Series 65

Little Rock, AR

Primerica Advisors

Dennis Davis is a financial advisor with Primerica Advisors in Little Rock, AR, holding Series 63 and Series 65 licenses and having five years of industry experience. He has worked at Primerica Advisors and Primerica Financial Services since 2020 and has been involved with the Arkansas Legislative Audit since 2013. Outside of his advisory role, he is involved in sales of loan products and home security and automation referrals through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-based strategies and separately managed accounts. The firm curates third-party asset managers and employs a tiered wrap-fee structure, using independent due diligence and delegated trading through BNY Mellon Advisors.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Pledger M

Series 66

Little Rock, AR

Merrill

Pledger Monk III is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined Merrill in 1997 and began his career in the wealth management and financial advisory industry in 1994. His focus is on connecting all aspects of clients' financial lives to help prioritize and pursue their most important goals. Pledger and his team specialize in providing comprehensive investment and wealth management services to individuals and families. He holds multiple professional designations including CERTIFIED FINANCIAL PLANNER™, Chartered Financial Analyst®, Certified Investment Management Analyst®, and Certified Private Wealth Advisor®, among others. He earned his bachelor's degree from Hendrix College and his MBA from The Wharton School of the University of Pennsylvania. Pledger lives in Roland, Arkansas, with his wife Jennifer and their six children.

Wealth management Passive / index investing Active portfolio management Private / alternative investments
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Juan M

Series 66

Little Rock, AR

Morgan Stanley

Juan Morales is a financial advisor at Morgan Stanley with 14 years of industry experience and holds a Series 66 designation. He has been with Morgan Stanley and its Private Bank division since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market analysis.

General estate planning guidance
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Taylor B

Series 66

Little Rock, AR

Ameriprise

Taylor Byrd is a financial advisor with Ameriprise in Little Rock, AR, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise in 2021, Taylor worked at Apple Inc. from 2017 to 2021 and has experience in retail and academic settings. Outside of finance, Taylor owns an Etsy shop specializing in crochet toys. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement who meet specific asset criteria, providing customized, non-discretionary recommendations that integrate tax-efficient strategies and asset management. The firm combines research-driven modeling and algorithmic tools overseen by a dedicated team to support its advisory approach.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Chad C

CFP®, Series 63, Series 65

Little Rock, AR

LPL Financial

Chad Carlson is a CFP® professional with 29 years of industry experience, currently affiliated with LPL Financial in Little Rock, AR. He has worked at Simmons First Investment Group, Inc. from 2001 to 2019 and has concurrently been with Simmons Bank and LPL Financial since 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

College savings (529s, UTMA, etc.)
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Stephen W

Series 63, Series 66

Little Rock, AR

Morgan Stanley

Stephen Wheetley is a financial advisor with Morgan Stanley in Little Rock, AR, holding Series 63 and Series 66 credentials and bringing 16 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he owns a liquor store called Toddy Shop. Morgan Stanley Wealth Management serves individual and institutional clients by offering a range of advisory programs, including tailored financial planning and estate planning strategies. The firm utilizes structured planning tools and investment modeling techniques to support clients, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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